David Johnston is a Series 65 licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2010. He has 11 years of industry experience. 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 a multi-advisor platform, offering financial planning, portfolio management, retirement consulting, and mortgage and insurance services via affiliated agencies.

Thomas Whited is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mainstay Capital Management, Great Lakes Wealth, and Scottrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm utilizes a Modern Portfolio Theory-based approach emphasizing diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and private funds.

Audrey Wilcoxson is a financial advisor at Rockefeller Financial LLC with 2 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Community First Bank of Indiana, STAR Financial Bank, Ashley Homestore, and Indiana Wesleyan University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017. Outside of his advisory role, Cameron works as a real estate agent with Arterra Realty Michigan, LLC. 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 offers expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting affiliates, and insurance and mortgage origination businesses.

Daniel Stevens is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. He holds the ChFC® designation and Series 66 license, with 15 years of industry experience. Stevens has been with Hantz Financial Services since 2010. 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 and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

Jason Tait is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at PNC Investments LLC and Aaron Babycz Painting. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and offers a range of financial planning, portfolio management, and ancillary services.

Andrew Bass is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 and 66 licenses. His prior experience includes roles at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Bass is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business currently inactive. 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, offering portfolio management across various strategies and acting as a fiduciary for ERISA and IRA accounts.

Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of experience in the industry. His prior roles include positions at Financial Services of America and Target, as well as work with Michigan State University and other organizations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm emphasizes model-driven ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Robert Petersmark is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2001. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

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 ChFC® credentialed financial advisor with 24 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI. She has been with Hantz Financial Services since 2001, contributing over two decades to the firm’s operations. 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 investment approach primarily focused on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a broad range of financial planning, wealth management, and fiduciary services.

Jeremy Hershey is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, AXA Advisors, and State Farm. Outside of finance, he is writing and illustrating a children's book that will be available on Amazon. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

Drake Reid is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and having one year of industry experience. His prior roles include positions at LPL Financial LLC, Carrera Capital Advisors, and Worklife Benefit Consultants. Outside of his advisory role, he is involved in implementing insurance solutions through THG Financial Strategies, working in a fiduciary capacity to suit individual client needs. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to various asset management platforms and strategies.

Jessica Burmeister is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a minority owner of a local brewery in Saline, Michigan. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, operating under a fiduciary standard with a vertically integrated investment approach.

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 at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 14 years of industry experience. He has been with Hantz Financial Services since 2013. 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 and third-party solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and consulting services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with the Series 66 designation and five years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked at Ford and held roles at Michigan State University and Dublin Pub. 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 focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

Gregg Fortune is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Arbor Point Advisors and Securities America Advisors, Inc. In addition to advisory work, he teaches CFP courses as an adjunct faculty member and leads educational efforts in the financial planning industry through the Advanced Planning Education Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, with portfolios managed through multiple program models and custodied primarily at Schwab and Fidelity.

Francis Pisano is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. since 2002, with prior experience at Dean Witter Reynolds Inc. since 1994. Pisano serves as a trustee on the Baldwin Public Library Board, where he participates in finance and fundraising committees. 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 strategies, with a notable presence in non-discretionary advisory programs and qualified custody services.

Christopher Wohlfert is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2010. 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 complemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.