Jaeyoung Kang is a financial advisor with Mercer Global Advisors Inc. in Canton, MI. He holds a Series 65 designation and has experience at firms including Goldman Sachs, JP Morgan Chase & Co, and Prince Perelson & Associates. Kang's career also includes roles in academia at the University of Wisconsin and Michigan State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and specialized strategies.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Jordan Cater is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 10 years of industry experience, all with Hantz since 2015. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios alongside third-party managers and technology-assisted strategies to provide financial planning, portfolio management, and retirement plan consulting.

Bryanna Wancket is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Hantz Financial Services since 2018. 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 uses ETF-based model portfolios across multiple risk levels and integrates third-party managers and technology platforms to deliver financial planning, portfolio management, and retirement plan consulting.

Danilo Rodrigues De Carvalho is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. 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’s advisory approach includes digital and managed account programs, and it operates as a full-service broker-dealer and insurance agency.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Brandon Wylie is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes technologies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Logan Soll is a CFP®-certified financial advisor with six years of industry experience. He is currently with Prime Capital Financial and previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing multiple investment strategies and maintaining an affiliated tax advisory subsidiary.

Robert Hochkins is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm uses a long-term investment approach with attention to tax and fee sensitivity, employing a mix of active and passive strategies, third-party managers, private funds, and tactical overlays to customize portfolios according to clients’ risk tolerance and circumstances.

Al Trashonna Dillon is a Series 65-credentialed financial advisor with Hantz Financial Services, Inc., where he has worked for 10 years. He has two years of industry experience in financial advising. Hantz Financial Services, Inc. serves a diverse clientele 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 multiple risk levels and incorporates third-party money managers and Direct Indexing, supported by technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Joshua Hintze is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. His previous work includes roles in education and retail prior to joining Hantz Financial Services. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management using ETF-based model portfolios and third-party managers, combining advisory and brokerage services alongside mortgage and insurance product distribution.

Dominic Morello is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and beginning his career in 2023. His prior experience includes roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. Outside of finance, he was the CEO of Suburban Softwash LLC, a non-investment-related business, from April to September 2023. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach with an enhanced open architecture that combines active and passive strategies, tailoring portfolios to clients’ risk tolerance, liquidity, and tax considerations.

Ryan Liszewski is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Hantz Financial Services in 2018, he worked at Oakland University and was involved with It's a Matter of Taste. Hantz Financial Services, Inc. serves a diverse client base including individual investors, high-net-worth households, pension plans, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and employs a combination of advisory, brokerage, mortgage, and insurance services.

Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.

Robert Runco is a financial advisor with Guardian Life based in Southfield, Michigan. He holds the Series 66 designation and has one year of industry experience, including roles at Park Avenue Securities and Lifetime Financial Growth. Prior to his advisory career, he attended the University of Michigan. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with access to insurance products and alternative investments.

Monalisa Cottingham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Comerica, and Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a variety of investment programs via the Passageway platform, including managed accounts and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a client base of over 46,000 with approximately $10.9 billion in assets under management.

Gregory Kreiner is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, he is involved with Great Lakes Financial Network in health and life insurance sales. He works with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Brooke Popadich is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2021. Prior to her advisory role, she was affiliated with the University of Chicago and Choate Rosemary Hall. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers financial planning and portfolio management primarily through ETF-based model portfolios supported by third-party managers, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Earlier in his career, he had roles at AXA Advisors, LLC and was involved with Annual Giving at Central Michigan University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm employs a long-term investment approach that integrates active and passive strategies and offers customized portfolio management alongside a range of financial planning, tax, compliance, and specialized services.

Sara Rogozan Deal is a CFP®-certified financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She has been affiliated with Citizens Securities and Citizens Bank throughout her career. Additionally, Sara is a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.