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.

Peter Kumar is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, he acts as an independent insurance agent offering fixed annuities, fixed indexed annuities, and fixed life insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, portfolio management, UMA and wrap programs, and retirement plan advisory, using both affiliated and third-party products with a focus on client-approved, non-discretionary management.

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 licenses and bringing 20 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and J.P. Morgan Securities. Outside of his advisory work, he is involved in community activities such as coaching varsity and junior varsity tennis at Bloomfield Hills High School and serving as a tennis instructor at The Sports Club of West Bloomfield. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of services including financial planning, retirement plan consulting, representative-managed programs, and access to alternative investments, utilizing a combination of fundamental and technical analysis, tactical trading, and third-party manager selection.

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.

Jay Birchmeier is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 65 and Series 63 designations and has 11 years of industry experience, all 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 primarily uses ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within a single enterprise.

Kelly Russo is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds the Series 66 designation and has previously worked at Credit Union One and Hantz Bank. Russo has been with Hantz Financial Services since 2020. 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 emphasizes 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.

Thomas Maxey is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held positions at Great American Advisors, Inc. and Consolidated Financial Corp., where he is also owner and president. Outside of advisory roles, he is involved in a web-based business, CD Busters, which offers fixed annuities to individuals holding certificates of deposit. Lincoln Investment Planning, LLC serves a broad mix of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through strategic model portfolios developed by an in-house Investment Management & Research team, alongside third-party managers and both wrap and non-wrap platforms.

Jack Schroeder is a financial advisor with Kestra Advisory in Troy, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including service in the Michigan and United States House of Representatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

John Basford is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at HPM Partners LLC, Aspiriant Investment Advisors, LLC, and Deloitte Investment Advisors LLC. Basford has been with Cerity Partners since 2019. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, advising on approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Riley Wancket is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Art and Jake's Sports Bar, Bigalora Cucina, and positions at the University of Michigan and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and unified managed accounts. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, along with technology partnerships and private fund management, distinguishing it from many enterprise advisory firms.

Samuel Wein is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential. Prior to his current role, his background includes positions at Rollhouse Entertainment and Mutual Security Mortgage. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm customizes strategies using advanced portfolio models and investment selections, supported by its integration within the broader Goldman Sachs ecosystem.

Lucas Hazelton is a financial advisor at Mariner Wealth Advisors with Series 65 registration and two years of industry experience. Before joining Mariner, he held roles at Emerson Wealth Management and various companies across different sectors, including Amerisleep and Argonaut Wine & Liquor Store. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to alternative investment strategies. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and financial wellness services.

Joseph Ransley is a financial advisor with Fifth Third Securities, Inc. in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities. 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 investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers with personalized risk profiling and portfolio options.