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.

Ethan Jaworski is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Edward Jones. Outside of his advisory role, he is involved in client service administration and insurance sales through Jones Retirement Advisors. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a high client-to-advisor ratio using discretionary model portfolios and a range of investment strategies.

Robert Runco is a financial advisor with Guardian Life based in Southfield, Michigan. He holds the Series 66 designation and has one year of industry experience, including roles at Park Avenue Securities and Lifetime Financial Growth. Prior to his advisory career, he attended the University of Michigan. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with access to insurance products and alternative investments.

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 Kreiner is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, he is involved with Great Lakes Financial Network in health and life insurance sales. He works with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

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.

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.

Lisa Thuer is a financial advisor with Carson Wealth in Farmington Hills, MI, holding a Series 65 designation and 11 years of industry experience. She has worked at CWM, LLC since 2018 and previously spent ten years at Kabarec Financial Advisors, Ltd. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, variable sub-account management, and retirement plan services, utilizing a committee-driven investment approach with tailored portfolio solutions and extensive platform integrations.

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.

Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. in Southfield, Michigan, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at College Works Painting and Red Run Golf Club. 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 unified managed accounts, and integrates technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with 1 year of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial since 2005. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party money managers, and unified managed accounts, supported by a range of technology partnerships and combined advisory, broker-dealer, mortgage, and insurance services.

Robert Gluch is a Series 66-licensed financial advisor with one year of industry experience, currently with Fifth Third Securities, Inc. He previously worked at Ameriprise, Comerica Securities, and Comerica Bank, and has additional work experience outside finance at Panera Bread. Fifth Third Securities, Inc. 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 Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies with a range of investment tools and services.