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 CWM, LLC in Farmington Hills, MI, holding a Series 65 credential and 10 years of industry experience. She has worked at CWM, LLC since 2018 and has also been affiliated with Kabarec Financial Advisors, Ltd. since 2008. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, employing a discretionary model portfolio approach overseen by an internal Investment Committee.

Rachel Nichols is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of services from financial planning to fiduciary retirement-plan advisory.

Christopher Deruyver is a financial advisor with Commonwealth Financial Network in Chelsea, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Affinity Wealth Solutions since 2004. Outside of his advisory roles, he owns Deruyver Properties, LLC, which manages sub-leasing and branch office expenses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

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 a Series 66 designation and experience beginning in 2024. Prior to joining Hantz, she held positions in various industries including education and service roles at institutions such as Grand Valley State University and Red Run Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and innovative tools such as generative AI for client data analysis.

Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds Series 65 and Series 63 licenses. She has been with Hantz Financial since 2005. 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 and retirement plan sponsors, offering financial planning, portfolio and wealth management, and employs a diversified, ETF-centered investment approach supplemented by model-based strategies and tax-aware implementations.

Robert Gluch is a financial advisor at Fifth Third Securities, Inc. He holds a Series 66 designation and has experience in the financial services industry dating from 2018, including prior roles at Ameriprise and Comerica Securities. Before entering finance, he worked in the retail sector at Panera Bread for five years. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing various third-party portfolio managers and investment strategies.

Nathan Moretto is a financial advisor with PNC Wealth Management in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and STAR Financial. Before entering financial services, he was involved with Liberty Church PCA and New City Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm utilizes algorithmic risk assessment and manages portfolios primarily with mutual funds and ETFs, with portfolio implementation delegated to third parties.

Timothy Wancket is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ewie Co. and Central Michigan University. 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 assets. The firm utilizes diversified, ETF-centered model portfolios combined with various investment strategies and offers a range of financial planning, portfolio management, and related services.

Kirk Pentecost is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. 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, separately managed accounts, and unified managed account solutions, and offers expanded implementation capabilities through its affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.

Jessica Sherman is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2002. She holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Blake Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Hantz Financial Services, Inc. since 2012. 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 fiduciary and advisory services supported by affiliated financial and consulting entities.

Nicholas Paparelli is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Bankers Life and Elite Catering. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party sub-managers with proprietary private bank models.

Lyle Wolberg is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has also worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture model.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. His background also includes roles outside finance, such as positions at Central Michigan University, Canton Canopies, Target, and Canton High School. 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 features expanded implementation capabilities through affiliated entities such as a trust bank and in-house consulting services.

Brandon Pinskey is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Hantz Financial Services since 2016. Hantz Financial Services 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 focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, while also providing mortgage brokerage and insurance services through affiliated agencies.

Martin Swiecki is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked for CIG Asset Management and its related entities for 16 years. Swiecki is also licensed as a non-variable insurance agent, selling fixed insurance products including life, disability, long-term care, and annuities. Stratos Wealth Partners provides advisory services to individual investors, trusts, charities, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm employs an open-architecture platform supporting both advisor-managed and model-based portfolios and emphasizes active asset allocation across multiple custodians.

Neil Shaw is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Shaw worked in various roles including positions in construction and education. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by a parent company structure that includes a trust bank and affiliated tax, consulting, insurance, and mortgage businesses.

Robert Miller III is a financial advisor with Hantz Financial Services, Inc., holding a Series 65 designation and five years of industry experience. His prior work includes roles at Vision Collison and ongoing involvement with the City of Laingsburg as a City Council Member. Outside of finance, he works as a weekend greens mower at Pine Hills Golf Course. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.