Jonathan Sawchuk is a Series 66-licensed financial advisor with Lincoln Investment in Farmington Hills, MI, where he has worked since 2020. He has five years of industry experience, including prior roles at Endless Possibilities and Renaissance Charter School at Crown Point. Outside of his advisory work, he is the organizer and sole proprietor of Sawchuk Solutions, LLC, a holding company for tax purposes. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning and portfolio management supported by an in-house Investment Management & Research team, utilizing model portfolios and third-party managers while maintaining both advisor-led and fiduciary service models.

Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at College Works Painting and Red Run Golf Club. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Rachael Martinez is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has professional experience since 2021, including roles at Fifth Third Bank, PNC Bank, and Little Caesars. She is based in Waterford, MI. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, supporting a range of investment strategies and risk profiles.

Danielle Washington is a CFP® with 18 years of industry experience, currently with Mariner Wealth Advisors since 2024. She previously worked at Sequoia Financial Group and Polaris Greystone Advisory Group. Outside of her advisory role, she serves as Board Member and Secretary for the Detroit Style Skating Club and works as a consultant for Gerson Lehrman Group. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, along with specialized administrative and financial wellness solutions.

Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with 1 year of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial since 2005. 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, third-party money managers, and unified managed accounts, supported by a range of technology partnerships and combined advisory, broker-dealer, mortgage, and insurance services.

Robert Gluch is a Series 66-licensed financial advisor with one year of industry experience, currently with Fifth Third Securities, Inc. He previously worked at Ameriprise, Comerica Securities, and Comerica Bank, and has additional work experience outside finance at Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through various program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies with a range of investment tools and services.

Nathan Moretto is a financial advisor with PNC Wealth Management in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and STAR Financial. Before entering financial services, he was involved with Liberty Church PCA and New City Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm utilizes algorithmic risk assessment and manages portfolios primarily with mutual funds and ETFs, with portfolio implementation delegated to third parties.

Timothy Wancket is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hantz Financial Services since 2018, following experience at Ewie Co. and Central Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through 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 within one enterprise.

Jessica Sherman is a ChFC® with 24 years of experience at Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2002. She holds Series 63 and Series 65 licenses. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business.

Blake Smith is a CFP® and holds a Series 66 license with 14 years of experience in financial services. He has been with Hantz Financial Services, Inc. since 2012. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across varying risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services under one enterprise.

Lyle Wolberg is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, and Telemus Capital LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm uses a long-term investment approach with an enhanced open architecture that incorporates active and passive strategies, third-party managers, and tactical overlays tailored to client needs.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Before entering the financial sector, he was involved in various roles including at Central Michigan University and Canton Canopies. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio management using ETF-based model portfolios, retirement plan consulting, and brokerage services, distinguishing itself through a combination of advisory, broker-dealer, mortgage, and insurance activities alongside technology partnerships and private fund management.

Brandon Pinskey is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels and combines advisory, brokerage, mortgage, and insurance services in a structure that includes technology partnerships and private fund management.

Martin Swiecki is a CFP® with 22 years of industry experience currently serving as an advisor at Stratos Wealth Partners, Ltd. He previously worked at CIG Asset Management and related firms for 16 years before joining LPL Financial and Stratos Wealth Partners in 2023. In addition to his advisory role, he holds a license as a non-variable insurance agent. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional investors, using an IAR-driven model that offers discretionary and non-discretionary portfolio management through an open-architecture platform integrating numerous third-party managers and overlays.

Neil Shaw is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked in various positions including roles at RCG Construction and Art and Jakes Sports Bar, as well as engagements in education at Madonna University and Romeo Community Schools. Hantz Financial Services serves individual clients (including high-net-worth households), pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios supplemented by third-party money managers, employing a combination of advisory, brokerage, mortgage, and insurance services.

Robert Miller III is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. He also serves as a City Council Member for Laingsburg, Michigan, and is involved with Pine Hills Golf Course as a weekend greens mower. Hantz Financial Services serves a diverse client base including individuals, pension plans, and business owners, providing financial planning and wealth management primarily through ETF-based model portfolios and third-party managers. The firm integrates advisory, brokerage, mortgage, and insurance services, and employs technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Athena Felhandler is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at firms including Arbor Point Advisors, Securities America, Fidelity Investments, and others. Felhandler is also the president and founder of Kronos Wealth Management, LLC, an advisory business focused on life insurance and annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis, tactical trading, and access to alternative investments within an integrated platform.

Jordon Lokatys is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2024, he worked at Equitable Advisors and had six years of experience with South Lyon Pizza Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Steven Slaughter is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including 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 across multiple risk levels, supplemented by third-party money managers and Direct Indexing, while integrating advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Bryce Barteck is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Hantz Financial Services, Inc. for nine years and previously worked at Eastern Michigan University for seven years. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management using ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.