William Scarfone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at IFP Securities, LLC, Independent Financial Partners, and TIAA-CREF. He operates under the business name True North Financial Services for his investment advice activities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Derek Veginski is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2012. 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 featuring ETF strategies, separately managed accounts, and unified managed account solutions, supported by affiliated businesses such as a state-chartered trust bank and in-house tax and retirement-plan consulting.

Steven Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Commonwealth since 2005 and also operates under the name First Financial Planners since 2000. Outside his advisory role, he is president and owner of several private entities related to securities and real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers multiple program structures and discretionary model portfolios, supporting advisors who provide customized financial advice under Commonwealth’s supervision.

Sara Al Obaidi is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at several financial institutions including Fifth Third Bank and National Bank of Abu Dhabi. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, complementing its role as a broker-dealer and insurance agency.

Christopher Maggard is a financial advisor with Fifth Third Securities, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, featuring multiple portfolio management strategies and risk-profile customization.

Barak Henderson is a CFP®, ChFC®, and Series 66-registered advisor with 10 years of experience at Hantz Financial Services, Inc. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering financial planning, portfolio management, retirement consulting, and a range of model-based ETF strategies.

Jacob Heuer is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked at Weed Lady and Landaal, and he attended Central Michigan University. 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 and offers a range of wealth management, financial planning, and retirement-plan advisory services, supported by affiliated banking, tax, and insurance businesses.

Dawn Clingan is a CFP® professional at Prime Capital Financial with 14 years of industry experience. Her career includes roles at Merrill and Portfolios Solutions before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs diverse investment strategies and manages accounts on both discretionary and non-discretionary bases.

Isabella Barone is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and began her advisory career in 2025. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience in education and hospitality sectors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs, including the Passageway Managed Account Program, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jake Tocco is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his current role, he worked at several companies including Home Depot and Concordia. Hantz Financial Services, Inc. is an enterprise investment adviser and 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 financial planning, portfolio management, and retirement consulting with an investment approach centered on diversified, ETF-based model portfolios and a range of asset management strategies.

Robert Mcclain is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, with additional capabilities in private funds, alternative investments, and AI-assisted data analysis.

Woodrow Glazer is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience with Brown Wilbert and Clinton Conservation. Glazer’s background also includes four years at Hillsdale College and New Prague 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 unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Robert Alati is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 63 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and acting as a fiduciary under written advisory agreements.

George Sukkar is a CFP® with 30 years of industry experience, currently advising through Private Advisor Group, LLC. His prior work includes positions at Charles Schwab and LPL Financial. He provides investment advice under the business name Millenium Wealth Management. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a network of investment adviser representatives and provides access to third-party asset managers and proprietary model portfolios.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for eight years before joining Janney in 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Kayla Miller is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at Antzia and Wayne State University. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm uses diversified, ETF-centered model portfolios alongside discretionary and non-discretionary mandates and offers a broad range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Paul Christian Susanto is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LKS Strategy and Aptiv, as well as positions in education at Michigan State University, Bloomfield Hills High School, and East Hills Middle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessments and third-party managed investment models.

Annette Vanderlinde is a financial advisor with Prime Capital Financial, holding Series 66 and Series 63 licenses and 18 years of industry experience. Her prior work includes roles at Bloomfield Hills Financial and First Allied Securities, among others. She is also a partner in CHHSZ Holdings LLC, an entity associated with Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Scott Fredrikson is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.