Matthew Brand is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and J.P. Morgan Securities. Outside of advising, he is involved in operating multiple wealth management and retirement planning businesses and serves as a varsity tennis coach at Bloomfield Hills High School. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment solutions and financial planning services, utilizing both fundamental and technical strategies, and maintains platform relationships with major custodians and affiliated managers.

Patrick Drouillard is a CFP® and ChFC® with 32 years of industry experience. He has worked at Hantz Financial Services, Inc. since 1999. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. Hantz Financial Services provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Jay Birchmeier is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 65 and Series 63 designations and has 11 years of industry experience, all 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 primarily uses ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within a single enterprise.

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 previously worked at Credit Union One and Hantz Bank. Russo has been with Hantz Financial Services since 2020. Hantz Financial Services 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 multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Thomas Maxey is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held positions at Great American Advisors, Inc. and Consolidated Financial Corp., where he is also owner and president. Outside of advisory roles, he is involved in a web-based business, CD Busters, which offers fixed annuities to individuals holding certificates of deposit. Lincoln Investment Planning, LLC serves a broad mix of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through strategic model portfolios developed by an in-house Investment Management & Research team, alongside third-party managers and both wrap and non-wrap platforms.

John Basford is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at HPM Partners LLC, Aspiriant Investment Advisors, LLC, and Deloitte Investment Advisors LLC. Basford has been with Cerity Partners since 2019. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, advising on approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Riley Wancket is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Art and Jake's Sports Bar, Bigalora Cucina, and positions at the University of Michigan and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and unified managed accounts. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, along with technology partnerships and private fund management, distinguishing it from many enterprise advisory firms.

Lucas Hazelton is a financial advisor at Mariner Wealth Advisors with Series 65 registration and two years of industry experience. Before joining Mariner, he held roles at Emerson Wealth Management and various companies across different sectors, including Amerisleep and Argonaut Wine & Liquor Store. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to alternative investment strategies. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and financial wellness services.

Joseph Ransley is a financial advisor with Fifth Third Securities, Inc. in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers with personalized risk profiling and portfolio options.

Claudio Duhanxhiu is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience in sectors including food service and education. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing and automated tax-loss harvesting.

Kristen Palazeti is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and her own company, K Pal Inc. Outside of her advisory role, she serves as an advisory board member for the Children’s Leukemia Foundation of Michigan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform.

Marco Caporuscio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2022. Prior to his advisory career, he worked in various roles including at College Works Painting and Da Francesco's Ristorante & Bar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses a customized, discretionary investment approach supported by an internal team and third-party managers, and is noted for its integrated tax and accounting services alongside traditional portfolio management.

Glenn Stratton is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential and 12 years of industry experience. He has been with Hantz Financial Services since 2014. Hantz Financial Services 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 managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise.

Kevin Laplena is a financial advisor at Corient with 16 years of industry experience. He holds the Series 65 designation and previously worked at R.H. Bluestein & Co LLC for 27 years before joining Corient and its related entities in 2022 and 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Jack Williams is a financial advisor with Carson Wealth, holding a Series 66 license and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

Timothy Schafer is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory work, he serves as a high school football coach. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Eli Durgham is a financial advisor with PNC Wealth Management in Waterford, MI, holding a Series 66 designation and two years of industry experience. His previous roles include positions at LPL Enterprise and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and executes investments via approved strategies with mutual funds and ETFs.

Mason Burkhart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience working with Hockey Services and Farm Bureau Insurance. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance activities within an integrated enterprise structure.

Ryan Laorr is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His work history includes roles at Hantz Financial Services since 2021, as well as positions at Uber, Agile Health, Michigan State IT, and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and direct indexing, with integrated technology solutions for portfolio management and tax optimization.

Maija Rettelle is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. Prior to joining Mariner, she worked at Bankers Life and Bankers Life Securities and has experience in both athletic retail and delivery services. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional capabilities in tax compliance and employer financial wellness tools.