David Smith is a financial advisor with Hantz Financial Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charities, corporations, and business owners. The firm employs ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance services alongside private fund management.

Jacob Hansen is a CFP® professional with 11 years of experience, currently serving at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and operates out of Southfield, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, combining advisory, brokerage, mortgage, and insurance services alongside private fund management and technology partnerships.

Majda Suhail is a financial advisor with Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Merrill and multiple Citizens Bank entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with activities spanning both discretionary and commission-based business.

Robert Wood is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to this, he was employed at ReMax Eclipse and Maggiano's Little Italy. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios and utilizes third-party managers and technology to support its investment process.

Frank Deeter is a CFP® with 37 years of industry experience. He is affiliated with Oppenheimer and has been with Fahnestock & Co., Inc. since 1999. He serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and nonprofit organizations, offering a wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Sloan Hargis is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. Holding a Series 66 designation, Sloan has one year of industry experience. Their prior work includes roles in education and retail. Hantz Financial Services serves a diverse clientele, including high-net-worth individuals, pension plans, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Mark Heisey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, Inc. Heisey also owns and operates Dalon Tax Service, providing tax preparation services, and is involved in life insurance sales and related financial services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing both fundamental and technical analysis and providing access to alternative investments through integrated platform relationships.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.

Brandon Shimoun is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience with firms including Goldman Sachs, Comerica Bank, Bank of America, Merrill Lynch, and Fidelity Investments. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach focused on tax and fee sensitivity and utilizes a combination of active and passive strategies, third-party managers, private funds, and tactical overlays.

Timothy Madigan is a financial advisor with GWN Securities Inc. in Grosse Pointe Woods, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also involved in life insurance services through Lakeshore Wealth Management, where he assesses client insurance needs and delivers quotes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both strategic asset allocation and tactical market-timing approaches in its portfolios.

Jamie Marcos is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and entering the industry in 2026. He previously worked for Kaufman Insurance and Financial Group, LLC from 2011 to 2026. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning and consulting services tailored by its investment adviser representatives.

Michael Bullis is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and ownership of Bullis Wealth Strategies, Inc. He and his wife own a short-term rental cabin in Northern Michigan. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting through both proprietary and third-party solutions.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Bloomfield Open Hunt, Birmingham Athletics Club, and Bloomfield Hills Country Club. Hantz Financial Services, Inc. serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, utilizes third-party money managers, and provides retirement plan consulting alongside brokerage, mortgage, and insurance services through affiliated entities.

Ashley Scott is a CFP® designated financial advisor with six years of industry experience. She is currently with Prime Capital Financial and previously worked at Portfolio Solutions LLC and The Binnacle Group. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides tax planning through an affiliated accounting subsidiary.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial and has five years of industry experience. He was previously employed at Wellington Management for 23 years and Portfolio Solutions, LLC for one year. His outside business activities include involvement with CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts through various investment strategies and platforms.

Brian Babcock is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, Ford Estates, and Telemus Capital before joining Focus Partners Wealth in 2026. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, private funds, and tactical overlays, and offers customized portfolios managed on both discretionary and nondiscretionary bases.

John Kay Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill and Bank of America. 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 range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.

Brian Newman is a financial advisor with Hantz Financial Services, Inc. He holds a Series 63 designation and has 24 years of industry experience, all with Hantz Financial Services since 2002. Hantz Financial Services serves a broad range of clients, 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 money managers and other managed account strategies.

Marilyn Konvolinka is a CFP® professional with 22 years of experience in financial advisory, currently with Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2004. Her credentials include Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios augmented by third-party managers and technology-driven solutions, combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Willie Berry is a financial advisor with Empower Advisory Group in Royal Oak, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Outside of his advisory role, he is the founder and president of Willie Berry Ministries, a nonprofit religious organization, and manages Lifeline Transport LLC, a truck leasing company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.