Scott Fredrikson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has 11 years of industry experience, all with Hantz since 2015. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing 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, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within a single enterprise.

Edward Harrison is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, he worked at Fifth Third Bank and has experience in various service and hospitality roles. Outside of financial advising, he operates a party rental business providing event supplies and related services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kathryn Sloan is a CFP®-designated financial advisor with Hantz Financial Services, Inc. in Southfield, MI, where she has worked for 18 years. She holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party money managers, and Direct Indexing, integrating technology and multiple service lines uncommon among enterprise advisors.

Holly Whitney is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial since 2018, following roles at Wayne State University. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, integrates third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Brendan La Charite is a financial advisor with Hantz Financial Services, Inc. He holds the ChFC® designation and Series 66 registration, with four years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked in beverage distribution, higher education, and the automotive service industry. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios supported by third-party managers and advanced technology platforms.

Jarred Height Kaplan is a financial advisor at Fifth Third Securities, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes positions at Jets Pizza and business roles with HK Vending Co LLC and HK Properties and Management LLC. Fifth Third Securities serves a diverse client base comprising individual, high-net-worth, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

Margaret Cull is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and Series 63 license. She has 33 years of industry experience, including 27 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, combining advisory and broker-dealer activities with mortgage and insurance product sales.

Natalie Brent is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services, among others. She is also the manager and owner of Bloomfield Hills Advisory, an independent wealth management firm. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a broad client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a variety of investment strategies and platform integrations to provide comprehensive financial planning, retirement consulting, and alternative investment opportunities.

Derek Raymond is a financial advisor with Oppenheimer, holding a Series 66 license and 17 years of industry experience. He worked at Edward Jones from 2009 to 2013 before joining his current firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios, third-party money managers, and unified managed accounts, alongside brokerage, mortgage, and insurance products through affiliated entities.

Preston Warren is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. Prior to joining Oppenheimer, he has held various positions outside the financial sector, including roles in realty and hospitality. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets and managing a significant portion of advisory assets on a non-discretionary basis.

Michael Pesendorfer II is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds Series 66 and Series 63 licenses and has eight years of industry experience, including prior work at Robert W. Baird from 2017 to 2026. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Donovan Cizek is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, CETERA Advisor Networks LLC, Stonebridge Financial Partners, and Capital Group - American Funds. He also provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support client and advisor needs.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience and holds Series 63 and Series 65 designations. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and is notable for combining advisory, broker-dealer, mortgage, and insurance product services within a single enterprise.

Danielle Serlin is a CFP® and Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. She has held multiple roles across several firms, including City Center Advisors, LLC and CoreCap Advisors, Inc., before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee, employing a range of investment vehicles and conducting research through multiple analytical methods and due diligence processes.

Wallace Rutkowski is a financial advisor with Lincoln Investment, holding Series 63, 65, and 66 licenses and bringing four years of industry experience. His prior roles include positions at Ameriprise and MariPau Wealth Management, as well as involvement with Rutkowski Financial and Rutkowski Law Firm. Additionally, he serves as CFO of Walsh College and is a member of the investment committee for the Walsh College Foundation. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Anthony Yizze is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023. His prior experience includes roles at Monroe Capital LLC, Deloitte Consulting LLC, and Ayco Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, multiple fee arrangements, and integration with various Goldman Sachs affiliates and specialized programs.

Karlye Byrnes is a CFP® and Series 65 licensed advisor with seven years of experience in the financial industry. She currently works at Mariner Wealth Advisors and previously held roles at Emerson Wealth, Merrill Lynch, and Bank of America. Outside of her advisory practice, she volunteers with Savvy Ladies and Project 2 Detroit, providing pro-bono financial coaching and advice. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal portfolio team and an Investment Committee, and integrates tax and accounting services alongside its investment solutions.

Adam Pawloski is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes positions at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Raymond James & Associates. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm follows a long-term investment approach with attention to tax and fee sensitivity, employing both active and passive strategies, and offers customized portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

Cooper Drouillard is a Series 66-licensed advisor with Hantz Financial Services, Inc. in Southfield, MI, bringing two years of industry experience. His prior roles include positions at Dudley's and La Folie, along with work at the University of Kentucky and Western Golf and Country Club. Hantz Financial Services serves individual clients, pension plans, charitable and corporate entities, and business owners by providing financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, and employs technology partnerships to support investment management and client service.