Matthew Bowden is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is a financial professional at Two Bird Wealth Strategies and serves as a wealth advisor at Carson Wealth. Bowden is also a board member of the Logan Elementary PTSO, where he participates in planning and organizing community events. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing both fundamental and technical inputs to construct and monitor model portfolios.

Michael Addor is a CFP® and ChFC® at Hantz Financial Services, Inc. in Ann Arbor, MI, with 36 years of industry experience. He has been with Hantz since 1999. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and advanced technology such as Direct Indexing and AI-assisted data aggregation in its investment approach.

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.

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.

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.

Micah White is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining TIAA-CREF in 2023, he held various roles with firms including Vanguard Advisers, Inc., and worked in delivery services for companies such as Uber and DoorDash. Outside of his advisory work, he has experience delivering food via Uber Eats. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with TIAA-administered employer retirement relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated investment structure.

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.

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.

Jeffrey Zapolski is a financial advisor with PNC Wealth Management in Ann Arbor, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior experience includes positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Michael Carmouche is a CFP® and ChFC® with 31 years of experience in the financial industry. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services, Inc. serves a diverse client base including individuals, 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 across multiple risk levels, supplemented by third-party money managers and technology-enabled services.

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.

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.

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.