Jamie Urbanski is a financial advisor at Hantz Financial Services, Inc. with 28 years of industry experience. He has been with Hantz Financial Services since 1999 and holds Series 63 and Series 65 licenses. 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 complemented by separately managed accounts and unified managed account solutions, and offers a broad range of financial planning, wealth management, and fiduciary services.

Joshua Stros is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has been with Huntington in various capacities since 2015 and also has experience with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm sponsors multiple wrap-fee programs on the Envestnet MAS platform and employs an open-architecture model that integrates third-party sub-managers with proprietary Private Bank models.

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.

Keegan Raleigh is a financial advisor with The Huntington Investment Company in Shelby Township, MI, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has been with The Huntington Investment Company since 2008 and also worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank portfolios.

Giulio Isom is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and previously worked at Fifth Third Bank. Outside of his advisory role, he has experience in education and fitness sectors, including roles at Wayne State University and Lifetime Fitness. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and customizable strategies to meet various risk profiles and client needs.

Anthony Calibeo is a financial advisor with Commonwealth Financial Network in Utica, Michigan, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth in 2019, he worked at Deloitte and Touche, LLP for four years. He is also the owner and president of Calibeo Financial Group, Inc., a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, and various investment options, providing comprehensive support for advisors and their clients.

Michael D’agnese is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Infinex Investments, Flagstar, and The Detroit Club. In addition to his advisory work, he is a commissioned notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, alongside broker-dealer and insurance operations.

Michael Popadich is a CFP®, ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. 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 and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Michael Luna is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Hantz since 2013. Outside of his advisory role, he serves as vice president and landlord at Masa Holdings LLC. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Garrett Turner is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2010. 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 financial planning, portfolio and wealth management, and retirement plan consulting with an emphasis on diversified, ETF-centered model portfolios and tax-aware investment strategies.

Robert Bittner III is a financial advisor with The Huntington Investment Company in Washington, MI. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2011, he has also served as an adjunct instructor at Davenport University, teaching Behavioral Finance courses to undergraduate and graduate students. Bittner has been with Huntington Bank and The Huntington Investment Company for 13 years. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, utilizing an open-architecture model that combines third-party sub-managers with proprietary offerings from its Private Bank.

Jeremy Schmidt is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2004, accumulating 22 years of industry experience. He serves as Treasurer for the North Oaks Three Subdivision HOA, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a variety of portfolio management approaches.

Holly Macdonald is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Cambridge Investment Research Advisors. Her background includes roles at Cambridge Investment Research, Inc., CIA Financial Group, and LPL Financial, LLC. Outside of advising, she is a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John Kozole is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1997. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Domenico Consiglio is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America, Inc., Ohio National, and Cherokee Insurance. Consiglio is also a licensed life insurance agent, selling term and permanent policies. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include a range of securities and alternative investments.

James Taegel is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cambridge in 2017, he worked at National Planning Corporation for five years. Taegel serves as chairman of the board of directors for The Financial Wellness Project. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies.

Christopher Marchand is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning and investment consulting through various programs and affiliated research resources.

Michael Burkhardt is a financial advisor with Merrill in Shelby Township, MI, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and also works with Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with various Raymond James entities since 2014. Outside of his advisory role, Brown is involved in entrepreneurial activities including ownership of a salon suite business and a commercial rental property in Harrison Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports advisory programs and institutional portfolio management across a large network of advisors.