Brandon Shimoun is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Goldman Sachs, Comerica Bank, Bank of America, Merrill Lynch, and Fidelity Investments. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management, financial counseling, fiduciary, tax, and business services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and manages a broad platform with affiliated service companies and product relationships.

Lisa Wright is a financial advisor with Principal Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. In addition to her advisory role, Wright serves as a bank officer to support Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Griffin Jenkinson is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Hantz Financial Services, he worked at The Weed Lady and held several roles at Landaal Packaging and other organizations. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in assets through diversified, ETF-centered model portfolios and offers services such as financial planning, portfolio and wealth management, retirement plan consulting, and mortgage brokerage.

Adam Smith is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at PNC Investments since 2017 and previously was with Fifth Third Securities from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Grayson Richter is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at J.W. Cole Financial, Inc. and Greenway Building Solutions. J.W. Cole Advisors is an enterprise firm that serves individuals, high-net-worth clients, and institutions through a network of nearly 500 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and third-party managers, employing both discretionary and non-discretionary strategies.

Charles Crandall II 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. Prior to his advisory role, he held various positions in the food service and education sectors. 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 businesses such as a state-chartered trust bank and in-house tax and business consulting.

Peter Lenart is a Series 66 credentialed financial advisor with 17 years of industry experience, currently working at &Partners. His prior experience includes roles at Wells Fargo Clearing, Spc, Parkland Securities, and Sigma Financial Corporation. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches utilizing multiple analysis methods and third-party strategies.

Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Robert Blalock is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Fifth Third Securities, Inc., having also worked at The Huntington Investment Company, Infinex Investments, Flagstar Bank, and Aflac. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of programs on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.

Jonathan Thomas is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Bank of America, Merrill, and Northwestern Mutual. Jonathan is based in Livonia, MI. 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 invests primarily in mutual funds and ETFs with annual rebalancing.

Michael Themm is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Hantz Financial Services since 2017 and was previously affiliated with Ann Arbor Gold & Outing Club and the University of Michigan-Flint. Hantz Financial Services, Inc. serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios with an emphasis on asset allocation, periodic rebalancing, and access to third-party managers, supplemented by a broad range of affiliated financial activities including mortgage brokerage, insurance, and retirement consulting.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz Financial Services since 2024. Prior to this, he worked in various roles including positions at Bloomfield Open Hunt, Birmingham Athletics Club, City Kitchen, Pendy's Restaurant, and Bloomfield Hills Country Club. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement-plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities including a trust bank, tax and business consulting, and insurance and mortgage origination businesses.

Brian Babcock is a financial advisor at NorthCoast Asset Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Telemus Capital LLC, Kovitz Investment Group Partners, and Ford Estates. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a broad range of portfolio management strategies.

Brian Newman is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 63 designation with 24 years of industry experience. He has worked at Hantz Financial Services since 2002. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified ETF-centered portfolios, financial planning, and wealth management through a multi-advisor platform.

David Lamberjack is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Foresight Capital Management, Bankers Life, Chem Treat, and in other roles outside the financial sector. 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, asset allocation, and tax-aware implementations, while also offering mortgage brokerage and insurance services via affiliated agencies.

Marilyn Konvolinka is a CFP® with 21 years of industry experience. She has been with Hantz Financial Services, Inc. since 2004. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, financial planning, and retirement-plan advisory services, supported by affiliated banking, tax, insurance, and mortgage businesses.

Brent Formosa is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has a background that includes roles at Viron Therapeutics in laboratory research and administrative support with Wayne State University’s Department of Physiology. At Hantz Financial Services since 2022, he also contributes to non-investment-related research and support activities outside his advisory work. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate 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 with asset allocation and rebalancing, enhanced by access to third-party SMA managers and tax-aware strategies, while maintaining a broad range of affiliated financial services.

Emma Bielby is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Hantz Financial Services and the University of Michigan. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers a range of services including financial planning, portfolio and wealth management, and employs an ETF-centered investment approach with both discretionary and non-discretionary mandates.

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.

Christopher Hylen is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Howard Bailey Securities LLC, Planning Alternatives, LTD, and Northern Lights Distributors, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process blending passive and active strategies supported by an internal Investment Committee.