Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. He began his advisory career in 2025 and has prior experience at Financial Services of America and Target. He also worked at Michigan State University and has been affiliated with Pennas of Sterling since 2021. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers, unified managed accounts, and Direct Indexing.

Mitchell Kennedy is a CFP®, PFS™, and Series 65-licensed advisor with four years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at SYM Financial Advisors, Yeo & Yeo CPAs & Business Consultants, Andrews Hooper Pavlik PLC, and the Michigan High School Athletic Association. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Shannon Myers is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. He holds the ChFC® designation and the Series 63 license and has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm uses ETF-based model portfolios and a combination of third-party managers and technology-driven tools to deliver investment advice across multiple risk levels.

Alexander Rasky Jr. is a financial advisor at Lincoln Investment with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2017, following nine years at Legend Equities Corp. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and manages third-party relationships.

Matthew Mcinerney is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. Mcinerney has been with VOYA Financial Advisors since 2014 and also owns Retirement Planning Partners LLC, a business involved in business expense management and the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists and technology-enabled tools, managing many accounts on a non-discretionary basis while also providing discretionary management for certain wrap and UMA arrangements.

Kenneth Smith is a CFA® charterholder with 11 years of industry experience, currently serving at Corient in Birmingham, MI. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and R.H. Bluestein & Co LLC prior to his current position. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers, risk management tools, and alternative investments.

Dustin Rudder is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Morgan Stanley. Rudder has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a combination of advisory, brokerage, mortgage, and insurance services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential. He has been with the firm since 2021 and has prior experience at Michigan State University, Ford, Dublin Pub, and Grand Flower Growers. Hantz Financial Services serves a diverse client base including individuals, pension plans, charities, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across various risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Gregg Fortune is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America, among others. Outside of advisory work, he teaches CFP courses as an adjunct faculty member and serves as managing director of Advanced Planning Education Group, which provides educational programs for financial professionals. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and solutions, combining fundamental and technical analysis, tactical trading, and third-party manager selection, supported by platform relationships with Fidelity, Schwab, Envestnet, and others.

Francis Pisano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002 and Dean Witter Reynolds Inc. since 1994. Pisano serves as a board trustee for the Baldwin Public Library in Birmingham, Michigan, where he participates in finance and fundraising committees. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Sean Kassab is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Altitude CRE, Oakland University, and SpringHill Marriott. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios supplemented by third-party managers, employing a structured asset-allocation framework alongside technology platforms for trade execution and tax-loss harvesting.

Paul Namel is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Hantz Financial Services since 2001. Hantz Financial Services serves individual clients—including high-net-worth households—as well as pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios complemented by third-party money managers and technology-driven solutions for portfolio management and retirement plan consulting.

Matthew Ward is a CFA® charterholder with two years of industry experience. He is currently with Corient in Birmingham, MI, where he has held various roles since 2022. His prior experience includes positions at R.H. Bluestein & Co. and AAA Life Insurance Company. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using risk management tools.

Albert Pryka is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and was previously with PNC Wealth Management from 2010 to 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates third-party managers, technology platforms, and a range of investment strategies.

Joseph Mayone is a CFP® with eight years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his advisory career, he worked at Bob and Joes Cleaning Pros. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income investments.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Northville, Michigan, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior experience includes long tenures at Comerica Securities and Ameriprise. He also serves as a police officer with the Carleton Police Department outside of his advisory work. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through the Passageway Managed Account Program and multiple third-party portfolio managers. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor under the ownership of Fifth Third Bank.

Michael Detone is a CFP® professional with 26 years of industry experience, currently with Valic Financial Advisors since 2004. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he performs as the lead guitarist in a local rock cover band, SixFT Apart. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and supports a large client base through its 1,239 advisors.

Heather Ott is a financial advisor at Oppenheimer with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer for 10 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, managing equity, balanced, and fixed-income portfolios while maintaining custody of client assets as a qualified custodian.

Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Mitchell worked at Hantz Tax & Business and MMS - AT&T, and he also attended Northwood University. Hantz Financial Services serves a diverse client base 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 various risk levels, supplemented by third-party money managers and technologies such as Direct Indexing and AI-assisted data aggregation.

Tamara Reeves is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Her prior work includes roles at Lafayette Life Insurance and Ford Motor Company. Outside of her advisory role, she is involved in a family-owned short-term rental business and owns an LLC established for future real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.