Donald Slankster is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at Mariner Independent Advisor Network, Strategic Wealth Advisors Group, LPL Financial, and operating Slankster Financial. Prior to entering the financial industry, he worked for over a decade at Gerber Collision & Glass. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions through proprietary and third-party platforms. Their advisory model involves fiduciary-based client engagement, utilizing a range of investment strategies and often implementing advice through third-party managers and TAMPs.

Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 credential and has one year of industry experience. Prior to joining Hantz, he worked at Jackson National Life and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse group of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Jack Mccloskey is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vintage Financial Services for 11 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Stacy Blake is a financial advisor at Fifth Third Securities, Inc. based in Farmington Hills, MI, with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at LG Electronics, Inc. from 2011 to 2017. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and uses a range of technology-driven investment solutions.

Troy Spooner is a financial advisor with SPC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His previous roles include positions at Parkland Securities LLC and Questar Capital Corporation. Outside of advisory work, he is also engaged as an insurance agent involved in selling fixed annuities and various insurance products. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers tailored, discretionary investment advice through a large network of advisors and delivers services via multiple account programs in partnership with Fidelity/NFS and other third-party providers.

Richard Phillips is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 designations and 11 years of industry experience. His previous roles include positions at Parkland Securities, Sigma Financial Corporation, Northwestern Mutual Investment Services LLC, David Sokol, and Raymond James & Associates. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Arthur Zaske is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital Group, LLC, Arthur Zaske & Associates, LLC, and AZA Capital Management. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and family office management. The firm employs a long-term investment approach with an enhanced open architecture that utilizes both active and passive strategies, customizing portfolios based on client risk tolerance, liquidity, and tax considerations.

Bradley Wasserman is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. His work history includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and founding Wasserman & Rybak, PLLC, where he has been involved for 18 years. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with services including investment management, financial planning, tax and compliance support, and family office and business management. The firm employs a long-term investment approach with an enhanced open architecture that integrates active and passive strategies and offers customized portfolios based on client risk tolerance and tax considerations.

Ryan Racine is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2007. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services and utilizes technology partnerships to support its investment and client service capabilities.

Yuri Umanski is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Hantz, he worked for Premia Mortgage for 12 years. Hantz Financial Services serves a diverse client base, including individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business model.

Robert Johnson is a financial advisor at SPC with ChFC® and Series 63 and 65 designations and 45 years of industry experience. He has been with SPC since 2015 and concurrently serves at Sigma Financial Corporation since 2010. Outside of his advisory roles, he manages and owns a hunting club called Little Prairie Hunt Club, established in 1983. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice and maintains notable affiliations with broker-dealers and insurance agencies.

Peter Lastoskie is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include work at Empower Financial Services, Axiom Law, and Amesite. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions aligned with Empower’s administrative platforms.

Robert Rumsey is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sigma Financial Corporation and Raymond James Financial Services. Outside of his advisory work, he serves as president and 50% owner of Branch County Abstract & Title, Inc., and is a trustee of the American Baptist Churches of Michigan Foundation. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 investment adviser representatives.

Maria Morabito is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has 15 years of industry experience. Morabito has worked with Hantz Financial Services since 2003. Hantz Financial Services, Inc. serves a diverse client base including individual investors, 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 Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance services within an enterprise structure.

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and operated Petersmark Financial Network alongside his current roles. His background includes experience in technology and education sectors prior to his financial advisory career. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and provides access to proprietary and third-party managed account solutions.

Jay Lizanich is a financial advisor at SPC with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at IFS Securities, Flynn Insurance Group, Flynn Wealth Management Group, and Voya Financial Advisors. Outside of his advisory work, he co-owns TrashForce LLC, a trash valet service, and serves on the board of Presbyterian College's Garnet & Blue Collective, providing consultative support for the college's NIL athletics program. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary investment management through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Leri Langore is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Hantz Financial Services in 2024, Langore worked at Switt Home Loans and Rocket Mortgage. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Samuel Tomlinson is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. Hantz Financial Services serves a diverse clientele including 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, supplemented by third-party managers and technologies such as Direct Indexing and automated tax-loss harvesting.

Jeffrey Kotikovsky is a CFP® and ChFC® with 23 years of experience at Hantz Financial Services, Inc., where he has worked since 2003. He holds Series 63 and 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charities, and business owners. The firm’s investment approach centers on ETF-based model portfolios with varying risk levels, supplemented by third-party managers and Direct Indexing, and it integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.