Jason Lambrix is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include 20 years at Cuna Brokerage Services, Inc. and Cuna Mutual Group, followed by three years at LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses mutual funds and ETFs with annual rebalancing and no individual security trading.

Jacki Popadich is a CFP® and ChFC® with 33 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves 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 expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.

Susan Brys is a financial advisor with Hantz Financial Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Susan has been with Hantz Financial Services since 2011. Outside of her advisory role, she is also a Mary Kay beauty consultant. 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 emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage and insurance services through affiliated agencies.

Michael Lacombe is a CFP® and ChFC® with 10 years of industry experience. He has been with Hantz Financial Services, Inc. since 2015, including its predecessor entity, and worked at the University of Charleston from 2013 to 2017. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services.

Kelli Plumb is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. She has been with TIAA and TIAA-CREF since 2015 and 2017, respectively. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Michael Turner is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. He has worked at Hantz Financial Services since 2017 and previously was employed at XPO Logistics from 2013 to 2017. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and combines these with separately managed accounts and third-party money managers, while also providing access to alternative investments and advanced tools such as generative AI for client data analysis.

Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse clientele including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Hantz Financial Services since 1999. 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 supported by separately managed accounts and unified managed account solutions, alongside expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting, and insurance and mortgage origination services.

Michael Martell is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 using ETFs, separately managed accounts, and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Hailie Quartz is a financial advisor at Hantz Financial Services, Inc. with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Hantz Financial Services and prior positions outside the financial sector. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and consulting services, supported by a multi-advisor platform and a variety of affiliated financial activities.

Bryce Monroe is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he held roles at Wolverine Water, Kamins Parts Plus, 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 client assets. The firm offers a range of services including financial planning, portfolio and wealth management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.

Natalie Gordon is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad set of investment strategies and affiliated service relationships.

Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Antonio Natale is a financial advisor at Hantz Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2015. Outside of his advisory role, he serves as a consultant and board member for Photon Insights, Inc., where he contributes to sales, distribution, and product strategy. 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 centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning and fiduciary services.

Eric Burt is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Hantz Financial Services, Inc. since 2012. He is based in Southfield, MI. 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 and wealth management, and other related services with an investment process focused on diversified, ETF-centered model portfolios and tax-aware strategies.

Jonathon Friend is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and five years of industry experience. His career includes roles at LPL Financial, Michigan State University, and Financial Focus. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Samuel Macalpine is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His background includes roles in financial services as well as positions at educational institutions and golf clubs. 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 diversified, ETF-centered model portfolios, wealth management, and related financial services.

Eric Roberts is a financial advisor at TIAA‑CREF with 16 years of industry experience. He holds a Series 66 designation and has been with TIAA‑CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.