Jay Birchmeier is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Hantz Financial Services since 2014. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered portfolios, financial planning, and wealth management services.

Kelly Russo is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Hantz Financial Services since 2020, following positions at Credit Union One and Hantz Bank. 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 alongside separately managed accounts and unified managed account solutions, with expanded implementation capabilities supported by affiliated entities in trust, tax, business consulting, insurance, and mortgage origination.

Jack Schroeder is a financial advisor with Kestra Advisory in Troy, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including service in the Michigan and United States House of Representatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

John Basford is a financial advisor with Cerity Partners LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cerity Partners since 2019 and previously worked at HPM Partners LLC from 2012 to 2018. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and proprietary quantitative screening.

Benson Frost is a CFP® with 16 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, and LPL Financial. Outside of his advisory work, Frost is involved as a board member and committee member of Cub Scout Pack 1730. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios.

Riley Wancket is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience and a Series 66 designation. Prior to joining Hantz in 2019, he worked in the hospitality sector and held positions at the University of Michigan and Michigan State University. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios combined with third-party SMA managers and tax-aware strategies, and offers a range of services including financial planning, portfolio management, mortgage brokerage, and insurance through affiliated agencies.

Samuel Wein is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential. Prior to his current role, his background includes positions at Rollhouse Entertainment and Mutual Security Mortgage. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm customizes strategies using advanced portfolio models and investment selections, supported by its integration within the broader Goldman Sachs ecosystem.

Judith Hernandez is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. She holds the CFP® designation and has worked at several firms, including Cadaret Grant & Co., Inc. and Securities America Advisors. Outside of finance, she is a fitness instructor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, offering a range of customizable portfolio solutions.

Lucas Hazelton is a financial advisor at Mariner with a Series 65 designation and experience at several firms, including Emerson Wealth Management and multiple entrepreneurial ventures prior to joining Mariner. He is based in Bloomfield Hills, MI, and began his career in the financial services industry in 2022. Mariner Wealth Advisors serves a diverse range of clients, including individuals, institutions, and nonprofit organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and combines proprietary research with third-party managers, while also providing comprehensive tax, accounting, and family office services.

Joseph Ransley is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 registrations and has 28 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. FIFTH THIRD SECURITIES serves a diverse clientele including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs via the Passageway Managed Account platform, combining third-party portfolio management with customizable strategies such as direct indexing and tax-loss harvesting.

Claudio Duhanxhiu is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and beginning his industry career in 2024. Prior to entering the financial sector, he worked in the food service industry and held roles in education. 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 managed accounts and offers fiduciary retirement-plan services, supported by a parent company structure with affiliated banking, tax, consulting, insurance, and mortgage businesses.

Brian Petras is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Secure Investors Group, Secure Asset Management, Aurora Securities, Inc., McQueen Financial Advisors, and World Asset Management, Inc. Outside of his advisory work, he is a part owner of Portraits By Little Lulu. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and custom portfolio management using various investment vehicles and emphasizes research-driven allocation decisions overseen by an Investment Policy Committee.

Timothy Bearden is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at LPL Financial and Cetera, along with over two decades at Stonebridge Financial Partners, LLC. Outside of his advisory work, he operates Stonebridge Farms and Retreat, a farm in Metamora, MI. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Kristen Palazeti is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, and her own company, K Pal Inc. Outside of her advisory work, she serves as an advisory board member for the Children’s Leukemia Foundation of Michigan and assists with bookkeeping and tax preparation for her husband’s medical sales company. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through its Rockefeller Global Family Office platform.

Marco Caporuscio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2022. Prior to his advisory career, he worked in various roles including at College Works Painting and Da Francesco's Ristorante & Bar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses a customized, discretionary investment approach supported by an internal team and third-party managers, and is noted for its integrated tax and accounting services alongside traditional portfolio management.

Jeffrey Steele is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and the Center for Wealth Management since 2019. Prior to that, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, and spent 27 years at Metlife Securities Inc. Steele is also a fixed insurance agent outside of his advisory role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and hundreds of thousands of clients nationwide, managing over $212 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting various investment strategies with a mix of mutual funds, ETFs, individual securities, and tax-aware options.

Austin Potter is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. He has held roles at firms including LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. Potter provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services, including portfolio management, financial planning, and consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Glenn Stratton is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2014. 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 and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated tax and business consulting.

Sarah Richards is a financial advisor at The Huntington Investment Company with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at the firm since 2012. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate Private Bank models, with portfolio management and custodial services provided through National Financial Services.

D Artagnan Mason is a CFP® and holds a Series 66 license, currently advising at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various asset classes and affiliated service offerings.