Morgan Golich is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including SageView Advisory Group, Cetera, and First Allied Advisory Services. He is also an associate wealth advisor at Bloomfield Hills Advisory. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Jeffrey Core is a financial advisor with The Huntington Investment Company in Livonia, MI, holding Series 66 and Series 63 licenses and having 21 years of industry experience. His work history includes roles at Ameriprise, Infinex Investments, Flagstar Bank, and Fifth Third Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party and proprietary models, and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Candice Schultz is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2000. Outside of her advisory role, she is the owner of two businesses—C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, and Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. 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 and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Richard Chadwick II is a CFP® professional with 27 years of experience at Hantz Financial Services, Inc., where he has worked since 1999. He holds Series 63 and Series 65 licenses and is based in Southfield, MI. 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 it offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citizens Securities and affiliated entities since 2014. Outside of advising, he also serves as a notary. 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 both a digital advisory platform and managed accounts while maintaining broker-dealer and insurance agency operations.

Gary Pryka is a CFP® professional with 34 years of industry experience, currently serving at Private Advisor Group, LLC since 2013. He has concurrently worked at LPL Financial during this period. Outside of his advisory role, he is a board member of the Hough Family Foundation and is active as a musician in a popular music group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

David Johnston is a Series 65 licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2010. He has 11 years of industry experience. 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 management, retirement consulting, and mortgage and insurance services via affiliated agencies.

Thomas Whited is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Mainstay Capital Management, Great Lakes Wealth, and Scottrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm utilizes a Modern Portfolio Theory-based approach emphasizing diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and private funds.

Audrey Wilcoxson is a financial advisor with Rockefeller Financial LLC based in Birmingham, MI. She holds the Series 66 designation and has two years of industry experience. Her prior work includes roles at Merrill and Community First Bank of Indiana. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating both as an investment advisor and a registered broker-dealer with a broad range of investment and banking capabilities.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017. Outside of his advisory role, Cameron works as a real estate agent with Arterra Realty Michigan, LLC. 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 offers expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting affiliates, and insurance and mortgage origination businesses.

Laura Armstrong is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds the CFP® and CFA® designations and has 17 years of industry experience. Her prior work history includes roles at Ameriprise Financial Services, Comerica Securities, and World Asset Management. She also has operations experience in wealth management with Comerica Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs via the Passageway platform, providing a range of investment options including mutual funds, ETFs, SMAs, and direct indexing.

Andrew Bass is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 and 66 licenses. His prior experience includes roles at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Bass is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business currently inactive. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management across various strategies and acting as a fiduciary for ERISA and IRA accounts.

Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of experience in the industry. His prior roles include positions at Financial Services of America and Target, as well as work with Michigan State University and other organizations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm emphasizes model-driven ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Mitchell Kennedy is a CFP®, PFS™, and Series 65-licensed advisor with four years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at SYM Financial Advisors, Yeo & Yeo CPAs & Business Consultants, Andrews Hooper Pavlik PLC, and the Michigan High School Athletic Association. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Shannon Myers is a ChFC® credentialed financial advisor with 24 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI. She has been with Hantz Financial Services since 2001, contributing over two decades to the firm’s operations. 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 primarily focused on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a broad range of financial planning, wealth management, and fiduciary services.

Jeremy Hershey is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, AXA Advisors, and State Farm. Outside of finance, he is writing and illustrating a children's book that will be available on Amazon. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

Ione Dawe is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Fifth Third Securities, Inc., having joined the firm in 2026 after three years at Ameriprise and 24 years at Comerica Securities. In addition to her advisory role, she is involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Kenneth Smith is a CFA® charterholder with 11 years of industry experience, currently serving at Corient in Birmingham, MI. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and R.H. Bluestein & Co LLC prior to his current position. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers, risk management tools, and alternative investments.

Dustin Rudder is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 14 years of industry experience. He has been with Hantz Financial Services since 2013. 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 complemented by separately managed accounts and third-party solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and consulting services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with the Series 66 designation and five years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked at Ford and held roles at Michigan State University and Dublin Pub. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.