Casey Bear is a CFP® professional with 16 years of industry experience, currently advising at Farther since 2025. Prior to Farther, Casey worked for three years at KMG Fiduciary Partners and spent 13 years with Cranbrook Wealth Management. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, utilizing a range of investment vehicles and incorporating AI tools under internal review.

Isac Bush is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, catering to various investment strategies and client risk profiles.

Matthew Nelson is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Hantz Tax & Business, Schmidt, Koning, Villorreal & Associates, LLC, and BDO USA, LLP. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses technology-driven strategies such as automated tax-loss harvesting and AI-assisted data aggregation as part of its investment approach.

Raquel Rudder is a ChFC® credentialed financial advisor with 18 years of experience at Hantz Financial Services, Inc. in Southfield, MI. She has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual 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 managers and employing technologies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Anthony Sitto is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Chase Bank, Northwestern Mutual, and Central Mortgage Funding. Outside of finance, he has been involved in various positions spanning education and hospitality sectors. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios across multiple risk levels, combined with third-party managers and technology-driven solutions such as Direct Indexing and automated tax-loss harvesting.

Caleb Sheng is a financial advisor at NewEdge Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Waldo Wealth Partners. Outside of his advisory role, he is the owner of Sheng Law Group, PLLC. 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 investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Patricia Khoe is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding the CFP® and ChFC® designations with 16 years of industry experience. She has been with Hantz Financial Services since 2013. 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 offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within a unique enterprise structure.

Jack Stephens is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2025. Outside of his advisory role, he serves as an assistant coach for the rugby team at Detroit Catholic Central High School. Hantz Financial Services serves a wide range of clients including individual households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, with a combination of advisory, brokerage, mortgage, and insurance services under one enterprise.

Robert Hyneman is a CFP® professional with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. He also holds the Series 63 and Series 66 licenses and has been affiliated with Agia since 2022, where he acts as an agent for 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Corliss is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Huntington National Bank. 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 operates various advisory platforms, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Sandra Scolari is a CFP® professional affiliated with Guardian Life, with 32 years of industry experience. She has worked with Guardian Life entities since 2010 and has been associated with Park Avenue Securities for seven years. Outside of her advisory role, she is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Jaeyoung Kang is a financial advisor with Mercer Global Advisors Inc. in Canton, MI. He holds a Series 65 designation and has experience at firms including Goldman Sachs, JP Morgan Chase & Co, and Prince Perelson & Associates. Kang's career also includes roles in academia at the University of Wisconsin and Michigan State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and specialized strategies.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Jordan Cater is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 10 years of industry experience, all with Hantz since 2015. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios alongside third-party managers and technology-assisted strategies to provide financial planning, portfolio management, and retirement plan consulting.

Bryanna Wancket is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Hantz Financial Services since 2018. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels and integrates third-party managers and technology platforms to deliver financial planning, portfolio management, and retirement plan consulting.

Danilo Rodrigues De Carvalho is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. 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 approach includes digital and managed account programs, and it operates as a full-service broker-dealer and insurance agency.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Robert Hochkins is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm uses a long-term investment approach with attention to tax and fee sensitivity, employing a mix of active and passive strategies, third-party managers, private funds, and tactical overlays to customize portfolios according to clients’ risk tolerance and circumstances.

Al Trashonna Dillon is a Series 65-credentialed financial advisor with Hantz Financial Services, Inc., where he has worked for 10 years. He has two years of industry experience in financial advising. Hantz Financial Services, Inc. serves a diverse clientele including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels and incorporates third-party money managers and Direct Indexing, supported by technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Joshua Hintze is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. His previous work includes roles in education and retail prior to joining Hantz Financial Services. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management using ETF-based model portfolios and third-party managers, combining advisory and brokerage services alongside mortgage and insurance product distribution.