Derek Raymond is a financial advisor with Oppenheimer, holding a Series 66 license and 17 years of industry experience. He worked at Edward Jones from 2009 to 2013 before joining his current firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios, third-party money managers, and unified managed accounts, alongside brokerage, mortgage, and insurance products through affiliated entities.

Preston Warren is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. Prior to joining Oppenheimer, he has held various positions outside the financial sector, including roles in realty and hospitality. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets and managing a significant portion of advisory assets on a non-discretionary basis.

Michael Pesendorfer II is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds Series 66 and Series 63 licenses and has eight years of industry experience, including prior work at Robert W. Baird from 2017 to 2026. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience and holds Series 63 and Series 65 designations. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, 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 managers and Direct Indexing, and is notable for combining advisory, broker-dealer, mortgage, and insurance product services within a single enterprise.

Adam Pawloski is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes positions at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Raymond James & Associates. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm follows a long-term investment approach with attention to tax and fee sensitivity, employing both active and passive strategies, and offers customized portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

Cooper Drouillard is a Series 66-licensed advisor with Hantz Financial Services, Inc. in Southfield, MI, bringing two years of industry experience. His prior roles include positions at Dudley's and La Folie, along with work at the University of Kentucky and Western Golf and Country Club. Hantz Financial Services serves individual clients, pension plans, charitable and corporate entities, and business owners by providing financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, and employs technology partnerships to support investment management and client service.

William Scott III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Fahnestock & Co., Inc. for 27 years since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Kevin Filthaut is a financial advisor with Guardian Life in Southfield, MI, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance. Guardian Life’s Park Avenue Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Bryndon Skelton is a Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2007. Outside of his advisory roles, he operates The Foundry Financial, LLC as his personal practice. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and integrated lending options.

Cameron Kennedy is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Axa Advisors and Cambridge Financial. Outside of his advisory work, he serves as a board trustee for CATCH, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Michael Mestdagh is a CFP® professional with 11 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2021. He previously worked at Equitable Advisors and Axa Advisors, LLC. Mestdagh also founded Mestdagh Wealth Management, which focuses on retirement planning and life insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes model-based asset allocation and discretionary portfolio management, including historically notable market-timing and momentum-based strategies.

Kara Schab is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. She also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by these managers.

Kevin Bates is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has worked at Kestra Financial, Cambridge Financial Services, and Axa Advisors over his career. Bates serves as a board member of the Van Norman Lake Improvement Board, where he participates in biannual meetings regarding the lake’s condition. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.

Rod Locricchio is a financial advisor with Kestra Advisory in Southfield, MI, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has worked at Kestra Advisory since 2016 and is also associated with Kestra Investment Services. Outside of his advisory role, he has worked in the restaurant industry. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including large institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Spencer Lamotte is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior roles include positions at Green Pastures and Clawson DPW, along with experience in other fields. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios across multiple risk levels combined with third-party managers and technology solutions to deliver its advisory services.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Ronald Baptist II is a financial advisor with Fifth Third Securities, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features including direct indexing and tax-overlay services.

Benjamin Zacharias is a financial advisor with Carson Wealth holding a Series 65 designation. He has one year of industry experience, previously working at Ernst & Young, Oracle, and LearnZillion, Inc. He is based in Detroit, MI. Carson Wealth is an SEC-registered investment adviser managing over $50 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with a range of services including discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a variety of tailored investment solutions.

Dylan Menge is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Walmart and The Market. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, broker-dealer, mortgage, and insurance services within a distinctive enterprise structure.