William Jones Jr. is a financial advisor with Procyon and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at firms including Sigma Planning Corporation and Oliver Lagore Vanvalin Investment Group. Outside of his advisory work, he is the sole owner of Tiger Jones Outdoors LLC, a farming and land management business, and St Helen Cabin Masters LLC, which provides lawn and landscaping services. Procyon serves a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and institutional investors. The firm offers investment management, financial planning, retirement plan advisory, and consulting services, employing a fundamentally driven, customized investment process utilizing mutual funds, ETFs, individual equities, and fixed income.

Nicholas Elliott is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Dick's Sporting Goods, Michigan State University, and several other organizations. 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 focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, while offering a range of services including financial planning, portfolio management, and retirement consulting.

Adam Chrysler is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Northwood University, Swan Valley Golf & Banquet, Vondette Roofing, and Calvary Baptist Academy. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm emphasizes model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, while also offering fiduciary retirement-plan services and affiliated financial product implementation.

John Hereza is a financial advisor with PNC Wealth Management in Saginaw, MI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked with PNC Bank since 2010 and PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments to guide portfolio strategy with implementation by approved third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

Manuel Sanchez is a financial advisor at Commonwealth Financial Network with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2003. Outside of his advisory work, he co-owns Sanchez Industries, Inc., which operates Baby Ellie Auto Spa, a car wash service in Saginaw, MI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Grayson Miller is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aptiv, Arbor Research and Trading, and United Wholesale Mortgage. 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 clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a range of wealth management, financial planning, and retirement consulting services.

Jonathon Chapman is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding the ChFC® designation and Series 63 license with 34 years of industry experience. He has been with Hantz Financial Services since 1999 and has a concurrent affiliation with Ray Miller Jr. since 1991. 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 supported by affiliated banking, tax, and consulting businesses.

Thomas Pellerito is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2012. He also serves as Treasurer for the Jean M.R. Smith Foundation, a scholarship and charitable fund. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies and provides expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and consulting services.

Joshua Anders is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Bankers Life Advisory Services since 2020 and has been affiliated with Bankers Life and its related entities since 2007. Outside of his advisory role, Anders serves as a Player Agent for the North Saginaw Township Little League, organizing player registration and team assignments. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide investment decisions.

David Freeman is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Hantz Financial Services, Inc. and has a background that includes roles at Hantz Tax and Business, Blystone and Bailey CPA, and Northwood University. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, and retirement plan consulting.

Emily Glaza is a CFP® professional with 24 years of experience in financial advising, currently serving at Hantz Financial Services, Inc. since 2001. She holds Series 63 and Series 65 licenses and is based in Saginaw, MI. Outside of her advisory role, she volunteers as a coach for the Nouvel/Freeland School Trap and Skeet Team and serves on the board of 1in6 Support Group, which provides support to parents of children with disabilities. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, businesses, and retirement plan sponsors, offering financial planning, wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments and direct indexing, supported by a parent company structure with affiliated banking, tax, consulting, insurance, and mortgage businesses.

Johnny Martinez Jr. is a financial advisor with Commonwealth Financial Network in Saginaw, MI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Commonwealth Financial Network since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Duchaine IV is a financial advisor with GWN Securities Inc. based in Bay City, MI. He holds the ChFC® designation and has 41 years of industry experience, including 27 years with Axa Advisors, LLC. He is also president of Duchaine Financial Consultants, LLC, focusing on fixed annuity sales and service. GWN Securities Inc. is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Benjamin Piggott is a financial advisor at Hantz Financial Services, Inc. holding a Series 66 credential with one year of industry experience. Prior to joining Hantz in 2024, he worked at Bluemark Financial Advisor and has held various roles including positions at Michigan State University and Dick's Sporting Goods. 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’s investment process focuses on diversified, ETF-centered model portfolios combined with asset allocation and periodic rebalancing, supplemented by access to third-party managers and tax-aware strategies.

Quinten Perez is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at NCVW Management and Great Lakes Bay Health Centers. 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 diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and mortgage brokerage.

Joshua Funsch is a CFP®-certified financial advisor with over 22 years of experience, currently with Hantz Financial Services, Inc. in Saginaw, MI, where he has worked since 2003. 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 a model-driven ETF investment approach complemented by separately managed accounts, unified managed accounts, and access to alternative investments, supported by affiliated entities offering trust, tax, business consulting, insurance, and mortgage services.

Starrlin Heuschele 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 at several companies including Sams Club and Links of Novi. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with roughly $10 billion in assets under management. The firm emphasizes diversified, ETF-centered model portfolios and offers a broad range of financial services including wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

Jayson Sacco is a financial advisor with Schwab Wealth Advisory, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at Charles Schwab & Co., Ameriprise Financial Services, Fidelity Investments, and USAA Group. Outside of his advisory work, he hosts a weekly podcast focused on Axial Spondyloarthritis and writes fiction books. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools, with an annual review process and no discretionary trading authority.

Sheri Turek is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Infinex Investments, Flagstar Bank, and Fifth Third Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party Sub-Managers and Wrap Strategists with affiliate Private Bank offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Kathleen Woods is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. She has 13 years of industry experience and has previously worked with firms including Raymond James Financial Services and Benjamin F. Edwards & Company. Outside of financial advising, she is involved with Seung Ni Fit Club. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting with an investment approach that combines passive and active management guided by an internal Investment Committee.