Brett Deeter is a Series 66-licensed financial advisor at Oppenheimer in Wyandotte, MI, with 11 years of industry experience. He has been with Oppenheimer & Co since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Candice Schultz is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience, all with Hantz since 2000. Outside of her advisory role, she is the owner of C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, as well as Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology solutions such as Direct Indexing with automated tax-loss harvesting.

Kyle Glaab is a CFP® with 16 years of industry experience and is affiliated with SPC in New Boston, MI. He has been with Sigma Planning Corporation since 2011 and also maintains ongoing roles at Sigma Financial Corporation and Creative Insurance Planning. Outside of his advisory responsibilities, he serves as president of Third Gen Financial, Inc. and is a notary public in Oakland County, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and maintains affiliations with broker-dealers and insurance agencies, alongside strategic partnerships with third parties.

Richard Chadwick II is a CFP® professional with 28 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1998. 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’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-enabled trading and tax strategies.

Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citizens Securities and affiliated entities since 2014. Outside of advising, he also serves as a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed accounts while maintaining broker-dealer and insurance agency operations.

David Johnston is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has 11 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse range of clients including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory services with brokerage, mortgage, and insurance product distribution.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2017. Outside of his advisory role, Kapfhamer is also active as a real estate agent with Arterra Realty Michigan, LLC. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm provides financial planning and wealth management through ETF-based model portfolios, third-party managers, and other strategies, while combining advisory, brokerage, mortgage, and insurance services within a single enterprise.

Andrew Bass is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation along with Series 65 and Series 66 licenses. Prior to joining Focus Partners Wealth, he worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital and its affiliated entities. He is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a currently inactive consulting and tax advisory business. 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 combination of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to client-specific risk and tax considerations.

Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. He began his advisory career in 2025 and has prior experience at Financial Services of America and Target. He also worked at Michigan State University and has been affiliated with Pennas of Sterling since 2021. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers, unified managed accounts, and Direct Indexing.

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 financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. He holds the ChFC® designation and the Series 63 license and has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm uses ETF-based model portfolios and a combination of third-party managers and technology-driven tools to deliver investment advice across multiple risk levels.

Dustin Rudder is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Morgan Stanley. Rudder has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a combination of advisory, brokerage, mortgage, and insurance services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential. He has been with the firm since 2021 and has prior experience at Michigan State University, Ford, Dublin Pub, and Grand Flower Growers. Hantz Financial Services serves a diverse client base including individuals, pension plans, charities, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across various risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Sean Kassab is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Altitude CRE, Oakland University, and SpringHill Marriott. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios supplemented by third-party managers, employing a structured asset-allocation framework alongside technology platforms for trade execution and tax-loss harvesting.

Paul Namel is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Hantz Financial Services since 2001. Hantz Financial Services serves individual clients—including high-net-worth households—as well as pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios complemented by third-party money managers and technology-driven solutions for portfolio management and retirement plan consulting.

Joseph Mayone is a CFP® with eight years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his advisory career, he worked at Bob and Joes Cleaning Pros. 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 using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income investments.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Northville, Michigan, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior experience includes long tenures at Comerica Securities and Ameriprise. He also serves as a police officer with the Carleton Police Department outside of his advisory work. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through the Passageway Managed Account Program and multiple third-party portfolio managers. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor under the ownership of Fifth Third Bank.

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.

Heather Ott is a financial advisor at Oppenheimer with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer for 10 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, managing equity, balanced, and fixed-income portfolios while maintaining custody of client assets as a qualified custodian.

Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Mitchell worked at Hantz Tax & Business and MMS - AT&T, and he also attended Northwood University. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across various risk levels, supplemented by third-party money managers and technologies such as Direct Indexing and AI-assisted data aggregation.