Eric Manczyk is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Cardinal Financial and United Wholesale Mortgage prior to joining Hantz Financial Services. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, and retirement plan consulting.

Frank Stewart is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at The Huntington Investment Company and its related entities since 1992, including a current affiliation with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models and provides a range of portfolio management and execution services.

Thomas Rafferty is a CFP® professional at Citizens Securities, Inc. in Birmingham, MI, with 12 years of industry experience. He has held various roles at Fidelity Investments and its affiliates from 2014 to 2025 before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages discretionary accounts with optional tax-loss harvesting.

Melissa James is a financial advisor with Hantz Financial Services, Inc. in Canton, MI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Hantz Financial since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate and business 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 it offers a range of financial planning, portfolio management, and fiduciary services.

Stephen Royce Jr. is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank, Key Investment Services LLC, Bank of America N.A., and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on proprietary algorithms and a managed account program.

Brett Dulecki is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 65 designation and has worked previously at Leonardos Inc., Door Dash, and Lawrence Tech University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, focusing on diversified, ETF-centered model portfolios and offering a wide range of planning, wealth management, and ancillary financial services.

Jacqueline Kallis is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, she worked at Francesca's and Albion College. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors using diversified, ETF-centered model portfolios and offers financial planning, wealth management, retirement consulting, and affiliated mortgage and insurance services.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., FSC Securities Corp, and LPL Financial. Outside of his advisory role, Brand is active as a varsity tennis coach at Bloomfield Hills High School and provides tennis instruction at The Sports Club of West Bloomfield. He also leads multiple financial services businesses focused on wealth management, retirement planning, and corporate 401(k) plan assistance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and using a combination of proprietary and third-party platforms.

Patrick Drouillard is a CFP® and ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. in Southfield, 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 alongside separately managed accounts and unified managed account solutions, and offers a broad range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting capabilities.

Jay Birchmeier is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Hantz Financial Services since 2014. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered portfolios, financial planning, and wealth management services.

Kelly Russo is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Hantz Financial Services since 2020, following positions at Credit Union One and Hantz Bank. 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 alongside separately managed accounts and unified managed account solutions, with expanded implementation capabilities supported by affiliated entities in trust, tax, business consulting, insurance, and mortgage origination.

Benson Frost is a CFP® with 16 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, and LPL Financial. Outside of his advisory work, Frost is involved as a board member and committee member of Cub Scout Pack 1730. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios.

Riley Wancket is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience and a Series 66 designation. Prior to joining Hantz in 2019, he worked in the hospitality sector and held positions at the University of Michigan and Michigan State University. 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 emphasizes diversified, ETF-centered model portfolios combined with third-party SMA managers and tax-aware strategies, and offers a range of services including financial planning, portfolio management, mortgage brokerage, and insurance through affiliated agencies.

Claudio Duhanxhiu is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and beginning his industry career in 2024. Prior to entering the financial sector, he worked in the food service industry and held roles in education. 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 managed accounts and offers fiduciary retirement-plan services, supported by a parent company structure with affiliated banking, tax, consulting, insurance, and mortgage businesses.

Kristen Palazeti is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, and her own company, K Pal Inc. Outside of her advisory work, she serves as an advisory board member for the Children’s Leukemia Foundation of Michigan and assists with bookkeeping and tax preparation for her husband’s medical sales company. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and provides access to alternative and private investments through its Rockefeller Global Family Office platform.

Brendan Hunt is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Hantz Tax and Business and has teaching experience at Eastern Michigan University and Jackson College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Glenn Stratton is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 12 years of industry experience. He 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 ETF investment approach supplemented by separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated tax and business consulting.

Kevin Laplena is a financial advisor at Corient in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has worked previously at R.H. Bluestein & Co LLC from 1996 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Jack Williams is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Carson Wealth, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm primarily manages accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a comprehensive range of portfolio management, financial planning, retirement-plan services, and sub-advisory options.

Timothy Schafer is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Schafer is involved as a high school football coach. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with over 1,900 investment adviser representatives.