Robert Mazza is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Hantz Financial Services, he worked at Albion College and in various other roles including at Bilco Tool and Triolet Lawn and Curb. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets for individuals, corporate, and retirement plan sponsors. The firm employs diversified, ETF-centered model portfolios and offers services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage through affiliated agencies.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.

Kelly Murray is a financial advisor at Hantz Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz since 1999. 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, financial planning, wealth management, and related financial services.

Daniel Schutz is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to his current role, he worked at Secure Asset Management, L.L.C., Secure Financial Group, and Nepc, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Dane Colberg is a financial advisor with Valic Financial Advisors in Novi, MI, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Agia, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. He is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors and significant discretionary assets under management.

Anthony La Combe is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has been with the firm since 2020. Prior to his advisory role, he worked in education and retail, including positions at Royal Oak Schools, Oakland University, Hungry Howies, and Royal Oak 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 alternative investments, and it features expanded implementation capabilities through affiliated banking, tax, and insurance entities.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.

Timothy James is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Hantz Financial Services since 2004. 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 various managed account solutions, complemented by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 65 designation with nine 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, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and it offers expanded capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage origination services.

Kathryn Quick is a financial advisor at Hantz Financial Services, Inc. She holds a Series 65 designation and has prior experience working at EY LLP and KPMG LLP, with a combined 17 years in accounting and business advisory roles. She is currently associated with Hantz Tax and Business. 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 centered on ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Mark Forsthoefel is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and notable municipal advisory services.

Kerry Kerch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory with broker-dealer and investment management capabilities.

Anthony Caruana is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bryan Morgan is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding a Series 66 designation and 14 years at Raymond James, including 5 years of industry experience. He serves as a board and committee member for First Step, a nonprofit organization, where he assists with event planning and fundraising and participates in finance committee duties. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Conrad Landis is a financial advisor with Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, and Charles Schwab & Co., Inc., as well as service in the US Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that cover areas such as retirement, education, and specialized planning needs. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients having flexibility in implementation.

Jeffrey Keessen is a financial advisor with LPL Financial in Belmont, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2009. Keessen also writes fixed annuity and life insurance business with several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and supporting diversified strategies with research from multiple sources.

Jennifer Sordyl is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that align with clients’ long-term financial goals. She works closely with clients across various focus areas including college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and women and wealth initiatives. Jennifer employs a goals-based wealth management process to develop, implement, and review retirement planning strategies tailored to individual client needs. Jennifer joined Merrill in 2009 following her graduation from Central Michigan University, where she earned a bachelor's degree in accounting and finance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She values community involvement and volunteers with local organizations, embracing the Merrill tradition of community participation. Outside of work, Jennifer enjoys hiking, traveling, practicing yoga, and spending time with her family. She resides in downtown Detroit, where she explores the city and its dining scene.

Spencer Godin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked with The Aspire Group LLC and in roles outside of finance, including with Shoot Out Hockey Inc. and the Nashville Predators. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

David Hester is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he is a notary public and holds an ownership interest in a storage business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related products and bank deposit sweep options among its investment menus.