Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with a Series 65 credential and seven years of experience at the firm. Prior to Hantz, Courtney worked at MPG, Inc/American Axle for three years. Outside of advisory work, Courtney is a passive member of a private investment LLC. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers diversified ETF-focused model portfolios, financial planning, and wealth management services, supported by a broad range of affiliated financial activities including mortgage brokerage and insurance.

Christopher Carlson is a CFP® and Series 65-registered advisor with nine years of industry experience. He has worked at Savant Wealth Management since 2021, following five years at AMDG Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Julie Shemanski is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 22 years. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via Fidelity’s Managed Account Xchange platform.

Pamela Wilson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 13 years of experience at Hantz Financial Services, Inc. located in Southfield, MI. She has been with Hantz Financial Services since 2013. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach with model portfolios and offers a range of financial planning, wealth management, and consulting services through a multi-advisor platform.

Donald Slankster is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked with Mariner Independent Advisor Network, LLC, Strategic Wealth Advisors Group, LLC, LPL Financial, LLC, and operated Slankster Financial. Outside of advising, he provides administrative support to Mariner Independent Advisor Network. Private Advisor Group serves a broad mix of clients, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm sponsors advisory programs with access to third-party asset managers and maintains a range of analytical and trading approaches through its network of investment adviser representatives.

Philip Buccini is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. holding a Series 66 designation. He has one year of industry experience, with previous roles at Jackson National Life and United Wholesale Mortgage. Outside of finance, his work history includes positions in education and service industries. 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 financial planning, portfolio management, and retirement consulting. Its investment approach emphasizes diversified, ETF-centered model portfolios and incorporates tax-aware strategies and technology-driven tools.

Stacy Blake is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities, Inc. Blake is based in Farmington Hills, Michigan. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, incorporating various strategies such as mutual fund and ETF models, separately managed accounts, tax overlays, and direct indexing.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining Hantz Financial Services in 2017, he worked at LG Electronics, Inc. for six years. 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 alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house consulting services.

Yuri Umanski is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he spent 12 years at Premia Mortgage. 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 assets. The firm’s investment approach centers on diversified, ETF-based model portfolios and incorporates discretionary and non-discretionary mandates alongside mortgage brokerage and insurance services offered through affiliated agencies.

Maria Morabito is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2003. 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 offers a range of financial planning, wealth management, and fiduciary services.

Leri Langore is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. Langore joined Hantz Financial Services in 2024 and has prior experience at Rocket Mortgage and Switt Home Loans. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers diversified, ETF-centered model portfolios, financial planning, and wealth management, along with mortgage brokerage and insurance services through affiliated agencies.

Samuel Tomlinson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. 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 alternative investments, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Matthew Owens is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and J.P. Morgan Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, utilizing an open-architecture model that combines third-party managers with proprietary Private Bank offerings. Their programs include multiple wrap-fee options supported by custodial services through National Financial Services.

Jeffrey Kotikovsky is a CFP® and ChFC® with 22 years of industry experience. He has been with Hantz Financial Services, Inc. since 2003. 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 and offers a range of financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated banking, tax, and consulting capabilities.

Jason Kirk is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors in Greenville, KY. He previously worked at TIAA and TIAA-CREF for 15 years. Outside of his advisory role, Kirk is an author of financial literacy books and serves as an unpaid board member for the Sean Brian Ashline Foundation, a nonprofit organization that raises funds for adults who cannot advocate for themselves. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Ari Fischman is a Certified Financial Planner® with 23 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Lion Street Financial, and New York Life Insurance Company. He serves on the board of Hillel Day School and volunteers on the Pension and Insurance Committee for the Jewish Federation of Metro Detroit. Focus Partners Wealth serves a diverse client base, including individuals, families, corporations, retirement plans, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment strategy with an extensive network of affiliated service providers and product offerings.

Thomas Drouillard is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been with Hantz Financial Services since 1998. 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 unified managed account solutions, supported by affiliated banking, tax, consulting, insurance, and mortgage services.

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.