Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1999. Outside of his advisory role, he serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer serves a broad 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 strategies tailored to client objectives, while also acting as a qualified custodian.

Brandon Wylie is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Hantz in 2022, he worked in various roles including positions at Albion College, The Home Depot, and the University of Michigan - Dearborn. Outside of finance, he serves as an ice hockey referee with USA Hockey. Hantz Financial Services 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 a multi-advisor platform that emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, portfolio management, and related services.

Logan Soll is a CFP® professional at Prime Capital Financial with six years of industry experience. He has previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, retirement plan services, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax advisory and financial administration services.

Robert Hochkins is a financial advisor at NorthCoast Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Telemus Capital LLC, Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and risk management techniques across a wide range of strategies.

Al Trashonna Dillon is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by a parent company structure that includes affiliated banking, tax, business consulting, insurance, and mortgage origination businesses.

Joshua Hintze is a financial advisor at Hantz Financial Services, Inc. based in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he held positions in education and various service roles. 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 along with separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Dominic Morello is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. He previously held roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. Morello was also the CEO and owner of Suburban Softwash LLC, a non-investment-related business, from April to September 2023. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a broad range of financial services including portfolio management, fiduciary consulting, and tax compliance.

Ryan Liszewski is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Oakland University and was involved with It's a Matter of Taste. 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 and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by expanded implementation capabilities and affiliated entities such as a trust bank and in-house tax and business consulting.

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 Primerica Advisors, holding a Series 66 designation and working in the Southfield, MI area. He has experience at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Prior to his advisory roles, he worked in education at the University of Michigan, Seaholm High School, and Derby Middle School. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting various account types and lending options.

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 Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved with Great Lakes Financial Network, focusing on health and life insurance sales. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account services.

Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. 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 a multi-advisor platform, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach with a large platform that integrates fundamental and quantitative analysis, multiple asset classes, and affiliated service companies.

Crystal Bain is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has previously worked at Ameriprise Financial Services, LPL Financial, Infinex Investments, Flagstar Bank, and CCO Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and affiliate investment strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.

Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.

Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. in Southfield, Michigan, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and experience beginning in 2024. Prior to joining Hantz, she held positions in various industries including education and service roles at institutions such as Grand Valley State University and Red Run Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and innovative tools such as generative AI for client data analysis.

Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds Series 65 and Series 63 licenses. She has been with Hantz Financial since 2005. 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, offering financial planning, portfolio and wealth management, and employs a diversified, ETF-centered investment approach supplemented by model-based strategies and tax-aware implementations.

Marcella Evans is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has previously worked at firms including AXA Advisors and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring a digital, discretionary model account available by invitation that uses algorithm-driven risk assessment and implements investments via approved model strategies through mutual funds and ETFs.