Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.

Michael Rosner is a financial advisor with Rockefeller Financial LLC in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, and Merrill. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with an integrated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placement.

Lisa Thuer is a financial advisor with Carson Wealth in Farmington Hills, MI, holding a Series 65 designation and 11 years of industry experience. She has worked at CWM, LLC since 2018 and previously spent ten years at Kabarec Financial Advisors, Ltd. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, variable sub-account management, and retirement plan services, utilizing a committee-driven investment approach with tailored portfolio solutions and extensive platform integrations.

Bryan Heckman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His career includes over a decade with PNC bank and investment divisions. He serves as Vice President of Rochester Football Inc., a non-investment-related role. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and invests in approved mutual funds and ETFs.

Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. in Southfield, Michigan, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Nathan Morales is a financial advisor with Principal Financial Services in Southfield, MI, holding a CFP® designation and Series 63 and 65 licenses. He has nine years of industry experience, including roles at Watermark Advisory Group LLC and Watermark Investment Services. Outside of advisory work, he is also licensed as an insurance agent in Grand Rapids, Michigan. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at College Works Painting and Red Run Golf Club. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Rachael Martinez is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has professional experience since 2021, including roles at Fifth Third Bank, PNC Bank, and Little Caesars. She is based in Waterford, MI. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, supporting a range of investment strategies and risk profiles.

Danielle Washington is a CFP® with 18 years of industry experience, currently with Mariner Wealth Advisors since 2024. She previously worked at Sequoia Financial Group and Polaris Greystone Advisory Group. Outside of her advisory role, she serves as Board Member and Secretary for the Detroit Style Skating Club and works as a consultant for Gerson Lehrman Group. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, along with specialized administrative and financial wellness solutions.

Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with 1 year of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial since 2005. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party money managers, and unified managed accounts, supported by a range of technology partnerships and combined advisory, broker-dealer, mortgage, and insurance services.

Robert Gluch is a financial advisor at Fifth Third Securities, Inc. He holds a Series 66 designation and has experience in the financial services industry dating from 2018, including prior roles at Ameriprise and Comerica Securities. Before entering finance, he worked in the retail sector at Panera Bread for five years. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing various third-party portfolio managers and investment strategies.

Nathan Moretto is a financial advisor with PNC Wealth Management in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and STAR Financial. Before entering financial services, he was involved with Liberty Church PCA and New City Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm utilizes algorithmic risk assessment and manages portfolios primarily with mutual funds and ETFs, with portfolio implementation delegated to third parties.

Timothy Wancket is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hantz Financial Services since 2018, following experience at Ewie Co. and Central Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within one enterprise.

Jessica Sherman is a ChFC® with 24 years of experience at Hantz Financial Services, Inc. in Southfield, MI, where she has worked since 2002. She holds Series 63 and Series 65 licenses. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business.

Blake Smith is a CFP® and holds a Series 66 license with 14 years of experience in financial services. He has been with Hantz Financial Services, Inc. since 2012. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across varying risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services under one enterprise.

Lyle Wolberg is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital LLC and Telemus Investment Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Before entering the financial sector, he was involved in various roles including at Central Michigan University and Canton Canopies. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio management using ETF-based model portfolios, retirement plan consulting, and brokerage services, distinguishing itself through a combination of advisory, broker-dealer, mortgage, and insurance activities alongside technology partnerships and private fund management.

Brandon Pinskey is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels and combines advisory, brokerage, mortgage, and insurance services in a structure that includes technology partnerships and private fund management.

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.

Martin Swiecki is a CFP® with 22 years of industry experience currently serving as an advisor at Stratos Wealth Partners, Ltd. He previously worked at CIG Asset Management and related firms for 16 years before joining LPL Financial and Stratos Wealth Partners in 2023. In addition to his advisory role, he holds a license as a non-variable insurance agent. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional investors, using an IAR-driven model that offers discretionary and non-discretionary portfolio management through an open-architecture platform integrating numerous third-party managers and overlays.