Jason Lambrix is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include 20 years at Cuna Brokerage Services, Inc. and Cuna Mutual Group, followed by three years at LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses mutual funds and ETFs with annual rebalancing and no individual security trading.

Jacki Popadich is a CFP® and ChFC® with 33 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves 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 it offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.

Christian Mcgowan is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at John Hancock Funds, LLC, John Hancock, and John Hancock Distributors LLC before joining Principal Securities and Principal Life Insurance in 2019. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel See is a financial advisor at Kestra Advisory Services, LLC, holding Series 66 and Series 65 licenses. He has one year of experience in the financial services industry, having previously worked at Sterling Millwork Inc. and Lifetime Fitness. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Susan Brys is a financial advisor with Hantz Financial Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Susan has been with Hantz Financial Services since 2011. Outside of her advisory role, she is also a Mary Kay beauty consultant. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage and insurance services through affiliated agencies.

Michael Lacombe is a CFP® and ChFC® with 10 years of industry experience. He has been with Hantz Financial Services, Inc. since 2015, including its predecessor entity, and worked at the University of Charleston from 2013 to 2017. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services.

Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse clientele including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Andrew Scriver 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. He has been with Hantz Financial Services since 1999. 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 supported by separately managed accounts and unified managed account solutions, alongside expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting, and insurance and mortgage origination services.

Daniel Senica is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC investments since 2012 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account launched as an invitation-only employee pilot. The program uses algorithmic risk assessment to recommend investment models managed and executed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Michael Martell is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 using ETFs, separately managed accounts, and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Hailie Quartz is a financial advisor at Hantz Financial Services, Inc. with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Hantz Financial Services and prior positions outside the financial sector. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and consulting services, supported by a multi-advisor platform and a variety of affiliated financial activities.

Natalie Gordon is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad set of investment strategies and affiliated service relationships.

Jerry Rubin is a financial advisor with TLG Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with The Leaders Group, Inc. since 2017 and previously with Lincoln Investment from 2012 to 2017. Outside of advisory services, he is a 50% owner of JAZZ, LLC, a third-party administration firm focused on health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Donald Accardo Jr. is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise from 2023 to 2026 and Comerica Securities, Inc. from 2013 to 2023. He also supervises Client Service Associates in a retail capacity at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple investment strategies including mutual funds, ETFs, SMAs, and tax-optimized portfolios.

Antonio Natale is a financial advisor at Hantz Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2015. Outside of his advisory role, he serves as a consultant and board member for Photon Insights, Inc., where he contributes to sales, distribution, and product strategy. 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 centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning and fiduciary services.

Eric Burt is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Hantz Financial Services, Inc. since 2012. He is based in Southfield, MI. 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 and wealth management, and other related services with an investment process focused on diversified, ETF-centered model portfolios and tax-aware strategies.

Samuel Macalpine is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His background includes roles in financial services as well as positions at educational institutions and golf clubs. 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 diversified, ETF-centered model portfolios, wealth management, and related financial services.

Tom Laskaris is a financial advisor with Janney Montgomery Scott, holding the Series 63 and Series 65 registrations and bringing 28 years of industry experience. He worked at Raymond James & Associates for 22 years before joining Janney Montgomery Scott in 2023. Laskaris serves on several community boards, including the Southgate Brownfield Redevelopment Corporation, the University of Michigan Modern Greek Studies, and the Hellenic Congress, where he contributes to cultural and redevelopment initiatives. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving a diverse clientele ranging from individuals and families to corporate and municipal clients. The firm provides investment advice through a combination of in-house and third-party portfolio management across various advisory programs and offers custody and trustee services through a subsidiary trust company.

Edward Mcdermott Jr. is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has been with Principal Securities since 1998 and with Principal Life Insurance Co. since 1991. Outside of his advisory role, he serves as a board member and finance committee member for The Grosse Pointe Academy, a private school serving kindergarten through eighth grade. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. He serves as a board member of the Royal Oak First United Methodist Church, where he participates in governance and human resources functions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as both a broker-dealer and insurance agency.