Anthony Ruda is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Oppenheimer since 2018, following eight years at Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a nonprofit chamber music society. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Haley Hernandez is a CFP® with four years of industry experience, currently advising at Savant Wealth Management in Plymouth, MI. She has been with Savant since 2021 and previously worked at Rocket Auto LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies across various asset classes, supported by its scale and integrated legal, accounting, and trust affiliates.

Nolan Klavon is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Hantz, he worked in various roles including positions at USA Insulation and Tropical Smoothie Cafe. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, augmented by third-party money managers and Direct Indexing, and is notable for combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Robert Eppler is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Intuitive Surgical Inc. He is based in Ann Arbor, MI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

Ian Waldo is a financial advisor with NewEdge Advisors holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James and its affiliates for over a decade before joining NewEdge Advisors in 2023. Waldo is also the owner of Waldo Wealth Partners LLC, a financial advisory business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked at the City of Trenton and has experience in both academic and retail settings. Hantz Financial Services serves a diverse client base including individual, pension, corporate, and charitable clients. The firm employs ETF-based model portfolios combined with third-party money managers and Direct Indexing, integrating advisory, brokerage, mortgage, and insurance services under one enterprise structure.

Richard Rush is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining NewEdge in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory work, he serves as an adjunct professor at Wayne State University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Shane Topping is a financial advisor at Savant Wealth Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and Michigan State University. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Quentin Mingo is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at AAA Life Insurance Company, Multi-Bank Securities, Inc., and AAA Auto Club Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

Stephen Rowley III is a financial advisor with Eagle Strategies (NY Life) based in Plymouth, Michigan, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He operates Rowley Financial Solutions, providing New York Life products and brokering non-registered insurance products. Outside of his advisory work, Rowley serves as a board member of the New Hope Center for Grief Support and holds minority ownership in a professional soccer team, as well as officer and board roles in regional and national Airstream club organizations. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm provides tailored solutions through various program types, integrating investment advice with insurance and annuity products within the New York Life affiliate structure.

Cameron Allen is a financial advisor with Hantz Financial Services, Inc. in Canton, MI, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Fabiano Brothers and Saginaw Valley State University, as well as extended tenure at Hantz Tax and Business. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance product activities.

Jeffrey Bittner is a CFP® with 22 years of industry experience, currently advising clients at Mariner since 2019. He previously worked at Lincoln Financial Advisors from 2016 to 2019. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, with customized portfolios overseen by an internal committee and a broad range of investment strategies.

Andrew Slankster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LLC, LPL Financial, and Next Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, combining technology platforms with third-party managers and strategies.

Craig Blasiman is a CFP® with 13 years of experience in the financial services industry, currently serving at Hantz Financial Services, Inc. since 2013. He holds a Series 66 license and is based in Ann Arbor, Michigan. Hantz Financial Services, Inc. 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 primarily through ETF-based model portfolios, incorporating an asset-allocation framework, periodic rebalancing, and use of third-party money managers and Direct Indexing.

Vincent Buzolits is a CFP® and ChFC® financial advisor with 37 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 1999. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and unified managed accounts, and integrates advisory services with brokerage, mortgage, and insurance products.

Lee Cox is a CFP® with 29 years of industry experience, currently serving at VALIC Financial Advisors since 2012. He is also affiliated with Agia, 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Donald Wylin is a CFP® professional with 24 years of industry experience. He is currently with Savant Wealth Management and was previously with Bdk Financial Services, Inc. for 22 years. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Joseph Schaefer is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, with three years of industry experience. Prior to joining Hantz in 2022, he worked at Flagstar Bancorp and United Wholesale Mortgage. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party money managers and offers a combination of advisory, brokerage, mortgage, and insurance services through affiliated entities.

Kaila Cotey is a financial advisor at VALIC Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining VALIC, she worked at American 1 Credit Union and has held roles in education and the food and beverage sector. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors.

William Williams is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also involved with College Funding LLC. Outside of his advisory role, Williams has a background in freelance writing and editing, owns a publishing company, and serves as a volunteer election judge and member of the Perrysburg Board of Zoning Appeals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 UMA models with various overlay options and operates with a large network of advisors and clients.