Robert Gluch is a Series 66-licensed financial advisor with one year of industry experience, currently with Fifth Third Securities, Inc. He previously worked at Ameriprise, Comerica Securities, and Comerica Bank, and has additional work experience outside finance at Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through various program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies with a range of investment tools and services.

Timothy Wancket is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hantz Financial Services since 2018, following experience at Ewie Co. and Central Michigan University. Hantz Financial Services serves individual clients, 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, and combines advisory, broker-dealer, mortgage, and insurance services within one enterprise.

Jessica Sherman is a ChFC® with 24 years of experience at Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2002. She holds Series 63 and Series 65 licenses. 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 multiple risk levels, supplemented by third-party money managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business.

Blake Smith is a CFP® and holds a Series 66 license with 14 years of experience in financial services. He has been with Hantz Financial Services, Inc. since 2012. 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 emphasizes ETF-based model portfolios across varying risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services under one enterprise.

Lyle Wolberg is a CFP® professional with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, and Telemus Capital LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm uses a long-term investment approach with an enhanced open architecture that incorporates active and passive strategies, third-party managers, and tactical overlays tailored to client needs.

Karen Warner is a financial advisor with Fifth Third Securities, Inc. in Roseville, MI, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., JP Morgan Chase Bank, UBS Financial Services, and Wells Fargo Advisors. Outside of her advisory work, she owns a business specializing in hand-made decorations and serves as an assistant manager for a packaging company. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types including mutual fund/ETF models, separately managed accounts, and direct indexing strategies via its Passageway Managed Account platform.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Before entering the financial sector, he was involved in various roles including at Central Michigan University and Canton Canopies. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio management using ETF-based model portfolios, retirement plan consulting, and brokerage services, distinguishing itself through a combination of advisory, broker-dealer, mortgage, and insurance activities alongside technology partnerships and private fund management.

Brandon Pinskey is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels and combines advisory, brokerage, mortgage, and insurance services in a structure that includes technology partnerships and private fund management.

Mike Pecaj is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Hantz Financial Services and Oakland University. His background also includes roles outside finance, such as working in education and the restaurant industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and charitable organizations. The firm leverages centralized investment resources and offers tailored services through an integrated financial group structure.

Neil Shaw is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked in various positions including roles at RCG Construction and Art and Jakes Sports Bar, as well as engagements in education at Madonna University and Romeo Community Schools. Hantz Financial Services serves individual clients (including high-net-worth households), pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios supplemented by third-party money managers, employing a combination of advisory, brokerage, mortgage, and insurance services.

Robert Miller III is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. He also serves as a City Council Member for Laingsburg, Michigan, and is involved with Pine Hills Golf Course as a weekend greens mower. Hantz Financial Services serves a diverse client base including individuals, pension plans, and business owners, providing financial planning and wealth management primarily through ETF-based model portfolios and third-party managers. The firm integrates advisory, brokerage, mortgage, and insurance services, and employs technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Athena Felhandler is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at firms including Arbor Point Advisors, Securities America, Fidelity Investments, and others. Felhandler is also the president and founder of Kronos Wealth Management, LLC, an advisory business focused on life insurance and annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis, tactical trading, and access to alternative investments within an integrated platform.

William Kuhn is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and investment services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Brandon Morris is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Kestra Advisory Services LLC. He previously worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he operates an eBay business selling collectible cards. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment management supported by due diligence and various management platforms.

Steven Slaughter is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been 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 offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, while integrating advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Bryce Barteck is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Hantz Financial Services, Inc. for nine years and previously worked at Eastern Michigan University for seven years. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management using ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Lucas Bogard is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Joseph Zuccaro is a Series 65-licensed financial advisor at Corient with 13 years of industry experience. He has worked at Corient since 2022 and previously was with R.H. Bluestein & Co LLC for 11 years. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, along with risk management tools and specialized offerings such as family office and trustee services.

Catherine Gearig is a CFP®-credentialed financial advisor with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and tactical overlays, while providing a range of services from investment management to family office and business management.

Maureen Livernois Klimek is a financial advisor at Oppenheimer with the Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2021, she worked at Frasco Caponigro Wineman Scheible Hauser & Luttmann, PLLC and Zurich North America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment programs and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its advisory and broker-dealer businesses.