Jay Birchmeier is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Hantz Financial Services since 2014. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered portfolios, financial planning, and wealth management services.

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 worked at Hantz Financial Services since 2020, following positions at Credit Union One and Hantz Bank. 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 alongside separately managed accounts and unified managed account solutions, with expanded implementation capabilities supported by affiliated entities in trust, tax, business consulting, insurance, and mortgage origination.

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.

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.

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.

Jill Garvey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. Her prior roles include positions at Bank of America, Merrill, and Comerica Bank. She serves as a board member for both the Schoolcraft College Foundation and the Grosse Pointe Farms Foundation. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture model incorporating third-party and proprietary investment strategies, delivering portfolio management through multiple wrap-fee programs on the Envestnet MAS platform.

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.

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.

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.

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.

Brendan Hunt is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Hantz Tax and Business and has teaching experience at Eastern Michigan University and Jackson College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

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.

Benjamin Schottenfels is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at The Vanguard Group and Ally Invest Advisors. He maintains a specialist role supporting Ally Invest customers in both self-directed and advisory accounts. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.

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.

Mark Loduca is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC, The Prudential Insurance Company of America, and ProEquities, Inc. Outside of finance, he is a jazz musician and recording artist, performing at various venues and marketing his recordings through multiple platforms. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while operating as a broker-dealer and insurance agency.

Bailey Domer is a financial advisor at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2025, Bailey worked at Nationwide Investment Services Corp. for eight years. He holds Series 63 and Series 65 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware rebalancing and asset-location strategies.

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.

Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. 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 accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance entities.