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 licensed advisor with 10 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years at AMDG Financial. Carlson is based in Plymouth, MI. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and related services through affiliated entities, employing a blend of evidence-based and actively managed investment strategies overseen by an investment committee.

Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities 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, combining third-party portfolio managers and direct management options.

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.

Donald Slankster is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at Mariner Independent Advisor Network, Strategic Wealth Advisors Group, LPL Financial, and operating Slankster Financial. Prior to entering the financial industry, he worked for over a decade at Gerber Collision & Glass. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions through proprietary and third-party platforms. Their advisory model involves fiduciary-based client engagement, utilizing a range of investment strategies and often implementing advice through third-party managers and TAMPs.

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 with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital Group, LLC, Arthur Zaske & Associates, LLC, and AZA Capital Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bradley Wasserman is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation and Series 65 license, and has 16 years of industry experience. His work history includes roles at The Colony Group, LLC and Buckingham Strategic Wealth, LLC since 2024, and founding Wasserman & Rybak, PLLC in 2008, following his tenure at Wasserman Wealth Management, LLC from 2000 to 2024. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, financial planning, and advisory services. The firm's investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside advanced portfolio management tools.

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.

Peter Lastoskie is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and two years of industry experience. He has worked at Empower Advisory Group since 2025 and previously held roles at Empower Financial Services, Axiom Law, and Amesite. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base with recommendations generally made within plan lineups selected by plan sponsors.

Maria Morabito is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2003. 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, wealth management, and fiduciary services.

Leri Langore is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. Langore joined Hantz Financial Services in 2024 and has prior experience at Rocket Mortgage and Switt Home Loans. 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-centered model portfolios, financial planning, and wealth management, along with mortgage brokerage and insurance services through affiliated agencies.

Samuel Tomlinson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. 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 alternative investments, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Matthew Owens is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and J.P. Morgan Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, utilizing an open-architecture model that combines third-party managers with proprietary Private Bank offerings. Their programs include multiple wrap-fee options supported by custodial services through National Financial Services.

Jeffrey Kotikovsky is a CFP® and ChFC® with 22 years of industry experience. He has been with Hantz Financial Services, Inc. since 2003. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies and offers a range of financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated banking, tax, and consulting capabilities.

David Seidel is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 26 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 1999. 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 combined with separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.