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Tyler C
Series 63, Series 65
Livonia, MI
Citizens securities, Inc.
Tyler Corliss is a financial advisor at Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.
Sandra S
CFP®, Series 63, Series 65
Southfield, MI
Guardian Life
Sandra Scolari is a CFP® with 31 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. Her work history includes roles at Guardian Life Insurance and Ohio National Financial Services. She is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account-level services.
Michael L
CFP®, ChFC®, Series 63
Taylor, MI
Hantz financial Services, Inc.
Michael Lacombe is a CFP®, ChFC®, and Series 63-registered financial advisor with 39 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. 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 it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.
Christopher W
Series 63, Series 66
Northville, MI
NEwEdge Advisors
Christopher Willerer is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Raymond James and Associates for 10 years. Willerer is also the managing partner of Willerer Wealth Management LLC, a financial advisory firm based in Northville, MI. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.
Jordan C
Series 66
Southfield, MI
Hantz financial Services, Inc.
Jordan Cater is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2015. 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 supported by affiliated tax, business consulting, insurance, and mortgage origination capabilities.
Bryanna W
Series 65, Series 63
Southfield, MI
Hantz financial Services, Inc.
Bryanna Wancket is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial Services since 2018. Prior to her advisory role, she had intermittent employment at Franklin Hills Country Club. 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 with a range of investment strategies and offers financial planning, portfolio management, retirement consulting, mortgage brokerage, and insurance services through affiliated agencies.
Danilo R
Series 66
Farmington, MI
Citizens securities, Inc.
Danilo Rodrigues De Carvalho is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory programs alongside its broker-dealer and insurance agency functions.
Peter P
Series 63, Series 65
Plymouth, MI
Oppenheimer
Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1999. Outside of his advisory role, he serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives, while also acting as a qualified custodian.
Brandon W
Series 66
Taylor, MI
Hantz financial Services, Inc.
Brandon Wylie is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Hantz in 2022, he worked in various roles including positions at Albion College, The Home Depot, and the University of Michigan - Dearborn. Outside of finance, he serves as an ice hockey referee with USA Hockey. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform that emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, portfolio management, and related services.
Logan S
CFP®, Series 66
Royal Oak, MI
Prime Capital Financial
Logan Soll is a CFP® professional at Prime Capital Financial with six years of industry experience. He has previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, retirement plan services, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax advisory and financial administration services.
Robert H
Series 63, Series 65
Southfield, MI
Focus Partners Wealth, LLC
Robert Hochkins is a financial advisor at NorthCoast Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Telemus Capital LLC, Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and risk management techniques across a wide range of strategies.
Al Trashonna D
Series 65
Southfield, MI
Hantz financial Services, Inc.
Al Trashonna Dillon is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by a parent company structure that includes affiliated banking, tax, business consulting, insurance, and mortgage origination businesses.
Joshua H
Series 66
Southfield, MI
Hantz financial Services, Inc.
Joshua Hintze is a financial advisor at Hantz Financial Services, Inc. based in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he held positions in education and various service 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 along with separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.
Dominic M
Series 65
Southfield, MI
Focus Partners Wealth, LLC
Dominic Morello is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. He previously held roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. Morello was also the CEO and owner of Suburban Softwash LLC, a non-investment-related business, from April to September 2023. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a broad range of financial services including portfolio management, fiduciary consulting, and tax compliance.
Ryan L
Series 66
Southfield, MI
Hantz financial Services, Inc.
Ryan Liszewski is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Oakland University and was involved with It's a Matter of Taste. 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 and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by expanded implementation capabilities and affiliated entities such as a trust bank and in-house tax and business consulting.
Jacob W
CFP®
Novi, MI
Mariner
Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.
Robert R
Series 66
Southfield, MI
Guardian Life
Robert Runco is a financial advisor with Primerica Advisors, holding a Series 66 designation and working in the Southfield, MI area. He has experience at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Prior to his advisory roles, he worked in education at the University of Michigan, Seaholm High School, and Derby Middle School. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting various account types and lending options.
Monalisa C
Series 66
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
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 K
Series 63, Series 66
Southfield, MI
Guardian Life
Gregory Kreiner is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved with Great Lakes Financial Network, focusing on health and life insurance sales. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account services.
Brooke P
Series 66
Southfield, MI
Hantz financial Services, Inc.
Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. 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 through a multi-advisor platform, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.
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