Bryan Heckman is a financial advisor at PNC Wealth Management with over 10 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to his current role, he worked at PNC Bank and PNC Investments. Outside of his advisory work, he serves as Vice President of Rochester Football Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to manage discretionary portfolios with mutual funds and ETFs.

Marcella Evans is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has previously worked at firms including AXA Advisors and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring a digital, discretionary model account available by invitation that uses algorithm-driven risk assessment and implements investments via approved model strategies through mutual funds and ETFs.

William Kuhn is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation with various investment vehicles, and acts as a qualified custodian for client assets.

Maureen Livernois Klimek is a financial advisor with Oppenheimer holding a Series 66 designation and three years of industry experience. She previously worked at Frasco Caponigro Wineman Scheible Hauser & Luttmann, PLLC and Zurich North America. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Mark Thompson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Private Advisor Group since 2019 and has prior experience with Independent Financial Partners and LPL Financial. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Lisa Simon is a financial advisor at Oppenheimer with 14 years at the firm and 9 years of industry experience. She holds Series 65 and Series 63 designations. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets across discretionary and non-discretionary relationships.

Dustin Dagastino is a financial advisor at Citizens Securities, Inc. in St. Clair Shores, MI, holding Series 63 and Series 65 credentials with eight years of industry experience. His work history includes roles at Citizens Securities, Citizens Bank, and Huntington National Bank. Outside of his advisory role, he is involved with CreativeWeddingFind, a business he has been associated with for four years. Citizens Securities serves a wide range of retail clients, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

George Kontos is a financial advisor with TIAA-CREF in Livonia, MI, holding a Series 66 credential and six years of industry experience. Prior to joining TIAA-CREF in 2023, he worked with several firms including ASSET ALLOCATION STRATEGIES, LLC and GLP Investment Services, LLC. Outside of his advisory work, he owns and operates Sonik Entertainment LLC, providing DJ, sound, and lighting services, and volunteers at St. Edith Catholic School assisting with events and school operations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Kimberly Eberlein is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner and Smith Incorporated for 12 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stacie Duclos is a financial advisor with The Huntington Investment Company in Royal Oak, MI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her career includes roles at Ameriprise, JP Morgan Securities LLC, JP Morgan Chase Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party and affiliate portfolio management strategies across multiple wrap-fee programs.

William Lanava is a financial advisor with PNC Wealth Management in Troy, Michigan, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2009. Lanava serves as a board member of the Detroit Gun Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Cathy Cain is a financial advisor at Oppenheimer with four years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Plante Moran, Crossmark, Higbie Maxon Agney, and Williams-Sonoma. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Jill Garvey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. Her prior roles include positions at Bank of America, Merrill, and Comerica Bank. She serves as a board member for both the Schoolcraft College Foundation and the Grosse Pointe Farms Foundation. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture model incorporating third-party and proprietary investment strategies, delivering portfolio management through multiple wrap-fee programs on the Envestnet MAS platform.

Benjamin Schottenfels is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at The Vanguard Group and Ally Invest Advisors. He maintains a specialist role supporting Ally Invest customers in both self-directed and advisory accounts. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mark Loduca is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2020, following roles at Pruco Securities, LLC, The Prudential Insurance Company of America, and ProEquities, Inc. Outside of his advisory career, Loduca is an active jazz musician, performing and recording music while marketing his recordings through various platforms. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and is wholly owned by Citizens Bank, N.A.

Bailey Domer is a financial advisor at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2025, Bailey worked at Nationwide Investment Services Corp. for eight years. He holds Series 63 and Series 65 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware rebalancing and asset-location strategies.

Nina Di Mauro is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at Vintage Financial Services and Eastern Michigan University. She has also worked in the brewing and media industries. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofits, using a globally diversified investment approach grounded in Modern Portfolio Theory.

Samuel Courtney is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His career includes roles at The Huntington National Bank and Ameriprise. Outside of advising, he works as a DoorDash driver. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

Jennifer Flaherty is a CFP® professional with 12 years of industry experience. She currently serves as an advisor at Prime Capital Financial and previously worked at Portfolio Solutions LLC for seven years. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.