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Benson F

CFP®, Series 66

Birmingham, MI

The huntington Investment company

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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Riley W

Series 66

Southfield, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Judith H

CFP®, Series 63, Series 65

Commerce Twp, MI

Commonwealth Financial Network

Judith Hernandez is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. She holds the CFP® designation and has worked at several firms, including Cadaret Grant & Co., Inc. and Securities America Advisors. Outside of finance, she is a fitness instructor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, offering a range of customizable portfolio solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Lucas H

Series 65

Bloomfield Hills, MI

Mariner

Lucas Hazelton is a financial advisor at Mariner with a Series 65 designation and experience at several firms, including Emerson Wealth Management and multiple entrepreneurial ventures prior to joining Mariner. He is based in Bloomfield Hills, MI, and began his career in the financial services industry in 2022. Mariner Wealth Advisors serves a diverse range of clients, including individuals, institutions, and nonprofit organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and combines proprietary research with third-party managers, while also providing comprehensive tax, accounting, and family office services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph R

Series 63, Series 65

Bloomfield Hills, MI

FIFTH THIRD SECURITIES, Inc.

Joseph Ransley is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 registrations and has 28 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. FIFTH THIRD SECURITIES serves a diverse clientele including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs via the Passageway Managed Account platform, combining third-party portfolio management with customizable strategies such as direct indexing and tax-loss harvesting.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Claudio D

Series 66

Southfield, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristen P

Series 66

Birmingham, MI

ROCKEFELLER FINANCIAL Llc

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Marco C

Series 65

Bloomfield Hills, MI

Mariner

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey S

CFP®, ChFC®, Series 63

Troy, MI

Commonwealth Financial Network

Jeffrey Steele is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and the Center for Wealth Management since 2019. Prior to that, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, and spent 27 years at Metlife Securities Inc. Steele is also a fixed insurance agent outside of his advisory role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and hundreds of thousands of clients nationwide, managing over $212 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting various investment strategies with a mix of mutual funds, ETFs, individual securities, and tax-aware options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Glenn S

Series 66

Southfield, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin L

Series 65

Birmingham, MI

Corient

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.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Jack W

Series 66

Farmington Hills, MI

CWM, LLC

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.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy S

Series 63, Series 65

Southfield, MI

Guardian Life

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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Eli D

Series 66

Waterford, MI

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Mason B

Series 66

Southfield, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan L

Series 66

Southfield, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Drake C

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel L

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

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.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Edward M

Series 65

Bloomfield Hills, MI

Mariner

Edward Meier is a Series 65-licensed advisor at Mariner Wealth Advisors with five years of industry experience. He previously worked at Heber Fuger Wendin, Inc. and MADISON Investment Advisors. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as coordinated tax and Core Family Office support. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and integrates in-house research with third-party managers across a wide range of asset classes and solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

Series 66

W. South Lyon, MI

Creative Planning

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.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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