Jacob Porrett is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse range of clients, including individuals, pension plans, charitable and corporate entities, and business owners. The firm primarily provides ETF-based model portfolios complemented by third-party money managers, with a comprehensive approach that includes financial planning, wealth management, and retirement plan consulting.

Kathryn Saylor is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has been with Fifth Third Securities since 2019, having also worked at Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Scott Sobol is a financial advisor with Oppenheimer in Grand Blanc, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2000. Sobol serves as treasurer of the Cambridge Park HOA, where he advises on expenditures without direct fund access. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of its assets managed on a non-discretionary basis.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. with a Series 65 designation and two years of industry experience. He has worked at Hantz Financial Services since 2021 and previously held various positions including roles at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management primarily through ETF-based model portfolios combined with third-party managers and advanced technology platforms.

Danielle Mc Clung is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to her advisory role, she worked at Hilldale Veterinary Hospital and the Michigan Animal Rescue League. She is also an insurance agent licensed to sell life, health, and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients' goals and risk tolerances.

Terance Bertrand is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Kenneth Duetsch II is a CFP® and CFA® with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at Grand Capital Advisors, LLC and Huntington Bank. Kenneth serves as board treasurer for the Mott Children's Health Center and is on the finance committee of the Boys and Girls Club of Great Flint. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house legal, accounting, and trust services.

Ronald Miller II is a CFP® with 12 years of industry experience, currently advising at PNC Wealth Management. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, and several other financial firms. Outside of his advisory work, he serves as an officer for Great Lakes Bowling, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessments to guide investment in mutual funds and ETFs.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 credential and has a diverse work background including roles in catering and education. Draper is currently employed at Hantz Financial Services and has previously worked at Sherrys Catering and the University of Michigan Flint. Hantz Financial Services, Inc. serves a broad range of clients including high-net-worth individuals, pension plans, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven tools such as automated tax-loss harvesting and AI-assisted data aggregation.

Cheryl Allan is a financial advisor at Oppenheimer with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1999. Outside of her advisory role, she serves as co-trustee on her mother's trust, managing related financial and administrative tasks. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Michael Moleski is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2014. Moleski is also a partner and agent at Brass Ring Wealth Management and ELGA Wealth Management, where he provides investment advice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides a range of services including plan design, fiduciary consulting, employee education, and manages multiple third-party platforms with a client base that includes large institutional investors such as sovereign wealth funds.

Jeffrey Rand is a financial advisor at Citizens Securities, Inc. in Rochester, Michigan, holding Series 63 and Series 66 licenses with 35 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Cornerstone Community Financial Credit Union. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program utilizing ETF-based portfolios and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Adam Slosar is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Grand Blanc, MI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 15 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a network of portfolio managers and strategists.

Megan Stewart is a Series 66-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at Financial Design Strategies and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Stephen Schiestel is a CFA® charterholder with seven years of industry experience. He currently works at Savant Wealth Management and previously spent seven years at Grand Capital Advisors, LLC. Since 2014, he has also taught courses in security analysis, wealth management, and corporate finance at Michigan State University. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jerald Hanks II is a financial advisor with Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 65 designations and having 23 years of industry experience, all with his current firm since 2003. Hantz Financial Services serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party money managers and uses an asset-allocation framework combined with technology partnerships to manage and execute investment strategies.

George Thibault is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at PNC Investments, E*TRADE Capital Management, and CCO Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm combines discretionary managed-account programs with features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Ryan King is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and unified managed accounts, and combines advisory, brokerage, mortgage, insurance, and private fund management activities.

Corbin Andres is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. His work history includes roles at Gerrit J. Verburg Co., Baker College, ZCI Feed Sales, and New Lothrop High School. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing and AI-assisted data aggregation.

Steven Mezzo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial LLC, infinex Investments, Inc., and Flagstar Bank. Mezzo is based in Rochester Hills, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing. The firm’s approach includes third-party delegation for portfolio implementation and is currently available as an invitation-only pilot for PNC Bank employees.