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.

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.

Claudio Duhanxhiu is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience in sectors including food service and education. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing and automated tax-loss harvesting.

Brian Petras is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Secure Investors Group, McQueen Financial Advisors, World Asset Management, and Comerica Securities. Outside of finance, he is a part owner of Portraits By Little Lulu. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies, incorporating various investment vehicles and oversight by an Investment Policy Committee.

Timothy Bearden is a CFP® and ChFC® with 37 years of experience in the financial services industry. He has worked at several firms, including LPL Financial, Cetera, and Stonebridge Financial Partners. In addition to his advisory work, he is involved with Stonebridge Farms and Retreat, a farming enterprise in Metamora, MI. He provides investment advisory services through NewEdge Advisors, an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services using a variety of program structures and emphasizes centralized due diligence and technology-supported solutions.

Kristen Palazeti is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and her own company, K Pal Inc. Outside of her advisory role, she serves as an advisory board member for the Children’s Leukemia Foundation of Michigan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform.

Marco Caporuscio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2022. Prior to his advisory career, he worked in various roles including at College Works Painting and Da Francesco's Ristorante & Bar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses a customized, discretionary investment approach supported by an internal team and third-party managers, and is noted for its integrated tax and accounting services alongside traditional portfolio management.

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jeffrey Steele is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 36 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Mass Mutual, along with roles at the Center for Wealth Management and CWM Private Wealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors. The firm offers a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services for individual and institutional clients.

Austin Potter is a CFP® with seven years of industry experience currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. He is based in Troy, MI. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a wide range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Glenn Stratton is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential and 12 years of industry experience. He has been with Hantz Financial Services since 2014. 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 integrates advisory, brokerage, mortgage, and insurance services within its enterprise.

D Artagnan Mason is a CFP® and Series 66-licensed advisor with one year of industry experience. He is currently with Focus Partners Wealth, LLC, having previously worked at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kevin Laplena is a financial advisor at Corient in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has worked previously at R.H. Bluestein & Co LLC from 1996 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.