Robert Stone is a financial advisor with Focus Partners Wealth, LLC in Southfield, MI, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital LLC and its predecessor, Telemus Investment Management, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with investment management, financial planning, tax and compliance support, family office, and business management services. The firm employs a long-term investment approach with an enhanced open architecture, combining active and passive strategies tailored to clients’ specific risk, liquidity, and tax profiles.

Sean Latham is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Hantz, he held positions at Rocket Mortgage and Ann Arbor State Bank and has academic experience from Grand Valley State University. Hantz Financial Services, Inc. provides financial planning, portfolio and wealth management, retirement plan consulting, and brokerage services to a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios alongside third-party managers and utilizes technology-driven asset allocation, rebalancing, and tax-loss harvesting strategies.

Richard Coates is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 27 years at Valic Financial Advisors and four years with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across more than 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts and integrated model solutions.

David Nichols is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds the CFP® and ChFC® designations and has 22 years of industry experience, all with Hantz Financial since 2004. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios combined with third-party money managers and employs an asset-allocation framework supported by technology platforms for portfolio management and tax-loss harvesting.

Joshua Ginepro is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and four years of industry experience. His prior work includes self-employment and roles at St. Thomas Aquinas and Darden Restaurants. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers. The firm combines advisory, broker-dealer, mortgage, and insurance services and participates in private fund management, supported by multiple technology and partner relationships.

Tyler Inthisone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include work at hemming& Wealth Management and TBA Credit Union. Outside of his advisory work, he is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and technology-driven solutions.

Kyle Bowerson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he has worked in a variety of positions including at DVNN Boats and Central Michigan University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management using ETF-based model portfolios, third-party money managers, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, The Huntington Investment Company, and J.P. Morgan Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Elizabeth Silver is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley in various roles from 2009 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to a variety of managed account platforms, employing multiple analytical approaches and maintaining a fiduciary standard when agreements are in place.

Donna Pribe is a Series 66-licensed financial advisor at VALIC Financial Advisors with five years of industry experience. She previously worked at Heritage Planners from 2012 to 2021 and has been with VALIC Financial Advisors since 2021. Outside of her advisory work, she is a commissioned Ohio notary. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Megan Pafford is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Hantz Financial Services since 2006. 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 emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced portfolio management technologies.

Shaun Holness 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 since 2017 and previously was with Quicken Loans. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable organizations, corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, broker-dealer, mortgage, and insurance services.

Scott Fishel is a financial advisor at Creative Planning with three years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at EP Wealth Advisors, Executive Wealth Management, and ECC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and discretionary portfolio management, managing approximately $295.6 billion in client assets.

Nicholas Sutherland is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to that, he worked at Plante Moran Financial Advisors from 2013 to 2021. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers, with notable integration of tax and accounting services alongside operational CFO capabilities.

Noah Krull is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors and Agia during this period. Outside of advisory services, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing wrap programs, portfolio management, and financial planning services. The firm employs discretionary unified managed accounts with third-party model managers and operates with a large network of advisors supported by centralized technology and model solutions.

Jordan Hensley is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Deloitte for four years. Hensley provides investment advice under the business name Standard of (k)are Advisors through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Bryon Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked with Lincoln Investment since 2017 and previously at Livingston International from 2014 to 2017. Outside of his advisory role, he serves as a fixed insurance agent, providing fixed insurance product services. Lincoln Investment is an enterprise-level investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and oversees various investment strategies.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at the University of Michigan and Premier Pet Supply. 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 offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and innovative investment platforms, combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Renee Muccioli is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior experience includes a 15-year tenure at Credit Union One. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and supplements these with third-party managers and Direct Indexing, combining advisory services with brokerage, mortgage, and insurance product offerings.

Craig Nikischer is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Valic Financial Advisors since 2004 and is also affiliated with Agia, where he provides non-securities insurance products. Additionally, he holds a Notary Public position. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a broad network of advisors, employing discretionary unified managed accounts on Envestnet’s platform with an emphasis on centralized technology and model solutions.