Michael Popadich is a CFP®, ChFC® with 32 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 and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Fabrizio Giacona is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His previous roles include positions at Triad Hybrid Solutions, Triad Advisors, Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. He is the owner of G&P Financial LLC, where he provides comprehensive financial advisory services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Daniel Schutz is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to his current role, he worked at Secure Asset Management, L.L.C., Secure Financial Group, and Nepc, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Michael Luna is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Hantz since 2013. Outside of his advisory role, he serves as vice president and landlord at Masa Holdings LLC. 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, wealth management, and retirement plan consulting.

Garrett Turner is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2010. 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 financial planning, portfolio and wealth management, and retirement plan consulting with an emphasis on diversified, ETF-centered model portfolios and tax-aware investment strategies.

Robert Bittner III is a financial advisor with The Huntington Investment Company in Washington, MI. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2011, he has also served as an adjunct instructor at Davenport University, teaching Behavioral Finance courses to undergraduate and graduate students. Bittner has been with Huntington Bank and The Huntington Investment Company for 13 years. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, utilizing an open-architecture model that combines third-party sub-managers with proprietary offerings from its Private Bank.

Matthew Dombrowski is a CFP® with 31 years of experience in the financial industry. He has worked exclusively at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

Stacey De Ridder is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

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.

Holly Macdonald is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Cambridge Investment Research Advisors. Her background includes roles at Cambridge Investment Research, Inc., CIA Financial Group, and LPL Financial, LLC. Outside of advising, she is a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Gregory Hinkson is a CFP®-designated financial advisor with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 20 years at Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory role, he manages an office building through a personal real estate business. Raymond James Financial Services Advisors, Inc. provides non-discretionary financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs risk profiling and analytical modeling tools to tailor recommendations and supports its clients through advisory programs and institutional consulting services.

Mitchell Benson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Troy, MI since 2020. He previously worked within Ameriprise Financial Services, Inc. for 11 years. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Julia Rahman is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management and Ulta Beauty. Rahman has also been involved with the Michigan State University Multicultural Business Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Jack Chartier is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2023. Prior to joining the firm, his work history includes roles at Skymint Brands and various positions in retail and hospitality. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Matthew Moceri is a Senior Financial Advisor at The Moceri Group of Merrill Lynch Wealth Management. He works with families, entrepreneurs, and business owners who seek personalized wealth management strategies that address the complexities of significant wealth. His approach combines disciplined investment management with detailed planning for preserving, growing, and transferring wealth. Matthew leverages the resources of Merrill and Bank of America to help clients navigate liquidity events and structure multigenerational wealth plans. His expertise encompasses a broad range of client focus areas, including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Tiffin University. Matthew is committed to working closely with clients to develop personalized financial strategies tailored to their long-term goals. He also participates in community service, dedicating time to volunteer with local organizations. Outside of his professional work, Matthew’s interests include cooking, fishing, golfing, hunting, pickleball, reading, soccer, and traveling.

Eric Walby is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he partners with clients to understand their unique financial needs and assists in building financial plans tailored to their short and long-term goals. He emphasizes forming strong partnerships based on trust and education, maintaining open communication to adapt strategies as clients' lives change. Eric's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2024 to 2026, a Relationship Manager and Central Relationship Manager at Fidelity Investments between 2022 and 2024, as well as roles at Equitable Advisors and PFS Investments earlier in his career. Outside of his professional work, Eric has interests in gardening, golf, pets, skiing, and volunteering.

Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at GLP Financial Group and Friedman Commercial Real Estate, as well as work at Wayne State University and ownership of Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a variety of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Bradley Bastion is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Stifel Financial Corp, and Comerica Securities/Comerica Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Cleaton Lindsey III is a financial advisor with LPL Financial, holding the Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.