David Smith is a financial advisor at Hantz Financial Services, Inc. with 36 years of industry experience. He has been with Hantz Financial Services since 1999 and holds a Series 63 designation. 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 supplemented by separately managed accounts, unified managed accounts, and direct-indexing partnerships, while also offering fiduciary retirement-plan services and affiliated implementation capabilities.

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 at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he performs as a member of the rock band Liquor Chicken, which donates all proceeds from their occasional shows to charity. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on both discretionary and non-discretionary account management.

Jacob Hansen is a CFP® with 10 years of industry experience, currently advising at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach, offering a range of financial planning, portfolio management, and consulting services through a multi-advisor platform with both discretionary and non-discretionary mandates.

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 prior roles include long tenures at Sigma Financial Corporation and Parkland Securities. Outside of her advisory work, she owns Jen Bacarella Photography as a personal hobby and serves on the board of a local non-profit supporting Saline High School’s track team. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

William Mccurdy is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Bank of Ann Arbor, TIAA-CREF, and Cornerstone Financial Services, where he also operated as an insurance agent selling annuities. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to multiple advisory programs and model portfolios supported by major strategists and utilizes a variety of analytical approaches to meet client objectives.

David Zaske is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates enhanced open architecture, combining fundamental and quantitative analysis, consultant-driven capital market assumptions, and third-party separate account managers when appropriate.

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 at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1999. 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, and various investment strategies to meet client objectives.

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 six years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his current role, he was employed at ReMax Eclipse and Maggiano's Little Italy. 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 fiduciary and advisory services supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.

Frank Deeter is a CFP® professional with 36 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Sloan Hargis is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles in education and retail. 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 offers diversified, ETF-centered portfolios and a range of financial services including wealth management, retirement plan consulting, mortgage brokerage, and insurance.

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 credentials and over 25 years of industry experience. His prior roles include positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors. Outside of advising, Heisey is an instructor involved in educational activities through human resources departments and owns a tax preparation business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

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.

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 is currently with Focus Partners Wealth, LLC and previously worked at Goldman Sachs, Comerica Bank, Bank of America, Merrill Lynch, and Fidelity Investments. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management, financial counseling, fiduciary, tax, and business services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and manages a broad platform with affiliated service companies and product relationships.

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.