Evan Dubay is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Neptune Holdings, Target, Fresh Thyme, and Eastern Michigan University. Hantz Financial Services, Inc. serves 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 a focus on asset allocation and periodic rebalancing, while also offering financial planning, retirement plan consulting, mortgage brokerage, and insurance services through affiliated agencies.

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.

Paul Namel is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2001. 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 unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination businesses.

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 40 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Joseph Mayone is a CFP® professional with eight years of experience in financial advising. He is currently with Farther and previously worked at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his financial career, he held roles at Bob and Joes Cleaning Pros and CBS Radio. 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 utilizing proprietary model portfolios and algorithmic rebalancing, with a mix of ETFs, mutual funds, equities, fixed income, and AI-supported advisor judgment.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise for three years and Comerica Securities for 21 years. Outside of his advisory role, Tepatti serves as a police officer with the Carleton Police Department. Fifth Third Securities serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm provides clients access to multiple program types and third-party portfolio managers, including advisor-directed mutual fund/ETF models and separately managed account strategies.

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 with Oppenheimer & Co. Inc. in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Joseph Fortino is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Comerica Securities and Wells Fargo, among others. TIAA-CREF Individual & Institutional Services offers financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has prior work experience at Hantz Tax & Business, MMS - AT&T, and Northwood University. 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 with diversified, ETF-centered model portfolios, comprehensive financial planning, and wealth management services, supported by a multi-advisor platform and affiliated mortgage and insurance agencies.

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 varied work history including roles at DoorDash and Eastern Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets across individual, corporate, and retirement plan clients. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and tax-aware strategies, operating a multi-advisor platform supported by a range of affiliated financial services.

Julie Wancket is a Series 66-licensed advisor with Hantz Financial Services, Inc., based in Southfield, MI. She has four years of experience at Hantz and previously worked seven years at Rohver Corporation. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and related services.

Kayla Haneline is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has prior work experience at Shipt and Independent Community Living. 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 alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Mary Ward is a CFP® with over 30 years of experience in financial advising. She has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as president of the Silverbrook Condominium Association, a nonprofit organization in Sterling Heights, Michigan. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on documented client objectives and periodic account reviews.

Tyler Mann is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, following six years at TriFound Financial. Outside of his advisory role, he participates in a local breakfast networking group. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with a Series 65 credential and seven years of experience at the firm. Prior to Hantz, Courtney worked at MPG, Inc/American Axle for three years. Outside of advisory work, Courtney is a passive member of a private investment LLC. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers diversified ETF-focused model portfolios, financial planning, and wealth management services, supported by a broad range of affiliated financial activities including mortgage brokerage and insurance.

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 started her career in the financial industry after 25 years at Dexter A&W. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer that manages approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors with a multi-advisor platform, offering a range of financial planning, portfolio management, and wealth management services that emphasize diversified, ETF-centered model portfolios and tax-aware investment strategies.

Michael Eppler is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with &Partners, LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base, including individual, institutional, and sovereign wealth fund clients, providing investment advisory and brokerage services alongside financial planning and retirement consulting. The firm employs a combination of proprietary and third-party investment strategies and operates as both a broker-dealer and registered investment adviser.