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.

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.

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.

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.

Santo Blumke is a financial advisor at Citizens Securities, Inc. in Clinton Township, MI, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Fifth Third Securities, The Huntington Investment Company, and multiple firms within the HD Vest network. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital advisory portfolios and managed account programs, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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.

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.

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.

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.

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.

Elida Zeneli is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, Merrill Lynch/Bank of America, and earlier terms at Fifth Third Bank and Fifth Third Securities. Outside of finance, she has been involved with G&L Cleaning Services since 2007. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation with municipal-advisor registration, providing a range of managed account options and features such as direct indexing and tax-overlay services.

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.

Dustin Dagastino is a financial advisor with Citizens Securities, Inc. in St. Clair Shores, MI. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at Citizens Bank, Huntington National Bank, and entrepreneurial involvement with CreativeWeddingFind. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, utilizing digital advisory platforms and managed account programs.

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.

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.

James Tafelski is a financial advisor with Citizens Securities, Inc. in Shelby Township, MI, holding Series 63 and Series 65 credentials and bringing 31 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 and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency.

Denise Mathews is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Infinex Investments, Inc. since 2008. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm employs a network of investment adviser representatives who use a combination of fundamental and technical analysis and offer both discretionary and predominantly non-discretionary asset management solutions.

Anthony Forlini is a CFP® with 40 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has held roles including Clerk and Register of Deeds for Macomb County since 2021 and has been president of Design Financial, a health insurance and group benefits business, since 1999. Forlini also has a background in public service with the State of Michigan and Macomb County Public Works. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model.

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.

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.