Blake Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Hantz Financial Services, Inc. since 2012. 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 fiduciary and advisory services supported by affiliated financial and consulting entities.

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.

Nicholas Paparelli is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Bankers Life and Elite Catering. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party sub-managers with proprietary private bank models.

Lyle Wolberg is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. He has also worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture model.

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.

Blake Keelean is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior roles include positions at UHY Advisors and Michigan State University. He has also worked in education and at Orchard Lake Country Club. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with multiple investment strategies tailored to client objectives.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. His background also includes roles outside finance, such as positions at Central Michigan University, Canton Canopies, Target, and Canton 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 unified managed account solutions, and features expanded implementation capabilities through affiliated entities such as a trust bank and in-house consulting services.

Brandon Pinskey is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Hantz Financial Services since 2016. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, while also providing mortgage brokerage and insurance services through affiliated agencies.

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 with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Shaw worked in various roles including positions in construction and education. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by a parent company structure that includes a trust bank and affiliated tax, consulting, insurance, and mortgage businesses.

Robert Miller III is a financial advisor with Hantz Financial Services, Inc., holding a Series 65 designation and five years of industry experience. His prior work includes roles at Vision Collison and ongoing involvement with the City of Laingsburg as a City Council Member. Outside of finance, he works as a weekend greens mower at Pine Hills Golf Course. 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, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

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 several firms including Arbor Point Advisors, Securities America, Financial Engines Advisors, Edelman Financial Services, and Fidelity Investments. Felhandler is also the founder and president of Kronos Wealth Management, LLC, which focuses on life insurance and annuities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm provides a range of services, such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and access to third-party platforms and alternative investments.

William Kuhn is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation with various investment vehicles, and acts as a qualified custodian for client assets.

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 11 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 individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Bryce Barteck is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Hantz Group in 2017, he worked at Eastern Michigan University from 2013 to 2020. 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 financial planning, portfolio management, and fiduciary services.

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® with 15 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, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Anthony Geis is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise for three years and Comerica Securities for 22 years. He is also a vice president and salaried employee of Comerica Management Company. Fifth Third Securities, Inc. serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual funds, ETFs, separately managed accounts, tax-overlay services, and direct indexing.