Michael Themm is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017, including its earlier form starting in 2017. Prior to that, he worked at Ann Arbor Gold & Outing Club and the University of Michigan-Flint. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, incorporating third-party managers, unified managed accounts, and Direct Indexing with automated tax-loss harvesting capabilities.

Jamie Marcos is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and entering the industry in 2026. He previously worked for Kaufman Insurance and Financial Group, LLC from 2011 to 2026. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning and consulting services tailored by its investment adviser representatives.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Bloomfield Open Hunt, Birmingham Athletics Club, and Bloomfield Hills Country Club. Hantz Financial Services, Inc. serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, utilizes third-party money managers, and provides retirement plan consulting alongside brokerage, mortgage, and insurance services through affiliated entities.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advisory work, he is an insurance agent involved in the sale of insurance and fixed products through Consolidated Financial Corp and Briham Development. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Kenneth Nutt is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2005. Nutt is also a board member of The Robby Atherton Foundation, where he participates in decisions related to fundraisers and scholarships. He is involved as an investor in Camera Comrade, an online marketplace for photography and videography services founded by his son. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Brian Newman is a financial advisor with Hantz Financial Services, Inc. He holds a Series 63 designation and has 24 years of industry experience, all with Hantz Financial Services since 2002. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and other managed account strategies.

Ching Po Wang is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Sigma Planning Corporation and Parkland Securities LLC since 2018 and was previously with Axa Advisors, LLC from 2013 to 2018. In addition to his advisory role, he is an independently licensed insurance agent appointed with various insurance companies, offering life, health, long-term care, disability insurance, and annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and supports a range of fiduciary and non-fiduciary retirement services.

Marilyn Konvolinka is a CFP® professional with 22 years of experience in financial advisory, currently with Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2004. Her credentials include Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios augmented by third-party managers and technology-driven solutions, combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Nathan Bila is a financial advisor with SPC based in Ann Arbor, MI, holding a CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Sigma Financial Corporation and Northwestern Mutual. Outside of his advisory work, he participates in a seasonal role helping supervise children at a ski school. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Brent Formosa is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he is involved in laboratory research at Viron Therapeutics and provides administrative support at Wayne State University’s Department of Physiology. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a range of integrated financial services including advisory, brokerage, mortgage, and insurance products.

Kelsey Whelan is a financial advisor with Guardian Life holding a Series 66 designation and ten years of industry experience. Her prior roles include positions at Arbor Point Advisors, Securities America, and National Planning Corporation. Outside of her advisory work, she is involved with Bowser Fitness, LLC. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and insurance products through its affiliation with Guardian Life.

Emma Bielby is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services and the University of Michigan. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and offers a combination of advisory, brokerage, mortgage, and insurance services.

John Kashinsky is a CFP® with 51 years of industry experience, currently serving at SPC. His career includes long-term roles at Sigma Planning Corporation, Sigma Financial Corporation, Action Financial Planning Inc., Federal Kemper, INA/CIGNA, and Jackson National. He holds volunteer and leadership positions outside of his advisory work, including serving as a Reserve Macomb County Sheriff Marine Safety Officer and as President of the Board of Trustees of the Masonic Temple Association of Detroit. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and retirement plan services, utilizing discretionary and nondiscretionary strategies tailored to client suitability.

Joseph Lezotte is a Certified Financial Planner® with 21 years of industry experience, currently serving at SPC in Ann Arbor, MI. He has been associated with Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2005. Outside of his advisory role, Lezotte is a board member of GPA Gift of Hearing, a nonprofit that provides hearing aids to people in need. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored and discretionary advice through a large advisory network and utilizes platforms such as the SIGMA Managed Account and the Axis Platform.

Eric Giosa is a financial advisor with Lincoln Investment, holding a Series 66 license and 11 years of industry experience. He has worked at Consolidated Financial and Lincoln Investment Planning since 2016 and previously worked at Transamerica Financial Advisors. Outside of his advisory work, he coaches high school ice hockey at Detroit Catholic Central High School. Lincoln Investment Planning, LLC 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 advisor-led consulting supported by an in-house investment research team and third-party managers.

Tammy Wakevainen is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior experience includes roles at Vintage Financial Services and Arbor Research Collaborative for Health, as well as a lengthy tenure at Elser & Briggs, PC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Christopher Hylen is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at firms including Howard Bailey Securities LLC, Planning Alternatives, LTD, and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Andrew Grimston is a financial advisor with SPC, holding a Series 66 designation and 13 years of industry experience. He has been with SPC since 2013 and also works with Sigma Financial Corporation. Outside of his advisory roles, he provides financial services and sells various insurance products, including fixed index annuities, through Harvest Partners Financial. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements.

Grant Hedley is a financial advisor at SPC with 17 years of industry experience. He holds Series 66 and Series 65 designations and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2013. Outside of his advisory work, he has been involved with Right Brain Brewery from 2012 to 2025. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, while maintaining close affiliations with broker-dealers and insurance agencies.

Douglas Vanderstelt is a financial advisor with SPC in Jackson, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory role, he operates an independent fixed insurance business and sells life and health insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management with periodic monitoring, rebalancing, and model-portfolio options.