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.

Santo Blumke is a financial advisor with Citizens Securities, Inc. in Clinton Township, MI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms, including Fifth Third Securities and The Huntington Investment Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program alongside managed accounts and brokerage services, and is wholly owned by Citizens Bank, N.A.

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.

Marcella Evans is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has previously worked at firms including AXA Advisors and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring a digital, discretionary model account available by invitation that uses algorithm-driven risk assessment and implements investments via approved model strategies through mutual funds and ETFs.

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.

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.

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.

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.

Karen Warner is a financial advisor with Fifth Third Securities, Inc. in Roseville, MI, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., JP Morgan Chase Bank, UBS Financial Services, and Wells Fargo Advisors. Outside of her advisory work, she owns a business specializing in hand-made decorations and serves as an assistant manager for a packaging company. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types including mutual fund/ETF models, separately managed accounts, and direct indexing strategies via its Passageway Managed Account platform.

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.

Neil Shaw is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked in various positions including roles at RCG Construction and Art and Jakes Sports Bar, as well as engagements in education at Madonna University and Romeo Community Schools. Hantz Financial Services serves individual clients (including high-net-worth households), 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 supplemented by third-party money managers, employing a combination of advisory, brokerage, mortgage, and insurance services.