Lyle Wolberg is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, and Telemus Capital LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm uses a long-term investment approach with an enhanced open architecture that incorporates active and passive strategies, third-party managers, and tactical overlays tailored to client needs.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Before entering the financial sector, he was involved in various roles including at Central Michigan University and Canton Canopies. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio management using ETF-based model portfolios, retirement plan consulting, and brokerage services, distinguishing itself through a combination of advisory, broker-dealer, mortgage, and insurance activities alongside technology partnerships and private fund management.

Sean Huyck is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding a Series 66 designation with three 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, high-net-worth households, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and technology-driven solutions such as Direct Indexing and AI-assisted client data aggregation.

Brandon Pinskey is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels and combines advisory, brokerage, mortgage, and insurance services in a structure that includes technology partnerships and private fund management.

Martin Swiecki is a CFP® with 22 years of industry experience currently serving as an advisor at Stratos Wealth Partners, Ltd. He previously worked at CIG Asset Management and related firms for 16 years before joining LPL Financial and Stratos Wealth Partners in 2023. In addition to his advisory role, he holds a license as a non-variable insurance agent. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional investors, using an IAR-driven model that offers discretionary and non-discretionary portfolio management through an open-architecture platform integrating numerous third-party managers and overlays.

Neil Shaw is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked in various positions including roles at RCG Construction and Art and Jakes Sports Bar, as well as engagements in education at Madonna University and Romeo Community Schools. Hantz Financial Services serves individual clients (including high-net-worth households), 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 supplemented by third-party money managers, employing a combination of advisory, brokerage, mortgage, and insurance services.

Robert Miller III is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. He also serves as a City Council Member for Laingsburg, Michigan, and is involved with Pine Hills Golf Course as a weekend greens mower. Hantz Financial Services serves a diverse client base including individuals, pension plans, and business owners, providing financial planning and wealth management primarily through ETF-based model portfolios and third-party managers. The firm integrates advisory, brokerage, mortgage, and insurance services, and employs technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Athena Felhandler is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at firms including Arbor Point Advisors, Securities America, Fidelity Investments, and others. Felhandler is also the president and founder of Kronos Wealth Management, LLC, an advisory business focused on life insurance and annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis, tactical trading, and access to alternative investments within an integrated platform.

Steven Slaughter is a financial advisor at Hantz Financial Services, Inc. with 12 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 individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, while integrating advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Bryce Barteck is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Hantz Financial Services, Inc. for nine years and previously worked at Eastern Michigan University for seven years. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management using ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable organizations, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels. The firm combines advisory, brokerage, mortgage, and insurance services, and incorporates technology partnerships to support its investment and client service capabilities.

John Hantz is a CFP® professional with 40 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI. He has been associated with Hantz Financial Services since 1998 and JRH Financial Services since 2001. Outside of his advisory roles, he serves as president, CEO, and majority shareholder of Hantz Group, Inc., which oversees multiple affiliated business entities, and he is a board member of Photon Insights, Inc., a start-up analytics company. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and utilizes a combination of third-party managers, unified managed accounts, and Direct Indexing within a structured asset-allocation framework.

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.

Clarence Davis is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked with various entities within the Bankers Life group since 2022. Outside of his advisory role, he serves as a unit field trainer, recruiting and training insurance agents for Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

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.

Meghan Koths is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including high-net-worth individuals, 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, complemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Richard Coates is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 27 years at Valic Financial Advisors and four years with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across more than 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts and integrated model solutions.

Tyler Inthisone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include work at hemming& Wealth Management and TBA Credit Union. Outside of his advisory work, he is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and technology-driven solutions.

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.