Connor Mac Donell is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His work history includes roles at Hantz Financial Services since 2019, Great Lakes Coca-Cola in 2017, and Western Michigan University from 2016 to 2020. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker‑dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm employs a diversified, ETF-centered investment approach with model portfolios, asset allocation, and periodic rebalancing, and offers a range of financial planning, portfolio management, and affiliated mortgage and insurance services.

Shawn Macdonell is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding the ChFC® and Series 63 designations with 36 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 model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination services.

David Smith is a financial advisor at Hantz Financial Services, Inc. with 36 years of industry experience. He has been with Hantz Financial Services since 1999 and holds a Series 63 designation. 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 accounts, and direct-indexing partnerships, while also offering fiduciary retirement-plan services and affiliated implementation capabilities.

Frank Deeter is a CFP® professional with 36 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Mark Heisey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors. Outside of advising, Heisey is an instructor involved in educational activities through human resources departments and owns a tax preparation business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Richard Strong is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Hantz Financial since 2000. Outside of his advisory role, Strong owns and operates Strong Ice Cream, a retail ice cream business. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm employs a model-driven investment approach with ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services supported by affiliated entities such as a trust company and in-house consulting.

Jason Lambrix is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include 20 years at Cuna Brokerage Services, Inc. and Cuna Mutual Group, followed by three years at LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses mutual funds and ETFs with annual rebalancing and no individual security trading.

Michael Lacombe is a CFP® and ChFC® with 10 years of industry experience. He has been with Hantz Financial Services, Inc. since 2015, including its predecessor entity, and worked at the University of Charleston from 2013 to 2017. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary 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.

Cheryl Pachuta is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. She holds a Series 66 credential and previously worked at CCO Investments Services Corp for six years before joining her current firm in 2020. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary businesses, including a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

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.

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.

Jeffrey Clements is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services, LP and DFCU Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Blake Karcher is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of industry experience and has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, Blake has been involved with Warriors Elite Lacrosse and operated Karcher Industries and Karcher Agency. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Dale Bender is a financial advisor with Ameriprise in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Ameriprise since 2012 and also operates a tax preparation business. Additionally, he serves as Treasurer on the boards of the Dearborn Chamber of Commerce and the Dearborn Rotary Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Shawn Bumgardner is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is involved in business ownership related to payroll services and commercial real estate management. Ameriprise offers retirement-income planning primarily for clients with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Danielle Kerns is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2015. She also serves as a Publicity Coordinator for the Hunter Family School Association, supporting event planning and volunteer coordination at her children's elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analysis and planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kyle Hall is a financial advisor with OSAIC in Trenton, Michigan, holding a Series 66 designation and 12 years of industry experience. Prior to joining OSAIC in 2022, he worked at Hantz Financial Services for eight years. He is involved in several business ventures, including ownership of entities focused on securities and insurance sales, tax planning, and managing tax credit filings. Kyle Hall also serves as a trustee of a family trust. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a diverse array of investment types.

Shawn O'Brien is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2003. O'Brien is also the owner of O'Brien's Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains unique affiliations and specialized advisory programs.

Peter Gianopoulos is a financial advisor at OSAIC Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following 17 years at John Hancock Insurance/Signator Investors. Outside of his advisory role, he is president of several entities offering fixed insurance and annuity products. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.