Paul Christian Susanto is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation. He has been with PNC Wealth Management since 2025 and has prior experience in strategic roles and education. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments to manage portfolios primarily with mutual funds and ETFs.

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.

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 a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds the Series 65 and Series 63 credentials and began his industry career in 2023. Prior to joining Fifth Third Securities in 2026, he was affiliated with Fifth Third Bank and operated HK Vending Co LLC and HK Properties and Management LLC. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs, including the Passageway Managed Account Program, and operates as a wholly owned subsidiary of Fifth Third Bank.

Margaret Cull is a ChFC® credentialed financial advisor with 32 years of industry experience. She has been with Hantz Financial Services, Inc. in Southfield, MI since 1999. 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated businesses such as a trust-only bank and in-house tax and consulting 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 licenses and bringing 23 years of industry experience. She has previously worked with firms including Cetera Advisors, SageView Advisory Group, and First Allied Securities. Outside of her advisory role, she manages Bloomfield Hills Advisory, a wealth management firm focused on 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 services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and platforms to deliver customized portfolio solutions.

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 with Hantz Financial Services, Inc., holding a Series 66 designation and beginning his career in 2025. Prior to joining Hantz, he worked in retail and education roles, including at Dunhams Sports and Saginaw Valley State. 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, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios, wealth management, retirement plan consulting, and affiliated mortgage brokerage and insurance services.

Michael Pesendorfer II is a financial advisor at Lincoln Investment with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Robert W. Baird for eight years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a variety of financial planning and investment management services, including both discretionary and non-discretionary programs, supported by a dedicated Investment Management & Research team.

Donovan Cizek is a financial advisor at NewEdge Advisors with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, CETERA Advisor Networks LLC, Stonebridge Financial Partners, and Capital Group - American Funds. He is also involved in administrative support activities for NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a wide range of portfolio management and consulting services, combining in-house manager selection with third-party models, and incorporates technology-driven tools and artificial intelligence in its operations.

Ian Waldo is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James and its affiliates for over a decade before joining NewEdge Advisors in 2023. Waldo is also the owner of Waldo Wealth Partners LLC, a financial advisory support company. NewEdge Advisors serves a diverse clientele including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Richard Rush is a financial advisor with NewEdge Advisors, holding Series 63, 65, and 66 licenses and 27 years of industry experience. Prior to joining NewEdge Advisors in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. He also serves as an adjunct professor at Wayne State University. 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 integrates asset management with financial planning, using a range of investment vehicles and analytic approaches.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and 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 it offers a range of financial planning, portfolio management, and fiduciary services.

Danielle Serlin is a CFP® and Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. She has held multiple roles across several firms, including City Center Advisors, LLC and CoreCap Advisors, Inc., before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee, employing a range of investment vehicles and conducting research through multiple analytical methods and due diligence processes.