Christopher Root is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses. He has experience working with Williams & Company Financial Services and has a background in education spanning over two decades. Root is also involved with the Michigan Association of Retired School Personnel in retirement planning. 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 unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Genevra Mitrovich is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has previous experience at Equitable Advisors and as an independent contractor. Outside of financial advising, she works as a group fitness instructor at Powerhouse Gym and provides consulting and training services through Mitrovich Consulting LLC. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services from affiliated entities including KeyCorp affiliates, offering a range of wrap-fee programs and ancillary insurance products.

Michael Miller is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Thrivent Financial, MML Investors Services, and MassMutual. He is also associated with Endependence Financial, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser that serves a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting both advisor-managed and third-party models.

Sarah Bumstead is a Series 65 licensed financial advisor at Cerity Partners LLC with eight years of industry experience. She has been with Cerity Partners since 2019 and previously worked at Blue Prairie Group, LLC from 2016 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Ojie Alofoje is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at Bank of America, Merrill, PNC, and Turnkey. Outside his advisory role, he owns OA Investments, an LLC that acquires and flips properties. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services through the Passageway Managed Account Program and other platforms. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing various program types and third-party portfolio management options.

Brittney Broich is a financial advisor with PlanMember Securities Corporation in Brighton, MI, holding Series 66 and Series 63 licenses and three years of industry experience. She has worked at several firms, including Edward Jones and Peak Brokerage Services, and currently provides retirement planning education for the Michigan Association of Retired School Personnel. Brittney also operates Williams & Co, a financial services business in Brighton. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and providing education, support, and participant-level investment options through risk-based mutual fund portfolios. The firm’s investment approach emphasizes strategic asset allocation, economic analysis, and regular portfolio rebalancing.

Alexander Dobbs is a financial advisor with Citizens Securities, Inc. in Novi, MI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Pruco Securities LLC, Thrivent Financial, and Thrivent Investment Management Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Michael Zurek is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience and has held roles including Director of Client Relations at Nichols Financial Inc. Outside of his advisory work, he coordinates Financial Peace University in Brighton, MI, focusing on teaching and coaching. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has been with Ameritas Advisory Services since 2021. Walters also serves as president of DC Walters & Associates and operates Walters Financial Group, an insurance agency handling individual and group insurance. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a mix of model portfolios, mutual funds, ETFs, and individual securities, and features a corporate structure that includes insurance, broker-dealer, and investment affiliates.

Millard Coleman II is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Voya in 2020, he worked at Valic Financial Advisors, Horace Mann Investors, and Massachusetts Mutual Life Insurance Company, among others. Outside of his advisory role, he co-founded football training camps for youth and high school athletes and serves as the Finance Director for Transformation Community Church. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies across a broad range of products and accounts, primarily managed on a non-discretionary basis.

Jeffrey Walters is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 66 credentials. He has 11 years of industry experience and has held various roles within Ameritas affiliates since 2021. Outside of finance, he owns and operates Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing model portfolios, mutual funds, ETFs, and individualized strategies across multiple program platforms.

Heather Aeschliman is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with nine years of industry experience. She previously worked at Founders Financial Securities LLC and Jones Retirement Advisors, among other firms. Outside of her advisory role, she serves on the boards of Howell Rotary, Livingston County Catholic Charities, and Amber Reinek House, a 501(c)(3) home for women in recovery. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management and private market investment options.

Daniel Stasiw is a financial advisor with PNC Wealth Management based in Hartland, MI. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Bankers Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing. The firm’s approach emphasizes algorithm-driven enrollment and model selection within an employee pilot structure.

Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

Bradley Jones is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Mass Mutual Investors Services and Strickler Jones Financial Group and currently owns and operates Jones Retirement Advisors, LLC, focusing on insurance sales and financial advisory services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting its large client base through a platform-oriented approach.

Matthew Bailey is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various roles since 2016, including positions at Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Platform, providing access to mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Walters Financial Group since 1998. Outside of his financial advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, blending model portfolios, mutual funds, ETFs, and individual securities to build customized portfolios.

Melissa Merem is a financial advisor with First Command Advisory Services and holds the Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and various First Command entities. Merem is also the owner of Merem & Co. LLC, an independent venture related to her advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Daniel Schutz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Secure Asset Management, L.L.C., Nepc, Beaumont Health, and CIG Capital Advisors among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that blends passive and active managers with quantitative and fundamental analysis, supported by a dedicated internal Investment Committee.

Ashley Stewart is a financial advisor with Fifth Third Securities, Inc. in Commerce Township, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Fifth Third Bank, Northwestern Mutual, and The Barn. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway platform, catering to diverse client needs with access to mutual funds, ETFs, separately managed accounts, and direct indexing strategies.