Kelly Murray is a financial advisor at Hantz Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz since 1999. 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, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and related financial services.

Dane Colberg is a financial advisor with Valic Financial Advisors in Novi, MI, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Agia, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. He is also an agent with Agia, involved in non-securities insurance products. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors and significant discretionary assets under management.

Anthony La Combe is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has been with the firm since 2020. Prior to his advisory role, he worked in education and retail, including positions at Royal Oak Schools, Oakland University, Hungry Howies, and Royal Oak High School. 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 alternative investments, and it features expanded implementation capabilities through affiliated banking, tax, and insurance entities.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.

Timothy James is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Hantz Financial Services since 2004. 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 and various managed account solutions, complemented by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 65 designation with nine 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, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and it offers expanded capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage origination services.

Ashley Stewart is a financial advisor with Fifth Third Securities, Inc. in Commerce Township, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Fifth Third Bank, Northwestern Mutual, and The Barn. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway platform, catering to diverse client needs with access to mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Kathryn Quick is a financial advisor at Hantz Financial Services, Inc. She holds a Series 65 designation and has prior experience working at EY LLP and KPMG LLP, with a combined 17 years in accounting and business advisory roles. She is currently associated with Hantz Tax and Business. 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 investment approach centered on ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.

Alexandrea Snyder is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. She has worked at Hantz Financial Services since 2017 and also spent time at Cedar Springs Brew Co. and Concordia University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform, focusing on diversified, ETF-centered model portfolios combined with third-party managers and tax-aware strategies.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Thomas Stetser is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill Lynch and Bank of America since 2017. Prior to his advisory career, he attended Michigan State University. Outside of his advisory role, Stetser serves as a director for the E William and France Kenyon Foundation, a charitable organization focusing on religion, children, literacy, and animals. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Forsthoefel is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and notable municipal advisory services.

Antoneta Berishaj is the Sales Manager for the Greater Houston Market at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2000 and has held roles including Complex Administrative Manager overseeing offices in Texas and Louisiana. Her background as a registered FINRA Principal Supervisor contributes to her comprehensive understanding of risk management in wealth advisory. Her expertise encompasses family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among other areas. Antoneta holds FINRA registrations including Series 3, 7, 9, 10, and 66, and maintains licenses with the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID:1163440). She earned a Bachelor's degree in Applied Arts and Sciences from Lamar University. Antoneta resides in Spring, Texas with her wife and three children. She is involved with the Klein Independent School District and has personal interests that include boxing, fishing, and music.

Nora Erickson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of her advisory role, she provides administrative support to a local wealth management group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides customized, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports client implementation through its advisory programs and affiliated firms.

Gary London is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Pure Benefits of Michigan, Securian Financial Services, and ownership of London Financial Services, Inc. He has maintained an officer role at London Financial LLC alongside his advisory career. Fidelity’s Strategic Advisers LLC, where Gary is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse investable universe.

Mark Pagels is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following a three-year tenure at MedTest. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and trust services.

Kerry Kerch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory with broker-dealer and investment management capabilities.

Kathleen Aksten is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Invest Financial Corporation and Executive Wealth Management. Outside of her advisory work, she owns and operates Triple Diamonds Alpaca Ranch and is involved in several retail and animal exhibitor ventures related to alpacas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing resources such as model portfolios, third-party subadvisors, and LPL Research.

Anthony Caruana is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Powell is a financial advisor at Ameriprise with 55 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Powell serves on the Board of Directors for the Ted Lindsay Foundation. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.