Joseph Zuccaro is a Series 65-licensed financial advisor at Corient with 13 years of industry experience. He has worked at Corient since 2022 and previously was with R.H. Bluestein & Co LLC for 11 years. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, along with risk management tools and specialized offerings such as family office and trustee services.

Deanna Mouat is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with four years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Hantz Financial Services in 2021, she worked at Kaplan College, Foresight Capital Management, Baker College, and March Plating Corp. 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 range of financial planning, portfolio management, and fiduciary services.

Anthony Geis is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise for three years and Comerica Securities for 22 years. He is also a vice president and salaried employee of Comerica Management Company. Fifth Third Securities, Inc. serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual funds, ETFs, separately managed accounts, tax-overlay services, and direct indexing.

John Hantz is a CFP® professional with 40 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1998 and JRH Financial Services since 2001. He holds leadership roles as president, CEO, and majority shareholder in several non-investment-related entities, including Hantz Group, Inc., and serves on the board of Photon Insights, a start-up analytic company. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary retirement-plan services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated entities such as a state-chartered trust bank and in-house consulting services.

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 with Citizens Securities, Inc. in Livonia, MI. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Clarence Davis is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing one year of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and has experience in various non-financial roles including at DoorDash and retail employers. He also serves as a unit field trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in portfolio management.

Adam Finch is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and its DBA Carson Partners, where he has served as a wealth advisor since 2021. His prior experience includes long-term roles at Sigma Planning Corp and RFC Financial Planners. Finch is also involved as a co-owner and financial planner of a fixed insurance business and holds leadership roles on the board of the Financial Planning Association of Michigan. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement plan services, and uses a discretionary management approach employing model portfolios overseen by an internal Investment Committee.

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.

Sean Latham is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has been with Hantz Financial Services since 2025. Prior to this, he worked at Rocket Mortgage and Ann Arbor State Bank and attended Grand Valley State University. Hantz Financial Services, Inc. serves individual investors, 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, offering services that include financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.

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.

David Nichols is a CFP® and ChFC® with 21 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 2004. 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 along with separately managed accounts and unified managed account solutions, offering an array of financial planning, portfolio management, and fiduciary services supported by affiliated banking, consulting, insurance, and mortgage businesses.

Joshua Ginepro is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has prior work history including self-employment and roles at St. Thomas Aquinas and Darden Restaurants. 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 extensive implementation capabilities supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

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.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, The Huntington Investment Company, J.P. Morgan Securities, and Grow Green LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.