Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. 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, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance entities.

Thomas May is a financial advisor with Empower Advisory Group who holds Series 63, Series 65, and Series 66 credentials and has 23 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services, and Western & Southern Life, among others. Outside of advising, he manages bookkeeping services for small businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with recommendations generally aligned with plan sponsor-chosen options.

Nikolis D'annunzio is a financial advisor at The Huntington Investment Company with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, H&R Block, and The Huntington National Bank. Prior to his financial services career, he spent five years at Innovative Waterproofing Solutions and three years at Menard, Inc. 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 includes third-party sub-managers and proprietary Private Bank models.

Mason Burkhart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Hockey Services, Farm Bureau Insurance, and Western Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing roughly $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, emphasizing diversified, ETF-centered model portfolios combined with asset allocation and periodic rebalancing.

Ryan Laorr is a Series 66 credentialed financial advisor with Hantz Financial Services, Inc., based in Southfield, MI. He has four years of industry experience, including roles at Michigan State IT and Michigan State University prior to joining Hantz Financial Services in 2021. Hantz Financial Services, Inc. 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 focuses on diversified, ETF-centered model portfolios complemented by tax-aware strategies and offers a range of services including financial planning, wealth management, and mortgage brokerage through affiliated agencies.

Nathanial Chambers is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and various positions outside the financial sector. 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 complemented by separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

Drake Chwalibog is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Hantz Financial Services since 2014. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, including both high-net-worth and non-high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets and employs a diversified, ETF-centered investment approach across various portfolio models, supplemented by access to third-party managers and tax-aware strategies.

Daniel Luther is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. 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 and unified managed accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Michael Machalicek is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Creative Planning in 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed portfolios, and selective private market exposure.

Michael Leake is a financial advisor with GWN Securities Inc. in Wixom, Michigan, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining GWN Securities in 2019, he worked at Oppenheimer & Co for nine years. He is also involved in providing life, health, and annuity insurance advice. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Joshua Levine is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Levine is a member of the investment committee at Temple Israel, where he oversees the endowment fund's investment management, and he also participates as a member of Weatherwood Partners LLC, an investment entity focused on various opportunities. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining multiple analytical methods and a diverse set of investment strategies.

Ryan Smith is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment since 2022. In addition to his advisory role, he volunteers as a U14 boys soccer coach. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice through a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team.

George Herr is a CFP® professional with two years of experience at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Ford Motor for 30 years. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing multi-factor tilts, low-cost index vehicles, and tax management strategies.

Jonathan Hall is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. His prior work includes roles at the University of Michigan – Dearborn, Adam's Outdoor Services, Quality Kosher Catering, and Salem High School. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios combined with asset allocation and tax-aware strategies, while offering a range of services including financial planning, portfolio management, and mortgage brokerage through affiliated entities.

Samantha Cornish is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at several firms, including Indica LLC and Core Collective LLC, before rejoining Hantz Financial Services. 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, alongside a range of affiliated financial and consulting services.

Gregory Downey is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and NewEdge Securities since 2023. Prior to this, he spent 15 years at Raymond James & Associates and 13 years with South Lyon Schools. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and periodic portfolio reviews.

Dustin Leslie is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021 and is involved with Charles William Group LLC and Amplify Group LLC, including a role at Eastern Palace Club. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Paul Downs is a financial advisor with Valic Financial Advisors in Novi, Michigan, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Valic Financial Advisors and Auto Club Funds, Inc. since 2004 and has also worked as an agent with Agia since 2022. Additionally, he is a commissioned notary public in Michigan, notarizing documents as needed in the course of his financial advisory duties. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios with options for tax and ESG overlay services.

Marie Smith is a CFP® professional with one year of industry experience, currently serving as an advisor at Mariner. Her background includes multiple roles at Mariner as well as positions at Michigan State University and Kellogg Company. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, institutions, and charitable organizations. The firm combines in-house research with third-party managers and offers specialized services such as coordinated tax compliance and Core Family Office solutions.

Gary Niemczak is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked at Lincoln Investment since 2010 and has a long history in the financial services sector, including roles at Great American Advisors, Jefferson Pilot Securities Corporation, and as a self-employed advisor. Additionally, he acts as an insurance agent providing fixed annuities and life insurance through Consolidated Financial Corp. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, using both strategic and tactical investment approaches across discretionary and non-discretionary programs.