Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a varied work history including roles at DoorDash and Eastern Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets across individual, corporate, and retirement plan clients. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and tax-aware strategies, operating a multi-advisor platform supported by a range of affiliated financial services.

Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has held prior positions at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, utilizing multiple program types and third-party portfolio managers.

Philip Buccini is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Michael Tafelski is a CFP® with 32 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Brownstown Township, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models and direct indexing, supported by comprehensive supervisory and review processes.

Maram Alaiwat is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group and New York Life. Outside of her advisory role, she serves as president of the American Lung Association Michigan Leadership Board and participates on the Finance Committee and Development Committee of Detroit Public Television & Radio. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Michael Lacombe is a CFP®, ChFC®, and Series 63-registered financial advisor with 39 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. 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 unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Kristen Horvath is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she owns and manages a for-profit Etsy shop focused on design creation. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment options.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1999. Outside of his advisory role, he serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives, while also acting as a qualified custodian.

Brandon Wylie is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Hantz in 2022, he worked in various roles including positions at Albion College, The Home Depot, and the University of Michigan - Dearborn. Outside of finance, he serves as an ice hockey referee with USA Hockey. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform that emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, portfolio management, and related services.

Sean Huyck is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Southgate Lincoln, DST Industries, Com for Care, Baker College, and Greektown Casino. 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 unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage services.

David Trela is a financial advisor with GWN Securities Inc. in Trenton, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, he performs notary services for a title company during mortgage loan closings. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment approaches from traditional asset allocation to legacy momentum-based strategies.

Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. based in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. 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 alongside financial planning, wealth management, and other affiliated financial services.

Clarence Davis is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked with various entities within the Bankers Life group since 2022. Outside of his advisory role, he serves as a unit field trainer, recruiting and training insurance agents for Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Meghan Koths is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2013. 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’s investment approach includes model-driven ETF strategies, separately managed accounts, and access to alternative investments, supported by a parent company structure with affiliated banking, tax, and consulting services.

Joshua Potter is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Bank of America, Merrill, and several other firms. Prior to his financial career, he held positions at Lyft, Fiat Chrysler Automotive, and MGM Detroit. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. Their approach involves algorithm-driven risk assessment and portfolio implementation using approved model strategies via mutual funds and ETFs.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, The Huntington Investment Company, J.P. Morgan Securities, and Grow Green LLC. 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, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

James Duffy is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's investment approach uses approved model strategies with mutual funds and ETFs, implemented via an algorithmic process that recommends risk bands and manages portfolios with annual rebalancing.

Lucas Hayes is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience in both public sector and educational roles. 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 diversified, ETF-centered model portfolios and a multi-advisor platform, offering services that include financial planning, portfolio management, retirement plan consulting, and affiliated mortgage and insurance services.

Steven Urli is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes positions at Voya and Principal Life Insurance Co., where he worked prior to joining Principal Securities in 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions.

Mark Sloan is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 20 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.