Matthew Nelson is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Hantz Tax & Business, Schmidt, Koning, Villorreal & Associates, LLC, and BDO USA, LLP. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses technology-driven strategies such as automated tax-loss harvesting and AI-assisted data aggregation as part of its investment approach.

Raquel Rudder is a ChFC® credentialed financial advisor with 18 years of experience at Hantz Financial Services, Inc. in Southfield, MI. She has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual households, 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, supplemented by third-party managers and employing technologies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Jack Stephens is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2025. Outside of his advisory role, he serves as an assistant coach for the rugby team at Detroit Catholic Central High School. Hantz Financial Services serves a wide range of clients including individual households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, with a combination of advisory, brokerage, mortgage, and insurance services under one enterprise.

Sandra Scolari is a CFP® professional affiliated with Guardian Life, with 32 years of industry experience. She has worked with Guardian Life entities since 2010 and has been associated with Park Avenue Securities for seven years. Outside of her advisory role, she is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Jordan Cater is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 10 years of industry experience, all with Hantz since 2015. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios alongside third-party managers and technology-assisted strategies to provide financial planning, portfolio management, and retirement plan consulting.

Bryanna Wancket is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Hantz Financial Services since 2018. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels and integrates third-party managers and technology platforms to deliver financial planning, portfolio management, and retirement plan consulting.

Robert Hochkins is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm uses a long-term investment approach with attention to tax and fee sensitivity, employing a mix of active and passive strategies, third-party managers, private funds, and tactical overlays to customize portfolios according to clients’ risk tolerance and circumstances.

Al Trashonna Dillon is a Series 65-credentialed financial advisor with Hantz Financial Services, Inc., where he has worked for 10 years. He has two years of industry experience in financial advising. Hantz Financial Services, Inc. serves a diverse clientele including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels and incorporates third-party money managers and Direct Indexing, supported by technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Andrea Martin is a financial advisor with PNC Wealth Management in Hartland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at PNC Investments since 2013 and had a prior role at Natcity Investments, Inc. from 2008 to 2009. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies with mutual funds and ETFs, primarily serving employees through an online platform.

Joshua Hintze is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. His previous work includes roles in education and retail prior to joining Hantz Financial Services. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management using ETF-based model portfolios and third-party managers, combining advisory and brokerage services alongside mortgage and insurance product distribution.

Dominic Morello is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and beginning his career in 2023. His prior experience includes roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. Outside of finance, he was the CEO of Suburban Softwash LLC, a non-investment-related business, from April to September 2023. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach with an enhanced open architecture that combines active and passive strategies, tailoring portfolios to clients’ risk tolerance, liquidity, and tax considerations.

Ryan Liszewski is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Hantz Financial Services in 2018, he worked at Oakland University and was involved with It's a Matter of Taste. Hantz Financial Services, Inc. serves a diverse client base including individual investors, high-net-worth households, pension plans, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and employs a combination of advisory, brokerage, mortgage, and insurance services.

Ethan Jaworski is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Edward Jones. Outside of his advisory role, he is involved in client service administration and insurance sales through Jones Retirement Advisors. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a high client-to-advisor ratio using discretionary model portfolios and a range of investment strategies.

Robert Runco is a financial advisor with Guardian Life based in Southfield, Michigan. He holds the Series 66 designation and has one year of industry experience, including roles at Park Avenue Securities and Lifetime Financial Growth. Prior to his advisory career, he attended the University of Michigan. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with access to insurance products and alternative investments.

Monalisa Cottingham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Comerica, and Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a variety of investment programs via the Passageway platform, including managed accounts and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a client base of over 46,000 with approximately $10.9 billion in assets under management.

Gregory Kreiner is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, he is involved with Great Lakes Financial Network in health and life insurance sales. He works with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Brooke Popadich is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2021. Prior to her advisory role, she was affiliated with the University of Chicago and Choate Rosemary Hall. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers financial planning and portfolio management primarily through ETF-based model portfolios supported by third-party managers, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Earlier in his career, he had roles at AXA Advisors, LLC and was involved with Annual Giving at Central Michigan University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm employs a long-term investment approach that integrates active and passive strategies and offers customized portfolio management alongside a range of financial planning, tax, compliance, and specialized services.

Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, and PNC Wealth Management among other firms. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering investment programs such as mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad platform of portfolio management services.

Lisa Thuer is a financial advisor with Carson Wealth in Farmington Hills, MI, holding a Series 65 designation and 11 years of industry experience. She has worked at CWM, LLC since 2018 and previously spent ten years at Kabarec Financial Advisors, Ltd. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, variable sub-account management, and retirement plan services, utilizing a committee-driven investment approach with tailored portfolio solutions and extensive platform integrations.