John Kohout is a Series 66 licensed financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He previously worked at CreativeOne Wealth, LLC and USA Financial Securities, and is also a junior partner at Hudson Agency LLC, where he manages client accounts and oversees agents in life and health insurance sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans utilizing exchange-traded products and a variety of analytical approaches.

Jay Pawlowski is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, Series 65, and Series 66 credentials and seven years of industry experience. His prior roles include positions at Rocket Mortgage and Drummond Capital. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Daniel Stevens is a ChFC® and holds a Series 66 license with 15 years of industry experience. He has been with Hantz Financial Services, Inc. since 2010. Hantz Financial Services, Inc. serves a diverse client base that includes 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 across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

Stacey Hanson is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and Fifth Third since 2007. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jason Tait is a financial advisor with Hantz Financial Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at PNC Investments LLC and Aaron Babycz Painting. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management using ETF-based model portfolios, supplemented by third-party money managers and advanced tools such as Direct Indexing and automated tax-loss harvesting.

Alexis Wilkinson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and one year of industry experience. Prior to joining Mercer, Alexis worked at Chemical Bank and Myler & Szczypka, as well as gaining experience in self-employment and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory and focuses on diversified, risk-appropriate portfolios using a range of investment vehicles and specialized programs.

Christopher Wohlfert is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, 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 advanced strategies such as Direct Indexing, combining advisory and broker-dealer services with mortgage and insurance product sales.

Evan Dubay is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has been working in the financial industry since 2021. Prior to his current role, he gained experience at Neptune Holdings and has a background including positions at Target and Eastern Michigan University. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners by providing financial planning, portfolio management, and retirement plan consulting. The firm utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and advanced technology platforms.

Michael Martin is a financial advisor at MAI Capital Management, LLC with eight years of industry experience and holds a Series 66 credential. His prior experience includes roles at Foreside Fund Services, LLC; Cetera; Wealth Strategies Financial Group; and Securian Financial Services Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of portfolio strategies and combines financial planning with trust and insurance administration services.

Craig Dembeck is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he also operates as a licensed insurance agent in a non-investment capacity. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies, while also serving as a sub-advisor and partnering with affiliated funds and external advisors.

Cory Kuzinski is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses. He has recent experience working with the Michigan Association of Retired School Personnel on retirement planning and has served at the Michigan High School Athletic Association. Prior to his advisory role, he spent 25 years with Lake Orion Community Schools and was involved with the Yankee Air Museum. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars, personalized planning, and separation counseling.

Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently transitioned into the advisory field after 25 years with Dexter A&W. Hantz Financial Services, Inc. serves individual clients, 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 and Direct Indexing, while also providing brokerage, mortgage, and insurance services through affiliated entities.

David Seidel is a CFP® and ChFC® with 26 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 1999. Based in Ann Arbor, MI, he holds a Series 63 license. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, as well as pension plans, charitable organizations, corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party strategies, combining advisory and broker-dealer activities alongside mortgage and insurance product sales.

Justin Walker is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 credential with two years of industry experience. Prior to joining Hantz Financial Services in 2023, he worked at Rocket Mortgage and Credibly. He also serves as a recruiter with the Michigan Army National Guard. 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 through ETF-based model portfolios combined with third-party managers and direct indexing, supported by technology partnerships and a structure that integrates advisory, brokerage, mortgage, and insurance services.

Zachary Cepo is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Cole, Newton, and Duran, Encore Service Group, and involvement with University of Toledo Athletics. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm employs primarily ETF-based model portfolios supported by third-party managers and technology platforms, combining advisory, brokerage, mortgage, and insurance activities.

Joseph Beauchamp is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Executive Wealth Management, LLC, and work related to Grand Valley State University. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm employs customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and provides ERISA plan services and third-party manager oversight.

Jacob Harry is a Series 66-credentialed advisor with two years of industry experience, currently with Hantz Financial Services, Inc. in Ann Arbor, MI. His prior work includes roles at Hantz Agency and City Steel. Hantz Financial Services, Inc. serves a diverse clientele including individuals, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios combined with third-party money managers and unified managed accounts, delivering investment advice through a structured asset-allocation framework and utilizing technology platforms for trade execution and tax-loss harvesting.

Mary Shaw is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, Michigan, with 10 years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios complemented by third-party money managers, employing an asset-allocation framework with automated features such as tax-loss harvesting.

Alan Palgut is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with seven years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2017, following prior experience at Kroger. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and complements these with third-party managers and Direct Indexing, while also offering brokerage, mortgage, and insurance services through affiliated entities.

Anthony Sitto is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Chase Bank, Northwestern Mutual, and Central Mortgage Funding. Outside of finance, he has been involved in various positions spanning education and hospitality sectors. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios across multiple risk levels, combined with third-party managers and technology-driven solutions such as Direct Indexing and automated tax-loss harvesting.