Levi Wagner is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Brian Schmitt Jr. is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 2006 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for a homeowners association. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, relying on centralized technology and model solutions to manage approximately $29.2 billion in assets.

Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2004. Outside of his advisory role, he serves as a school board member and treasurer for Aim 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 offers a range of financial planning, portfolio management, and retirement-plan advisory services.

William Williams is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of finance, he works as an off-ice official for the National Hockey League (NHL) and officiates youth hockey games for USA Hockey. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

Andrew Wilson is a CFP®-certified financial advisor with 32 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014. Wilson also serves as president of Artemis Wealth Management, an investment-related business he started in 2020. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 client relationships, including individuals, trusts, estates, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. She has been with Hantz Financial Services since 1998. Outside of her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., the parent company of multiple Hantz affiliates, overseeing financial statement preparation. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs a model-driven ETF investment approach supplemented by third-party money managers and provides expanded implementation capabilities through affiliated entities including a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination businesses.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 66, Series 63, and Series 65 licenses and 21 years of industry experience. His career includes roles at J.P. Morgan Securities, Wells Fargo Clearing Services, Phoenix Wealth Management, and Alpha Asset Advisors LLC before joining Fifth Third Securities in 2026. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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.

Joseph Caserio is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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.

Mary Ewasyshyn is a financial advisor with NewEdge Advisors and holds the CFP® and ChFC® designations, with 40 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 17 years before joining NewEdge Advisors in 2022. She provides advisory services through NewEdge Advisors, LLC under the name E & E Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services and uses a combination of in-house manager selection and third-party model strategies supported by technology tools and centralized due diligence.

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.

Peter Ulbrich Jr. is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he performs as a member of the rock band Liquor Chicken, which donates all proceeds from their occasional shows to charity. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on both discretionary and non-discretionary account 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.

Arianne Peterson is a Series 66 licensed advisor with 25 years of industry experience, currently with PNC Wealth Management since 2009. She is based in Troy, MI. Outside of her advisory role, she has ownership in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.