Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. He began his advisory career in 2025 and has prior experience at Financial Services of America and Target. He also worked at Michigan State University and has been affiliated with Pennas of Sterling since 2021. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers, unified managed accounts, and Direct Indexing.

Timothy Janz is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served six years in the United States Coast Guard. He is the owner of Janz Financial Services LLC, through which he provides financial planning services as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Maxwell Martinello is a financial advisor at Hantz Financial Services, Inc. He holds the Series 65 and Series 63 designations and has been with the firm since 2025. His prior experience includes roles at Walsh College, Macomb Community College, Three T's, and De La Salle. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party managers and advanced technology platforms.

Zachary Slabotsky is a CFP® professional with 10 years of experience in financial advising, currently serving at Kestra Advisory Services LLC. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Dimensional Fund Advisors. He serves on the finance committee of JFMD and is a board member of Knollwood Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, supporting investments through due diligence and multiple management platforms.

Shannon Myers is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. He holds the ChFC® designation and the Series 63 license and has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm uses ETF-based model portfolios and a combination of third-party managers and technology-driven tools to deliver investment advice across multiple risk levels.

Ione Dawe is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Comerica Securities. Outside of her advisory role, she is involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Alexander Rasky Jr. is a financial advisor at Lincoln Investment with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2017, following nine years at Legend Equities Corp. Lincoln Investment Planning, LLC is a large enterprise 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 designs strategic model portfolios and manages third-party relationships.

Kenneth Smith is a CFA® charterholder with 11 years of industry experience, currently serving at Corient in Birmingham, MI. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and R.H. Bluestein & Co LLC prior to his current position. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers, risk management tools, and alternative investments.

James Mollison is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including LPL Financial LLC, Flagstar Bank, and Citizens Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs and uses a range of portfolio management strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Dustin Rudder is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Morgan Stanley. Rudder has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a combination of advisory, brokerage, mortgage, and insurance services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential. He has been with the firm since 2021 and has prior experience at Michigan State University, Ford, Dublin Pub, and Grand Flower Growers. Hantz Financial Services serves a diverse client base including individuals, pension plans, charities, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across various risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Hana Jibrel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds the Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic and tactical allocation models alongside proprietary research and integrates capabilities across Goldman Sachs affiliates to offer a broad range of advisory and investment solutions.

Francis Pisano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002 and Dean Witter Reynolds Inc. since 1994. Pisano serves as a board trustee for the Baldwin Public Library in Birmingham, Michigan, where he participates in finance and fundraising committees. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Collin O Neill is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and United Wholesale Mortgage. Outside of finance, his background includes roles with Jaguars F.C. and involvement with the Detroit Finnish Cooperative Camp. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shawn Ewasyshyn is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. In addition to his advisory role, Mr. Ewasyshyn is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management and consulting services and employs various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Jeffrey Jackson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P. and Oakland University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models and proprietary research with a broad range of affiliated capabilities across the Goldman Sachs organization.

Robert Armstrong Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at WFG Investments Inc before joining Kestra in 2017. Armstrong serves on the board of the Bonnell Foundation and volunteers as a mentor, assisting families affected by cystic fibrosis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors such as sovereign wealth funds.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for 23 years. Outside of his advisory work, Jamett has held leadership roles with the Detroit Symphony Orchestra as Board Chair and Secretary, and serves as a trustee for Detroit Cristo Rey High School. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering a range of brokerage, planning, and advisory services supported by in-house and third-party portfolio management.

Sean Kassab is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Altitude CRE, Oakland University, and SpringHill Marriott. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios supplemented by third-party managers, employing a structured asset-allocation framework alongside technology platforms for trade execution and tax-loss harvesting.

Paul Namel is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Hantz Financial Services since 2001. Hantz Financial Services serves individual clients—including high-net-worth households—as well as pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios complemented by third-party money managers and technology-driven solutions for portfolio management and retirement plan consulting.