Jodi Krausman is a CFP® and Series 66-registered financial advisor with Money Concepts Capital Corp, where she has worked for 10 years. She has over two decades of experience as an instructor at Walsh College and is the president of an accounting and tax preparation firm. Krausman also works as a health insurance agent and teaches at The American College. Money Concepts Advisory Service provides investment advisory and financial planning services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and manages approximately $4.07 billion in client assets through a large network of advisors and portfolio programs.

Michael Bullis is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and ownership of Bullis Wealth Strategies, Inc. He and his wife own a short-term rental cabin in Northern Michigan. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting through both proprietary and third-party solutions.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz Financial Services since 2024. Prior to this, he worked in various roles including positions at Bloomfield Open Hunt, Birmingham Athletics Club, City Kitchen, Pendy's Restaurant, and Bloomfield Hills Country Club. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement-plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities including a trust bank, tax and business consulting, and insurance and mortgage origination businesses.

Ashley Scott is a CFP® designated financial advisor with six years of industry experience. She is currently with Prime Capital Financial and previously worked at Portfolio Solutions LLC and The Binnacle Group. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides tax planning through an affiliated accounting subsidiary.

Scott Debbs is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes roles at Ameriprise and Northwestern Mutual. Outside of his advisory work, he serves as a slot receiver coach for the Eisenhower High School varsity football team. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture investment model combining third-party and proprietary strategies, with advisory programs largely offered on a wrap-fee basis.

Scott Luther is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Lexington Financial and Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services and providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Craig Schneider is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and operated Beyond The Ears, LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and diversified investment strategies.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial with four years of industry experience. He previously worked at Wellington Management for 23 years and at Portfolio Solutions, LLC for one year. Meagher has an ownership interest in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary that provides tax planning and financial administration services.

Brian Babcock is a financial advisor at NorthCoast Asset Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Telemus Capital LLC, Kovitz Investment Group Partners, and Ford Estates. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a broad range of portfolio management strategies.

John Kay Jr. is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior experience includes roles at Merrill and Bank of America. He is also a member of Marienhoff LLC, a private family vacation home investment. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Brian Newman is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 63 designation with 24 years of industry experience. He has worked at Hantz Financial Services since 2002. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified ETF-centered portfolios, financial planning, and wealth management through a multi-advisor platform.

Marilyn Konvolinka is a CFP® with 21 years of industry experience. She has been with Hantz Financial Services, Inc. since 2004. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, financial planning, and retirement-plan advisory services, supported by affiliated banking, tax, insurance, and mortgage businesses.

Willie Berry is a financial advisor with Empower Advisory Group in Royal Oak, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Outside of his advisory role, he is the founder and president of Willie Berry Ministries, a nonprofit religious organization, and manages Lifeline Transport LLC, a truck leasing company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Allison Ardingo is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, Cetera Advisors, and Triad Advisors. She also serves as an associate wealth coordinator for G&P Financial in Troy, MI. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Brent Formosa is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has a background that includes roles at Viron Therapeutics in laboratory research and administrative support with Wayne State University’s Department of Physiology. At Hantz Financial Services since 2022, he also contributes to non-investment-related research and support activities outside his advisory work. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate 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 with asset allocation and rebalancing, enhanced by access to third-party SMA managers and tax-aware strategies, while maintaining a broad range of affiliated financial services.

Kelsey Whelan is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Arbor Point Advisors, Securities America, Inc., FSC Securities Corp, National Planning Corporation, and Financial Independence. Outside of her advisory work, she is involved with Bowser Fitness, LLC. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Joshua Barron is a financial advisor with Integrated Wealth Concepts LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners, LLC. Outside of advisory services, he has worked as a legal consultant and notary. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors offering discretionary investment management, financial planning, and consulting. The firm constructs customized portfolios using mutual funds, ETFs, equities, and fixed income with a long-term approach and employs both internal management and third-party asset managers.

Jessica Vucinaj is a financial advisor with The Huntington Investment Company in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with Huntington and its affiliates since 2014. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture model. Its programs include multiple wrap-fee strategies managed through third-party and affiliate model providers, with custodial services via National Financial Services.

Michael Gaches is a financial advisor at PNC Wealth Management with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has experience in medical equipment and pain management services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees with PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies managed by PNC and third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Samir Shah is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, providing tailored solutions such as Executive Wealth and Private Family Office support.