John Seculoff

Kim Wooden is a financial advisor at Harbour Investments, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Harbour Investments since 2016, following prior roles at Compass Financial Advisors and Securities America Inc. Outside of advising, Wooden is an adjunct professor at Indiana University South Bend, where he teaches macro and microeconomics, and serves on the university’s Senate Executive Committee. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.

Karla Middleton is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Kovack Securities and Kovack Advisors since 2011. Outside of her advisory role, she operates Middleton Financial, a DBA focused on managing investments. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and utilizes third-party managers and model portfolios to meet client objectives.

Greg Hildebrand is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at KeyBank N.A., TIAA-CREF, and LPL Financial. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers, with oversight committees reviewing program suitability.

Joshua Crouch is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities since 2019, following roles at Edward Jones and Fifth Third Bank. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Anna Zlotnicki is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and GRM Marketing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Nathan Rock is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at The Huntington Investment Company since 2021 and has held roles at TCF National Bank, Cetera Investment Services, Principal Securities, and Northwestern Mutual. Outside of finance, he worked at Domino’s Pizza for ten years and was affiliated with Hope College for four years. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm uses an open-architecture, model-driven platform combining third-party and proprietary models, and offers specialized services including tax management and impact/ESG overlays.