Derek Veginski is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2012. 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 featuring ETF strategies, separately managed accounts, and unified managed account solutions, supported by affiliated businesses such as a state-chartered trust bank and in-house tax and retirement-plan consulting.

Michael Snider is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Edward Jones from 2015 to 2017 before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.

Sara Al Obaidi is a financial advisor with Citizens Securities, Inc. in Royal Oak, MI, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Citizens Bank, Fifth Third Bank, PNC Bank, and the National Bank of Abu Dhabi. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and a Managed Account program.

Jacob Heuer is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked at Weed Lady and Landaal, and he attended Central Michigan University. 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 and offers a range of wealth management, financial planning, and retirement-plan advisory services, supported by affiliated banking, tax, and insurance businesses.

Dawn Clingan is a CFP® professional at Prime Capital Financial with 14 years of industry experience. Her career includes roles at Merrill and Portfolios Solutions before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs diverse investment strategies and manages accounts on both discretionary and non-discretionary bases.

Jake Tocco is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hantz Financial Services, Jake worked in various roles across retail and service industries, including at Home Depot and Jimmy John's. 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 a range of financial planning, wealth management, and fiduciary services.

Woodrow Glazer is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience with Brown Wilbert and Clinton Conservation. Glazer’s background also includes four years at Hillsdale College and New Prague High School. 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 a range of financial planning, wealth management, and fiduciary services.

Matthew Wrenn is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise Financial Services, Infinex Investments, Flagstar Bank, and operated Gourmet Airfare-Detroit LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers and affiliate strategies, offering a range of wrap-fee programs primarily on the Envestnet MAS platform.

Kayla Miller is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at Antzia and Wayne State University. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm uses diversified, ETF-centered model portfolios alongside discretionary and non-discretionary mandates and offers a broad range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Annette Vanderlinde is a financial advisor with Prime Capital Financial, holding Series 66 and Series 63 licenses and 18 years of industry experience. Her prior work includes roles at Bloomfield Hills Financial and First Allied Securities, among others. She is also a partner in CHHSZ Holdings LLC, an entity associated with Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Anthony Ruda is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent eight years with Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a not-for-profit chamber music society, where he is involved in artist selection and speaks before concerts. 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 and a variety of investment vehicles, with an emphasis on both discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

Scott Fredrikson is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Kathryn Sloan is a Certified Financial Planner® with 17 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2008. 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 supplemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Holly Whitney is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with seven years of industry experience. She has worked at Hantz Financial Services since 2018 and previously held roles at Wayne State University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios combined with third-party SMA managers and tax-aware strategies, offering a wide range of financial planning, portfolio management, and affiliated mortgage and insurance services.

Brendan La Charite is a financial advisor at Hantz Financial Services, Inc. with ChFC® and Series 66 credentials and four years of industry experience. His prior work includes roles at Alliance Beverage Distributing and Grand Valley State University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm employs diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and it offers a broad range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Jarred Height Kaplan is an advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. Prior to joining Fifth Third Securities in 2026, he worked at Jets Pizza for seven years and is involved in entrepreneurial ventures including HK Vending Co LLC and Hk Properties and Management LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Margaret Cull is a ChFC® credentialed financial advisor with 32 years of industry experience. She has been with Hantz Financial Services, Inc. in Southfield, MI since 1999. 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated businesses such as a trust-only bank and in-house tax and consulting services.

Connor Sonnier is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and beginning his career in 2025. Prior to joining Hantz, he worked in retail and education roles, including at Dunhams Sports and Saginaw Valley State. 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 diversified, ETF-centered model portfolios, wealth management, retirement plan consulting, and affiliated mortgage brokerage and insurance services.

Michael Pesendorfer II is a financial advisor at Lincoln Investment with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Robert W. Baird for eight years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a variety of financial planning and investment management services, including both discretionary and non-discretionary programs, supported by a dedicated Investment Management & Research team.

Ian Waldo is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James and its affiliates for over a decade before joining NewEdge Advisors in 2023. Waldo is also the owner of Waldo Wealth Partners LLC, a financial advisory support company. NewEdge Advisors serves a diverse clientele including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.