Christopher Schmandt is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Hantz Financial Services since 2007. Outside of his advisory role, he serves as a member of the Finance and Endowment Committee at Our Shepherd Lutheran Church. 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, supported by an affiliated trust company and in-house tax, business consulting, insurance, and mortgage services.

Antonino Palazzolo is a financial advisor at Rockefeller Financial LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at LPL Financial, Trinitas Planning Group, Jason Clausen PC, Deloitte, and other firms. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Alexis Carpenter is a financial advisor at PNC Wealth Management with a Series 66 designation and less than one year of industry experience. Prior to joining PNC Wealth Management, Alexis worked at LPL Enterprise LLC and held positions outside the financial sector, including roles at HCL America, Inc. and Maryville University of St Louis. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and delegates portfolio implementation to third parties.

Lance Tabbert is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 65, Series 63, and Series 66 credentials and has 16 years of industry experience. His prior work includes roles at Allianz Life Financial Services, LLC and Allianz Life Insurance Company of North America, as well as self-employment. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs on the Passageway platform, combining third-party portfolio management with advisor-directed options and tax-overlay services.

Joshua Lindamood is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PNC Investments, LPL Enterprise, and The Prudential Insurance Company of America. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Kevin Murphy is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also affiliated with Kestra Investment Services, LLC where he has worked since 2010. In addition to his advisory role, Murphy assists clients with insurance needs and supports executive compensation plan processes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan design, and employee education, and manages over $79 billion in assets with a client base that includes large institutional investors such as sovereign wealth funds.

Brad Kreiner is a CFP® professional with 46 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has held roles at Guardian Life Insurance Company and Sigma Planning Corporation, among others. Kreiner also serves as an adjunct professor teaching CFP courses at Oakland University. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies across multiple platforms and account types.

Levi Wagner is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2004. Outside of his advisory role, he serves as a school board member and treasurer for Aim 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 offers a range of financial planning, portfolio management, and retirement-plan advisory services.

Andrew Wilson is a CFP®-certified financial advisor with 32 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014. Wilson also serves as president of Artemis Wealth Management, an investment-related business he started in 2020. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 client relationships, including individuals, trusts, estates, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. She has been with Hantz Financial Services since 1998. Outside of her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., the parent company of multiple Hantz affiliates, overseeing financial statement preparation. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs a model-driven ETF investment approach supplemented by third-party money managers and provides expanded implementation capabilities through affiliated entities including a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination businesses.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 66, Series 63, and Series 65 licenses and 21 years of industry experience. His career includes roles at J.P. Morgan Securities, Wells Fargo Clearing Services, Phoenix Wealth Management, and Alpha Asset Advisors LLC before joining Fifth Third Securities in 2026. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Joseph Caserio is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

James Thomas is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at New York Life Insurance and Nylife Securities since 2004, with over 11 years at Eagle Strategies. Outside of his advisory work, he is involved in yoga instructor training and serves as a youth sports coach and specialist at a youth activity center for military dependent children. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corey Hileman is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Hantz Financial Services, Corey worked at Five Iron Golf, ResiCentral, United Wholesale Mortgage, Homepoint Financial, and other firms. 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 client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, and offers a range of financial planning, portfolio management, and consulting services.

Henry Pasho is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience including a role in the Michigan State Senate and positions at Western Michigan University and Black Rock. 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 focused on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services.

Timothy Stephens is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied from 2007 to 2021. Stephens has been with Goldman Sachs since 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions including executive and personal wealth management, private family office support, and retirement plan education, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers.

Caitlin Schmees is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with The Burzynski Group Retirement Solutions since 2021. Prior to her current roles, she held positions at Armada Area Schools, Ascension HealthCare, and Common Spirit - St. Anthony Hospital. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Michael Bluhm is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.