John Gerling is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at FSC Securities Corporation and Michigan Financial Advisors Corp. Gerling is based in Bloomfield Hills, MI. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, retirement plans, and banking institutions. The firm employs a manager-driven investment approach using both active and passive strategies, supported by a formal due-diligence process and third-party platforms.

Muriel Harris is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Eagle Strategies since 2024 and previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of advising, Harris has worked as an Uber driver since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages the vast majority of assets on a non-discretionary basis.

Jennifer Bassett is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Comerica Securities, Inc. Bassett serves on the board of a band at Notre Dame Prep in Pontiac, MI. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Michael Hagenian is a financial advisor at Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Citizens Securities since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Hollie Hodge is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. She holds the Series 63 and Series 65 credentials. Her work history includes multiple roles at Citizens Securities and Citizens Bank, as well as prior experience with PNC Investments. She is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on both discretionary managed accounts and a digital advisory platform.

Loren Del Monico is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Hantz Financial Services in 2020, he worked in construction and manufacturing roles. 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 offers a broad range of financial planning, wealth management, and fiduciary services.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He has previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of fundamental and quantitative analysis, multiple asset classes, and third-party managers within an extensive advisory platform.

Ka Lai Ma is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Farther since 2025 and previously held roles at Fidelity Investments, MML Investor Services, World Financial Group, Manulife, and Morgan Stanley. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Richard Coates is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with approximately $26.4 billion in discretionary assets.

Tyler Inthisone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include work at hemming& Wealth Management and TBA Credit Union. Outside of his advisory work, he is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and technology-driven solutions.

Kyle Bowerson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes a role at DVNN Boats and various positions in education and retail. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving 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 and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage.

Elizabeth Silver is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley in various roles from 2009 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to a variety of managed account platforms, employing multiple analytical approaches and maintaining a fiduciary standard when agreements are in place.

Donna Pribe is a Series 66-licensed financial advisor at VALIC Financial Advisors with five years of industry experience. She previously worked at Heritage Planners from 2012 to 2021 and has been with VALIC Financial Advisors since 2021. Outside of her advisory work, she is a commissioned Ohio notary. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Shaun Holness is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Quicken Loans for one year before joining Hantz Financial in 2017. 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, financial planning, and wealth management services.

Kob Yan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include 19 years at Citizens Securities, Inc. and two years at Ameriprise Financial Services, LLC. Outside of his advisory work, he owns a nonprofit organization, Pokot Outreach Medical Missionary, which raises funds and medical supplies for the Pokot tribe in Kenya. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining advisory guidance with third-party portfolio management and a range of investment options.

Scott Fishel is a financial advisor at Creative Planning with three years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at EP Wealth Advisors, Executive Wealth Management, and ECC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and discretionary portfolio management, managing approximately $295.6 billion in client assets.

Robin Schirs is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Fifth Third Securities since 2026 and previously held positions at Ameriprise and Comerica Securities. Outside of his advisory role, he serves as Vice President Regional Operations Manager at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, supporting diverse investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Nicholas Sutherland is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to that, he worked at Plante Moran Financial Advisors from 2013 to 2021. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers, with notable integration of tax and accounting services alongside operational CFO capabilities.

Noah Krull is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors and Agia during this period. Outside of advisory services, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing wrap programs, portfolio management, and financial planning services. The firm employs discretionary unified managed accounts with third-party model managers and operates with a large network of advisors supported by centralized technology and model solutions.

Renee Muccioli is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She previously worked for Credit Union One for 15 years. 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’s investment approach includes model-driven ETF strategies, separately managed accounts, and access to alternative investments, supported by affiliated banking, tax, and consulting services.