Ari Fischman is a financial advisor with Focus Partners Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has worked at firms including Kovitz Investment Group Partners, Lion Street Financial, and New York Life. Outside of his advisory role, he serves on the Board of Directors for Hillel Day School and volunteers on the Pension and Insurance committee for the Jewish Federation of Metro Detroit. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients' specific risk tolerance, liquidity, and tax needs.

Thomas Drouillard is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® and Series 63 designations with 38 years of industry experience. He has been with Hantz Financial Services since 1998. Hantz Financial Services serves a diverse clientele including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios complemented by third-party managers, using an asset-allocation approach with regular rebalancing and technology-enhanced trade execution and tax-loss harvesting.

Derrel Kent is a financial advisor with Key Investment Services LLC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a licensed driver education instructor, providing classroom and behind-the-wheel training to teenage students. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary implementation and emphasizes wrap-fee programs alongside custodial and insurance services.

Len Clapp is a financial advisor with Equity Services, Inc. in Northville, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equity Services since 2003. In addition to his advisory role, he is an insurance agent licensed to sell life, disability, health, long-term care, and Medicare supplemental insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Zachary Cepo is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Cole, Newton, and Duran, Encore Service Group, and involvement with University of Toledo Athletics. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs primarily ETF-based model portfolios supported by third-party managers and technology platforms, combining advisory, brokerage, mortgage, and insurance activities.

John Carney is a CFP® professional with eight years of industry experience. He has worked at Mercer Global Advisors Inc. since 2019, following eight years at Arbor Asset Management LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and offering both discretionary and non-discretionary management.

Ryan Kraft is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, following roles at Fifth Third Bank and At Your Disposal. Outside of his advisory work, he is involved with the West Oakland Wings Baseball organization in Milford, Michigan. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

Andrew Wingert is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, all with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing.

Gabriel Whitaker is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Rocket Mortgage for five years and DoorDash for one year. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supported by third-party managers and technology-driven investment tools.

Mark Mc Gee is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with two years of industry experience. Before joining Hantz Financial Services in 2020, he worked for Best Buy from 2015 to 2020. He holds the Series 66 designation. Hantz Financial Services serves a diverse clientele including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Shannon Gaskin is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, TD Ameritrade, and Scottrade. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of implementation options and offers comprehensive financial planning and consulting services.

Michael Sherman is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions across different sectors including hospitality and security. Hantz Financial Services, Inc. serves individual clients, 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 utilizes technology for portfolio management, tax-loss harvesting, and trade execution.

Christopher Kubert is a CFP® professional with 20 years of industry experience. He is currently affiliated with NewEdge Advisors and Mid Atlantic Capital Corporation since 2021. His prior work includes roles at Private Client Services LLC, Executive Wealth Management, and The Huntington Investment Company. Outside of advisory services, Kubert is involved in fixed insurance product sales and operates a vehicle rental business via the Turo app. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services and uses a combination of in-house and third-party strategies supported by technology tools and centralized due diligence.

Jason Brooks is a financial advisor with Eagle Strategies (NY Life) in Farmington Hills, MI, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has been with Eagle Strategies since 2010. Brooks is also the owner of Brooks Financial and serves on the boards of two homeowners associations as well as the ORT America Michigan Chapter. Additionally, he has invested in an animated movie project and participates in an LLC that merges group insurance business books. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services tied to insurance and annuity products. The firm offers a range of program types and operates primarily on a non-discretionary basis, with a focus on tailoring recommendations to client and Plan Sponsor objectives.

Richard Foytek is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Joseph Beauchamp is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Executive Wealth Management, LLC, and work related to Grand Valley State University. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm employs customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and provides ERISA plan services and third-party manager oversight.

Jacob Harry is a Series 66-credentialed advisor with two years of industry experience, currently with Hantz Financial Services, Inc. in Ann Arbor, MI. His prior work includes roles at Hantz Agency and City Steel. Hantz Financial Services, Inc. serves a diverse clientele including individuals, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios combined with third-party money managers and unified managed accounts, delivering investment advice through a structured asset-allocation framework and utilizing technology platforms for trade execution and tax-loss harvesting.

Mary Shaw is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, Michigan, with 10 years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios complemented by third-party money managers, employing an asset-allocation framework with automated features such as tax-loss harvesting.

Alan Palgut is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with seven years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2017, following prior experience at Kroger. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and complements these with third-party managers and Direct Indexing, while also offering brokerage, mortgage, and insurance services through affiliated entities.

Mary Bakhaus is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has held prior roles at Kovitz Investment Group Partners, Telemus Capital LLC, Telemus Investment Management, Beacon Asset Management, and Beacon Investment Company. Outside of advising, she is a 50% owner of Bakhaus Properties, LLC, a rental property business in South Lyon, Michigan. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance and financial circumstances.