Adam Smith is a financial advisor with PNC Wealth Management in Canton, MI, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at PNC Investments since 2017, following roles at Fifth Third Securities and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Robert Blalock is a financial advisor with Fifth Third Securities, Inc. in Canton, MI, holding CFP® and ChFC® designations and eight years of industry experience. His previous roles include positions at The Huntington Investment Company, Infinex Investments, and Flagstar Bank. Fifth Third Securities serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jonathan Thomas is a financial advisor with PNC Wealth Management in Livonia, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining PNC Wealth Management in 2025, he worked at several firms including Bank of America, Merrill, and Northwestern Mutual. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic assessments to recommend risk bands and employs mutual funds and ETFs managed by PNC or third-party strategists.

Richard Strong is a financial advisor with Hantz Financial Services, Inc. in Taylor, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Hantz Financial since 2000. Outside of his advisory role, Strong owns and operates Strong Ice Cream, a retail ice cream establishment. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable entities, and business owners. The firm’s investment approach primarily utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer services alongside mortgage and insurance offerings.

Michael Lacombe is a CFP® and ChFC® with 11 years of industry experience. He has worked at Hantz Financial Services, Inc. since 2015 and also held a position at the University of Charleston from 2013 to 2017. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, 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 technology-driven solutions.

Daniel Senica is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has been with PNC investments since 2012 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account launched as an invitation-only employee pilot. The program uses algorithmic risk assessment to recommend investment models managed and executed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Hailie Quartz is a financial advisor at Hantz Financial Services, Inc. with Series 66 and Series 63 licenses. She has been with Hantz since 2021 and has a diverse work history including roles outside the financial industry. Hantz Financial Services serves a wide range of clients, offering financial planning, portfolio and wealth management, and retirement plan consulting. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting.

Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Cheryl Pachuta is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at CCO Investments Services Corp for six years before joining Citizens Securities in 2020. 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 features a digital advisory program focused on ETF-based portfolios and operates as a broker-dealer and insurance agency.

Dylan Kemp is a financial advisor with Key Investment Services LLC in Livonia, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services LLC, he worked at Nike Community Store and Michigan State University. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model and offers a range of wrap programs with custodial and trade execution services facilitated by Pershing.

Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Albion College and Bilco Tool. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate entities, and business owners. The firm focuses on ETF-based model portfolios combined with third-party money managers and employs various technology platforms for portfolio management and trade execution.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.

Kerry Kerch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012, following roles at PNC Wealth Management, LPL Financial, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria within its eligible investment strategies.

Jeffrey Core is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Huntington Investment Company, Infinex Investments, Flagstar Bank, and Fifth Third Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Morgan is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding a Series 66 designation and 14 years at Raymond James, including 5 years of industry experience. He serves as a board and committee member for First Step, a nonprofit organization, where he assists with event planning and fundraising and participates in finance committee duties. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Conrad Landis is a financial advisor at Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, Charles Schwab & Co., Inc, and service in the U.S. Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a broad range of needs, including specialized areas such as business-owner transition and special-needs planning. Advisors provide tailored recommendations using firm research and planning tools, with clients choosing whether and how to implement them through brokerage or advisory programs.