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.

Maija Rettelle is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. Prior to joining Mariner, she worked at Bankers Life and Bankers Life Securities and has experience in both athletic retail and delivery services. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional capabilities in tax compliance and employer financial wellness tools.

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.

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.

Michael Machalicek is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Creative Planning in 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed portfolios, and selective private market exposure.

Michael Leake is a financial advisor with GWN Securities Inc. in Wixom, Michigan, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining GWN Securities in 2019, he worked at Oppenheimer & Co for nine years. He is also involved in providing life, health, and annuity insurance advice. 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, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

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 since 2026. His prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital LLC, where he worked for over a decade. Levine is a member of Weatherwood Partners LLC and participates on the Investment Committee for Temple Israel, a religious organization. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach blending active and passive strategies alongside private funds and third-party managers.

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.

Morgan Warner is a financial advisor at Commonwealth Financial Network with one year of industry experience. They hold a Series 66 designation and have previously worked at firms including Raymond James & Associates Inc. and Plante Moran. Outside of finance, Warner has experience with Eastside Tennis and Fitness. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

George Herr is a CFP® professional with two years of experience at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Ford Motor for 30 years. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing multi-factor tilts, low-cost index vehicles, and tax management strategies.

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.

Genevra Mitrovich is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has previous experience at Equitable Advisors and as an independent contractor. Outside of financial advising, she works as a group fitness instructor at Powerhouse Gym and provides consulting and training services through Mitrovich Consulting LLC. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services from affiliated entities including KeyCorp affiliates, offering a range of wrap-fee programs and ancillary insurance products.

Gregory Downey is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates and South Lyon Schools. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services and utilizes multiple program structures, combining in-house manager selection with third-party strategies and technology tools to support advisors and clients.