Colene Bradley is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2003, also working with Fifth Third Bank since 2000. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Yuri Umanski is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Hantz, he worked for Premia Mortgage for 12 years. Hantz Financial Services serves a diverse client base, including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business model.

Maria Morabito is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has 15 years of industry experience. Morabito has worked with Hantz Financial Services since 2003. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, 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, combining advisory, broker-dealer, mortgage, and insurance services within an enterprise structure.

Leri Langore is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Hantz Financial Services in 2024, Langore worked at Switt Home Loans and Rocket Mortgage. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Samuel Tomlinson is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. Hantz Financial Services serves a diverse clientele including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technologies such as Direct Indexing and automated tax-loss harvesting.

Jeffrey Kotikovsky is a CFP® and ChFC® with 23 years of experience at Hantz Financial Services, Inc., where he has worked since 2003. He holds Series 63 and 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charities, and business owners. The firm’s investment approach centers on ETF-based model portfolios with varying risk levels, supplemented by third-party managers and Direct Indexing, and it integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Derek Robson is a financial advisor with Empower Advisory Group in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of his advisory work, he serves as Secretary and Treasurer of Robson Foods, Inc., a family business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

Ari Fischman is a financial advisor with Focus Partners Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has worked at firms including Kovitz Investment Group Partners, Lion Street Financial, and New York Life. Outside of his advisory role, he serves on the Board of Directors for Hillel Day School and volunteers on the Pension and Insurance committee for the Jewish Federation of Metro Detroit. 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 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, tailoring portfolios to clients' specific risk tolerance, liquidity, and tax needs.

Thomas Drouillard is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® and Series 63 designations with 38 years of industry experience. He has been with Hantz Financial Services since 1998. Hantz Financial Services serves a diverse clientele including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios complemented by third-party managers, using an asset-allocation approach with regular rebalancing and technology-enhanced trade execution and tax-loss harvesting.

Ryan Kraft is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, following roles at Fifth Third Bank and At Your Disposal. Outside of his advisory work, he is involved with the West Oakland Wings Baseball organization in Milford, Michigan. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

Andrew Wingert is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, all with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing.

Gabriel Whitaker is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Rocket Mortgage for five years and DoorDash for one year. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supported by third-party managers and technology-driven investment tools.

Mark Mc Gee is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with two years of industry experience. Before joining Hantz Financial Services in 2020, he worked for Best Buy from 2015 to 2020. He holds the Series 66 designation. Hantz Financial Services serves a diverse clientele including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Shannon Gaskin is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, TD Ameritrade, and Scottrade. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of implementation options and offers comprehensive financial planning and consulting services.

Michael Sherman is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions across different sectors including hospitality and security. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes technology for portfolio management, tax-loss harvesting, and trade execution.

Jason Brooks is a financial advisor with Eagle Strategies (NY Life) in Farmington Hills, MI, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has been with Eagle Strategies since 2010. Brooks is also the owner of Brooks Financial and serves on the boards of two homeowners associations as well as the ORT America Michigan Chapter. Additionally, he has invested in an animated movie project and participates in an LLC that merges group insurance business books. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services tied to insurance and annuity products. The firm offers a range of program types and operates primarily on a non-discretionary basis, with a focus on tailoring recommendations to client and Plan Sponsor objectives.

Joseph Beauchamp is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Executive Wealth Management, LLC, and work related to Grand Valley State University. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm employs customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and provides ERISA plan services and third-party manager oversight.

Amy Lincoln is a financial advisor with Fifth Third Securities, Inc. in Highland, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2009. Outside of her advisory role, Lincoln owns and operates Crystal Gardens Banquet Hall, a wedding and banquet center in Clio, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, with features such as direct indexing and a tax-overlay service.

Casey Bear is a CFP® professional with 16 years of industry experience, currently advising at Farther since 2025. Prior to Farther, Casey worked for three years at KMG Fiduciary Partners and spent 13 years with Cranbrook Wealth Management. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, utilizing a range of investment vehicles and incorporating AI tools under internal review.

Isac Bush is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, catering to various investment strategies and client risk profiles.