Mary Bakhaus is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Outside of her advisory role, she is a 50% owner of Bakhaus Properties, LLC, a real estate business in South Lyon, Michigan. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through a variety of strategies including equity, income, alternatives, and private investment funds.

Anthony Sitto is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. His work history includes roles at Chase Bank, Northwestern Mutual, and Central Mortgage Funding, as well as experience in education and the food service industry. 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, offering diversified ETF-based portfolios, financial planning, and retirement plan consulting alongside mortgage brokerage and insurance services.

Caleb Sheng is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. He has previously worked at Raymond James Financial Services and Waldo Wealth Partners. Outside of advising, Sheng is the owner of Sheng Law Group, PLLC, a business he has maintained since 2011. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services and employs technology and centralized due diligence in managing advisor and client needs.

Patricia Khoe is a CFP® and ChFC® financial advisor with 16 years of industry experience. She has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 2013. 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 and non-HNW clients, as well as corporate and retirement plan sponsors, offering diversified ETF-centered portfolios and various wealth management and financial planning services.

Rachel Doutsas is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 13 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Outside of her advisory role, she owns and operates Modern Murals, LLC, where she creates and sells custom artwork. 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 alongside separately managed accounts and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Robert Hyneman is a CFP® professional with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. He also holds the Series 63 and Series 66 licenses and has been affiliated with Agia since 2022, where he acts as an agent for non-securities insurance products. 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.

Tyler Corliss is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates various advisory platforms, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Michael Lacombe is a CFP®, ChFC®, and Series 63-registered financial advisor with 39 years of industry experience. He has been with Hantz Financial Services, Inc. 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 it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Sharqueece Banks is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. Outside of her advisory role, she serves as treasurer for the Metropolitan Church of God, managing budgeting and accounting functions. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Danilo Rodrigues De Carvalho is a financial advisor with Citizens Securities, Inc. in Farmington, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1999. Outside of his advisory role, he serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer serves a broad 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, manager selection, and various investment strategies tailored to client objectives, while also acting as a qualified custodian.

Brandon Wylie is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Hantz in 2022, he worked in various roles including positions at Albion College, The Home Depot, and the University of Michigan - Dearborn. Outside of finance, he serves as an ice hockey referee with USA Hockey. Hantz Financial Services is an enterprise investment adviser and 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 that emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, portfolio management, and related services.

Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.

Jacob Sawyer is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018. His prior experience includes roles at FSA Advisors, Inc., Independence Capital Co., Inc., and Financial Service of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time planning from ongoing portfolio management and includes services such as donor-advised funds and customized portfolio management under a fiduciary standard.

Austin Tapley is a CFP® and ChFC® professional with three years of industry experience, currently working at Hantz Financial Services, Inc. in Ann Arbor, MI. His prior experience includes roles at Adrian College and Northwest Middle/High School, as well as operating a seasonal landscaping and snow removal business. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.

Kaylie Shepard is a Series 66-registered financial advisor with Commonwealth Financial Network. She has one year of industry experience and has also worked at Affinity Wealth Solutions and Bankers Life. Prior to her financial advisory roles, she was employed at Northwood University, Elder Ridge Manor, and Stockbridge Community Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Sara Rogozan Deal is a CFP®-certified financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She has been affiliated with Citizens Securities and Citizens Bank throughout her career. Additionally, Sara is a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.

Jake Wohlfert is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions at Tropical Smoothie Cafe and Target. Wohlfert is also involved with the University of Michigan - Flint. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Theresa Serafimovski is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. In addition to her advisory work, she is a licensed attorney in Michigan providing general legal services through her professional limited liability company. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model portfolios and customized strategies while adhering to a fiduciary standard.