Jacqueline Venier is a CFP® professional with 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2006 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Caterina Defalco is a CFP® with 20 years of industry experience, currently serving at Advisory Services Network since 2012 and Argentora Wealth Management since 1995. She holds a Series 63 license and has additional roles including licensed insurance agent and financial industry consultant. Outside of finance, she is an author and president of several ventures focused on French cuisine and culture, including writing books and producing related media. Advisory Services Network is an independent enterprise firm with over 200 advisors serving individuals, families, corporations, and charitable organizations. The firm offers customized portfolio management, financial planning, and retirement-plan consulting through a diverse range of investment strategies and account management options.

Mark Carpenter Frere is a Series 66–designated advisor with Capital Analysts in Royal Oak, MI, bringing seven years of industry experience. His work history includes roles at Capital Analysts and Lincoln Investment, as well as prior experience with Michigan Solar and American Financial Network. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and combines discretionary and non-discretionary investment management supported by proprietary screening and institutional relationships.

Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Jill Trivelloni is a financial advisor at The Partners Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in various veterinary-related roles for over a decade. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services, offering both customized portfolios and model-based management through a multi-team approach.

Timothy Dowd is a Series 65 registered advisor with 11 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has previously worked at Golden State Equity Partners, Polaris Greystone Financial Group, LLC, and Greystone Financial Group, Inc. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing discretionary management, third-party managers, and platform solutions tailored to client objectives.

Jeffrey Carless is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Burnham & Flower and Thrivent Financial. Outside of his advisory role, he is a partner in MiCar, a consulting business, and a silent partner in Rhythm n Jump Dance Academy, a dance studio. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Melissa Bell is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios using proprietary algorithms, alongside a Managed Account program, and operates as a broker-dealer and insurance agency.

Ryan Hamlin is a CFP® and Series 66-registered advisor with AE Wealth Management, LLC, based in Troy, MI. He has three years of industry experience and previously worked at LPL Financial and Premier Financial. Outside of his advisory role, he is involved in insurance sales with the Burzynski Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a model portfolio and platform-driven approach, managing approximately $49.8 billion for over 127,000 clients.

Steven Warner is a financial advisor with TIAA-CREF in Rochester, MI, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior work includes long tenures at Valic Financial Advisors and the Variable Annuity Life Insurance Company, as well as a recent position at Ameriprise Financial Services. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary portfolio management and acts as adviser to a donor-advised fund.

John Mann is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithm-driven risk assessment and discretionary management of mutual funds and ETFs. The firm’s approach includes reliance on third-party strategists and investment delegates for portfolio implementation and voting.

William Hullinger III is a CFP® professional with 10 years of experience in financial advisory. He currently works at Farther Finance Advisors and previously held roles at Verity Wealth Partners LLC and Planning Alternatives LTD. Outside of his advisory work, Hullinger is involved as an LLC member and officer in businesses related to real estate and online education. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a variety of investment vehicles, supplemented by AI tools under internal review.

James Mollison is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including LPL Financial LLC, Flagstar Bank, and Citizens Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs and uses a range of portfolio management strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Shawn Ewasyshyn is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. In addition to his advisory role, Mr. Ewasyshyn is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management and consulting services and employs various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Robert Armstrong Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at WFG Investments Inc before joining Kestra in 2017. Armstrong serves on the board of the Bonnell Foundation and volunteers as a mentor, assisting families affected by cystic fibrosis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors such as sovereign wealth funds.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for 23 years. Outside of his advisory work, Jamett has held leadership roles with the Detroit Symphony Orchestra as Board Chair and Secretary, and serves as a trustee for Detroit Cristo Rey High School. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering a range of brokerage, planning, and advisory services supported by in-house and third-party portfolio management.

David Pugh is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining AE Wealth Management, he worked at Burzynski Group Retirement Solutions and has experience with several other firms including Pruco Securities LLC and The Prudential Insurance Company of America. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting, supported by both internal and third-party resources.

Marion Smith is a CFP® professional with 16 years of industry experience, currently serving at Citizens Securities, Inc. since 2025. Prior to joining Citizens Securities, Smith worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2025, Merrill from 2011 to 2021, and Edward Jones from 2009 to 2011. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Heather Kocsis is a Series 66 licensed financial advisor with 15 years of industry experience, currently with PNC Wealth Management since 2015. She is based in Fraser, MI. Outside of advisory duties, she receives residual health insurance commissions unrelated to her investment work. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available via an invitation-only employee pilot. The firm uses algorithm-driven risk assessment and deploys approved model strategies managed by PNC or third parties, with portfolio implementation and proxy voting delegated to external providers.

Omar El Gothamy is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Bank of America, Merrill, Sava, and Northwestern Mutual. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.