Meet Our Team
Check the background of our Financial Professionals by clicking the button below
Scott J. Mazius
Co-Founder and President
Certified Federal Benefits Advisor
Scott is a graduate of Indiana University with a degree in Accounting and a minor in Finance. He received his MBA in Finance and Corporate Planning from Seton Hall University/Roosevelt University. Scott is also the Founder of Mazius Consulting which has been in business since 1992 as a Financial Consulting and Tax Service company. Scott is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. CA Insurance Lic.# 0B63111.
Scott works closely with each client creating long-term strategies designed to achieve their specific investment goals and objectives by providing comprehensive wealth management consulting and retirement planning solutions.
John K. Ferry, CWS ®, CPFA, AIF®
Co-Founder and Executive Vice President - Certified Wealth Strategist ®,
Certified Plan Fiduciary Advisor, Certified Federal Benefits Advisor, Accredited Investment Fiduciary ®
John is a graduate from Seton Hall University with a Bachelor of Science in Business Administration with a degree in Marketing. John is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. John holds Security licenses Series 7 & 66; Life, Accident and Health Insurance licensess. CA Insurance Lic.# 0113642.
John prides himself on forming lifelong relationships with his clients. He works closely with those in the Medical field as well as Business Owners, and individuals alike, providing comprehensive wealth management planning and business retirement plan solutions, helping clients work toward achieving and preserving financial wealth success.
John works with his clients on complex financial needs helping them develop, implement, and monitor strategies designed to enhance, protect and transfer their wealth. Focusing on more than just investments, John helps clients navigate an ever changing financial landscape by “anticipating and identifying financial issues, which may be on the horizon, so that clients can better plan for tomorrow and beyond”.
John is a Certified Plan Fiduciary Advisor (CPFA); a course of study developed by some of the nation’s leading advisors and retirement plan experts as part of the National Associations of Plan Advisor’s (NAPA) Retirement Plan Academy. Advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary and guide other fiduciaries in their management roles and responsibilities. John is also a Certified Wealth Strategist® Professional. A designation awarded to those individuals completing a thorough program of study surrounding complex wealth management issues facing clients’ today and comprehensively addressing each one individually and collectively. Both accreditations have provided John with the training, skills and technical knowledge, in practice management processes, to work as an effective partner for his clients.
Outside the office, John enjoys traveling, camping, cycling, and spending time with his family and friends. He travels the Midwest with his two daughters watching them play college and club soccer. His hobbies include; fly tying / fishing and gardening.
David A. Barash
Certified Federal Benefits Advisor
David is a well-seasoned, customer-focused individual whose skills were honed in his early professional years in the Hospitality and Real Estate industries . As a Financial Consultant, he enjoys serving families, individuals and businesses entities in the realm of financial and retirement planning, wealth preservation, and risk management. Whatever his clients goals are, it is the “analysis and planning” that is at the forefront in his strategy to help them achieve their goals. From inception of a new relationship, David works with his clients to help identify issues that most people face in their lifetime. From there, he works with his clients to prioritize, charting a course for action and timeline for review.
As a Certified Federal Benefit Advisor, David is also tasked with overseeing our federal benefits advisory program working with Federal employees and agencies throughout Michigan and Ohio.
David also oversees and manages the day to day activities of our company with a focus on the systems and procedures required to accomplish the company's mission and goals. His ongoing evaluation of our operational efficiencies is paramount to our company and a vital factor to our commitment to meeting our client's needs. Utilizing his customer service skills, David is also responsible for organizing our educational events, working with our vendor-partners to ensure and maintain long lasting relationships.
David is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. He holds his Series, 7; 63; 65 and offers Life and Long Term Care insurance.
Daniel Z. Dolgin
Danny is driven, forward-thinking, and relationship-oriented. He holds a bachelor’s degree from The Ohio State University and received an MBA in Finance from DePaul University. His focus and passion for providing financial services to the medical community was developed while receiving a Master of Science in Health Systems Management from Rush University Medical Center in Chicago. Danny prides himself on his ability to analyze and evaluate each of his client’s ever-changing financial needs. He delivers personalized investment solutions geared towards helping each client work towards their long-term financial goals. Danny develops long-lasting relationships with his clients allowing synchronization between client and advisor to help achieve their dreams of financial success.
Danny is a Financial Consultant/Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. He holds the security licenses Series 7 and 66 as well as Life, Accident, and Health Insurance licenses.
Office Manager - Chicago
With over 14 years experience in the financial service industry, Marilyn is responsible for the administrative functions by overseeing and managing the processing of countless documents to ensure accuracy of accounts and maintain strict conformity to our compliance requirements.Marilyn, provides superior customer service to our clients , and administrative support to our team. Her functions are vital to our ongoing commitment to meet our client’s needs and our company objectives.
Michael K. Eilander, CWS®
Certified Wealth Strategist®
Mike is a Certified Wealth Strategist®. He is a professional veteran in the wealth management field who brings over a decade of experience in proven wealth accumulation and preservation strategies to a select clientele.
Mike is the Owner and President of Alliance Wealth Management, LLC. His practice is focused and specializes in meeting the unique needs of physicians, dentists, business owners and accredited investors. As a member of our group, Mike will provide our clients the most distinctive and intelligent options in the market today as we implement the plan that works best for you.
Mike is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services Inc. A registered investment advisor. You can learn more about Mike by visiting: http://
Michael P. Witzke - Attorney at Law; McDonald Hopkins
A native Michigander, Michael attended Michigan State University as an undergrad and graduate student attaining his Juris Doctor degree. A Chartered Life Underwriter and Chartered Financial Consultant, Michael holds the Retirement Planning Specialist designation from the University of Pennsylvania - Wharton School.
In his practice, Michael's areas of focus are in Estate Planning; Charitable Giving; Probate and Estate Administration; Trust Administration; Special Needs Trust; Business Succession Planning; and Elder Law all with a eye on helping clients protect and transfer wealth efficiently.
Michael is a member of the Probate and Estate Planning and Taxation Sections of the State Bar of Michigan and a past president of the Financial Planning Association of Michigan. He is also a member of the Board of Directors for Crossroads for Youth and the Clarkston Foundation and a member of the Planned Giving Advisory committees of Wayne State University and the Community House in Birmingham. Please visit Mike's Firm by visiting http://www.mcdonaldhopkins.com
President, Adams Financial
319 River Edge Boulevard
Cocoa, FL 32922
Phone: (321) 452-8787. Fax: (321) 452-8727. E-mail:
Warren is a graduate from University of Florida in 1972 with a BA. He worked for Morgan Stanley for 10 years as a Financial Advisor and became Vice President of the Investment Division before transitioning to Adams Financial Services. Warren had worked for Adams Financial Services for 4 years before he become the owner in 2008.
Warren is the Owner and President of Adams Financial. His practice is focused and specializes in meeting the unique needs of physicians, dentists, and business owners and accredited investors. As a member of our group, Warren will provide our clients the most distinctive and intelligent options in the market today as we implement the plan that works best for you.
Warren is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC.
Michael Witzke nor McDonald Hopkins is neither endorsed by nor affiliated with First Allied Securities, Inc.