Tyler Mann is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at TriFound Financial for six years before joining Oppenheimer in 2019. Outside of his advisory role, he participates in a breakfast networking group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and retirement services with both discretionary and non-discretionary management, maintaining custody of client assets while providing diverse advisory programs.

Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with seven years at the firm and a total of eight years of industry experience. He holds the Series 65 designation and previously worked at MPG, Inc/American Axle for three years. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios spanning multiple strategies and risk levels, supplemented by third-party managers and technology-enabled portfolio management tools.

Brad Carlson is a financial advisor at PNC Wealth Management in Troy, MI, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio managers and direct management options.

Julie Shemanski is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 22 years. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via Fidelity’s Managed Account Xchange platform.

Pamela Wilson is a CFP® and ChFC® with 13 years of experience at Hantz Financial Services, Inc. She holds a Series 66 license and has been with the firm since 2013. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm employs ETF-based model portfolios across varying risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within an enterprise platform.

Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 credential and has one year of industry experience. Prior to joining Hantz, he worked at Jackson National Life and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse group of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

John Tryon is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has been with Centaurus Financial since 2005 and has operated a self-employed practice since 1990. Outside of his advisory work, he holds a Notary Public position, notarizing documents for clients. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing various analytical approaches and both discretionary and non-discretionary management arrangements.

Gail Perrymason is a financial advisor at Oppenheimer with 38 years of industry experience. She has been with Fahnestock & Co., Inc. for 27 years and has concurrently worked at the University of Detroit for over 45 years. Outside of her advisory role, Perrymason is actively involved in community service, including volunteer positions focused on youth financial literacy, public health advocacy, and women’s issues in Detroit. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse clientele, including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory and financial planning services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Stacy Blake is a financial advisor at Fifth Third Securities, Inc. based in Farmington Hills, MI, with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at LG Electronics, Inc. from 2011 to 2017. 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 uses a range of technology-driven investment solutions.

Armin Hrncic is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise Financial Services, LLC and Citizens Securities, Inc. He is also employed by Comerica Bank. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Program, providing clients access to diverse portfolio management strategies.

Arthur Zaske is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital Group, LLC, Arthur Zaske & Associates, LLC, and AZA Capital Management. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and family office management. The firm employs a long-term investment approach with an enhanced open architecture that utilizes both active and passive strategies, customizing portfolios based on client risk tolerance, liquidity, and tax considerations.

Bradley Wasserman is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. His work history includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and founding Wasserman & Rybak, PLLC, where he has been involved for 18 years. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including investment management, financial planning, tax and compliance support, and family office and business management. The firm employs a long-term investment approach with an enhanced open architecture that integrates active and passive strategies and offers customized portfolios based on client risk tolerance and tax considerations.

Yuri Umanski is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Hantz, he worked for Premia Mortgage for 12 years. Hantz Financial Services serves a diverse client base, including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business model.

Maria Morabito is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has 15 years of industry experience. Morabito has worked with Hantz Financial Services since 2003. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, 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, combining advisory, broker-dealer, mortgage, and insurance services within an enterprise structure.

John Broman is a CFP® with 28 years of industry experience, currently advising through Private Advisor Group, LLC since 2019. He has also worked with Independent Financial Partners and LPL Financial during his career. Broman conducts seminars focused on fixed insurance products, primarily long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both proprietary and third-party investment platforms and strategies.

Leri Langore is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Hantz Financial Services in 2024, Langore worked at Switt Home Loans and Rocket Mortgage. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Samuel Tomlinson is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. Hantz Financial Services serves a diverse clientele including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technologies such as Direct Indexing and automated tax-loss harvesting.

Jeffrey Kotikovsky is a CFP® and ChFC® with 23 years of experience at Hantz Financial Services, Inc., where he has worked since 2003. He holds Series 63 and 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charities, and business owners. The firm’s investment approach centers on ETF-based model portfolios with varying risk levels, supplemented by third-party managers and Direct Indexing, and it integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.