Robert Alati is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 63 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and acting as a fiduciary under written advisory agreements.

Kayla Miller is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at Antzia and Wayne State University. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm uses diversified, ETF-centered model portfolios alongside discretionary and non-discretionary mandates and offers a broad range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Marcus Smith is a CFP® with 10 years of industry experience, currently advising at Empower Advisory Group. His prior experience includes roles at Advised Assets Group, LLC, Infinity Wealth Management, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm emphasizes integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Sarah Bumstead is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2019, following three years at Blue Prairie Group, LLC. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Scott Fredrikson is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Kathryn Sloan is a Certified Financial Planner® with 17 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2008. 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 account solutions, and access to alternative investments, supported by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Holly Whitney is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with seven years of industry experience. She has worked at Hantz Financial Services since 2018 and previously held roles at Wayne State University. 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 combined with third-party SMA managers and tax-aware strategies, offering a wide range of financial planning, portfolio management, and affiliated mortgage and insurance services.

Brendan La Charite is a financial advisor at Hantz Financial Services, Inc. with ChFC® and Series 66 credentials and four years of industry experience. His prior work includes roles at Alliance Beverage Distributing and Grand Valley State University. 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 employs diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and it offers a broad range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Jarred Height Kaplan is an advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. Prior to joining Fifth Third Securities in 2026, he worked at Jets Pizza for seven years and is involved in entrepreneurial ventures including HK Vending Co LLC and Hk Properties and Management LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Margaret Cull is a ChFC® with 33 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 1999. She holds a Series 63 designation and is based in Southfield, MI. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered model portfolios, financial planning, and a range of wealth management services.

Douglas Krug is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Mariner Independent Advisor Network, LLC, LPL Financial, LLC, and Reliable Securities Inc. Outside of advising, he is licensed as a real estate agent, working in mortgage and real estate services. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, delivering advisory solutions through a network of investment adviser representatives.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot and spent six years at Saginaw Valley State. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm employs a diversified, ETF-centered investment approach supplemented by access to third-party managers and tax-aware strategies, offering a range of financial planning, portfolio management, and other financial services.

Ian Waldo is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Raymond James and its affiliates from 2007 to 2018, and currently operates Waldo Wealth Partners LLC, a financial advisory business. Waldo is based in Northville, MI. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology to support advisor and client needs.

Richard Rush is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining NewEdge in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory work, he serves as an adjunct professor at Wayne State University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2015. 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 unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Wallace Rutkowski is a financial advisor at Lincoln Investment with three years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ameriprise and MariPau Wealth Management. Rutkowski serves as CFO and Investment Committee Member for Walsh College, where he is involved in overseeing accounting and contributing to investment decisions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of model portfolios, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Adam Pawloski is a CFP® with 14 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior experience includes roles at Telemus Capital, LLC and Kovitz Investment Group Partners, LLC. He is based in Southfield, MI. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and risk management techniques, offering a wide range of strategies through separately managed accounts.

Cooper Drouillard is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Dudley's and La Folie. 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 client assets. The firm employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through its affiliated agencies.

Nathan Beaudrie is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2020, Fifth Third Bank since 2019, and Advantage One Credit Union from 2015 to 2018. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Kevin Filthaut is a financial advisor with Primerica Advisors based in Southfield, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His previous roles include positions at Guardian Life Insurance and Park Avenue Securities. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and fee-based advisory services. The firm offers various investment strategies through proprietary and third-party portfolios, serving individual investors, charitable organizations, and corporate clients.