Nathan Hudson is a financial advisor with AE Wealth Management, LLC and holds the Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Bankers Life Advisory, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. Before entering the financial sector, his work history includes positions in various service and retail roles. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, operating at scale with a significant client base and a platform-focused approach.

Grayson Miller is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aptiv, Arbor Research and Trading, and United Wholesale Mortgage. 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 clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a range of wealth management, financial planning, and retirement consulting services.

Jonathon Chapman is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding the ChFC® designation and Series 63 license with 34 years of industry experience. He has been with Hantz Financial Services since 1999 and has a concurrent affiliation with Ray Miller Jr. since 1991. 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, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Bryan Carroll is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Oppenheimer & Co since 2010. He is based in Saginaw, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he assists with his wife's family farming business and participates in a professional networking group called The Referral Exchange. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles, with a notable emphasis on both discretionary and non-discretionary management programs.

Thomas Pellerito is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2012. He also serves as Treasurer for the Jean M.R. Smith Foundation, a scholarship and charitable fund. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies and provides expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and consulting services.

Joshua Anders is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Bankers Life Advisory Services since 2020 and has been affiliated with Bankers Life and its related entities since 2007. Outside of his advisory role, Anders serves as a Player Agent for the North Saginaw Township Little League, organizing player registration and team assignments. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to guide investment decisions.

David Freeman is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Hantz Financial Services, Inc. and has a background that includes roles at Hantz Tax and Business, Blystone and Bailey CPA, and Northwood University. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, and retirement plan consulting.

Emily Glaza is a CFP® professional with 24 years of experience in financial advising, currently serving at Hantz Financial Services, Inc. since 2001. She holds Series 63 and Series 65 licenses and is based in Saginaw, MI. Outside of her advisory role, she volunteers as a coach for the Nouvel/Freeland School Trap and Skeet Team and serves on the board of 1in6 Support Group, which provides support to parents of children with disabilities. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, businesses, and retirement plan sponsors, offering financial planning, wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments and direct indexing, supported by a parent company structure with affiliated banking, tax, consulting, insurance, and mortgage businesses.

Daniel Waskiewicz is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Byron Swarts is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2012. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating asset allocation, manager selection, and rebalancing across equity, balanced, and fixed income strategies.

Johnny Martinez Jr. is a financial advisor with Commonwealth Financial Network in Saginaw, MI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Commonwealth Financial Network since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Duchaine IV is a financial advisor with GWN Securities Inc. based in Bay City, MI. He holds the ChFC® designation and has 41 years of industry experience, including 27 years with Axa Advisors, LLC. He is also president of Duchaine Financial Consultants, LLC, focusing on fixed annuity sales and service. GWN Securities Inc. is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Benjamin Piggott is a financial advisor at Hantz Financial Services, Inc. holding a Series 66 credential with one year of industry experience. Prior to joining Hantz in 2024, he worked at Bluemark Financial Advisor and has held various roles including positions at Michigan State University and Dick's Sporting Goods. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm’s investment process focuses on diversified, ETF-centered model portfolios combined with asset allocation and periodic rebalancing, supplemented by access to third-party managers and tax-aware strategies.

Douglas Kline is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he is a partner and landowner involved in farmland rental activities. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a broad range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored by program and advisor, and manages approximately $36.7 billion in assets as of the end of 2025.

David Winn is a financial advisor with Transamerica Financial Advisors in Bridgeport, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and was previously with BNI from 2017 to 2021. Winn also operates Winn Financial Services, where he provides accounting, bookkeeping, and tax preparation services for individuals and small businesses. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Quinten Perez is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at NCVW Management and Great Lakes Bay Health Centers. 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 clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and mortgage brokerage.

Joshua Funsch is a CFP®-certified financial advisor with over 22 years of experience, currently with Hantz Financial Services, Inc. in Saginaw, MI, where he has worked since 2003. He holds Series 63 and Series 65 licenses. 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 complemented by separately managed accounts, unified managed accounts, and access to alternative investments, supported by affiliated entities offering trust, tax, business consulting, insurance, and mortgage services.

Starrlin Heuschele is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Hantz Financial Services, he worked at several companies including Sams Club and Links of Novi. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with roughly $10 billion in assets under management. The firm emphasizes diversified, ETF-centered model portfolios and offers a broad range of financial services including wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

Ryan Neil is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2000. Outside of his advisory role, he serves as an officer and director for Nouvel Catholic Central Elementary Athletics, assisting with budget decisions for the school's athletic programs. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and retirement-plan advisory services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by in-house tax, business consulting, and affiliated insurance and mortgage services.

Jayson Sacco is a financial advisor with Schwab Wealth Advisory, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at Charles Schwab & Co., Ameriprise Financial Services, Fidelity Investments, and USAA Group. Outside of his advisory work, he hosts a weekly podcast focused on Axial Spondyloarthritis and writes fiction books. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools, with an annual review process and no discretionary trading authority.