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Joshua H

Series 66

Southfield, MI

Hantz financial Services, Inc.

Joshua Hintze is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. His previous work includes roles in education and retail prior to joining Hantz Financial Services. Hantz Financial Services, Inc. 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 offers financial planning and wealth management using ETF-based model portfolios and third-party managers, combining advisory and brokerage services alongside mortgage and insurance product distribution.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Samuel L

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Samuel Lasher is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at the Gerstacker Foundation, Lafontaine Auto Group, and Isabella Bank. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension 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 offers financial planning, retirement consulting, and brokerage, mortgage, and insurance services through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Jovo D

Series 63, Series 65

Sterling Heights, MI

Oppenheimer

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Dominic M

Series 65

Southfield, MI

Focus Partners Wealth, LLC

Dominic Morello is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and beginning his career in 2023. His prior experience includes roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. Outside of finance, he was the CEO of Suburban Softwash LLC, a non-investment-related business, from April to September 2023. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach with an enhanced open architecture that combines active and passive strategies, tailoring portfolios to clients’ risk tolerance, liquidity, and tax considerations.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy General estate planning guidance Dentist Executive Founder/Business Owner Retired Approaching retirement Established Professionals
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Ryan L

Series 66

Southfield, MI

Hantz financial Services, Inc.

Ryan Liszewski is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Hantz Financial Services in 2018, he worked at Oakland University and was involved with It's a Matter of Taste. Hantz Financial Services, Inc. serves a diverse client base including individual investors, high-net-worth households, pension plans, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and employs a combination of advisory, brokerage, mortgage, and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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John C

Series 66

Royal Oak, MI

Capital Analysts

John Cruse is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and United Shore. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Cameron S

Series 66

Troy, MI

Private Advisor Group, LLC

Cameron Staley is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2016, LPL Financial since 2014, and PNC Wealth Management from 2012 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies and uses technology platforms alongside third-party managers and TAMPs.

Annuities Founder/Business Owner
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Andrew H

Series 63, Series 65

Southfield, MI

Capital Analysts

Andrew Harr is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2010. Outside of advising, he contracts as a trainer for newly appointed insurance agents, focusing on the 403(b) market and product suitability. Capital Analysts serves a diverse client base including retail investors, high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Karen S

Series 63, Series 66

Birmingham, MI

Oppenheimer

Karen Schwocho Tunnecliffe is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and other firms. Outside of her advisory work, she is the sole owner of The Dawning Lotus, LLC, a health and wellness center offering meditation, reiki, yoga, and life coaching, and she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches, with services including investment policy development and tailored performance reporting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Robert R

Series 66

Southfield, MI

Guardian Life

Robert Runco is a financial advisor with Guardian Life based in Southfield, Michigan. He holds the Series 66 designation and has one year of industry experience, including roles at Park Avenue Securities and Lifetime Financial Growth. Prior to his advisory career, he attended the University of Michigan. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Thomas L

Series 63, Series 65

Bloomfield Hills, MI

FIFTH THIRD SECURITIES, Inc.

Thomas Leonard is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise and Comerica Bank, including Comerica Securities. Leonard is also employed as a financial advisor with Comerica Financial Advisors. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining multiple portfolio management strategies and risk-profile customization.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Gregory K

Series 63, Series 66

Southfield, MI

Guardian Life

Gregory Kreiner is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, he is involved with Great Lakes Financial Network in health and life insurance sales. He works with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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William K

Series 66

Bloomfield Hills, MI

Osaic Advisory Services, LLC

William Kessel is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience and holds a Series 66 designation. He has worked at multiple firms, including Cetera Advisors LLC and SageView Advisory Group, before joining Osaic in 2026. Kessel is also a registered representative involved in providing financial planning advice to clients through Bloomfield Hills Advisory. Osaic Advisory Services is an SEC-registered enterprise adviser serving individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis, and operates within an affiliated ecosystem with notable platform integrations and institutional client access.

Annuities
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Brooke P

Series 66

Southfield, MI

Hantz financial Services, Inc.

Brooke Popadich is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2021. Prior to her advisory role, she was affiliated with the University of Chicago and Choate Rosemary Hall. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers financial planning and portfolio management primarily through ETF-based model portfolios supported by third-party managers, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Alexander P

Series 65

Birmingham, MI

Private Advisor Group, LLC

Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Private Advisor Group in 2019, he worked for eight years at Associates in Obstetrics. He provides investment advice under the business name Millennium Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of managed account solutions and third-party investment strategies.

Annuities Founder/Business Owner
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Thomas M

Series 63, Series 66

Southfield, MI

Focus Partners Wealth, LLC

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Earlier in his career, he had roles at AXA Advisors, LLC and was involved with Annual Giving at Central Michigan University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm employs a long-term investment approach that integrates active and passive strategies and offers customized portfolio management alongside a range of financial planning, tax, compliance, and specialized services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Family Business Business exit / sale strategy General estate planning guidance Dentist Executive Founder/Business Owner Retired Approaching retirement Established Professionals
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David S

Series 63, Series 66

Farmington Hills, MI

Lincoln Investment

David Sawchuk is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2010. He also has a longstanding association with Great American Advisors, Inc. Outside of his advisory work, Sawchuk serves as a member of the Taymouth Township Zoning Board of Appeals. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, 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 constructs strategic model portfolios and manages Adaptive Intelligence Model strategies.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Michael G

Series 63, Series 66

Bloomfield Hills, MI

FIFTH THIRD SECURITIES, Inc.

Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Kayla R

Series 66

Birmingham, MI

Oppenheimer

Kayla Rice is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019 and previously held roles at Carat and Universal McCann. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable share of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Suzanne M

Series 63, Series 65

Bloomfield Hills, MI

Sanctuary Advisors, LLC

Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. She has held positions at Sanctuary Wealth since 2021 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Suzanne holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and consulting services using a variety of analytical approaches and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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