Brian Rener is a financial advisor at Centaurus Financial, Inc. in Auburn Hills, Michigan, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, Rener is the owner of BJR Financial Inc., where he manages overall business operations. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing various analytical approaches and providing both discretionary and non-discretionary arrangements.

Paul La Baere is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Soaring Eagle Casino & Resort, Jets Pizza, and Central Michigan University prior to joining Hantz Financial Services in 2018. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charities, corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and unified managed accounts.

Anthony Bloink is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has been with First Command in various capacities since 2016, including roles at affiliated entities such as First Command Insurance Services and First Command Financial Planning. Prior to his financial career, he worked for Richmond Community Schools for 16 years. Outside of his advisory work, he owns a small rental property business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate clients, and charitable organizations, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority under Investment Management Agreements.

Kristofer Sztein is a CFP® with 17 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held prior roles at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, Bank of America, and Fidelity. In addition to his financial advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Jamie Urbanski is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers financial planning and wealth management through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Daniel Devine is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022, and prior to that, he was affiliated with CARE of Southeastern Michigan, ESCHELS FINANCIAL GROUP, INC, and ProEquities, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA holders through various managed advice programs and investment education services, using proprietary software and model portfolios developed by Morningstar Investment Management. The firm operates at scale with a broad client base and primarily focuses on non-discretionary asset management.

Stephen Kremer is a financial advisor at Centaurus Financial, Inc. with 43 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, Kremer serves as a managing director at Brokerage Design and Development, where he trains registered representatives on best practices. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Joshua Barron is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Outside of financial advising, Barron has provided legal consulting and serves as a notary public. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Giulio Isom is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2021. Prior to that, he has experience in various roles at institutions including Wayne State University and Lifetime Fitness. Fifth Third Securities, Inc. serves a diverse group of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, providing clients with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

Brian Kurtz is a financial advisor with Brookstone Capital Management LLC in Troy, MI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brookstone since 2007 and has worked at A.L. Williams since 1990. Outside of advisory work, he is also licensed as a life and annuity insurance agent. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

Daoqi Yang is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VMWare, Inc., Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Ally Financial. Outside of financial advising, he is also an author with over two decades of experience in book writing and publishing. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Brian Wyzgowski is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His prior roles include positions at LPL Financial, Christian Financial Credit Union, and Cambridge Investment Research. He is also involved with Christian Financial Investment Center, an investment-related business associated with LPL Financial. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and various third-party managers.

Michael D'agnese is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at infinex Investments, Inc., Flagstar, and The Detroit Club. Outside of his advisory role, he is a notary. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Michael Ehlen is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and over five years of professional experience. His background includes roles at First Command Brokerage Services Inc., Aspen Wealth Management, and service in the United States Air Force. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios from a prescreened selection of funds and third-party managers.

Michael Popadich is a CFP® and ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. in Clinton Township, MI, since 1999. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, using an asset-allocation framework with periodic rebalancing and tax-loss harvesting features.

Michael Luna is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hantz Financial Services since 2013. Outside of his advisory role, he serves as Vice President and landlord for MASA Holdings LLC. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, combining advisory and broker-dealer activities alongside mortgage and insurance product sales.

Garrett Turner is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services.

Debra Hanaford is a financial advisor with J.P. Morgan Securities based in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at Comerica Securities, Raymond James & Associates, UBS Financial Services, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating ESG frameworks and leveraging the firm’s derivatives and commodities capabilities.

Harry Drussel is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has a professional background that includes several years in chiropractic care before transitioning to financial services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing conflicts of interest.

Jeremy Schmidt is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2004, accumulating 22 years of industry experience. He serves as Treasurer for the North Oaks Three Subdivision HOA, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a variety of portfolio management approaches.