Martin Peters is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he owns a tax and accounting services business and works as a CPA. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing a blend of fundamental and technical analysis, with both discretionary and non-discretionary account management options.

Terry Sawchuk is a financial advisor with Money Concepts Capital Corp in Troy, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. and First Allied Advisory Services, Inc., and has been involved with the Michigan Senior Society since 1997. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients with $3.33 billion in assets under management.

Matthew Bunch is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Facet Wealth and Securities America Advisors, before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized solutions managed under fiduciary standards.

Kurt Davis is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ameritas Advisory Services, National Life Group, and Mass Mutual. He is also involved as president of New Possibilities Medicare Solutions and New Possibilities Financial Group. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports advisors through a limited-partnership ownership structure.

William Scarfone is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at IFP Securities, LLC, Independent Financial Partners, and TIAA-CREF. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various strategies and technology platforms to provide tailored investment solutions through both proprietary and third-party managers.

Christopher Maggard is a financial advisor with Fifth Third Securities, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, featuring multiple portfolio management strategies and risk-profile customization.

Dawn Clingan is a CFP® professional at Prime Capital Financial with 14 years of industry experience. Her career includes roles at Merrill and Portfolios Solutions before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs diverse investment strategies and manages accounts on both discretionary and non-discretionary bases.

Isabella Barone is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and began her advisory career in 2025. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience in education and hospitality sectors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs, including the Passageway Managed Account Program, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for eight years before joining Janney in 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Annette Vanderlinde is a financial advisor at Prime Capital Financial with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Bloomfield Hills Financial and First Allied Securities. Vanderlinde is a partner in CHHSZ Holdings LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, employing a variety of investment strategies and platforms.

Edward Harrison is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Advisory Group, Empower Financial Services, and Fifth Third Bank. Outside of his advisory role, he owns and operates a party supply rental business. 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 retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Joseph Budd is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2021. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Budd is also licensed as a non-variable insurance agent. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Derek Raymond is a financial advisor with Oppenheimer, holding a Series 66 license and 17 years of industry experience. He worked at Edward Jones from 2009 to 2013 before joining his current firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Preston Warren is a financial advisor at Oppenheimer with a Series 66 credential and less than one year of industry experience. Prior to joining Oppenheimer, he has held various positions outside the financial sector, including roles in realty and hospitality. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets and managing a significant portion of advisory assets on a non-discretionary basis.

Michael Pesendorfer II is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Robert W. Baird for eight years and has experience affiliated with the University of Wisconsin-Madison. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers both advisor-led and firm-managed investment solutions through a mix of discretionary and non-discretionary relationships.

William Scott III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Fahnestock & Co., Inc. for 27 years since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Christopher Scheimer is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at The Leaders Group Inc, Sigma Financial Corporation, and Raymond James & Associates. Scheimer is also president of K1 Strategies, LLC, where he manages employees and markets insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

James Barone is a financial advisor with Fifth Third Securities, Inc. in Warren, MI, holding the Series 63, Series 65, and Series 66 designations and bringing 37 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2020, with prior roles at Citizens Securities, Inc. and Infinex Investments, Inc. Outside of his advisory duties, he is involved in agricultural activities as a farm rental owner in Coldwater, MI. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing various investment strategies with options such as SMA models, tax-overlay services, and direct indexing.

Cameron Kennedy is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Axa Advisors and Cambridge Financial. Outside of his advisory work, he serves as a board trustee for CATCH, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Michael Mestdagh is a CFP® professional with 11 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2021. He previously worked at Equitable Advisors and Axa Advisors, LLC. Mestdagh also founded Mestdagh Wealth Management, which focuses on retirement planning and life insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes model-based asset allocation and discretionary portfolio management, including historically notable market-timing and momentum-based strategies.