Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked primarily with Citizens Securities and Citizens Bank since 2014. Outside of his advisory role, he is also a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

David Johnston is a Series 65 licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2010. He has 11 years of industry experience. 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 management, retirement consulting, and mortgage and insurance services via affiliated agencies.

Thomas Whited is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mainstay Capital Management, Great Lakes Wealth, and Scottrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm utilizes a Modern Portfolio Theory-based approach emphasizing diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and private funds.

William Hullinger III is a CFP® professional with nine years of industry experience. He is currently with Farther Finance Advisors and has previously worked at Verity Wealth Partners LLC and Planning Alternatives LTD. Outside of financial advising, he is involved as an LLC member and officer in two non-investment businesses: a real estate company and an online education venture. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017. Outside of his advisory role, Cameron works as a real estate agent with Arterra Realty Michigan, LLC. 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 offers expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting affiliates, and insurance and mortgage origination businesses.

Andrew Bass is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 and 66 licenses. His prior experience includes roles at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Bass is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business currently inactive. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management across various strategies and acting as a fiduciary for ERISA and IRA accounts.

Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of experience in the industry. His prior roles include positions at Financial Services of America and Target, as well as work with Michigan State University and other organizations. 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 and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Mitchell Kennedy is a CFP®, PFS™, and Series 65-licensed advisor with four years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at SYM Financial Advisors, Yeo & Yeo CPAs & Business Consultants, Andrews Hooper Pavlik PLC, and the Michigan High School Athletic Association. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Shannon Myers is a ChFC® credentialed financial advisor with 24 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI. She has been with Hantz Financial Services since 2001, contributing over two decades to the firm’s operations. 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 investment approach primarily focused on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a broad range of financial planning, wealth management, and fiduciary services.

James Mollison is a financial advisor with Fifth Third Securities, Inc. in Roseville, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Flagstar Bank, Infinex Investments, The Prudential Insurance Company of America, Pruco Securities LLC, Citizens Securities INC, and Citizens Bank. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, corporations, and trusts through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, utilizing a range of third-party managers and investment strategies.

Dustin Rudder is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 14 years of industry experience. He has been with Hantz Financial Services since 2013. 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 and third-party solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and consulting services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with the Series 66 designation and five years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked at Ford and held roles at Michigan State University and Dublin Pub. 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 focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for 23 years. Outside of his advisory work, Jamett has held leadership roles with the Detroit Symphony Orchestra as Board Chair and Secretary, and serves as a trustee for Detroit Cristo Rey High School. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering a range of brokerage, planning, and advisory services supported by in-house and third-party portfolio management.

Paul Namel is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2001. 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 expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination businesses.

Marion Smith is a Certified Financial Planner® with 16 years of industry experience. He is currently with Citizens Securities, Inc. and previously worked at Merrill and J.P. Morgan in both their banking and securities divisions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program utilizing proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Joseph Mayone is a CFP® professional with eight years of experience in financial advising. He is currently with Farther and previously worked at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his financial career, he held roles at Bob and Joes Cleaning Pros and CBS Radio. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, with a mix of ETFs, mutual funds, equities, fixed income, and AI-supported advisor judgment.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise for three years and Comerica Securities for 21 years. Outside of his advisory role, Tepatti serves as a police officer with the Carleton Police Department. Fifth Third Securities serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm provides clients access to multiple program types and third-party portfolio managers, including advisor-directed mutual fund/ETF models and separately managed account strategies.

Michael Detone is a CFP® professional with 26 years of industry experience, currently with Valic Financial Advisors since 2004. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he performs as the lead guitarist in a local rock cover band, SixFT Apart. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and supports a large client base through its 1,239 advisors.

Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has prior work experience at Hantz Tax & Business, MMS - AT&T, and Northwood University. 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 with diversified, ETF-centered model portfolios, comprehensive financial planning, and wealth management services, supported by a multi-advisor platform and affiliated mortgage and insurance agencies.

Tamara Reeves is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Her prior work includes roles at Lafayette Life Insurance and Ford Motor Company. Outside of her advisory role, she is involved in a family-owned short-term rental business and owns an LLC established for future real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.