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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. in Southfield, MI. He holds the Series 66 designation and has been with Hantz Financial Services since 2025. Prior to joining the firm, he worked at Isabella Bank for 16 years and has experience in various roles including positions at Northwood University and the Gerstacker Foundation. 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 tax, business consulting, and retirement-plan services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) 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 been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Jerald R

Series 63, Series 65

Clinton Township, MI

First Command Advisory Services

Jerald Rushing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in building and renovation businesses as well as for the U.S. Department of Veterans Affairs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Daniel E

Series 66

Utica, MI

Principal Financial Services

Daniel Essian is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Principal Financial Services and has held roles at Essian Financial Planning, Principal Securities Inc, Principal Life Insurance Company, and Transamerica Financial Advisors, among others. He serves as a Member At-Large on the board of the Precision Metalforming Association East Michigan District, where he helps organize educational and member events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Santo B

Series 63, Series 66

Clinton Township, MI

Citizens Securities, Inc.

Santo Blumke is a financial advisor with Citizens Securities, Inc. in Clinton Township, MI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms, including Fifth Third Securities and The Huntington Investment Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program alongside managed accounts and brokerage services, and is wholly owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Thomas J

Series 63, Series 66

Clinton Township, MI

Commonwealth Financial Network

Thomas Janicki is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been associated with Lexington Financial and Commonwealth Financial Network since 2001. Outside of his advisory work, he owns and operates Janicki Tree Farm, a business he has managed since 1999. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized investment solutions, supported by operations, technology, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Karen W

Series 63, Series 66

Sterling Heights, MI

FIFTH THIRD SECURITIES, Inc.

Karen Warner is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., JP Morgan Chase Bank, UBS Financial Services, and Wells Fargo Clearing. Outside of her advisory work, she owns Be Bella's Boutique LLC, a business specializing in handmade decorations. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs and portfolio management strategies through its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Bobbi W

Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Bobbi Wroblewski is a financial advisor at Hantz Financial Services, Inc. with a Series 65 designation. She has been with Hantz Financial Services since 2017. Prior to that, she worked at Wigs 4 Kids from 2015 to 2017. 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 services including financial planning, portfolio management, and fiduciary retirement-plan advisory.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicole F

Series 63, Series 66

Richmond, MI

PNC Wealth Management

Nicole Fobare is a financial advisor with PNC Wealth Management and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at TD Ameritrade, Scottrade, and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategists offering that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Alexander M

Series 66

Shelby Township, MI

J. W. Cole Advisors, Inc.

Alexander Mittag is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has been with J. W. Cole Advisors since 2026. His prior work experience includes roles at White Glove and Lenawee Now, as well as involvement with the United Shore Professional Baseball League and educational institutions. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various discretionary and non-discretionary methods.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Elida Z

Series 63, Series 65

Armada, MI

FIFTH THIRD SECURITIES, Inc.

Elida Zeneli is a financial advisor with Fifth Third Securities, Inc. in Armada, Michigan, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Merrill Lynch/Bank of America, alongside ongoing involvement in a family business, G&L Cleaning Services. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through advisory and brokerage services, offering various managed account programs via the Passageway platform and affiliated third-party managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and combines investment advisory, brokerage, and municipal advisory activities.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Rimoun E

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Rimoun Estifou is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Outside of his advisory role, he is involved in managing Estifou Holdings, LLC, where he purchases, renovates, and sells distressed properties. 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 focused on ETF strategies and offers a range of services including financial planning, wealth management, and retirement-plan advisory, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dustin D

Series 63, Series 65

St. Clair Shores, MI

Citizens Securities, Inc.

Dustin Dagastino is a financial advisor at Citizens Securities, Inc. in St. Clair Shores, MI, holding Series 63 and Series 65 credentials with eight years of industry experience. His work history includes roles at Citizens Securities, Citizens Bank, and Huntington National Bank. Outside of his advisory role, he is involved with CreativeWeddingFind, a business he has been associated with for four years. Citizens Securities serves a wide range of retail clients, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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James C

Series 63, Series 65

Clinton Township, MI

Bankers Life Advisory Services, Inc.

James Cody Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and 65 credentials and having nine years of industry experience. He has worked within the Bankers Life organization since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent for Bankers Life & Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Amy H

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Amy Hoffman is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and nine years of industry experience. She has been with Hantz Financial Services since 2015. Hantz Financial Services serves a broad client base, including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James T

Series 63, Series 65

Shelby Township, MI

Citizens Securities, Inc.

James Tafelski is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for 11 years at Fifth Third Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Denise M

Series 63, Series 66

Ray Township, MI

OSAIC Institutions, inc.

Denise Mathews is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment representatives. The firm offers customized advisory services, financial planning, alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Anthony F

CFP®, Series 63, Series 65

Mt. Clemens, MI

OSAIC Institutions, inc.

Anthony Forlini is a CFP® with 41 years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held various public service roles in Macomb County and the State of Michigan since 2011, and he is president of Design Financial Inc., a health insurance and group benefits business. Forlini is also the elected Clerk and Register of Deeds for Macomb County. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and distinct distribution model.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Donovan C

CFP®, Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Donovan Ciminelli is a CFP® with 18 years of experience at Hantz Financial Services, Inc., where he has worked since 2007. He holds Series 63 and Series 65 licenses and is based in Clinton Township, MI. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph W

CFP®, Series 63

Clinton Township, MI

Commonwealth Financial Network

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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