Julie Shemanski is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 22 years. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options via Fidelity’s Managed Account Xchange platform.

Stacy Blake is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities, Inc. Blake is based in Farmington Hills, Michigan. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, incorporating various strategies such as mutual fund and ETF models, separately managed accounts, tax overlays, and direct indexing.

Eric Nichols is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been affiliated with United Planners since 2009. Nichols also has longstanding involvement in real estate sales, rental properties, and property management through multiple business ventures dating back to the 1980s. United Planners Financial Services is a national wealth-management firm serving a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm operates through independent Investment Adviser Representatives and offers both advisory and brokerage services, utilizing various custodians and third-party money managers to implement client strategies.

Colene Bradley is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2003, also working with Fifth Third Bank since 2000. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Amy Lincoln is a financial advisor with Fifth Third Securities, Inc. in Highland, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2009. Outside of her advisory role, Lincoln owns and operates Crystal Gardens Banquet Hall, a wedding and banquet center in Clio, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, with features such as direct indexing and a tax-overlay service.

Isac Bush is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, catering to various investment strategies and client risk profiles.

Andrea Martin is a financial advisor with PNC Wealth Management in Hartland, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with PNC Investments since 2013. Outside of her advisory role, she is a member of 13295 Harborview LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk band recommendations and implements investments via approved model strategies managed by PNC or third-party strategists.

Ethan Jaworski is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Edward Jones. Outside of his advisory role, he is involved in client service administration and insurance sales through Jones Retirement Advisors. 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 manages approximately $49.8 billion through a high client-to-advisor ratio using discretionary model portfolios and a range of investment strategies.

Monalisa Cottingham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Comerica, and Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a variety of investment programs via the Passageway platform, including managed accounts and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a client base of over 46,000 with approximately $10.9 billion in assets under management.

Crystal Bain is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has previously worked at Ameriprise Financial Services, LPL Financial, Infinex Investments, Flagstar Bank, and CCO Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and affiliate investment strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.

Paul Petroff is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Robert Gluch is a financial advisor at Fifth Third Securities, Inc. He holds a Series 66 designation and has experience in the financial services industry dating from 2018, including prior roles at Ameriprise and Comerica Securities. Before entering finance, he worked in the retail sector at Panera Bread for five years. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing various third-party portfolio managers and investment strategies.

Nicholas Paparelli is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Bankers Life and Elite Catering. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party sub-managers with proprietary private bank models.

Michael Moleski is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2014. Moleski is also a partner and agent at Brass Ring Wealth Management and ELGA Wealth Management, where he provides investment advice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides a range of services including plan design, fiduciary consulting, employee education, and manages multiple third-party platforms with a client base that includes large institutional investors such as sovereign wealth funds.

Nathan O'Connell is a Series 66 licensed financial advisor with PlanMember Securities Corporation and Williams & Co dba Williams and Company Financial Services. He has one year of industry experience, including prior roles at Equitable Advisors LLC and self-employment as a day trader. 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 risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Hollie Hodge is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. She holds the Series 63 and Series 65 credentials. Her work history includes multiple roles at Citizens Securities and Citizens Bank, as well as prior experience with PNC Investments. She is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on both discretionary managed accounts and a digital advisory platform.

Ka Lai Ma is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Farther since 2025 and previously held roles at Fidelity Investments, MML Investor Services, World Financial Group, Manulife, and Morgan Stanley. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Scott Fishel is a financial advisor at Creative Planning with three years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at EP Wealth Advisors, Executive Wealth Management, and ECC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and discretionary portfolio management, managing approximately $295.6 billion in client assets.

Chad Marriott is a CFP® professional with seven years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has previously worked at firms including Cetera Wealth Services and The Vanguard Group. Marriott also holds a role as an insurance agent selling fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, using discretionary account management guided by an internal Investment Committee and a combination of fundamental and technical analysis.

Stephen Cotero is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Huntington, he worked at Ameriprise, Hantz Financial Services, Infinex Investments, and Flagstar Bank. Outside of financial services, Cotero is involved in a family-owned food service business, Oscar's Sports & Grill, in Saline, Michigan. The Huntington Investment Company, doing business as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate-managed portfolios.