Nikolis D'annunzio is a financial advisor at The Huntington Investment Company with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, H&R Block, and The Huntington National Bank. Prior to his financial services career, he spent five years at Innovative Waterproofing Solutions and three years at Menard, Inc. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Nathanial Chambers is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and various positions outside the financial sector. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

Drake Chwalibog is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Hantz Financial Services since 2014. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, including both high-net-worth and non-high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets and employs a diversified, ETF-centered investment approach across various portfolio models, supplemented by access to third-party managers and tax-aware strategies.

Daniel Luther is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.

James Park is a financial advisor at TIAA-CREF in Ann Arbor, MI, with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Northwestern Mutual Life Insurance Company and DMT USA Inc, as well as a brief period at Carrigan Cafe. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including point-in-time financial planning and ongoing discretionary portfolio management with both model and customized portfolios.

Michael Reid is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 66 licenses. He has worked at Hantz Financial Services since 1998 and at JRH Financial Services since 2002. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm utilizes model-driven ETF strategies alongside separately managed accounts and direct indexing, supported by affiliated entities including a trust bank and in-house tax and consulting services.

Daniel Mckenna is a CFP® with 21 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2004. Based in Ann Arbor, MI, he holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated trust, tax, consulting, insurance, and mortgage businesses.

Brian West is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds the Series 65 designation and has 10 years of industry experience. West has been with Hantz Financial Services since 2004. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers a range of services including financial planning, portfolio and wealth management, retirement plan consulting, and model-based ETF strategies with an emphasis on diversified, ETF-centered portfolios and tax-aware implementations.

Anthony Ruda is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent eight years with Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a not-for-profit chamber music society, where he is involved in artist selection and speaks before concerts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and a variety of investment vehicles, with an emphasis on both discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

Haley Hernandez is a CFP® with four years of industry experience, currently advising at Savant Wealth Management in Plymouth, MI. She has been with Savant since 2021 and previously worked at Rocket Auto LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies across various asset classes, supported by its scale and integrated legal, accounting, and trust affiliates.

Nolan Klavon is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he held positions in various sectors including insulation, food service, and education. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and additional services such as mortgage brokerage and insurance through affiliated agencies.

Robert Eppler is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Intuitive Surgical Inc. He is based in Ann Arbor, MI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Hantz Financial Services, he worked for the City of Trenton and was affiliated with the University of Michigan - Dearborn. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed and unified managed accounts, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Stephen Rowley III is a financial advisor with Eagle Strategies (New York Life) in Plymouth, MI, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been associated with Eagle Strategies since 2013 and also operates Rowley Services, Inc., which manages his brokered life insurance business. Outside of his advisory work, Rowley is a minority owner of the professional soccer team DCFC and serves on the boards of the New Hope Center for Grief Support and the WBCCI Foundation. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services, with an emphasis on tailoring recommendations to client objectives and primarily managing assets on a non-discretionary basis.

Cameron Allen is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Hantz Tax and Business and Fabiano Brothers. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, financial planning, and fiduciary services, supported by affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.

Craig Blasiman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2013. He holds a Series 66 license and provides financial planning and investment advisory services as part of a large enterprise firm. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination.

Vincent Buzolits is a CFP® and ChFC® with 36 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Donald Wylin is a CFP® professional with 24 years of industry experience. He is currently with Savant Wealth Management and was previously with Bdk Financial Services, Inc. for 22 years. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Joseph Schaefer is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 license and has three years of industry experience. Prior to joining Hantz Financial Services in 2022, he worked at Flagstar Bancorp and United Wholesale Mortgage. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, providing financial planning, portfolio management, and a range of investment strategies centered on ETF-based model portfolios.

Scott Snyder is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 designations with 17 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination services.