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.

Christopher Wohlfert is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including 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 managers and advanced strategies such as Direct Indexing, combining advisory and broker-dealer services with mortgage and insurance product sales.

Evan Dubay is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has been working in the financial industry since 2021. Prior to his current role, he gained experience at Neptune Holdings and has a background including positions at Target and Eastern Michigan University. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners by providing financial planning, portfolio management, and retirement plan consulting. The firm utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and advanced technology platforms.

Michael Martin is a financial advisor at MAI Capital Management, LLC with eight years of industry experience and holds a Series 66 credential. His prior experience includes roles at Foreside Fund Services, LLC; Cetera; Wealth Strategies Financial Group; and Securian Financial Services Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of portfolio strategies and combines financial planning with trust and insurance administration services.

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.

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.

Craig Dembeck is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he also operates as a licensed insurance agent in a non-investment capacity. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies, while also serving as a sub-advisor and partnering with affiliated funds and external advisors.

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.

Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a work history that includes roles at DoorDash, Olga's Kitchen, and Eastern Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

Julie Wancket is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Rohver Corporation for six years. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory and broker-dealer services alongside mortgage and insurance product offerings.

Cory Kuzinski is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses. He has recent experience working with the Michigan Association of Retired School Personnel on retirement planning and has served at the Michigan High School Athletic Association. Prior to his advisory role, he spent 25 years with Lake Orion Community Schools and was involved with the Yankee Air Museum. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars, personalized planning, and separation counseling.

Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with seven years at the firm and a total of eight years of industry experience. He holds the Series 65 designation and previously worked at MPG, Inc/American Axle for three years. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios spanning multiple strategies and risk levels, supplemented by third-party managers and technology-enabled portfolio management tools.

Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently transitioned into the advisory field after 25 years with Dexter A&W. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while also providing brokerage, mortgage, and insurance services through affiliated entities.

Christopher Carlson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years at AMDG Financial. Carlson is based in Plymouth, MI. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and related services through affiliated entities, employing a blend of evidence-based and actively managed investment strategies overseen by an investment committee.

Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio managers and direct management options.