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.

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.

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.

Sarah Bumstead is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2019, following three years at Blue Prairie Group, LLC. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

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.

Anthony Ruda is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent eight years with Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a not-for-profit chamber music society, where he is involved in artist selection and speaks before concerts. Oppenheimer serves a diverse 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 and a variety of investment vehicles, with an emphasis on both discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

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.

Edward Harrison is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Empower, he worked at Fifth Third Bank and has additional experience in hospitality and service roles. Outside of finance, he operates Harrison Party Rental, providing party supply rentals and event setup services. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Kathryn Sloan is a Certified Financial Planner® with 17 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2008. 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 ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Holly Whitney is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with seven years of industry experience. She has worked at Hantz Financial Services since 2018 and previously held roles at Wayne State University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios combined with third-party SMA managers and tax-aware strategies, offering a wide range of financial planning, portfolio management, and affiliated mortgage and insurance services.

Brendan La Charite is a financial advisor at Hantz Financial Services, Inc. with ChFC® and Series 66 credentials and four years of industry experience. His prior work includes roles at Alliance Beverage Distributing and Grand Valley State University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm employs diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and it offers a broad range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Jarred Height Kaplan is an advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. Prior to joining Fifth Third Securities in 2026, he worked at Jets Pizza for seven years and is involved in entrepreneurial ventures including HK Vending Co LLC and Hk Properties and Management LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Margaret Cull is a ChFC® with 33 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 1999. She holds a Series 63 designation and is based in Southfield, MI. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered model portfolios, financial planning, and a range of wealth management services.

Joseph Budd is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2021. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Budd is also licensed as a non-variable insurance agent. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Natalie Brent is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, SageView Advisory Group, First Allied Securities, and Bloomfield Hills Financial. She is manager and owner of Bloomfield Hills Advisory, a wealth management firm providing financial planning, retirement planning, and wealth management services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and delivers services such as investment management, retirement plan consulting, and donor-advised fund advisory, utilizing multiple platforms and custodians to accommodate client needs.

Douglas Krug is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Mariner Independent Advisor Network, LLC, LPL Financial, LLC, and Reliable Securities Inc. Outside of advising, he is licensed as a real estate agent, working in mortgage and real estate services. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, delivering advisory solutions through a network of investment adviser representatives.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot and spent six years at Saginaw Valley State. 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 assets. The firm employs a diversified, ETF-centered investment approach supplemented by access to third-party managers and tax-aware strategies, offering a range of financial planning, portfolio management, and other financial services.