Connor Mac Donell is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his current role, he was employed at Great Lakes Coca-Cola and attended Western Michigan University. Hantz Financial Services serves individual clients, 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 SMAs, and other strategies, combining advisory, brokerage, mortgage, and insurance services in a distinctive enterprise model.

Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, all with Hantz Financial Services since 2004. Outside of his advisory role, he serves as Treasurer and Board Member of Aim High School in Farmington Hills, MI. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable and corporate clients, and business owners. The firm delivers investment advice 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 its enterprise structure.

William Williams is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Outside of finance, Williams officiates youth hockey games and serves as an off-ice official for the National Hockey League (NHL). Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of advisory programs with services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Shawn Macdonell is a ChFC® with 37 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and advanced technologies such as automated tax-loss harvesting and Direct Indexing.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. She holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 28 years with Hantz Financial Services. In addition to her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., overseeing financial statement preparation for the parent company and its affiliates. 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 through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, utilizing a structured asset-allocation framework with automated features such as tax-loss harvesting.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 66, Series 63, and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, and Alpha Asset Advisors LLC. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay, and direct indexing strategies.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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 for portfolio construction.

Joseph Caserio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and performance reporting.

James Thomas is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at New York Life Insurance and Nylife Securities since 2004, with over 11 years at Eagle Strategies. Outside of his advisory work, he is involved in yoga instructor training and serves as a youth sports coach and specialist at a youth activity center for military dependent children. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corey Hileman is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services, he worked at Five Iron Golf, ResiCentral, United Wholesale Mortgage, Homepoint Financial, and several staffing firms. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Henry Pasho is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential with two years of industry experience. His prior roles include work at Michigan State Senate and Buckle, as well as several positions spanning various industries from 2014 to 2023. 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 emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with a structure that integrates advisory, brokerage, mortgage, and insurance services.

Ryan Hocker is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, HSBC, and served in the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

David Smith is a financial advisor with Hantz Financial Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charities, corporations, and business owners. The firm employs ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance services alongside private fund management.

Howard Meyers is a financial advisor with Valic Financial Advisors in Novi, MI, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2000. Outside of his advisory role, he serves as Vice President of the Detroit Tennis Club, a member-owned nonprofit tennis club. 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 for portfolio construction and management.

Peter Ulbrich Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oppenheimer since 1999. Outside of his advisory work, he performs occasionally in a rock band called Liquor Chicken, with proceeds from shows donated to charity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services, including strategic asset allocation and retirement consulting.

Jacob Hansen is a CFP® professional with 11 years of experience, currently serving at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and operates out of Southfield, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, combining advisory, brokerage, mortgage, and insurance services alongside private fund management and technology partnerships.

Majda Suhail is a financial advisor with Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Merrill and multiple Citizens Bank entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with activities spanning both discretionary and commission-based business.

Jennifer Jensen is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes long tenures at Sigma Financial Corporation and Parkland Securities, along with recent roles at Triad Advisors and Triad Hybrid Solutions. Outside of advising, she owns Jen Bacarella Photography and serves on the board of Saline Track and Field Fund, a local nonprofit supporting high school athletics. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and retirement plan consulting, leveraging multiple analysis approaches and platform integrations to provide access to alternative investments and specialized management strategies.

William Mccurdy is a financial advisor with Private Advisor Group, LLC in Northville, MI, holding Series 63, 65, and 66 designations and 14 years of industry experience. His prior roles include positions at Cornerstone Financial Services, CoreCap Advisors, Bank of Ann Arbor, TIAA, Vista Maria, and Charles Schwab. He also works as an insurance agent, selling insurance and annuity products to a similar client base. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm utilizes technology platforms and a fiduciary-based advisory model, often implementing advice through third-party managers and strategic partnerships.

David Zaske is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, InterOcean Capital Group, LLC, and Arthur Zaske & Associates, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with attention to tax and fee sensitivity, using both active and passive strategies along with third-party managers and private funds, while customizing portfolios to clients’ specific needs.