Jack Williams is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Carson Wealth, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm primarily manages accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a comprehensive range of portfolio management, financial planning, retirement-plan services, and sub-advisory options.

Timothy Schafer is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Schafer is involved as a high school football coach. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with over 1,900 investment adviser representatives.

Eli Durgham is a financial advisor with PNC Wealth Management in Waterford, MI, holding a Series 66 designation and two years of industry experience. His previous roles include positions at LPL Enterprise and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and executes investments via approved strategies with mutual funds and ETFs.

Mason Burkhart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Hockey Services, Farm Bureau Insurance, and Western Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing roughly $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, emphasizing diversified, ETF-centered model portfolios combined with asset allocation and periodic rebalancing.

Ryan Laorr is a Series 66 credentialed financial advisor with Hantz Financial Services, Inc., based in Southfield, MI. He has four years of industry experience, including roles at Michigan State IT and Michigan State University prior to joining Hantz Financial Services in 2021. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios complemented by tax-aware strategies and offers a range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Edward Meier is a Series 65-licensed advisor at Mariner Wealth Advisors with five years of industry experience. He previously worked at Heber Fuger Wendin, Inc. and MADISON Investment Advisors. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as coordinated tax and Core Family Office support. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and integrates in-house research with third-party managers across a wide range of asset classes and solutions.

Michael Leake is a financial advisor with GWN Securities Inc. in Wixom, Michigan, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining GWN Securities in 2019, he worked at Oppenheimer & Co for nine years. He is also involved in providing life, health, and annuity insurance advice. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Connor Kruse is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Alps Distributors, Inc., Clarkston Capital Partners, LLC, and MassMutual Great Lakes. Outside of Sanctuary Advisors, he serves as an Investor Relations Associate at Clarkston Capital Partners, an investment management firm. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who develop individualized investment strategies within a fiduciary framework, utilizing various account structures and analytical approaches.

Joshua Levine is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital LLC, where he worked for over a decade. Levine is a member of Weatherwood Partners LLC and participates on the Investment Committee for Temple Israel, a religious organization. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies alongside private funds and third-party managers.

Ryan Smith is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and three years of industry experience. He has worked at Lincoln Investment since 2022 and also holds a role as a sales assistant involved in life insurance sales at Consolidated Financial Corporation. Outside of his advisory work, he volunteers as a U14 boys soccer coach. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services with a combination of advisor-led consulting and model portfolios developed by an in-house Investment Management & Research team.

Morgan Warner is a financial advisor at Commonwealth Financial Network with one year of industry experience. They hold a Series 66 designation and have previously worked at firms including Raymond James & Associates Inc. and Plante Moran. Outside of finance, Warner has experience with Eastside Tennis and Fitness. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Hall is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. His prior work includes roles at the University of Michigan – Dearborn, Adam's Outdoor Services, Quality Kosher Catering, and Salem High School. 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 emphasizes diversified, ETF-centered model portfolios combined with asset allocation and tax-aware strategies, while offering a range of services including financial planning, portfolio management, and mortgage brokerage through affiliated entities.

Samantha Cornish is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at several firms, including Indica LLC and Core Collective LLC, before rejoining Hantz Financial Services. 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 and unified managed account solutions, alongside a range of affiliated financial and consulting services.

Genevra Mitrovich is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 credential and has previously worked at Equitable Advisors and as an independent contractor. Outside of advising, she is a group fitness instructor at Powerhouse Gym and operates Mitrovich Consulting LLC as a consultant and trainer. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and oversees third-party advisory products through ongoing due diligence and supervisory review.

Dustin Leslie is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company during this time. Outside of his advisory role, he is involved with Amplify Group LLC, including a management role at the Eastern Palace Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement consulting, and investment advisory programs that include proprietary and third-party model portfolios.

Justin Diesbourg is a financial advisor with Voya Financial Advisors, Inc. in Bloomfield Hills, MI, holding a Series 66 credential and 12 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as a licensed foster parent through Catholic Social Services. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and corporations. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

Gary Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Great American Advisors, Jefferson Pilot Securities Corporation, and Security First Group, Inc. He also acts as an insurance agent providing fixed annuities and life insurance through other business activities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

Ryan Quinn is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term investment approach.

Keith Rybak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. His career includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, LLC since 2024, and 14 years at Wasserman Wealth Management, LLC. He has also been involved with Wasserman & Rybak, PLLC since 2008. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Ruth Impastato is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previous experience at Kovitz Investment Group Partners, Telemus Capital, and Sentinel Benefits & Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.