Nolan Klavon is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Hantz, he worked in various roles including positions at USA Insulation and Tropical Smoothie Cafe. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, augmented by third-party money managers and Direct Indexing, and is notable for combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Scott Fredrikson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has 11 years of industry experience, all with Hantz since 2015. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management 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 a single enterprise.

Kathryn Sloan is a CFP®-designated financial advisor with Hantz Financial Services, Inc. in Southfield, MI, where she has worked for 18 years. She holds Series 63 and Series 65 licenses. 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 offers financial planning and wealth management through ETF-based model portfolios, third-party money managers, and Direct Indexing, integrating technology and multiple service lines uncommon among enterprise advisors.

Holly Whitney is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial since 2018, following roles at Wayne State University. Hantz Financial Services, Inc. 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, integrates third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Brendan La Charite is a financial advisor with Hantz Financial Services, Inc. He holds the ChFC® designation and Series 66 registration, with four years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked in beverage distribution, higher education, and the automotive service industry. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios supported by third-party managers and advanced technology platforms.

Margaret Cull is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and Series 63 license. She has 33 years of industry experience, including 27 years with Hantz Financial Services. 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 primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, combining advisory and broker-dealer activities with mortgage and insurance product sales.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios, third-party money managers, and unified managed accounts, alongside brokerage, mortgage, and insurance products through affiliated entities.

Robert Eppler is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Intuitive Surgical Inc. He is based in Ann Arbor, MI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

Steven Morse is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His career includes nearly three decades at SIGMA Financial Corporation and his own firm, Steven W Morse Inc, where he provided tax planning, tax preparation, and financial planning services. Outside of advisory work, he is president of Steven Morse & Company, offering tax-related services, and is a licensed agent for life insurance and fixed annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services that utilize fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform partnerships and affiliated asset managers.

Ian Waldo is a financial advisor with NewEdge Advisors holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James and its affiliates for over a decade before joining NewEdge Advisors in 2023. Waldo is also the owner of Waldo Wealth Partners LLC, a financial advisory business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked at the City of Trenton and has experience in both academic and retail settings. Hantz Financial Services serves a diverse client base including individual, pension, corporate, and charitable clients. The firm employs ETF-based model portfolios combined with third-party money managers and Direct Indexing, integrating advisory, brokerage, mortgage, and insurance services under one enterprise structure.

Richard Rush is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining NewEdge in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory work, he serves as an adjunct professor at Wayne State University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience and holds Series 63 and Series 65 designations. He has been with Hantz Financial Services since 2015. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and is notable for combining advisory, broker-dealer, mortgage, and insurance product services within a single enterprise.

Shane Topping is a financial advisor at Savant Wealth Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and Michigan State University. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Ojie Alofoje is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at Bank of America, Merrill, PNC, and Turnkey. Outside his advisory role, he owns OA Investments, an LLC that acquires and flips properties. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services through the Passageway Managed Account Program and other platforms. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing various program types and third-party portfolio management options.

Cooper Drouillard is a Series 66-licensed advisor with Hantz Financial Services, Inc. in Southfield, MI, bringing two years of industry experience. His prior roles include positions at Dudley's and La Folie, along with work at the University of Kentucky and Western Golf and Country Club. Hantz Financial Services serves individual clients, pension plans, charitable and corporate entities, and business owners by providing financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, and employs technology partnerships to support investment management and client service.

Quentin Mingo is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at AAA Life Insurance Company, Multi-Bank Securities, Inc., and AAA Auto Club Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

Kevin Filthaut is a financial advisor with Guardian Life in Southfield, MI, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance. Guardian Life’s Park Avenue Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Stephen Rowley III is a financial advisor with Eagle Strategies (NY Life) based in Plymouth, Michigan, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He operates Rowley Financial Solutions, providing New York Life products and brokering non-registered insurance products. Outside of his advisory work, Rowley serves as a board member of the New Hope Center for Grief Support and holds minority ownership in a professional soccer team, as well as officer and board roles in regional and national Airstream club organizations. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm provides tailored solutions through various program types, integrating investment advice with insurance and annuity products within the New York Life affiliate structure.

Bryndon Skelton is a Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2007. Outside of his advisory roles, he operates The Foundry Financial, LLC as his personal practice. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and integrated lending options.