Brett Dulecki is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 65 designation and has worked previously at Leonardos Inc., Door Dash, and Lawrence Tech University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, focusing on diversified, ETF-centered model portfolios and offering a wide range of planning, wealth management, and ancillary financial services.

Charlene Reardon is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at Telemus Capital LLC for 11 years and Kovitz Investment Group Partners, LLC for 2 years before joining Focus Partners Wealth. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset classes and third-party managers.

Kassem Atwi is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. Prior to his advisory role, he held various positions including roles at DoorDash and the University of Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm uses a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Tyler Jones is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Endependence Financial. Outside of his advisory role, he facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and operates a platform serving a large number of clients with standardized investment solutions.

Brendan Hunt is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Hantz Tax and Business and has teaching experience at Eastern Michigan University and Jackson College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Jeremy Pugh is a financial advisor at Fifth Third Securities, Inc. in Canton, MI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Amrock, Antonio's, and Olive Garden. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by features such as direct indexing and an optional tax-overlay service.

Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. 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, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance entities.

Thomas May is a financial advisor with Empower Advisory Group who holds Series 63, Series 65, and Series 66 credentials and has 23 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services, and Western & Southern Life, among others. Outside of advising, he manages bookkeeping services for small businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with recommendations generally aligned with plan sponsor-chosen options.

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 with \u0026Partners, holding a Series 66 designation and four years of industry experience. Prior to joining \u0026Partners, he worked at Wells Fargo Clearing and Intuitive Surgical Inc., and spent six years at Divine Child High School. \u0026Partners serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform, and engages in a range of activities including financial planning, ERISA consulting, and investment banking.