Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Robert Blalock is a financial advisor with Fifth Third Securities, Inc. in Canton, MI, holding CFP® and ChFC® designations and eight years of industry experience. His previous roles include positions at The Huntington Investment Company, Infinex Investments, and Flagstar Bank. Fifth Third Securities serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jonathan Thomas is a financial advisor with PNC Wealth Management in Livonia, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining PNC Wealth Management in 2025, he worked at several firms including Bank of America, Merrill, and Northwestern Mutual. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic assessments to recommend risk bands and employs mutual funds and ETFs managed by PNC or third-party strategists.

Jamie Marcos is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and entering the industry in 2026. He previously worked for Kaufman Insurance and Financial Group, LLC from 2011 to 2026. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning and consulting services tailored by its investment adviser representatives.

Michael Bullis is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and ownership of Bullis Wealth Strategies, Inc. He and his wife own a short-term rental cabin in Northern Michigan. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting through both proprietary and third-party solutions.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Bloomfield Open Hunt, Birmingham Athletics Club, and Bloomfield Hills Country Club. Hantz Financial Services, Inc. serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, utilizes third-party money managers, and provides retirement plan consulting alongside brokerage, mortgage, and insurance services through affiliated entities.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advisory work, he is an insurance agent involved in the sale of insurance and fixed products through Consolidated Financial Corp and Briham Development. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Ashley Scott is a CFP® designated financial advisor with six years of industry experience. She is currently with Prime Capital Financial and previously worked at Portfolio Solutions LLC and The Binnacle Group. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides tax planning through an affiliated accounting subsidiary.

Craig Schneider is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and several other firms. Schneider was also involved with Beyond The Ears, LLC for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial and has five years of industry experience. He was previously employed at Wellington Management for 23 years and Portfolio Solutions, LLC for one year. His outside business activities include involvement with CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts through various investment strategies and platforms.

Brian Babcock is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, Ford Estates, and Telemus Capital before joining Focus Partners Wealth in 2026. 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, tax- and fee-sensitive investment approach using a mix of active and passive strategies, private funds, and tactical overlays, and offers customized portfolios managed on both discretionary and nondiscretionary bases.

Brian Newman is a financial advisor with Hantz Financial Services, Inc. He holds a Series 63 designation and has 24 years of industry experience, all with Hantz Financial Services since 2002. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and other managed account strategies.

Marilyn Konvolinka is a CFP® professional with 22 years of experience in financial advisory, currently with Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2004. Her credentials include Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios augmented by third-party managers and technology-driven solutions, combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Willie Berry is a financial advisor with Empower Advisory Group in Royal Oak, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Outside of his advisory role, he is the founder and president of Willie Berry Ministries, a nonprofit religious organization, and manages Lifeline Transport LLC, a truck leasing company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Brent Formosa is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he is involved in laboratory research at Viron Therapeutics and provides administrative support at Wayne State University’s Department of Physiology. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a range of integrated financial services including advisory, brokerage, mortgage, and insurance products.

Kelsey Whelan is a financial advisor with Guardian Life holding a Series 66 designation and ten years of industry experience. Her prior roles include positions at Arbor Point Advisors, Securities America, and National Planning Corporation. Outside of her advisory work, she is involved with Bowser Fitness, LLC. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and insurance products through its affiliation with Guardian Life.

Richard Strong is a financial advisor with Hantz Financial Services, Inc. in Taylor, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Hantz Financial since 2000. Outside of his advisory role, Strong owns and operates Strong Ice Cream, a retail ice cream establishment. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable entities, and business owners. The firm’s investment approach primarily utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer services alongside mortgage and insurance offerings.

Eric Giosa is a financial advisor with Lincoln Investment, holding a Series 66 license and 11 years of industry experience. He has worked at Consolidated Financial and Lincoln Investment Planning since 2016 and previously worked at Transamerica Financial Advisors. Outside of his advisory work, he coaches high school ice hockey at Detroit Catholic Central High School. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment research team and third-party managers.

Aaron McDonald is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Guardian Life and its affiliates since 2007 and Park Avenue Securities since 2019. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Jacki Popadich is a CFP® and ChFC® with 34 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999 in Southfield, MI. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer activities alongside mortgage and insurance product sales.