Kelly Murray is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 66 licenses and having 27 years of industry experience. Murray 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, 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, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Anthony La Combe is a Series 65-licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2020. He has one year of industry experience and previous roles include positions at Royal Oak Schools and Oakland University. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within an enterprise structure.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.

Timothy James is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services, Inc. serves a diverse client base including 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 managers and unified managed accounts, and integrates technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with nine years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting features.

Kathryn Morgan is a Series 65-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at EY LLP and KPM6 LLP. Hantz Financial Services 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, supplemented by third-party managers and unified managed accounts, while integrating technology solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Michael Hatten is a Series 66-licensed financial advisor with J.P. Morgan Securities in Detroit, MI, and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. Outside of his advisory work, he owns Spikedmind LLC, a business specializing in handmade arts and crafts products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Mark Forsthoefel is a financial advisor based in Farmington Hills, MI, affiliated with Raymond James & Associates. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 25 years with Raymond James & Associates. 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, institutional investors, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide network of advisers.

Kerry Kerch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012, following roles at PNC Wealth Management, LPL Financial, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria within its eligible investment strategies.

Anthony Caruana is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Carleton Crimmins is a financial advisor with UBS Financial Services in Bingham Farms, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

Conrad Landis is a financial advisor at Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, Charles Schwab & Co., Inc, and service in the U.S. Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a broad range of needs, including specialized areas such as business-owner transition and special-needs planning. Advisors provide tailored recommendations using firm research and planning tools, with clients choosing whether and how to implement them through brokerage or advisory programs.

Jeffrey Keessen is a financial advisor with LPL Financial in Belmont, MI, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with LPL Financial since 2009. His other business activities include writing fixed annuity and life insurance products through various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.

Jennifer Sordyl is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that align with clients’ long-term financial goals. She works closely with clients across various focus areas including college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and women and wealth initiatives. Jennifer employs a goals-based wealth management process to develop, implement, and review retirement planning strategies tailored to individual client needs. Jennifer joined Merrill in 2009 following her graduation from Central Michigan University, where she earned a bachelor's degree in accounting and finance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She values community involvement and volunteers with local organizations, embracing the Merrill tradition of community participation. Outside of work, Jennifer enjoys hiking, traveling, practicing yoga, and spending time with her family. She resides in downtown Detroit, where she explores the city and its dining scene.

Spencer Godin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked with The Aspire Group LLC and in roles outside of finance, including with Shoot Out Hockey Inc. and the Nashville Predators. 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, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

David Hester is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a brief period at Robert Baird & Co. In addition to his advisory work, he serves as a notary public and has ownership in a storage business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm uses research and analytics to evaluate investment options and offers a range of financial products through its bank and insurance affiliates.

Joshua Brucker is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having joined both firms in 2025. Prior to this, he worked at Equitable Advisors LLC for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Kenneth Osler is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Ameriprise since 2018, following prior experience at Wunderlich Securities, Inc. from 2015 to 2018. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.