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.

Ethan Harkins is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles in education and the sports and hospitality sectors. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charities, and business owners. The firm emphasizes ETF-based model portfolios supplemented by third-party managers and employs advanced technology platforms for portfolio management and tax optimization.

Steven Cook is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with firms including Lincoln Investment Planning and multiple life insurance companies over several decades. Outside of advising, he is involved in education as a teacher and department chair at Allen Park Public Schools and participates in various insurance sales and related entrepreneurial ventures. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and an in-house investment management team utilizing a proprietary fund screening process.

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.

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.

Andrew Harr is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2010. Outside of advising, he contracts as a trainer for newly appointed insurance agents, focusing on the 403(b) market and product suitability. Capital Analysts serves a diverse client base including retail investors, high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

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.

Jacob Sawyer is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018. His prior experience includes roles at FSA Advisors, Inc., Independence Capital Co., Inc., and Financial Service of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time planning from ongoing portfolio management and includes services such as donor-advised funds and customized portfolio management under a fiduciary standard.

Austin Tapley is a CFP® and ChFC® with three years of industry experience, currently advising clients at Hantz Financial Services, Inc. in Ann Arbor, MI. His background includes roles outside finance, notably running a snow services and landscaping business and working in education from 2013 to 2023. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses advanced technology platforms for asset management and tax optimization, combining advisory and broker-dealer functions along with mortgage and insurance product distribution.

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.

Sara Rogozan Deal is a CFP®-certified financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She has been affiliated with Citizens Securities and Citizens Bank throughout her career. Additionally, Sara is a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.

Jake Wohlfert is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. He holds a Series 66 designation and has one year of industry experience, having joined Hantz Financial Services in 2025. Prior to his advisory role, he held various positions including at Tropical Smoothie Cafe and Target, and has been involved with academic institutions such as the University of Michigan - Flint and Macomb Community College. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services within a distinctive enterprise structure.

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.

Theresa Serafimovski is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. In addition to her advisory work, she is a licensed attorney in Michigan providing general legal services through her professional limited liability company. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model portfolios and customized strategies while adhering to a fiduciary standard.

Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.

Christopher Kemp is a Series 66 licensed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, Michigan, with 16 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party strategies, combining advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Rachel Nichols is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience, all at Hantz since 2006. Hantz Financial Services serves a diverse clientele including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach features ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, while combining advisory, brokerage, mortgage, and insurance services within its enterprise structure.