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Mary H

Series 63, Series 65

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Robert B

CFP®, ChFC®, Series 63, Series 65

Canton, MI

FIFTH THIRD SECURITIES, Inc.

Robert Blalock is a financial advisor with Fifth Third Securities, Inc. in Canton, MI, holding CFP® and ChFC® designations and eight years of industry experience. His previous roles include positions at The Huntington Investment Company, Infinex Investments, and Flagstar Bank. Fifth Third Securities serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jonathan T

Series 63, Series 65

Livonia, MI

PNC Wealth Management

Jonathan Thomas is a financial advisor with PNC Wealth Management in Livonia, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining PNC Wealth Management in 2025, he worked at several firms including Bank of America, Merrill, and Northwestern Mutual. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic assessments to recommend risk bands and employs mutual funds and ETFs managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Michael T

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Michael Themm is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017, including its earlier form starting in 2017. Prior to that, he worked at Ann Arbor Gold & Outing Club and the University of Michigan-Flint. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, incorporating third-party managers, unified managed accounts, and Direct Indexing with automated tax-loss harvesting capabilities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Brian G

Series 66

Southfield, MI

Hantz financial Services, Inc.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Bloomfield Open Hunt, Birmingham Athletics Club, and Bloomfield Hills Country Club. 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, utilizes third-party money managers, and provides retirement plan consulting alongside brokerage, mortgage, and insurance services through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Brian H

Series 63, Series 65, Series 66

Southfield, MI

Capital Analysts

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advisory work, he is an insurance agent involved in the sale of insurance and fixed products through Consolidated Financial Corp and Briham Development. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Brian B

Series 65

Southfield, MI

Focus Partners Wealth, LLC

Brian Babcock is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, Ford Estates, and Telemus Capital before joining Focus Partners Wealth in 2026. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, private funds, and tactical overlays, and offers customized portfolios managed on both discretionary and nondiscretionary bases.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy General estate planning guidance Dentist Executive Founder/Business Owner Retired Approaching retirement Established Professionals
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Brian N

Series 63

Southfield, MI

Hantz financial Services, Inc.

Brian Newman is a financial advisor with Hantz Financial Services, Inc. He holds a Series 63 designation and has 24 years of industry experience, all with Hantz Financial Services since 2002. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and other managed account strategies.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Marilyn K

CFP®, Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Marilyn Konvolinka is a CFP® professional with 22 years of experience in financial advisory, currently with Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2004. Her credentials include Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios augmented by third-party managers and technology-driven solutions, combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Brent F

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Brent Formosa is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he is involved in laboratory research at Viron Therapeutics and provides administrative support at Wayne State University’s Department of Physiology. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a range of integrated financial services including advisory, brokerage, mortgage, and insurance products.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Emma B

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Emma Bielby is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services and the University of Michigan. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Richard S

Series 63, Series 65

Taylor, MI

Hantz financial Services, Inc.

Richard Strong is a financial advisor with Hantz Financial Services, Inc. in Taylor, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Hantz Financial since 2000. Outside of his advisory role, Strong owns and operates Strong Ice Cream, a retail ice cream establishment. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable entities, and business owners. The firm’s investment approach primarily utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer services alongside mortgage and insurance offerings.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Christopher H

CFP®, Series 65, Series 63

Ann Arbor, MI

Wealth Enhancement Advisory Services, LLC

Christopher Hylen is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at firms including Howard Bailey Securities LLC, Planning Alternatives, LTD, and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jacki P

CFP®, ChFC®, Series 63

Southfield, MI

Hantz financial Services, Inc.

Jacki Popadich is a CFP® and ChFC® with 34 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999 in Southfield, MI. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer activities alongside mortgage and insurance product sales.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Susan B

Series 66

Southfield, MI

Hantz financial Services, Inc.

Susan Brys is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2011, following earlier roles at Ameriprise and Ameriprise Advisor Services. Outside of her advisory role, she works as a Mary Kay beauty consultant. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm uses ETF-based model portfolios supplemented by third-party managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Michael L

CFP®, ChFC®, Series 66

Taylor, MI

Hantz financial Services, Inc.

Michael Lacombe is a CFP® and ChFC® with 11 years of industry experience. He has worked at Hantz Financial Services, Inc. since 2015 and also held a position at the University of Charleston from 2013 to 2017. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven solutions.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Gregory Z

Series 65

Southfield, MI

Cetera Planning Partners

Gregory Zink is a Series 65 credentialed financial advisor with Cetera Planning Partners, bringing five years of industry experience. Prior to joining Cetera Planning Partners, he worked for Avantax Planning Partners, Inc. for five years and has over four decades of experience as a Principal and Accountant with MRPR CPAs & Advisors. Outside of his advisory role, he serves as a Board Member and Treasurer for Kiwanis Club Detroit #1, a nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Kelli P

Series 66

Ann Arbor, MI

TIAA-CREF

Kelli Plumb is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. She has been with TIAA and TIAA-CREF since 2015 and 2017, respectively. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Michael T

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Michael Turner is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at Hantz since 2017, following four years at XPO Logistics. Based in Ann Arbor, MI, Turner provides advisory services within a firm that serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. Hantz Financial Services delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, combining advisory, brokerage, mortgage, and insurance services with technology partnerships that support its offerings.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Janet M

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, 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 an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting options.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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