Nathan Beaudrie is an advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, with prior experience at Fifth Third Bank and Advantage One Credit Union. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, employing a range of portfolio management strategies and supports a large network of advisors as a wholly owned subsidiary of Fifth Third Bank.

Connor Mac Donell is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his current role, he was employed at Great Lakes Coca-Cola and attended Western Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party SMAs, and other strategies, combining advisory, brokerage, mortgage, and insurance services in a distinctive enterprise model.

Shawn Macdonell is a ChFC® with 37 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base that includes individuals, high-net-worth households, 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 money managers and advanced technologies such as automated tax-loss harvesting and Direct Indexing.

David Smith is a financial advisor with Hantz Financial Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charities, corporations, and business owners. The firm employs ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance services alongside private fund management.

Frank Deeter is a CFP® with 37 years of industry experience. He is affiliated with Oppenheimer and has been with Fahnestock & Co., Inc. since 1999. He serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and nonprofit organizations, offering a wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Mark Heisey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, Inc. Heisey also owns and operates Dalon Tax Service, providing tax preparation services, and is involved in life insurance sales and related financial services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing both fundamental and technical analysis and providing access to alternative investments through integrated platform relationships.

Richard Strong is a financial advisor with Hantz Financial Services, Inc. in Taylor, MI, holding Series 63 and Series 65 licenses and bringing 25 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 establishment. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable entities, and business owners. The firm’s investment approach primarily utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer services alongside mortgage and insurance offerings.

Michael Lacombe is a CFP® and ChFC® with 11 years of industry experience. He has worked at Hantz Financial Services, Inc. since 2015 and also held a position at the University of Charleston from 2013 to 2017. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven solutions.

Hailie Quartz is a financial advisor at Hantz Financial Services, Inc. with Series 66 and Series 63 licenses. She has been with Hantz since 2021 and has a diverse work history including roles outside the financial industry. Hantz Financial Services serves a wide range of clients, offering financial planning, portfolio and wealth management, and retirement plan consulting. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting.

Cheryl Pachuta is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at CCO Investments Services Corp for six years before joining Citizens Securities in 2020. 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 features a digital advisory program focused on ETF-based portfolios and operates as a broker-dealer and insurance agency.

Jeffrey Core is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Huntington Investment Company, Infinex Investments, Flagstar Bank, and Fifth Third Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Morgan is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding a Series 66 designation and 14 years at Raymond James, including 5 years of industry experience. He serves as a board and committee member for First Step, a nonprofit organization, where he assists with event planning and fundraising and participates in finance committee duties. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jeffrey Clements is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at CUSO Financial Services, Coppell Advisory Solutions LLC, and has been associated with DFCU Financial for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and institutional platforms, supported by a network of over 22,800 advisors.

Dale Bender is a financial advisor with Ameriprise in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Ameriprise since 2012 and also operates a tax preparation business. Additionally, he serves as Treasurer on the boards of the Dearborn Chamber of Commerce and the Dearborn Rotary Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Shawn Bumgardner is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is involved in business ownership related to payroll services and commercial real estate management. Ameriprise offers retirement-income planning primarily for clients with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Danielle Kerns is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2015. She also serves as a Publicity Coordinator for the Hunter Family School Association, supporting event planning and volunteer coordination at her children's elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analysis and planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kyle Hall is a financial advisor at OSAIC with 12 years of industry experience, holding a Series 66 designation. Prior to joining OSAIC in 2022, he worked at Hantz Financial Services from 2014 to 2022. Outside of his advisory role, he owns and manages several related businesses, including a tax planning LLC and entities focused on the sales and marketing of securities and insurance products. OSAIC Wealth serves a diverse mix of retail and institutional clients, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies, providing various programs such as comprehensive financial planning and advisor-managed portfolios.

Shawn O'Brien is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2003. O'Brien is also the owner of O'Brien's Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains unique affiliations and specialized advisory programs.

Peter Gianopoulos is a financial advisor with OSAIC Wealth, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining OSAIC in 2018, he worked for John Hancock Insurance/Signator Investors for 17 years. Gianopoulos is also president of several insurance-related entities offering fixed insurance, life, annuities, and long-term care products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization using various investment strategies and third-party platforms.

Todd Cousino is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services LLC and National Planning Corporation among other firms. Outside of his advisory role, he is involved in real estate activities through entities focused on property rental and flipping. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.