James Duffy is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's investment approach uses approved model strategies with mutual funds and ETFs, implemented via an algorithmic process that recommends risk bands and manages portfolios with annual rebalancing.

Lucas Hayes is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience in both public sector and educational roles. 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 diversified, ETF-centered model portfolios and a multi-advisor platform, offering services that include financial planning, portfolio management, retirement plan consulting, and affiliated mortgage and insurance services.

Mark Sloan is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 20 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Melissa James is a financial advisor with Hantz Financial Services, Inc. in Canton, MI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Hantz Financial since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Stephen Royce Jr. is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Key Investment Services LLC, Bank of America N.A., and Merrill. 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 offerings include a digital advisory program with ETF-based portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Brett Dulecki is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 65 designation and has worked previously at Leonardos Inc., Door Dash, and Lawrence Tech University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, focusing on diversified, ETF-centered model portfolios and offering a wide range of planning, wealth management, and ancillary financial services.

Brendan Hunt is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Hantz Tax and Business and has teaching experience at Eastern Michigan University and Jackson College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Jeremy Pugh is a financial advisor at Fifth Third Securities, Inc. in Canton, MI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Amrock, Antonio's, and Olive Garden. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by features such as direct indexing and an optional tax-overlay service.

Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. Hantz Financial Services serves a diverse client base, including 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 offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance entities.

Thomas May is a financial advisor with Empower Advisory Group who holds Series 63, Series 65, and Series 66 credentials and has 23 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services, and Western & Southern Life, among others. Outside of advising, he manages bookkeeping services for small businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with recommendations generally aligned with plan sponsor-chosen options.

Nathanial Chambers is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and various positions outside the financial sector. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

Matthew Wrenn is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise Financial Services, Infinex Investments, Flagstar Bank, and operated Gourmet Airfare-Detroit LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate strategies, offering a range of wrap-fee programs primarily on the Envestnet MAS platform.

Cameron Allen is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Hantz Tax and Business and Fabiano Brothers. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, financial planning, and fiduciary services, supported by affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.

Connor Mac Donell is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at Hantz Financial Services since 2019, Great Lakes Coca-Cola in 2017, and Western Michigan University from 2016 to 2020. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker‑dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm employs a diversified, ETF-centered investment approach with model portfolios, asset allocation, and periodic rebalancing, and offers a range of financial planning, portfolio management, and affiliated mortgage and insurance services.

Shawn Macdonell is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding the ChFC® and Series 63 designations with 36 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 model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination services.

David Smith is a financial advisor at Hantz Financial Services, Inc. with 36 years of industry experience. He has been with Hantz Financial Services since 1999 and holds a Series 63 designation. 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 supplemented by separately managed accounts, unified managed accounts, and direct-indexing partnerships, while also offering fiduciary retirement-plan services and affiliated implementation capabilities.

Frank Deeter is a CFP® professional with 36 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Mark Heisey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors. Outside of advising, Heisey is an instructor involved in educational activities through human resources departments and owns a tax preparation business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Richard Strong is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Hantz Financial since 2000. Outside of his advisory role, Strong owns and operates Strong Ice Cream, a retail ice cream business. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm employs a model-driven investment approach with ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services supported by affiliated entities such as a trust company and in-house consulting.

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.