Kayla Haneline is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has prior work experience at Shipt and Independent Community Living. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Allison Coleman is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 66 designation and has worked previously at Center for Wealth Management and MSX International. Coleman also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, individual securities, and personalized indexing.

Brandon Mccauley is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Comerica Securities, where he also collaborates with Comerica advisors on annuities, life insurance, and retirement accounts. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, featuring strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Tricia Dekiere is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Citizens Bank. She is also employed as a Registered Client Services Associate at Comerica Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals and institutions, offering investment advisory and brokerage services through multiple managed account programs delivered via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jason Geisz is a CFP® with 25 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC, where he has worked since 2021. Prior to this, he spent a decade at Morgan Stanley Smith Barney and six years at Morgan Stanley Private Bank. Geisz serves on the investment committee of the (EP) Foundation of Michigan and holds advisory roles with Portfolio Summits and the National Small Business Association’s policy committee. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors alongside affiliated broker-dealer services.

Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with a Series 65 credential and seven years of experience at the firm. Prior to Hantz, Courtney worked at MPG, Inc/American Axle for three years. Outside of advisory work, Courtney is a passive member of a private investment LLC. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers diversified ETF-focused model portfolios, financial planning, and wealth management services, supported by a broad range of affiliated financial activities including mortgage brokerage and insurance.

Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently started her career in the financial industry after 25 years at Dexter A&W. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer that manages approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors with a multi-advisor platform, offering a range of financial planning, portfolio management, and wealth management services that emphasize diversified, ETF-centered model portfolios and tax-aware investment strategies.

Christopher Carlson is a CFP® and Series 65-registered advisor with nine years of industry experience. He has worked at Savant Wealth Management since 2021, following five years at AMDG Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Julie Shemanski is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 22 years. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via Fidelity’s Managed Account Xchange platform.

Pamela Wilson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 13 years of experience at Hantz Financial Services, Inc. located in Southfield, MI. She has been with Hantz Financial Services since 2013. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach with model portfolios and offers a range of financial planning, wealth management, and consulting services through a multi-advisor platform.

Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding the ChFC® designation with 14 years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, Charles Schwab, and USAA Financial Services. Outside of his advisory work, he owns VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual funds, ETFs, SMAs, and direct indexing.

Donald Slankster is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked with Mariner Independent Advisor Network, LLC, Strategic Wealth Advisors Group, LLC, LPL Financial, LLC, and operated Slankster Financial. Outside of advising, he provides administrative support to Mariner Independent Advisor Network. Private Advisor Group serves a broad mix of clients, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm sponsors advisory programs with access to third-party asset managers and maintains a range of analytical and trading approaches through its network of investment adviser representatives.

Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. holding a Series 66 designation. He has one year of industry experience, with previous roles at Jackson National Life and United Wholesale Mortgage. Outside of finance, his work history includes positions in education and service industries. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting. Its investment approach emphasizes diversified, ETF-centered model portfolios and incorporates tax-aware strategies and technology-driven tools.

Stacy Blake is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities, Inc. Blake is based in Farmington Hills, Michigan. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, incorporating various strategies such as mutual fund and ETF models, separately managed accounts, tax overlays, and direct indexing.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining Hantz Financial Services in 2017, he worked at LG Electronics, Inc. for six years. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house consulting services.

Eric Nichols is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been affiliated with United Planners since 2009. Nichols also has longstanding involvement in real estate sales, rental properties, and property management through multiple business ventures dating back to the 1980s. United Planners Financial Services is a national wealth-management firm serving a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm operates through independent Investment Adviser Representatives and offers both advisory and brokerage services, utilizing various custodians and third-party money managers to implement client strategies.

Arthur Zaske is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and operated Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

Bradley Wasserman is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wasserman & Rybak, PLLC, and Wasserman Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Colene Bradley is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2003, also working with Fifth Third Bank since 2000. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Yuri Umanski is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he spent 12 years at Premia Mortgage. 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’s investment approach centers on diversified, ETF-based model portfolios and incorporates discretionary and non-discretionary mandates alongside mortgage brokerage and insurance services offered through affiliated agencies.