Mary Ales is a CFP® professional with seven years of industry experience, currently serving as an associate wealth advisor at Osaic Advisory Services, LLC in Bloomfield Hills, MI. Her prior work includes roles at SageView Advisory Group, Cetera Advisors, and First Allied Securities, among others. She also provides insurance policy servicing to clients through multiple carrier appointments. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical strategies and maintaining platform relationships with Fidelity, Schwab, Envestnet, and others.

Aaron McDonald is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Guardian Life and its affiliates since 2007 and Park Avenue Securities since 2019. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Jacki Popadich is a CFP® and ChFC® with 34 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999 in Southfield, MI. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer activities alongside mortgage and insurance product sales.

Susan Brys is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2011, following earlier roles at Ameriprise and Ameriprise Advisor Services. Outside of her advisory role, she works as a Mary Kay beauty consultant. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm uses ETF-based model portfolios supplemented by third-party managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.

Gregory Zink is a Series 65 credentialed financial advisor with Cetera Planning Partners, bringing five years of industry experience. Prior to joining Cetera Planning Partners, he worked for Avantax Planning Partners, Inc. for five years and has over four decades of experience as a Principal and Accountant with MRPR CPAs & Advisors. Outside of his advisory role, he serves as a Board Member and Treasurer for Kiwanis Club Detroit #1, a nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting options.

Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, third-party money managers, and unified managed accounts, combining advisory and broker-dealer services alongside mortgage and insurance product sales.

Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

Michael Martell is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including high-net-worth 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 direct indexing, combining advisory, broker-dealer, mortgage, and insurance activities in a single enterprise.

Samirian Hill is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Empower Retirement, Charles Schwab Bank, Charles Schwab & Co., Inc., Operation HOPE, W&S Brokerage Services, and WESTERN SOUTHERN Life. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Natalie Gordon is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. 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 employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that blends active and passive strategies, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax needs.

Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.

Robert Barrett is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Sigma Financial Corporation. Barrett is based in Birmingham, MI. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Thomas Baker is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a longstanding role at Great American Advisors, Inc., along with over three decades as a self-employed insurance agent. In addition to his advisory work, Baker operates an independent insurance agency specializing in multi-line property and casualty, life insurance, and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing in-house investment research alongside third-party managers, and maintains a fiduciary role in ERISA and retirement advice.

Jeffrey Freeberg is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, Action Institute, Gallo Sales Company, and Hillsdale College. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with attention to tax and fee sensitivity, using a mix of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on client risk tolerance and circumstances.

Antonio Natale is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including four years at Curian Capital, LLC before joining Hantz Financial Services in 2015. Outside of advisory work, he serves as a board member and consultant for Photon Insights, Inc., a software company, where he advises on sales, distribution, user interface, and revenue. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth 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 five risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services alongside private fund management and technology partnerships.

Alex Paul is a financial advisor at Farther with 11 years of industry experience. He holds the CFA® designation along with Series 65, 66, and 63 licenses. Prior to joining Farther, he worked at Asset Allocation Strategies, GLP Investment Services, and GLP & Associates. Outside of his advisory role, he serves on the Board of Governors and the Investment, Finance & Advancement Committees for Cranbrook Educational Community and is president of the Birmingham Place Master Association board of directors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory–based approach using proprietary model portfolios or customized allocations, combining traditional asset classes with algorithmic rebalancing and AI tools under internal review.

Eric Burt is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management through ETF-based model portfolios supplemented by third-party managers, employing an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.