Robert Miller III is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. He also serves as a City Council Member for Laingsburg, Michigan, and is involved with Pine Hills Golf Course as a weekend greens mower. Hantz Financial Services serves a diverse client base including individuals, pension plans, and business owners, providing financial planning and wealth management primarily through ETF-based model portfolios and third-party managers. The firm integrates advisory, brokerage, mortgage, and insurance services, and employs technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

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 firms including Arbor Point Advisors, Securities America, Fidelity Investments, and others. Felhandler is also the president and founder of Kronos Wealth Management, LLC, an advisory business focused on life insurance and annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis, tactical trading, and access to alternative investments within an integrated platform.

William Kuhn is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and investment services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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 12 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 individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, while integrating advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Bryce Barteck is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Hantz Financial Services, Inc. for nine years and previously worked at Eastern Michigan University for seven years. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management using ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Michael Moleski is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2014. Moleski is also a partner and agent at Brass Ring Wealth Management and ELGA Wealth Management, where he provides investment advice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides a range of services including plan design, fiduciary consulting, employee education, and manages multiple third-party platforms with a client base that includes large institutional investors such as sovereign wealth funds.

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 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies along with access to private and registered pooled vehicles.

Maureen Livernois Klimek is a financial advisor at Oppenheimer with the Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2021, she worked at Frasco Caponigro Wineman Scheible Hauser & Luttmann, PLLC and Zurich North America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment programs and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its advisory and broker-dealer businesses.

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.

Nicholas Batschynsky is a financial advisor at Commonwealth Financial Network holding a Series 66 designation. He has experience working at Quantum Ventures and Jackson National Life, as well as academic roles at the University of Notre Dame and Michigan State University. He joined Commonwealth Financial Network in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Hantz is a CFP® professional with 40 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI. He has been associated with Hantz Financial Services since 1998 and JRH Financial Services since 2001. Outside of his advisory roles, he serves as president, CEO, and majority shareholder of Hantz Group, Inc., which oversees multiple affiliated business entities, and he is a board member of Photon Insights, Inc., a start-up analytics company. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and utilizes a combination of third-party managers, unified managed accounts, and Direct Indexing within a structured asset-allocation framework.

John Gerling is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at FSC Securities Corporation and Michigan Financial Advisors Corp. Gerling is based in Bloomfield Hills, MI. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, retirement plans, and banking institutions. The firm employs a manager-driven investment approach using both active and passive strategies, supported by a formal due-diligence process and third-party platforms.

Christopher Dziklinski is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cuso Financial Services, DFCU Financial, Charles Schwab, and Fidelity. He also operates under the business name Artemis Wealth Advisors as part of his advisory practice. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management and utilizes technology platforms alongside third-party managers and strategies.

Alexander Mittag is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has been with J. W. Cole Advisors since 2026. His prior work experience includes roles at White Glove and Lenawee Now, as well as involvement with the United Shore Professional Baseball League and educational institutions. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various discretionary and non-discretionary methods.

Muriel Harris is a financial advisor with Eagle Strategies (NY Life) in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Eagle Strategies since 2024 and operates The Good Steward Insurance and Retirement Services, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Outside of her advisory roles, she has served as an Uber rideshare driver since 2016. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Jennifer Bassett is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Comerica Securities, Inc. Bassett serves on the board of a band at Notre Dame Prep in Pontiac, MI. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Timoleon Nicholaou is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Brokers International Financial Services LLC since 2012 and has been president of Consolidated Financial Management & Tax Service since 2006. Outside of his advisory role, he is involved in managing multiple business operations, including a design engineering firm and an independent insurance agency. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and third-party platforms to support discretionary and model-based engagements.