Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Hantz Financial Services 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 supported by separately managed accounts and unified managed account solutions, alongside expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting, and insurance and mortgage origination services.

Daniel Senica is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC investments since 2012 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account launched as an invitation-only employee pilot. The program uses algorithmic risk assessment to recommend investment models managed and executed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Michael Martell 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 a model-driven investment approach using ETFs, separately managed accounts, and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Hailie Quartz is a financial advisor at Hantz Financial Services, Inc. with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Hantz Financial Services and prior positions outside the financial sector. 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 client assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and consulting services, supported by a multi-advisor platform and a variety of affiliated financial activities.

Natalie Gordon is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad set of investment strategies and affiliated service relationships.

Jerry Rubin is a financial advisor with TLG Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with The Leaders Group, Inc. since 2017 and previously with Lincoln Investment from 2012 to 2017. Outside of advisory services, he is a 50% owner of JAZZ, LLC, a third-party administration firm focused on health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Robert Barrett is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Sigma Financial Corporation. Barrett is based in Birmingham, Michigan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Cort Wagenberg is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 65 and Series 63 designations and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management from 2022 to 2025 and has held roles at Bectran, Daxton Hotel, and Incore Capital Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Jeffrey Freeberg is a CFP® professional with five years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, and other firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Donald Accardo Jr. is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise from 2023 to 2026 and Comerica Securities, Inc. from 2013 to 2023. He also supervises Client Service Associates in a retail capacity at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple investment strategies including mutual funds, ETFs, SMAs, and tax-optimized portfolios.

Antonio Natale is a financial advisor at Hantz Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2015. Outside of his advisory role, he serves as a consultant and board member for Photon Insights, Inc., where he contributes to sales, distribution, and product strategy. 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, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning and fiduciary services.

Alex Paul is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at Asset Allocation Strategies, LLC, GLP Investment Services, LLC, and related firms. Outside of advising, he serves on the Board of Governors and Finance & Advancement Committees for Cranbrook Educational Community and acts as President of the Birmingham Place Master Association Board of Directors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary and customized portfolios, utilizing ETFs, mutual funds, equities, and fixed income, supplemented by algorithmic rebalancing and AI tools.

Eric Burt is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Hantz Financial Services, Inc. since 2012. He is based in Southfield, MI. 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 financial planning, portfolio and wealth management, and other related services with an investment process focused on diversified, ETF-centered model portfolios and tax-aware strategies.

Samuel Macalpine is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His background includes roles in financial services as well as positions at educational institutions and golf clubs. 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, and related financial services.

Tom Laskaris is a financial advisor with Janney Montgomery Scott, holding the Series 63 and Series 65 registrations and bringing 28 years of industry experience. He worked at Raymond James & Associates for 22 years before joining Janney Montgomery Scott in 2023. Laskaris serves on several community boards, including the Southgate Brownfield Redevelopment Corporation, the University of Michigan Modern Greek Studies, and the Hellenic Congress, where he contributes to cultural and redevelopment initiatives. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving a diverse clientele ranging from individuals and families to corporate and municipal clients. The firm provides investment advice through a combination of in-house and third-party portfolio management across various advisory programs and offers custody and trustee services through a subsidiary trust company.

Edward Mcdermott Jr. is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has been with Principal Securities since 1998 and with Principal Life Insurance Co. since 1991. Outside of his advisory role, he serves as a board member and finance committee member for The Grosse Pointe Academy, a private school serving kindergarten through eighth grade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. Mikell serves on the Lay Board of the Royal Oak First United Methodist Church, where he is involved in governance and human resources functions. 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 and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Ruben Fowlkes is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial since 2004. Outside of his advisory role, Fowlkes owns Omega Enterprises, a personal training business where he trains high school students and adults in dieting, strength, and agility. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm utilizes model-driven ETF strategies, separately managed accounts, and alternative investments, supported by affiliated banking, tax, and retirement-plan consulting services.

Cheryl Pachuta is a financial advisor with Citizens Securities, Inc. She holds a Series 66 designation and has 11 years of industry experience. Prior to joining Citizens Securities in 2020, she worked at CCO Investment Services Corp for six years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a digital advisory platform and managed account options as part of its offerings.