Philip Buccini is a financial advisor with Oppenheimer in Wyandotte, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs encompassing asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Michael Tafelski is a CFP® professional with over 33 years of industry experience. He has been with Fifth Third Securities, Inc. since 2007. The firm serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. Fifth Third Securities offers various managed account programs and portfolio management options on its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Peter Lastoskie is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include work at Empower Financial Services, Axiom Law, and Amesite. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions aligned with Empower’s administrative platforms.

Len Clapp is a financial advisor with Equity Services, Inc. in Northville, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equity Services since 2003. In addition to his advisory role, he is an insurance agent licensed to sell life, disability, health, long-term care, and Medicare supplemental insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

John Carney is a CFP® professional with eight years of industry experience. He has worked at Mercer Global Advisors Inc. since 2019, following eight years at Arbor Asset Management LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and offering both discretionary and non-discretionary management.

Maram Alaiwat is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group and New York Life. Outside of her advisory role, she serves as president of the American Lung Association Michigan Leadership Board and participates on the Finance Committee and Development Committee of Detroit Public Television & Radio. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Tyler Corliss is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates various advisory platforms, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Michael Lacombe is a CFP® and ChFC® with 39 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charities, corporations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while integrating advisory, broker-dealer, mortgage, and insurance services.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Kristen Horvath is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she owns and manages a for-profit Etsy shop focused on design creation. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment options.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Brandon Wylie is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes technologies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Sean Huyck is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Southgate Lincoln, DST Industries, Com for Care, Baker College, and Greektown Casino. Hantz Financial Services serves a diverse client base, including individual investors, high-net-worth households, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and technology-driven solutions such as Direct Indexing and AI-assisted client data aggregation.

Martin Swiecki is a CFP® with 22 years of industry experience currently serving as an advisor at Stratos Wealth Partners, Ltd. He previously worked at CIG Asset Management and related firms for 16 years before joining LPL Financial and Stratos Wealth Partners in 2023. In addition to his advisory role, he holds a license as a non-variable insurance agent. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional investors, using an IAR-driven model that offers discretionary and non-discretionary portfolio management through an open-architecture platform integrating numerous third-party managers and overlays.

David Trela is a financial advisor with GWN Securities Inc. in Trenton, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, he performs notary services for a title company during mortgage loan closings. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment approaches from traditional asset allocation to legacy momentum-based strategies.

Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable organizations, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels. The firm combines advisory, brokerage, mortgage, and insurance services, and incorporates technology partnerships to support its investment and client service capabilities.

Clarence Davis is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked with various entities within the Bankers Life group since 2022. Outside of his advisory role, he serves as a unit field trainer, recruiting and training insurance agents for Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Meghan Koths is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, complemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Joshua Potter is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and other financial institutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot designed for employees with existing PNC Bank online credentials. This program uses algorithmic risk assessment and invests in approved model strategies via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, The Huntington Investment Company, and J.P. Morgan Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.