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.

Kindra Byerly is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 credentials. She has 13 years of industry experience, with prior roles at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Securities. In addition to her work at Osaic, she operates Bloomfield Hills Advisory, providing financial planning and securities advice to clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models with portfolios managed using proprietary and third-party platforms.

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 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.

Sloan Hargis is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles in education and retail. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers diversified, ETF-centered portfolios and a range of financial services including wealth management, retirement plan consulting, mortgage brokerage, and insurance.

John Low is a financial advisor at Rockefeller Financial LLC with 31 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 high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking 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.

Brandon Shimoun is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Goldman Sachs, Comerica Bank, Bank of America, Merrill Lynch, and Fidelity Investments. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management, financial counseling, fiduciary, tax, and business services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and manages a broad platform with affiliated service companies and product relationships.

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.

Brett Bollaert is a CFP® certificant with three years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Cetera Advisors and Sageview Advisory. He also works as an associate wealth advisor with Bloomfield Hills Advisory, assisting clients with account administration and trade execution. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through multiple program models.

Stephen Kremer is a financial advisor at Centaurus Financial, Inc. with 43 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, Kremer serves as a managing director at Brokerage Design and Development, where he trains registered representatives on best practices. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Brandon Tutak is a financial advisor at Cerity Partners LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Cerity Partners since 2019, following prior roles at Schechter Wealth and Northwestern Mutual Life Insurance Company. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset-allocation, manager selection, and proprietary quantitative screens combined with third-party managers and securities to build client programs.

Jonathan Thomas is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Bank of America, Merrill, and Northwestern Mutual. Jonathan is based in Livonia, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz Financial Services since 2024. Prior to this, he worked in various roles including positions at Bloomfield Open Hunt, Birmingham Athletics Club, City Kitchen, Pendy's Restaurant, and Bloomfield Hills Country Club. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement-plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities including a trust bank, tax and business consulting, and insurance and mortgage origination businesses.

Brian Babcock is a financial advisor at NorthCoast Asset Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Telemus Capital LLC, Kovitz Investment Group Partners, and Ford Estates. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a broad range of portfolio management strategies.

Brian Newman is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 63 designation with 24 years of industry experience. He has worked at Hantz Financial Services since 2002. 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, offering diversified ETF-centered portfolios, financial planning, and wealth management through a multi-advisor platform.

Marilyn Konvolinka is a CFP® with 21 years of industry experience. She has been with Hantz Financial Services, Inc. since 2004. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, financial planning, and retirement-plan advisory services, supported by affiliated banking, tax, insurance, and mortgage businesses.

Brent Formosa is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has a background that includes roles at Viron Therapeutics in laboratory research and administrative support with Wayne State University’s Department of Physiology. At Hantz Financial Services since 2022, he also contributes to non-investment-related research and support activities outside his advisory work. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate 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 with asset allocation and rebalancing, enhanced by access to third-party SMA managers and tax-aware strategies, while maintaining a broad range of affiliated financial services.