Shane Jackson is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

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.

Dean Janceski is a financial advisor with Key Investment Services LLC in Southfield, MI, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes roles at KeyBank NA, Bank of America, Merrill, and Wells Fargo Clearing Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model combining platform services from Envestnet and portfolio strategies from the Key Wealth Chief Investment Office and third-party managers.

Erica Khinchuk Scheinker is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Hantz Financial Services since 2013, following two years at GPM Growth Investors, Inc. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, combining advisory, brokerage, mortgage, and insurance services within a unique enterprise structure.

Douglas Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach involves proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation and retirement planning guidance across a large client base.

Kenneth White III is a CFP® and Series 65 licensed advisor with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent 11 years with Emerson Wealth, LLC. Outside of his advisory role, Mr. White is independently licensed to sell insurance through various agencies. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and Core Family Office solutions, implementing customized portfolios supported by in-house research and third-party managers.

Ian Gappy is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Southfield, MI. His prior roles include positions at Advanced Wealth Strategies and College Fresh Inc. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology such as Direct Indexing and AI-assisted client data aggregation in its investment process.

Ryan Sharpe is an advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with less than one year of industry experience. His background includes roles in education at Oakland University and Oakland Community College, as well as involvement with Sharpe Engineering. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charities, corporations, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes an asset-allocation framework with automated tax-loss harvesting features, combining advisory, brokerage, mortgage, and insurance services under one structure.

Aaron Ring is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary managers.

Nolan Godek 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 Walmart and Equitable Advisors LLC. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem to offer a comprehensive range of investment and advisory services.

Michael Woods is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a bartender on Saturdays at Kona Grill in Troy, Michigan. Hantz Financial Services serves a wide range of clients, including high-net-worth households, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and integrates technology-driven solutions like Direct Indexing and AI-assisted client data aggregation.

Eric Manczyk is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Cardinal Financial, United Wholesale Mortgage, and Tarus Products Inc. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, supported by third-party money managers and advanced technology platforms.

Donald Jeffery Jr. is a CFA® charterholder with 16 years of industry experience. He is currently with Mariner Wealth Advisors and has worked there since 2022. Prior to that, he spent eight years at Heber Fuger Wendin, Inc., where he had a long tenure spanning from 1989 to 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services from investment management and financial planning to tax integration and coordinated family office solutions, utilizing a combination of in-house research and third-party managers across various asset classes.

Thomas Rafferty is a CFP® professional with 12 years of industry experience. He is currently with Citizens Securities, Inc. and has previously held roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios and discretionary management.

William Lanava is a financial advisor with PNC Wealth Management in Troy, Michigan, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2009. Lanava serves as a board member of the Detroit Gun Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jacqueline Kallis is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at Francesca's and Albion College. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and J.P. Morgan Securities. Outside of advising, he is involved in operating multiple wealth management and retirement planning businesses and serves as a varsity tennis coach at Bloomfield Hills High School. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment solutions and financial planning services, utilizing both fundamental and technical strategies, and maintains platform relationships with major custodians and affiliated managers.

Patrick Drouillard is a CFP® and ChFC® with 32 years of industry experience. He has worked at Hantz Financial Services, Inc. since 1999. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. Hantz Financial Services provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Lauren Silski is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth solutions and leverages centralized investment resources and affiliated teams to implement diversified portfolios through discretionary and non-discretionary managers.

Brendan Becker is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has worked at Goldman Sachs & Co. LLC since 2026 and previously held roles at Lear Corporation, Bayco Management, Michigan State University, and Oxford High School. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and an integrated approach across its broader group of affiliates.