Muriel Harris is a financial advisor with Eagle Strategies (NY Life) in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Eagle Strategies since 2024 and operates The Good Steward Insurance and Retirement Services, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Outside of her advisory roles, she has served as an Uber rideshare driver since 2016. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Hollie Hodge is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. She holds the Series 63 and Series 65 credentials. Her work history includes multiple roles at Citizens Securities and Citizens Bank, as well as prior experience with PNC Investments. She is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on both discretionary managed accounts and a digital advisory platform.

Loren Del Monico is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles in construction and manufacturing-related businesses. Hantz Financial Services serves a diverse client base, including individual investors, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios complemented by third-party managers and employs advanced technology for portfolio management and trade execution.

Robert Stone is a financial advisor with Focus Partners Wealth, LLC in Southfield, MI, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital LLC and its predecessor, Telemus Investment Management, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with investment management, financial planning, tax and compliance support, family office, and business management services. The firm employs a long-term investment approach with an enhanced open architecture, combining active and passive strategies tailored to clients’ specific risk, liquidity, and tax profiles.

Ka Lai Ma is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Farther since 2025 and previously held roles at Fidelity Investments, MML Investor Services, World Financial Group, Manulife, and Morgan Stanley. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Kyle Bowerson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he has worked in a variety of positions including at DVNN Boats and Central Michigan University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management using ETF-based model portfolios, third-party money managers, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Shaun Holness 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 since 2017 and previously was with Quicken Loans. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable organizations, corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, broker-dealer, mortgage, and insurance services.

Scott Fishel is a financial advisor at Creative Planning with three years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at EP Wealth Advisors, Executive Wealth Management, and ECC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and discretionary portfolio management, managing approximately $295.6 billion in client assets.

Bryon Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked with Lincoln Investment since 2017 and previously at Livingston International from 2014 to 2017. Outside of his advisory role, he serves as a fixed insurance agent, providing fixed insurance product services. Lincoln Investment is an enterprise-level investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and oversees various investment strategies.

Renee Muccioli is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior experience includes a 15-year tenure at Credit Union One. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and supplements these with third-party managers and Direct Indexing, combining advisory services with brokerage, mortgage, and insurance product offerings.

Trever Helmstead is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current role, he worked at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Bank of Ann Arbor. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a comprehensive range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plans. The firm employs a long-term investment approach utilizing active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients' specific risk, liquidity, and tax requirements.

Chad Marriott is a CFP® professional with seven years of experience in financial advisory roles. He is currently affiliated with Carson Wealth and has previously worked at firms including Cetera Wealth Services and The Vanguard Group. Marriott also holds an insurance agent role focused on fixed insurance products. He is part of CWM, LLC, an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by a model portfolio approach and integration with major custodial and technology partners.

Grant Sharkey is a financial advisor at Kestra Advisory with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kestra Investment Services since 2021 and has prior experience across various roles including Extended Travel, Pharmaco, and Ulliance Inc. Sharkey is also the owner of a tax entity, Sharkey Capital LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Adam Gordon is a CFP® with 15 years of experience in financial services, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes nearly a decade with Northwestern Mutual in various capacities. Outside of financial advising, he is involved with Picasso Distribution, LLC, a company selling electronic oral vaporizers to wholesalers. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Shane Jackson is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Erica Khinchuk Scheinker is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Hantz Financial Services since 2013, following two years at GPM Growth Investors, Inc. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, combining advisory, brokerage, mortgage, and insurance services within a unique enterprise structure.

Douglas Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach involves proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation and retirement planning guidance across a large client base.

Ian Gappy is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Southfield, MI. His prior roles include positions at Advanced Wealth Strategies and College Fresh Inc. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology such as Direct Indexing and AI-assisted client data aggregation in its investment process.

Ryan Sharpe is an advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with less than one year of industry experience. His background includes roles in education at Oakland University and Oakland Community College, as well as involvement with Sharpe Engineering. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charities, corporations, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes an asset-allocation framework with automated tax-loss harvesting features, combining advisory, brokerage, mortgage, and insurance services under one structure.

Michael Woods is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a bartender on Saturdays at Kona Grill in Troy, Michigan. Hantz Financial Services serves a wide range of clients, including high-net-worth households, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and integrates technology-driven solutions like Direct Indexing and AI-assisted client data aggregation.