Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Liu also serves as president of Synergy CPA Tax & Financial Services LLC, where he provides tax preparation, accounting services, and consulting for small businesses and individuals. His work history includes roles with Wfgia and the State of Michigan. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Hantz Financial Services since 2021. Prior to his current role, Robinson held positions at the University of Michigan - Flint and Mott Community College. 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 clients, and retirement plan sponsors with diversified, ETF-centered model portfolios, financial planning, and wealth management services, supported by a multi-advisor platform and affiliated mortgage, insurance, and retirement consulting services.

Daniel Waskiewicz is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Byron Swarts is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2012. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating asset allocation, manager selection, and rebalancing across equity, balanced, and fixed income strategies.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and has prior work experience that includes roles in education and catering. Draper is currently based in Davison, MI. Hantz Financial Services serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Douglas Kline is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he is a partner and landowner involved in farmland rental activities. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a broad range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored by program and advisor, and manages approximately $36.7 billion in assets as of the end of 2025.

David Winn is a financial advisor with Transamerica Financial Advisors in Bridgeport, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and was previously with BNI from 2017 to 2021. Winn also operates Winn Financial Services, where he provides accounting, bookkeeping, and tax preparation services for individuals and small businesses. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Dawn Swanson is a financial advisor with The Huntington Investment Company in Flushing, MI, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at Huntington National Bank since 2019 and is also involved in retail sales as a co-owner of Golden Eagle Coins, a rare coins and precious metals business, and as a horse-drawn carriage driver in Frankenmuth, Michigan. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party sub-managers and affiliate offerings, with portfolio management and other services delivered primarily through percentage-of-assets wrap fees.

Megan Stewart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Design Strategies and United Wholesale Mortgage. 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 clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and retirement consulting with an emphasis on diversified, ETF-centered model portfolios and advanced tax-aware strategies.

Jerald Hanks II is a financial advisor with Hantz Financial Services, Inc. in Davison, MI. He holds Series 63 and Series 65 designations and has 22 years of industry experience, including over two decades with Hantz Financial Services. 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 ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Matthew Koch is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 credentials and 39 years of industry experience. He has been with Centaurus Financial since 2001. Koch serves as a Tuscola County Commissioner and is involved with AFLAC insurance policies as a registered principal. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Rola Zarife is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 12 years of industry experience. Her background includes roles at J.P. Morgan Securities LLC and various health insurance agencies, as well as business development and community involvement through organizations such as the Southeast Michigan Chamber of Commerce and a political campaign committee. She is also engaged in health insurance sales and operates her own LLC focused on health-related services. Transamerica Financial Advisors serves a diverse client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers across multiple platforms to deliver its offerings.

Ryan King is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 66 designation and with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm’s investment approach centers on diversified, ETF-based model portfolios combined with asset allocation and periodic rebalancing, supported by a range of financial planning, portfolio management, and related services.

Corbin Andres is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Gerrit J. Verburg Co., Baker College, ZCI Feed Sales, and New Lothrop High School. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a trust-only bank and in-house tax and business consulting.

Zhi Hong Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has a diverse background including roles at General Motors and V2soft Inc, and he owns an acupressure massage and reflexology business. Liu also works as a quality engineer in automotive manufacturing. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in assets under management.

Jeremiah Morell is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies complemented by separately managed accounts, unified managed account solutions, and offers a range of fiduciary and advisory services supported by affiliated banking, tax, and consulting businesses.

Steven Hartman is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 18 years of industry experience. His prior firms include Ameriprise Financial Services, LLC and CUNA Brokerage Services, INC. He serves as Board Member President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life improvements. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture investment model combining third-party and proprietary portfolio strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Joshua Rechsteiner is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including contracting and automotive sales. Joshua has also been involved in small business operations, such as managing a car wash. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified ETF-centered model portfolios, asset allocation, and tax-aware strategies, while offering financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance services.

Marcelo Flores is a financial advisor with The Huntington Investment Company in Flint, MI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and various advisory and financial services firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and affiliate investment options.

Brendan Henige is a CFP® with six years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2019. Prior to this, he held positions at Hantz Tax and Business, Nexteer Automotive, Chesaning Pools, and Delta College. Hantz Financial Services, Inc. is a multi-advisor enterprise that manages approximately $10 billion in client assets, serving individual investors, corporate clients, and retirement plan sponsors. The firm emphasizes diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates, and offers a range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.