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.

Kory Bachman is a Series 65-licensed advisor at Corient with 10 years of industry experience. He has held roles at Corient Services LLC, CIPW Service Company, LLC, Corient, and R.H. Bluestein & Co LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by risk management tools and private fund capabilities.

Kenneth Dorazio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. 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 programs and advisory services that include equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with a notable portion of assets managed on a non-discretionary basis.

Teresa Gerhardt is a CFP® professional with five years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent three years with Retirement Income Solutions. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party manager allocations and providing specialized retirement plan solutions.

Robert Wood is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to this, he was employed at ReMax Eclipse and Maggiano's Little Italy. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios and utilizes third-party managers and technology to support its investment process.

Frank Deeter is a CFP® with 37 years of industry experience. He is affiliated with Oppenheimer and has been with Fahnestock & Co., Inc. since 1999. He serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and nonprofit organizations, offering a wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Michelle Tomei is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior work includes roles at Capital Analysts, Legend Advisory Corporation, Legend Equities Corporation, and OSAIC. She serves as Chair and Board Member of the South Lyon Educational Foundation, participating in event planning and sponsorship outreach. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and AIM strategies.

Sloan Hargis is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. Holding a Series 66 designation, Sloan has one year of industry experience. Their prior work includes roles in education and retail. Hantz Financial Services serves a diverse clientele, including high-net-worth individuals, pension plans, 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 integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

John Low is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Bank of America and Merrill from 2009 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Mark Heisey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, Inc. Heisey also owns and operates Dalon Tax Service, providing tax preparation services, and is involved in life insurance sales and related financial services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing both fundamental and technical analysis and providing access to alternative investments through integrated platform relationships.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.

Millard Coleman II is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Voya in 2020, he worked at Valic Financial Advisors, Horace Mann Investors, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and Equitable Advisors. Outside of his advisory role, Coleman is co-founder of youth football training camps and serves as Finance Director for Transformation Community Church. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology tools and offers both discretionary and non-discretionary account management through a large network of advisers.

Steven Deceuninck is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to this, he operated Sd Financial Pathways, LLC from 2013 to 2019. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm emphasizes a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement, tax, and estate-planning support.

Brandon Shimoun is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience with firms including Goldman Sachs, Comerica Bank, Bank of America, Merrill Lynch, and Fidelity Investments. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including 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 focused on tax and fee sensitivity and utilizes a combination of active and passive strategies, third-party managers, private funds, and tactical overlays.

Lisa Wright is a financial advisor with Principal Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. In addition to her advisory role, Wright serves as a bank officer to support Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adam Smith is a financial advisor with PNC Wealth Management in Canton, MI, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at PNC Investments since 2017, following roles at Fifth Third Securities and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.