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.

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.

Brian Schmitt Jr. is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 2006 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for a homeowners association. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, relying on centralized technology and model solutions to manage approximately $29.2 billion in assets.

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.

William Williams is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Outside of finance, Williams officiates youth hockey games and serves as an off-ice official for the National Hockey League (NHL). Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of advisory programs with services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Andrew Wilson is a CFP® professional with 32 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2014. Prior to that, he worked at Fidelity from 2010 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based approach, utilizing various strategies and technology platforms while frequently implementing advice via third-party managers and TAMPs.

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.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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.

Joseph Caserio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and performance reporting.

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.

Ryan Hocker is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, HSBC, and served in the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

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.