Amy Frederick is a financial advisor with Carson Wealth based in Ann Arbor, MI. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior roles include positions at Raymond James & Associates, TrueNorth 42 Wealth, and OEConnection, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and sub-advisory services, supported by an Investment Committee that manages model portfolios using fundamental and technical analysis.

Kathryn Revels is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with TIAA-CREF since 2016. Outside of her advisory role, she is involved in a family-owned LLC that manages rental property. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Alexis Carpenter is a financial advisor at PNC Wealth Management with a Series 66 designation and less than one year of industry experience. Prior to joining PNC Wealth Management, Alexis worked at LPL Enterprise LLC and held positions outside the financial sector, including roles at HCL America, Inc. and Maryville University of St Louis. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and delegates portfolio implementation to third parties.

Kevin Murphy is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also affiliated with Kestra Investment Services, LLC where he has worked since 2010. In addition to his advisory role, Murphy assists clients with insurance needs and supports executive compensation plan processes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan design, and employee education, and manages over $79 billion in assets with a client base that includes large institutional investors such as sovereign wealth funds.

Levi Wagner is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience, all spent at Hantz. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and Direct Indexing within a structured asset-allocation and rebalancing framework, while also offering brokerage, mortgage, and insurance services through affiliated entities.

Brian Schmitt Jr. is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 2006 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for a homeowners association. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, relying on centralized technology and model solutions to manage approximately $29.2 billion in assets.

Connor Mac Donell is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his current role, he was employed at Great Lakes Coca-Cola and attended Western Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party SMAs, and other strategies, combining advisory, brokerage, mortgage, and insurance services in a distinctive enterprise model.

Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, all with Hantz Financial Services since 2004. Outside of his advisory role, he serves as Treasurer and Board Member of Aim High School in Farmington Hills, MI. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension 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 Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

William Williams is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Outside of finance, Williams officiates youth hockey games and serves as an off-ice official for the National Hockey League (NHL). Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of advisory programs with services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Shawn Macdonell is a ChFC® with 37 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base that includes individuals, high-net-worth 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 money managers and advanced technologies such as automated tax-loss harvesting and Direct Indexing.

William Creson is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management using model or customized portfolios and serves as adviser to a donor-advised fund.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. She holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 28 years with Hantz Financial Services. In addition to her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., overseeing financial statement preparation for the parent company and its affiliates. 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 provides financial planning and wealth management through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, utilizing a structured asset-allocation framework with automated features such as tax-loss harvesting.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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.

Matthew Bowden is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is a financial professional at Two Bird Wealth Strategies and serves as a wealth advisor at Carson Wealth. Bowden is also a board member of the Logan Elementary PTSO, where he participates in planning and organizing community events. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing both fundamental and technical inputs to construct and monitor model portfolios.

Michael Addor is a CFP® and ChFC® at Hantz Financial Services, Inc. in Ann Arbor, MI, with 36 years of industry experience. He has been with Hantz since 1999. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and advanced technology such as Direct Indexing and AI-assisted data aggregation in its investment approach.

James Thomas is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at New York Life Insurance and Nylife Securities since 2004, with over 11 years at Eagle Strategies. Outside of his advisory work, he is involved in yoga instructor training and serves as a youth sports coach and specialist at a youth activity center for military dependent children. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corey Hileman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in mortgage and financial services roles, including at United Wholesale Mortgage and Homepoint Financial. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven solutions.

Henry Pasho is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential with two years of industry experience. His prior roles include work at Michigan State Senate and Buckle, as well as several positions spanning various industries from 2014 to 2023. 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 emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with a structure that integrates advisory, brokerage, mortgage, and insurance services.

Ryan Hocker is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, HSBC, and served in the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

David Smith is a financial advisor with Hantz Financial Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charities, corporations, and business owners. The firm employs ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance services alongside private fund management.