Timothy Bogert is a financial advisor with Prosperity Capital Advisors in Rochester, MI, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including 20 years at LPL Financial. Outside of advising, Mr. Bogert is a licensed insurance agent offering fixed insurance products and is involved in real estate investment activities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and serves in various intermediary roles such as TAMP and sub-advisor services.

Matthew Ferri is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Madison Avenue Securities in 2022, he has been managing the Law Office of Matthew A. Ferri, PLLC as the managing attorney since 2008. He serves as co-trustee for the Karen S Ferri Living Trust and as conservator and trustee for various estates and trusts. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple investment platforms and offers both discretionary and non-discretionary portfolio management.

Michael Kreza is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently affiliated with Brighton Jones LLC and has previously worked at Kovitz Investment Group Partners, Polaris Greystone Financial Group, Lumin Financial, and RWA Wealth Partners, as well as spending two years at Michigan State University. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Kyle Jobin is a CFP® with 21 years of industry experience. He is affiliated with Osaic Advisory Services, LLC and previously worked at Sigma Planning Corporation and Triad Advisors. He is the owner of Jobin Financial, where he oversees operations as a financial advisor. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a broad range of investment programs and financial services, utilizing both fundamental and technical analysis and accessing alternative investments through various platform relationships.

Timothy Janz is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served six years in the United States Coast Guard. He is the owner of Janz Financial Services LLC, through which he provides financial planning services as an independent contractor. 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 wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Maxwell Martinello is a financial advisor at Hantz Financial Services, Inc. He holds the Series 65 and Series 63 designations and has been with the firm since 2025. His prior experience includes roles at Walsh College, Macomb Community College, Three T's, and De La Salle. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party managers and advanced technology platforms.

Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Alyssa Stevens is a financial advisor with Empower Advisory Group in Troy, MI, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at multiple firms including Woodbury Financial Services and Cobblestone Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Cameron Barnes is a financial advisor with First Command Advisory Services holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he worked in retail and banking, including roles at Eddie Bauer and Huntington National Bank. Outside of his advisory work, he continues to work part-time as a store associate at Eddie Bauer. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families, offering financial planning and various wrap-fee asset management programs managed by a centralized investment team.

Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 14 years of industry experience and has previously worked at firms including Ameriprise, Comerica Securities, Charles Schwab, and USAA. Outside of his advisory work, he is the owner of VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options from mutual funds and ETFs to SMA strategies and direct indexing.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse range of clients including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios complemented by third-party managers and technology-driven approaches, combining advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. in Macomb, MI, with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both advisory programs and brokerage and insurance services, featuring a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire.

Maria Soave Krambeck is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to her current role, she has been associated with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, catering to varied risk profiles and investment strategies.

Kimberly Yaroch is a financial advisor with Hantz Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Kimberly has been with Hantz Financial Services since 2002. 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 delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services in a single enterprise.

Daniel Super is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 11 years of industry experience, all spent at Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Jeffrey Palleschi is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, LifePlan Financial Advisory Group, LLC, Baron Wealth Management, LLC, and Plante Moran Financial Advisors. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and family office and business management. The firm employs a long-term investment approach with an enhanced open architecture, utilizing both active and passive strategies, third-party managers, and customized portfolios tailored to client needs.

Selman Kanani is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to that, he worked at Wayne State University, Gaudino's, and Lakeview High School. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, while combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Keith Barr is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Lifeplan Financial Advisory Group, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, and business and family office management. The firm employs a long-term investment approach with attention to tax and fee sensitivity, utilizing both active and passive strategies along with access to affiliated insurance, credit, and private investment solutions.

Ronald Miller II is a CFP® with 12 years of industry experience, currently advising at PNC Wealth Management. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, and several other financial firms. Outside of his advisory work, he serves as an officer for Great Lakes Bowling, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessments to guide investment in mutual funds and ETFs.

Robert Shampine Jr. is a financial advisor at Farther with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mainstay Capital Management, LLC, Greystone Financial Group, LLC, and Guardian Life Insurance Company. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, incorporating exchange-traded funds, mutual funds, equities, fixed income, and AI-supported advisor judgment.