Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has held prior positions at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, utilizing multiple program types and third-party portfolio managers.

Evan Ho is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Ho serves as a volunteer board member on the Finance and Investment committees of the Luella Hannan Memorial Foundation, which aims to support seniors in Michigan. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm combines discretionary management using model and customized portfolios with fiduciary services within a vertically integrated structure.

Donald Slankster is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked with Mariner Independent Advisor Network, LLC, Strategic Wealth Advisors Group, LLC, LPL Financial, LLC, and operated Slankster Financial. Outside of advising, he provides administrative support to Mariner Independent Advisor Network. Private Advisor Group serves a broad mix of clients, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm sponsors advisory programs with access to third-party asset managers and maintains a range of analytical and trading approaches through its network of investment adviser representatives.

Ryan Racine is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Hantz Financial Services since 2007. 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 expanded implementation capabilities through affiliated trust, tax, business consulting, insurance, and mortgage services.

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial LLC and Petersmark Financial Network. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and a firm-managed separately managed account platform.

Matthew Owens is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and J.P. Morgan Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, utilizing an open-architecture model that combines third-party managers with proprietary Private Bank offerings. Their programs include multiple wrap-fee options supported by custodial services through National Financial Services.

David Seidel is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 26 years of experience in the financial services industry. 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 combined with separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Justin Walker is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Rocket Mortgage and Credibly. Outside of his advisory role, Walker serves as a recruiter for the Michigan Army National Guard. 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 offers a range of advisory and fiduciary services supported by affiliated tax, business consulting, and trust entities.

William Mathers is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through TIAA-administered retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering customized portfolios managed under client-approved investment policies.

Jason Kirk is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors in Greenville, KY. He previously worked at TIAA and TIAA-CREF for 15 years. Outside of his advisory role, Kirk is an author of financial literacy books and serves as an unpaid board member for the Sean Brian Ashline Foundation, a nonprofit organization that raises funds for adults who cannot advocate for themselves. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Michael Eze is a financial advisor with The Huntington Investment Company in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Key Plastics. Outside of advising, he is involved in retail as a shift supervisor and works with a local cleaning business. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm utilizes an open-architecture investment model with multiple wrap-fee programs and integrates third-party and proprietary strategies for portfolio management.

Len Clapp is a financial advisor with Equity Services, Inc. in Northville, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equity Services since 2003. In addition to his advisory role, he is an insurance agent licensed to sell life, disability, health, long-term care, and Medicare supplemental insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Zachary Cepo is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. His work history includes roles at Cole, Newton, and Duran, Encore Service Group, and involvement with University of Toledo Athletics. 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 and retirement plan sponsors through a multi-advisor platform, emphasizing diversified ETF-centered model portfolios, asset allocation, and tax-aware strategies.

John Carney is a CFP® professional with eight years of industry experience. He has worked at Mercer Global Advisors Inc. since 2019, following eight years at Arbor Asset Management LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and offering both discretionary and non-discretionary management.

Christopher Kubert is a CFP® professional with 20 years of industry experience. He is currently affiliated with NewEdge Advisors and Mid Atlantic Capital Corporation since 2021. His prior work includes roles at Private Client Services LLC, Executive Wealth Management, and The Huntington Investment Company. Outside of advisory services, Kubert is involved in fixed insurance product sales and operates a vehicle rental business via the Turo app. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services and uses a combination of in-house and third-party strategies supported by technology tools and centralized due diligence.

Richard Foytek is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jacob Harry is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Hantz Financial Services, Inc. and previously worked at Hantz Agency, City Steel, The Huttenlocher Group, DirecTV, Pine Lake Country Club, and Northwood University. Hantz Financial Services, Inc. serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm’s investment approach centers on diversified, ETF-based model portfolios combined with asset allocation, periodic rebalancing, and access to third-party managers, while also offering mortgage brokerage and insurance services through affiliated agencies.

Mary Shaw is a Series 66-registered financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with nine years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individual and high-net-worth 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 it offers a range of fiduciary, financial planning, and wealth management services supported by affiliated banking, tax, and consulting entities.

Alan Palgut is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with six years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2017. Prior to joining Hantz, he worked at Kroger from 2015 to 2017. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning, wealth management, and fiduciary services.

James Polisuk is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.