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Justin B
Series 66
Ann Arbor, MI
Commonwealth Financial Network
Justin Bennett is a financial advisor at Commonwealth Financial Network with ten years of industry experience. He holds the Series 66 designation and is based in Ann Arbor, Michigan. Bennett has worked at Commonwealth since 2014, returning to the firm in 2026 after a brief period with Select Financial Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base including individuals and institutions. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors with both discretionary and nondiscretionary portfolio management options.
Charles G
Series 66
Southfield, MI
Hantz financial Services, Inc.
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.
Sean H
Series 66
Taylor, MI
Hantz financial Services, Inc.
Sean Huyck is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Southgate Lincoln, DST Industries, Com for Care, Baker College, and Greektown Casino. 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 expanded implementation capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage services.
Brandon P
Series 66
Southfield, MI
Hantz financial Services, Inc.
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 S
CFP®, Series 65, Series 66
Northville, MI
Stratos Wealth Partners, Ltd
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 S
Series 66
Southfield, MI
Hantz financial Services, Inc.
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 M
Series 65
Southfield, MI
Hantz financial Services, Inc.
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.
Athena F
Series 63, Series 66
Southfield, MI
OSAIC Advisory Services, LLC
Athena Felhandler is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at several firms including Arbor Point Advisors, Securities America, Financial Engines Advisors, Edelman Financial Services, and Fidelity Investments. Felhandler is also the founder and president of Kronos Wealth Management, LLC, which focuses on life insurance and annuities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm provides a range of services, such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and access to third-party platforms and alternative investments.
William K
Series 63, Series 65
Birmingham, MI
Oppenheimer
William Kuhn is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation with various investment vehicles, and acts as a qualified custodian for client assets.
Jordon L
Series 66
South Lyon, MI
Empower Advisory Group
Jordon Lokatys is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2024, he worked at Equitable Advisors and had six years of experience with South Lyon Pizza Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Steven S
Series 66
Southfield, MI
Hantz financial Services, Inc.
Steven Slaughter is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. 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, portfolio management, and fiduciary services.
Bryce B
CFP®, ChFC®, Series 66
Southfield, MI
Hantz financial Services, Inc.
Bryce Barteck is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Hantz Group in 2017, he worked at Eastern Michigan University from 2013 to 2020. 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 financial planning, portfolio management, and fiduciary services.
Brandon M
Series 66
Canton, MI
Hantz financial Services, Inc.
Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. based in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. 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 through a multi-advisor platform, offering diversified, ETF-centered model portfolios alongside financial planning, wealth management, and other affiliated financial services.
Joseph Z
Series 65
Birmingham, MI
Corient
Joseph Zuccaro is a Series 65-licensed financial advisor at Corient with 13 years of industry experience. He has worked at Corient since 2022 and previously was with R.H. Bluestein & Co LLC for 11 years. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, along with risk management tools and specialized offerings such as family office and trustee services.
Reuben D
Series 66
Ann Arbor, MI
Transamerica Financial Advisors
Reuben Daniel is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously at World Financial Group. In addition to his advisory role, he has an ongoing position at DXC Technology where he manages Windows systems and provides technical support. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with a range of discretionary and non-discretionary program options.
Deanna M
ChFC®, Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Deanna Mouat is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with four years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Hantz Financial Services in 2021, she worked at Kaplan College, Foresight Capital Management, Baker College, and March Plating Corp. 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 offers a range of financial planning, portfolio management, and fiduciary services.
John H
CFP®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
John Hantz is a CFP® professional with 40 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1998 and JRH Financial Services since 2001. He holds leadership roles as president, CEO, and majority shareholder in several non-investment-related entities, including Hantz Group, Inc., and serves on the board of Photon Insights, a start-up analytic company. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary retirement-plan services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated entities such as a state-chartered trust bank and in-house consulting services.
Nikola P
Series 66
Ann Arbor, MI
TIAA-CREF
Nikola Palincas is a financial advisor at TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation with three years of industry experience. His work history includes roles at Jackson National and Gardner-White Furniture, as well as positions in education at Michigan State University and Troy High School. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios managed under fiduciary standards.
Muriel H
Series 63, Series 66
Southfield, MI
Eagle Strategies (NY Life)
Muriel Harris is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Eagle Strategies since 2024 and previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of advising, Harris has worked as an Uber driver since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages the vast majority of assets on a non-discretionary basis.
Michael H
Series 63, Series 65
Livonia, MI
Citizens securities, Inc.
Michael Hagenian is a financial advisor with Citizens Securities, Inc. in Livonia, MI. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.
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