Timothy Schafer is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory work, he serves as a high school football coach. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Nina Di Mauro is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at Vintage Financial Services and Eastern Michigan University. She has also worked in the brewing and media industries. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofits, using a globally diversified investment approach grounded in Modern Portfolio Theory.

Eli Durgham is a financial advisor with PNC Wealth Management in Waterford, MI, holding a Series 66 designation and two years of industry experience. His previous roles include positions at LPL Enterprise and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and executes investments via approved strategies with mutual funds and ETFs.

Mason Burkhart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience working with Hockey Services and Farm Bureau Insurance. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance activities within an integrated enterprise structure.

Ryan Laorr is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His work history includes roles at Hantz Financial Services since 2021, as well as positions at Uber, Agile Health, Michigan State IT, and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and direct indexing, with integrated technology solutions for portfolio management and tax optimization.

Jennifer Flaherty is a CFP® professional with 12 years of industry experience. She currently serves as an advisor at Prime Capital Financial and previously worked at Portfolio Solutions LLC for seven years. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Martin Peters is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he owns a tax and accounting services business and works as a CPA. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing a blend of fundamental and technical analysis, with both discretionary and non-discretionary account management options.

William Leahy is a financial advisor with PNC Wealth Management in Troy, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory role, he has reported involvement in rental real estate unrelated to his investment work. PNC Wealth Management offers retail brokerage and advisory services including a model-based Portfolio Solutions Strategist Digital Offering, which is an online discretionary account available via invitation to employees. The program uses approved managed model strategies implemented through mutual funds and ETFs with annual rebalancing and relies on algorithmic risk assessment rather than direct client trading or standalone financial planning.

Edward Meier is a Series 65-licensed advisor at Mariner Wealth Advisors with five years of industry experience. He previously worked at Heber Fuger Wendin, Inc. and MADISON Investment Advisors. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as coordinated tax and Core Family Office support. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and integrates in-house research with third-party managers across a wide range of asset classes and solutions.

Thomas Turchetti is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities, Inc. He also offers life, health, long-term care, and disability income insurance products through a related business activity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach includes advisor-managed and firm-managed model portfolios supported by an in-house investment management and research team, third-party managers, and a layered delivery model involving co-advisers.

Connor Kruse is a financial advisor at Sanctuary Advisors, LLC with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Alps Distributors, Inc., Clarkston Capital Partners, LLC, and MassMutual Great Lakes. He also spent several years in academic roles at Michigan State University and the University of Colorado. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and fiduciary services, utilizing multiple analytical approaches and maintaining affiliations with several asset management platforms and firms.

Joshua Levine is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously held positions at Kovitz Investment Group Partners, LLC and Telemus Capital, among others. Levine is a member of the Investment Committee at Temple Israel and is involved with Weatherwood Partners LLC, where he identifies and initiates investment opportunities. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing 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 an enhanced open architecture that combines active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios according to clients’ risk tolerance, liquidity, and tax circumstances.

Ryan Smith is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and three years of industry experience. He has worked at Lincoln Investment since 2022 and also holds a role as a sales assistant involved in life insurance sales at Consolidated Financial Corporation. Outside of his advisory work, he volunteers as a U14 boys soccer coach. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services with a combination of advisor-led consulting and model portfolios developed by an in-house Investment Management & Research team.

Terry Sawchuk is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and First Allied Advisory Services, Inc. Sawchuk has been affiliated with the Michigan Senior Society since 1997. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors using model-driven and asset-allocation strategies, employing both discretionary and non-discretionary programs.

Robert Roux is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Roux is based in Farmington Hills, Michigan. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jonathan Hall is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services, he worked at the University of Michigan - Dearborn and has experience in catering and outdoor services. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Samantha Cornish is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Hantz Financial Services since 2015, with additional roles at Indica LLC, Core Collective LLC, and other firms. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios combined with third-party money managers and incorporates technology-driven solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Matthew Bunch is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Facet Wealth and Securities America Advisors, before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized solutions managed under fiduciary standards.

Timothy Narva is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning since 2013, following prior roles at Walnut Street Securities, Inc. and Valic Financial Advisors. In addition to his advisory work, he maintains an insurance representative role handling residual income and service for fixed insurance accounts. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through both firm-managed and third-party models, supported by an in-house Investment Management & Research team.

Justin Diesbourg is a financial advisor with Voya Financial Advisors, Inc. in Bloomfield Hills, Michigan, holding a Series 66 license and 12 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as a licensed foster parent through Catholic Social Services. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships, often managing accounts on a non-discretionary basis.