Arthur Zaske is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital Group, LLC, Arthur Zaske & Associates, LLC, and AZA Capital Management. 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 management. The firm employs a long-term investment approach with an enhanced open architecture that utilizes both active and passive strategies, customizing portfolios based on client risk tolerance, liquidity, and tax considerations.

John Broman is a CFP® with 28 years of industry experience, currently advising through Private Advisor Group, LLC since 2019. He has also worked with Independent Financial Partners and LPL Financial during his career. Broman conducts seminars focused on fixed insurance products, primarily long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both proprietary and third-party investment platforms and strategies.

Michael Pesendorfer is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He worked for Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in providing life insurance coverage through his registration with B&P Financial Services Inc. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm utilizes an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while supporting advisor-led relationships and acting as a fiduciary for ERISA and retirement advice.

Ari Fischman is a financial advisor with Focus Partners Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has worked at firms including Kovitz Investment Group Partners, Lion Street Financial, and New York Life. Outside of his advisory role, he serves on the Board of Directors for Hillel Day School and volunteers on the Pension and Insurance committee for the Jewish Federation of Metro Detroit. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients' specific risk tolerance, liquidity, and tax needs.

Michelle Kreda is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior experience includes ten years at Wells Fargo Advisors and Wells Fargo Clearing, as well as time at Ameriprise. She is also involved in retail outside the financial sector as a representative for Avon, selling cosmetic products, skincare, and perfumes. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Maram Alaiwat is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group and New York Life. Outside of her advisory role, she serves as president of the American Lung Association Michigan Leadership Board and participates on the Finance Committee and Development Committee of Detroit Public Television & Radio. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

David Berry is a CFA® charterholder with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has been with the Sequoia organization in various capacities since 2016. Berry holds the position of Director of Private Client Services at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and incorporates a range of investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments.

Dean Smith is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. Outside of his advisory role, he serves as co-trustee for several family trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment programs and combines discretionary and non-discretionary advisory services, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Timothy Reynolds is a Series 66-certified financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He previously worked at Ameriprise and Comerica Securities, Inc. Outside of his role at Fifth Third, he maintains employment with Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting various portfolio management approaches and a client-focused investment process.

Sandra Scolari is a CFP® professional affiliated with Guardian Life, with 32 years of industry experience. She has worked with Guardian Life entities since 2010 and has been associated with Park Avenue Securities for seven years. Outside of her advisory role, she is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Michael Lacombe is a CFP® and ChFC® with 39 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charities, corporations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while integrating advisory, broker-dealer, mortgage, and insurance services.

Gregory Kort is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with business owners, executives, and high-net-worth individuals to integrate the financial complexities they face, including capital needs, investment strategy, risk management, and long-term planning. Greg's practice centers on advising clients on lending and liquidity solutions, business growth strategies, and investment management with an emphasis on creating diversified, tax-aware portfolios that extend beyond the operating business. He collaborates closely with clients' CPAs, attorneys, and other professionals to ensure a coordinated and comprehensive strategy. Gregory helps clients prepare for business expansions, strategic opportunities, or transitions such as sale or succession, aiming to convert business success into lasting personal financial independence. Gregory Kort holds a Bachelor's Degree from Walsh College and the Personal Investment Advisor (PIA) designation. He is also a member of the Sovereign Military Order of the Temple of Jerusalem and participates in community involvement through the Capuchin Soup Kitchen. In his personal time, he enjoys baseball, basketball, fishing, football, golfing, ice hockey, music, and spending time with his family.

Brandon Wylie is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes technologies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Logan Soll is a CFP®-certified financial advisor with six years of industry experience. He is currently with Prime Capital Financial and previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing multiple investment strategies and maintaining an affiliated tax advisory subsidiary.

Robert Hochkins is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by offering investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm uses a long-term investment approach with attention to tax and fee sensitivity, employing a mix of active and passive strategies, third-party managers, private funds, and tactical overlays to customize portfolios according to clients’ risk tolerance and circumstances.

Dominic Morello is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and beginning his career in 2023. His prior experience includes roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. Outside of finance, he was the CEO of Suburban Softwash LLC, a non-investment-related business, from April to September 2023. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach with an enhanced open architecture that combines active and passive strategies, tailoring portfolios to clients’ risk tolerance, liquidity, and tax considerations.

Robert Runco is a financial advisor with Guardian Life based in Southfield, Michigan. He holds the Series 66 designation and has one year of industry experience, including roles at Park Avenue Securities and Lifetime Financial Growth. Prior to his advisory career, he attended the University of Michigan. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with access to insurance products and alternative investments.

Gregory Kreiner is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, he is involved with Great Lakes Financial Network in health and life insurance sales. He works with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Earlier in his career, he had roles at AXA Advisors, LLC and was involved with Annual Giving at Central Michigan University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm employs a long-term investment approach that integrates active and passive strategies and offers customized portfolio management alongside a range of financial planning, tax, compliance, and specialized services.

Michael Bauer is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at Raymond James Financial Services and Wells Fargo Advisors. Bauer is also the owner of BMR Retirement, a non-variable insurance business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios alongside wealth management and financial planning services, supported by a network of approximately 286 advisors.