Phillip Hollander is a CFP® professional with three years of industry experience, currently serving at Carson Wealth in Ann Arbor, MI. His prior work includes roles at RFC Financial Planners and New Life Church - Reliant. He also holds a position as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and integrating technology relationships with Fidelity, Schwab, and Goldman Sachs.

Chad Antone is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. His prior work includes roles at Comuest Partners and Ponds and Beyond, as well as experience outside the financial industry. Hantz Financial Services, Inc. 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, third-party money managers, and Direct Indexing within an asset-allocation framework, alongside retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

Steven Romanowski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes extensive tenure at Guardian Life and Park Avenue Securities since 2011. Outside of advisory work, he is involved in brokerage activities related to disability and term life insurance. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

John Mazzarella is a financial advisor with Fifth Third Securities, Inc. in Northville, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Citizens Securities, Inc., New York Community Bank, and LPL Financial, LLC. Fifth Third Securities serves a diverse client base of individuals, including high-net-worth clients, as well as institutional accounts such as corporations, trusts, and retirement plans. The firm offers investment advisory and brokerage services through various program types on its Passageway Managed Account platform, combining proprietary and third-party strategies with a focus on customized risk profiles and multiple portfolio management options.

Jordan Jirgens is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked briefly at Shindel Rock and held positions at several other firms early in his career. Hantz Financial Services serves individual clients, pension plans, charitable and corporate clients, and business owners with financial planning, portfolio and wealth management primarily using ETF-based model portfolios supplemented by third-party managers and unified accounts. The firm integrates advisory, broker-dealer, mortgage, and insurance services, and utilizes technology partnerships for Direct Indexing and AI-assisted client data aggregation.

Ryan Carrier is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at DoorDash and Michigan State University. Hantz Financial Services serves a diverse client base including individual investors, high-net-worth households, pension and profit-sharing plans, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses technology-driven approaches such as automated tax-loss harvesting and AI-assisted client data aggregation.

Reis Bailey is a financial advisor at Empower Advisory Group with Series 66 certification and less than one year of industry experience. Prior to joining the firm, Bailey worked in various roles across manufacturing, logistics, and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and retail brokerage account holders. The firm operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Christopher Schmandt is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with 11 years of industry experience. He has been with Hantz Financial Services since 2007. Schmandt serves on the Finance and Endowment Committee at Our Shepherd Lutheran Church. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm offers financial planning and portfolio management using ETF-based model portfolios, third-party money managers, and technology-enhanced investment solutions.

Alexis Carpenter is a financial advisor at PNC Wealth Management with a Series 66 designation and less than one year of industry experience. Prior to joining PNC Wealth Management, Alexis worked at LPL Enterprise LLC and held positions outside the financial sector, including roles at HCL America, Inc. and Maryville University of St Louis. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and delegates portfolio implementation to third parties.

Kevin Murphy is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also affiliated with Kestra Investment Services, LLC where he has worked since 2010. In addition to his advisory role, Murphy assists clients with insurance needs and supports executive compensation plan processes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan design, and employee education, and manages over $79 billion in assets with a client base that includes large institutional investors such as sovereign wealth funds.

Brad Kreiner is a CFP® with 47 years of industry experience and is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, and Signator Investors, Inc. He is also an adjunct professor teaching CFP classes at Oakland University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to a range of proprietary and third-party investment solutions.

Levi Wagner is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience, all spent at Hantz. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and Direct Indexing within a structured asset-allocation and rebalancing framework, while also offering brokerage, mortgage, and insurance services through affiliated entities.

Brian Schmitt Jr. is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 2006 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for a homeowners association. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, relying on centralized technology and model solutions to manage approximately $29.2 billion in assets.

Connor Mac Donell is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his current role, he was employed at Great Lakes Coca-Cola and attended Western Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party SMAs, and other strategies, combining advisory, brokerage, mortgage, and insurance services in a distinctive enterprise model.

Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, all with Hantz Financial Services since 2004. Outside of his advisory role, he serves as Treasurer and Board Member of Aim High School in Farmington Hills, MI. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension 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 Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

William Williams is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Outside of finance, Williams officiates youth hockey games and serves as an off-ice official for the National Hockey League (NHL). Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of advisory programs with services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Shawn Macdonell is a ChFC® with 37 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base that includes 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 money managers and advanced technologies such as automated tax-loss harvesting and Direct Indexing.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. She holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 28 years with Hantz Financial Services. In addition to her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., overseeing financial statement preparation for the parent company and its affiliates. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, utilizing a structured asset-allocation framework with automated features such as tax-loss harvesting.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 66, Series 63, and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, and Alpha Asset Advisors LLC. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay, and direct indexing strategies.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.