James Thomas is a financial advisor with Eagle Strategies (NY Life) in Southfield, MI, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has worked with Eagle Strategies since 2015 and has been associated with New York Life Insurance and Nylife Securities since 2004. Outside of his advisory role, he participates in yoga instructor training and serves as a youth sports coach and specialist for a program supporting military dependent children. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities, particularly in retirement-related advisory services.

Corey Hileman is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Hantz Financial Services, Corey worked at Five Iron Golf, ResiCentral, United Wholesale Mortgage, Homepoint Financial, and other firms. 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 client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, and offers a range of financial planning, portfolio management, and consulting services.

Henry Pasho is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience including a role in the Michigan State Senate and positions at Western Michigan University and Black Rock. 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 focused on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services.

Ryan Hocker is a financial advisor with Valic Financial Advisors in Novi, Michigan, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Morgan Stanley, HSBC, and the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-based 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.

Nicholas Faller is a CFP® professional with 10 years of experience in the financial services industry. He is currently affiliated with OSAIC Advisory Services, LLC and has held positions at several firms including Cetera Advisors and Sageview Advisory Group. He is based in Bloomfield Hills, MI. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients such as individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, combining proprietary guidance with third-party platforms and managers.

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® with 10 years of industry experience, currently advising at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach, offering a range of financial planning, portfolio management, and consulting services through a multi-advisor platform with both discretionary and non-discretionary mandates.

Majda Suhail is a financial advisor at Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior work includes roles at Merrill and several positions within the Citizens Bank and Citizens Securities organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a business model encompassing both discretionary and non-discretionary activities.

William Mccurdy is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Bank of Ann Arbor, TIAA-CREF, and Cornerstone Financial Services, where he also operated as an insurance agent selling annuities. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to multiple advisory programs and model portfolios supported by major strategists and utilizes a variety of analytical approaches to meet client objectives.

David Zaske is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates enhanced open architecture, combining fundamental and quantitative analysis, consultant-driven capital market assumptions, and third-party separate account managers when appropriate.

Kory Bachman is a Series 65-licensed advisor at Corient with 10 years of industry experience. He has held roles at Corient Services LLC, CIPW Service Company, LLC, Corient, and R.H. Bluestein & Co LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by risk management tools and private fund capabilities.

Michael Dowdell is a financial advisor with The Huntington Investment Company holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Ameriprise, The Prudential Insurance Company of America, Morgan Stanley, Bank of America, Merrill Lynch, and a long tenure at Bose Corporation. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank models, and it offers various wrap-fee programs through the Envestnet MAS platform.

Kristofer Sztein is a CFP® professional with 17 years of industry experience, currently with Fifth Third Securities, Inc. since 2026. His prior roles include positions at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, and Bank of America. He is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains broker-dealer and municipal advisory activities.

Kindra Byerly is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her prior roles include positions at Cetera ADVISORS LLC, SageView Advisory Group, and First Allied Securities, among others. She also operates Bloomfield Hills Advisory, providing financial planning, trading, income strategies, tax harvesting, and retirement savings advice. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing a mix of proprietary and third-party platforms.

Teresa Gerhardt is a CFP® professional with four years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2018. Prior to joining Mariner, she was with Retirement Income Solutions for three years. Mariner Wealth Advisors serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides extensive tax and accounting integration alongside traditional portfolio management services.

Robert Wood is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his current role, he was employed at ReMax Eclipse and Maggiano's Little Italy. 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 offers a range of fiduciary and advisory services supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.

Michael Carmouche is a CFP® and ChFC® with 31 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 1999. Based in Ann Arbor, MI, Carmouche holds a Series 63 license and has spent over two decades at his current firm. 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 using ETFs, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Sloan Hargis is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of experience at the firm. Prior to joining Hantz, Sloan held various roles including positions at Grand Valley State University and Macomb Community College, as well as experience in retail and food service sectors. 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 and offers a range of financial planning, wealth management, and fiduciary services.

John Low is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Bank of America and Merrill from 2009 to 2021. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

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.