Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, third-party money managers, and unified managed accounts, combining advisory and broker-dealer services alongside mortgage and insurance product sales.

Daniel Senica is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC investments since 2012 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account launched as an invitation-only employee pilot. The program uses algorithmic risk assessment to recommend investment models managed and executed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Michael Martell is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, combining advisory, broker-dealer, mortgage, and insurance activities in a single enterprise.

Hailie Quartz is a financial advisor at Hantz Financial Services, Inc. with Series 66 and Series 63 licenses. She has been with Hantz since 2021 and has a diverse work history including roles outside the financial industry. Hantz Financial Services serves a wide range of clients, offering financial planning, portfolio and wealth management, and retirement plan consulting. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting.

Natalie Gordon is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that blends active and passive strategies, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax needs.

Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.

Robert Barrett is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Sigma Financial Corporation. Barrett is based in Birmingham, MI. 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, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

Mark Carpenter Frere is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018, with prior roles at Capital Analysts, Michigan Solar, and several financial services firms. Lincoln Investment is a large enterprise 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 access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic portfolios and adaptive model strategies.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Cort Wagenberg is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management from 2022 to 2025 and held roles at several other firms and organizations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory services such as asset allocation, manager selection, and retirement consulting, offering both discretionary and non-discretionary management while maintaining custody of client assets.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Thomas Baker is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a longstanding role at Great American Advisors, Inc., along with over three decades as a self-employed insurance agent. In addition to his advisory work, Baker operates an independent insurance agency specializing in multi-line property and casualty, life insurance, and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing in-house investment research alongside third-party managers, and maintains a fiduciary role in ERISA and retirement advice.

Jeffrey Freeberg is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, Action Institute, Gallo Sales Company, and Hillsdale College. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with attention to tax and fee sensitivity, using a mix of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on client risk tolerance and circumstances.

Antonio Natale is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including four years at Curian Capital, LLC before joining Hantz Financial Services in 2015. Outside of advisory work, he serves as a board member and consultant for Photon Insights, Inc., a software company, where he advises on sales, distribution, user interface, and revenue. 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 five risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services alongside private fund management and technology partnerships.

Alex Paul is a financial advisor at Farther with 11 years of industry experience. He holds the CFA® designation along with Series 65, 66, and 63 licenses. Prior to joining Farther, he worked at Asset Allocation Strategies, GLP Investment Services, and GLP & Associates. Outside of his advisory role, he serves on the Board of Governors and the Investment, Finance & Advancement Committees for Cranbrook Educational Community and is president of the Birmingham Place Master Association board of directors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory–based approach using proprietary model portfolios or customized allocations, combining traditional asset classes with algorithmic rebalancing and AI tools under internal review.

Eric Burt is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management through ETF-based model portfolios supplemented by third-party managers, employing an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.

Samuel Macalpine is an advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Lundy Financial Services and Hantz Financial Services. Prior to his advisory career, he held roles in education and the construction industry. Hantz Financial Services serves a diverse client base including high-net-worth individuals, business owners, and institutional clients. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, alongside brokerage, mortgage, and insurance services through affiliated entities.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. He serves as a board member of the Royal Oak First United Methodist Church, where he participates in governance and human resources functions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as both a broker-dealer and insurance agency.

Ruben Fowlkes is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial since 2004. Outside of his advisory role, Fowlkes owns and operates Omega Enterprises, a personal training business focused on dieting, strength training, and agility training for high school students and adults. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through 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.

Cheryl Pachuta is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at CCO Investments Services Corp for six years before joining Citizens Securities in 2020. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program focused on ETF-based portfolios and operates as a broker-dealer and insurance agency.