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Antonio N
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Antonio Natale is a financial advisor at Hantz Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2015. Outside of his advisory role, he serves as a consultant and board member for Photon Insights, Inc., where he contributes to sales, distribution, and product strategy. 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 investment approach centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning and fiduciary services.
Alex P
CFA®, Series 65, Series 63
Birmingham, MI
Farther
Alex Paul is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at Asset Allocation Strategies, LLC, GLP Investment Services, LLC, and related firms. Outside of advising, he serves on the Board of Governors and Finance & Advancement Committees for Cranbrook Educational Community and acts as 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 both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary and customized portfolios, utilizing ETFs, mutual funds, equities, and fixed income, supplemented by algorithmic rebalancing and AI tools.
Eric B
Series 66
Southfield, MI
Hantz financial Services, Inc.
Eric Burt is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Hantz Financial Services, Inc. since 2012. He is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio and wealth management, and other related services with an investment process focused on diversified, ETF-centered model portfolios and tax-aware strategies.
Samuel M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Samuel Macalpine is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His background includes roles in financial services as well as positions at educational institutions and golf clubs. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered model portfolios, wealth management, and related financial services.
Rickie S
Series 63, Series 65
West Bloomfield, MI
SPC
Rickie Sherline is a financial advisor at SPC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1997. Outside of his advisory role, he serves as president of the Pisgah/Zeiger B'nai B’rith lodge, a Jewish charitable organization providing community services such as scholarships and food assistance. 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 through a network of over 460 advisors.
Ruben F
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Ruben Fowlkes is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 21 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 Omega Enterprises, a personal training business where he trains high school students and adults in dieting, strength, and agility. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm utilizes model-driven ETF strategies, separately managed accounts, and alternative investments, supported by affiliated banking, tax, and retirement-plan consulting services.
Martin D
Series 66
Bloomfield Hills, MI
Citizens Securities, Inc.
Martin Dedvukaj is a financial advisor at Citizens Securities, Inc. in Bloomfield Hills, MI, with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates and Sigma Financial Corporation. His current tenure at Citizens Securities and Citizens Bank began in 2022. Citizens Securities serves a diverse retail client base comprising individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs, including a digital advisory platform partnered with SigFig, and brokerage and insurance services.
Dylan K
Series 66
Livonia, MI
Key Investment Services LLC
Dylan Kemp is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience at Nike Community Store, Michigan State University, and Plante Moran. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage programs. The firm emphasizes client-directed model selection combined with ongoing monitoring and offers access to third-party discretionary managers while maintaining oversight through due diligence and supervisory review.
Rand B
Series 66
Birmingham, MI
Rockefeller Financial LLC
Rand Beech is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Prior to his advisory career, he was employed at the University of Michigan-Dearborn for eight years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.
John M
Series 66
Bloomfield Hills, MI
FIFTH THIRD SECURITIES, Inc.
John Minni is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Ameriprise Financial Services. In addition to his role at Fifth Third Securities, he manages an independent advisory business through Comerica Financial Advisors. Fifth Third Securities serves a wide range of individual and institutional clients with investment advisory and brokerage services. The firm offers various managed account programs through its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.
Vadim C
Series 66
Southfield, MI
Hantz financial Services, Inc.
Vadim Chernyak is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Southfield, MI, where he has worked since 2011. 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, supported by affiliated entities such as a trust bank and in-house tax and business consulting services.
Erina D
Series 66
Southfield, MI
Hantz financial Services, Inc.
Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Prior to her advisory role, she has also worked at Kmart Corporation since 2007. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving 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 incorporating asset allocation and tax-aware strategies, and operates a broad range of affiliated financial services including mortgage brokerage and insurance.
Marisa M
Series 63, Series 66
Northville, MI
Principal Financial Services
Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Michael W
Series 66
Southfield, MI
Hantz financial Services, Inc.
Michael Wisniewski is an advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at United Wholesale Mortgage and Raymond James Financial, as well as teaching experience at Northwood University, De La Salle Collegiate, and St. Lawrence Catholic School. 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 offers expanded implementation capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage origination businesses.
Jennifer B
Series 66
Birmingham, MI
Rockefeller Financial LLC
Jennifer Byrne is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds the Series 66 designation. Prior to joining Rockefeller Financial in 2021, she worked at Bank of America and Merrill. Byrne serves as a committee member on the financial council of Our Lady Queen of Martyrs Church, where she helps oversee financial matters. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.
Kenneth B
Series 63, Series 65
Novi, MI
Newedge Advisors
Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.
Kelly M
Series 63, Series 66
Southfield, MI
Hantz financial Services, Inc.
Kelly Murray is a financial advisor at Hantz Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz since 1999. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and related financial services.
Dane C
Series 66
Novi, MI
Valic Financial Advisors
Dane Colberg is a financial advisor with Valic Financial Advisors in Novi, MI, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Agia, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. He is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors and significant discretionary assets under management.
Anthony L
Series 65
Southfield, MI
Hantz financial Services, Inc.
Anthony La Combe is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has been with the firm since 2020. Prior to his advisory role, he worked in education and retail, including positions at Royal Oak Schools, Oakland University, Hungry Howies, and Royal Oak High School. 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 alternative investments, and it features expanded implementation capabilities through affiliated banking, tax, and insurance entities.
Anthony M
Series 66
Novi, MI
Valic Financial Advisors
Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.
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