Blake Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Hantz Financial Services, Inc. since 2012. 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 unified managed account solutions, and offers a range of fiduciary and advisory services supported by affiliated financial and consulting entities.

Lyle Wolberg is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has also worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture model.

Charles Godman 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 LPL Financial. His background also includes roles outside finance, such as positions at Central Michigan University, Canton Canopies, Target, and Canton 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 unified managed account solutions, and features expanded implementation capabilities through affiliated entities such as a trust bank and in-house consulting services.

Sean Huyck is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding a Series 66 designation with two 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, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage services.

Brandon Pinskey is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Hantz Financial Services since 2016. Hantz Financial Services 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, while also providing mortgage brokerage and insurance services through affiliated agencies.

Neil Shaw is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Shaw worked in various roles including positions in construction and education. 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, retirement-plan advisory, and fiduciary services, supported by a parent company structure that includes a trust bank and affiliated tax, consulting, insurance, and mortgage businesses.

Robert Miller III is a financial advisor with Hantz Financial Services, Inc., holding a Series 65 designation and five years of industry experience. His prior work includes roles at Vision Collison and ongoing involvement with the City of Laingsburg as a City Council Member. Outside of finance, he works as a weekend greens mower at Pine Hills Golf Course. 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, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Athena Felhandler is a financial advisor at Osaic Advisory Services, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with firms including Fidelity Investments and Arbor Point Advisors. Felhandler is the president and founder of Kronos Wealth Management, LLC, which focuses on life insurance and annuities. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models.

Steven Slaughter is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. 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, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Bryce Barteck is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Hantz Group in 2017, he worked at Eastern Michigan University from 2013 to 2020. 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 unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Maureen Livernois Klimek is a financial advisor with Oppenheimer holding a Series 66 designation and three years of industry experience. She previously worked at Frasco Caponigro Wineman Scheible Hauser & Luttmann, PLLC and Zurich North America. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

John Hantz is a CFP® professional with 40 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1998 and JRH Financial Services since 2001. He holds leadership roles as president, CEO, and majority shareholder in several non-investment-related entities, including Hantz Group, Inc., and serves on the board of Photon Insights, a start-up analytic company. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary retirement-plan services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated entities such as a state-chartered trust bank and in-house consulting services.

Muriel Harris is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Eagle Strategies since 2024 and previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of advising, Harris has worked as an Uber driver since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages the vast majority of assets on a non-discretionary basis.

Mark Thompson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Private Advisor Group since 2019 and has prior experience with Independent Financial Partners and LPL Financial. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Loren Del Monico is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Hantz Financial Services in 2020, he worked in construction and manufacturing roles. 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 broad range of financial planning, wealth management, and fiduciary services.

Lisa Simon is a financial advisor at Oppenheimer with 14 years at the firm and 9 years of industry experience. She holds Series 65 and Series 63 designations. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets across discretionary and non-discretionary relationships.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He has previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of fundamental and quantitative analysis, multiple asset classes, and third-party managers within an extensive advisory platform.

Meghan Koths is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2013. 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’s investment approach includes model-driven ETF strategies, separately managed accounts, and access to alternative investments, supported by a parent company structure with affiliated banking, tax, and consulting services.

Joshua Potter is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with PNC Wealth Management and has previously worked at Ameriprise, Bank of America, Merrill, and several other firms. Prior to his financial career, he held positions at Lyft, Fiat Chrysler Automotive, and MGM Detroit. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. Their approach involves algorithm-driven risk assessment and portfolio implementation using approved model strategies via mutual funds and ETFs.

Kyle Bowerson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes a role at DVNN Boats and various positions in education and retail. 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 emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage.