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.

Ryan Hocker is a financial advisor with Valic Financial Advisors in Novi, Michigan, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Morgan Stanley, HSBC, and the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Nicholas Faller is a CFP® professional with 10 years of experience in the financial services industry. He is currently affiliated with OSAIC Advisory Services, LLC and has held positions at several firms including Cetera Advisors and Sageview Advisory Group. He is based in Bloomfield Hills, MI. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients such as individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, combining proprietary guidance with third-party platforms and managers.

Brandon Mc Bride is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has previously worked at Deloitte and Streamline Athletes. Outside of his advisory role, he serves as president of McBride Youth United Association, a nonprofit organization providing resources and programming to at-risk youth, and he also engages in public speaking for RBC Bank. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model portfolios and custom solutions, employing a variety of investment vehicles and research methodologies overseen by an Investment Policy Committee.

Mary Ewasyshyn is a financial advisor with NewEdge Advisors and holds the CFP® and ChFC® designations, with 40 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 17 years before joining NewEdge Advisors in 2022. She provides advisory services through NewEdge Advisors, LLC under the name E & E Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services and uses a combination of in-house manager selection and third-party model strategies supported by technology tools and centralized due diligence.

Howard Meyers is a financial advisor with Valic Financial Advisors in Novi, MI, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2000. Outside of his advisory role, he serves as Vice President of the Detroit Tennis Club, a member-owned nonprofit tennis club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Peter Ulbrich Jr. is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he performs as a member of the rock band Liquor Chicken, which donates all proceeds from their occasional shows to charity. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on both discretionary and non-discretionary account management.

Kelsey Zukowski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Executive Wealth programs, supported by an integrated network across Goldman Sachs affiliates.

Jacob Hansen is a CFP® with 10 years of industry experience, currently advising at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach, offering a range of financial planning, portfolio management, and consulting services through a multi-advisor platform with both discretionary and non-discretionary mandates.

Colin Casey is a CFP® with 17 years of experience in the financial services industry. He is currently an investment advisor representative at NewEdge Advisors and has previously worked with LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. Outside of his advisory work, Casey serves as an on-ice hockey referee and rules administrator for USA Hockey and holds a secretary position with the Shorewood Kiwanis Club of Michigan. 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 and consulting, utilizing a range of investment approaches and regular portfolio reviews.

Majda Suhail is a financial advisor at Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior work includes roles at Merrill and several positions within the Citizens Bank and Citizens Securities organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a business model encompassing both discretionary and non-discretionary activities.

Arianne Peterson is a Series 66 licensed advisor with 25 years of industry experience, currently with PNC Wealth Management since 2009. She is based in Troy, MI. Outside of her advisory role, she has ownership in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

David Zaske is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates enhanced open architecture, combining fundamental and quantitative analysis, consultant-driven capital market assumptions, and third-party separate account managers when appropriate.

Kory Bachman is a Series 65-licensed advisor at Corient with 10 years of industry experience. He has held roles at Corient Services LLC, CIPW Service Company, LLC, Corient, and R.H. Bluestein & Co LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by risk management tools and private fund capabilities.

Michael Dowdell is a financial advisor with The Huntington Investment Company holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Ameriprise, The Prudential Insurance Company of America, Morgan Stanley, Bank of America, Merrill Lynch, and a long tenure at Bose Corporation. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank models, and it offers various wrap-fee programs through the Envestnet MAS platform.

Kristofer Sztein is a CFP® professional with 17 years of industry experience, currently with Fifth Third Securities, Inc. since 2026. His prior roles include positions at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, and Bank of America. He is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains broker-dealer and municipal advisory activities.