Austin Tapley is a CFP® and ChFC® professional with three years of industry experience, currently working at Hantz Financial Services, Inc. in Ann Arbor, MI. His prior experience includes roles at Adrian College and Northwest Middle/High School, as well as operating a seasonal landscaping and snow removal business. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.

Kaylie Shepard is a Series 66-registered financial advisor with Commonwealth Financial Network. She has one year of industry experience and has also worked at Affinity Wealth Solutions and Bankers Life. Prior to her financial advisory roles, she was employed at Northwood University, Elder Ridge Manor, and Stockbridge Community Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. 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 clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.

Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Private Advisor Group in 2019, he worked for eight years at Associates in Obstetrics. He provides investment advice under the business name Millennium Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of managed account solutions and third-party investment strategies.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC among other firms. Munoz has also been involved with Annual Giving at Central Michigan University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs an enhanced open architecture investment approach that combines active and passive strategies along with fundamental and quantitative analysis.

Sara Rogozan Deal is a CFP®-certified financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She has been affiliated with Citizens Securities and Citizens Bank throughout her career. Additionally, Sara is a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.

Crystal Bain is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has previously worked at Ameriprise Financial Services, LPL Financial, Infinex Investments, Flagstar Bank, and CCO Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and affiliate investment strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.

Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.

Jake Wohlfert is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions at Tropical Smoothie Cafe and Target. Wohlfert is also involved with the University of Michigan - Flint. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. She has held positions at Sanctuary Wealth since 2021 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Suzanne holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and consulting services using a variety of analytical approaches and custodial platforms.

Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, and PNC Wealth Management among other firms. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering investment programs such as mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad platform of portfolio management services.

Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.

Michael Rosner is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining direct portfolio management, third-party managers, and personalized managed accounts.

Lisa Thuer is a financial advisor with CWM, LLC in Farmington Hills, MI, holding a Series 65 credential and 10 years of industry experience. She has worked at CWM, LLC since 2018 and has also been affiliated with Kabarec Financial Advisors, Ltd. since 2008. 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 offers portfolio management, financial planning, and a range of retirement-plan services, employing a discretionary model portfolio approach overseen by an internal Investment Committee.

Rachel Nichols is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of services from financial planning to fiduciary retirement-plan advisory.

Christopher Deruyver is a financial advisor with Commonwealth Financial Network in Chelsea, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Affinity Wealth Solutions since 2004. Outside of his advisory roles, he owns Deruyver Properties, LLC, which manages sub-leasing and branch office expenses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. in Southfield, Michigan, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Nathan Morales is a CFP®-certified financial advisor with nine years of industry experience, currently with Principal Financial Services in Southfield, MI. His background includes roles at Watermark Advisory Group LLC and Watermark Investment Services, as well as positions within Principal Securities Inc and Principal Life Insurance Company. In addition to his advisory work, Morales holds an insurance agent license focusing on fixed life, health, group, long-term care, and variable annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and experience beginning in 2024. Prior to joining Hantz, she held positions in various industries including education and service roles at institutions such as Grand Valley State University and Red Run Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and innovative tools such as generative AI for client data analysis.

Danielle Washington is a CFP® with 18 years of industry experience, currently with Mariner Wealth Advisors since 2024. She previously worked at Sequoia Financial Group and Polaris Greystone Advisory Group. Outside of her advisory role, she serves as Board Member and Secretary for the Detroit Style Skating Club and works as a consultant for Gerson Lehrman Group. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, along with specialized administrative and financial wellness solutions.