Elizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, Next Retirement Solutions, Raymond James Financial Services, and Wells Fargo Clearing. She also provides insurance advice related to fixed insurance and annuities. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and integrated platform solutions.

Daniel Arreola is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Brokers International Financial Services since 2018, following a year at Lincoln Financial Advisors and two years as a self-employed business owner at Arreola Agency, Inc. Outside of advising, he owns and operates HEC Cares Insurance Agency, offering accident and health, Medicare, and traditional life insurance. Integrity Alliance serves a diverse clientele including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment strategies and custodial platforms.

Lance Tabbert is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Allianz Life Financial Services, LLC, Essex National Securities, LLC, and LaSalle Financial Services, Inc. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Joshua Lindamood is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Freedom Mortgage, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The program employs algorithmic risk assessment and utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 66, Series 63, and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, and Alpha Asset Advisors LLC. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay, and direct indexing strategies.

Joseph Caserio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and performance reporting.

Peter Ulbrich Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oppenheimer since 1999. Outside of his advisory work, he performs occasionally in a rock band called Liquor Chicken, with proceeds from shows donated to charity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services, including strategic asset allocation and retirement consulting.

Arianne Peterson is a Series 66 licensed advisor with 25 years of industry experience, currently with PNC Wealth Management since 2009. She is based in Troy, MI. Outside of her advisory role, she has ownership in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Kenneth Dorazio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with a notable portion of assets managed on a non-discretionary basis.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.

Timothy Madigan is a financial advisor with GWN Securities Inc. in Grosse Pointe Woods, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also involved in life insurance services through Lakeshore Wealth Management, where he assesses client insurance needs and delivers quotes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both strategic asset allocation and tactical market-timing approaches in its portfolios.

Michael Bullis is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and ownership of Bullis Wealth Strategies, Inc. He and his wife own a short-term rental cabin in Northern Michigan. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting through both proprietary and third-party solutions.

Ashley Scott is a CFP® designated financial advisor with six years of industry experience. She is currently with Prime Capital Financial and previously worked at Portfolio Solutions LLC and The Binnacle Group. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides tax planning through an affiliated accounting subsidiary.

Craig Schneider is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and several other firms. Schneider was also involved with Beyond The Ears, LLC for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial and has five years of industry experience. He was previously employed at Wellington Management for 23 years and Portfolio Solutions, LLC for one year. His outside business activities include involvement with CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts through various investment strategies and platforms.

John Kay Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill and Bank of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.

Willie Berry is a financial advisor with Empower Advisory Group in Royal Oak, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Outside of his advisory role, he is the founder and president of Willie Berry Ministries, a nonprofit religious organization, and manages Lifeline Transport LLC, a truck leasing company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Allison Ardingo is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, First Allied Securities, Cetera Advisors, and Triad Advisors. She also works as an associate wealth coordinator with G&P Financial, supporting wealth advisors with administrative and operational functions. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing both fundamental and technical investment strategies.

John Reeber is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Wells Fargo Clearing. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team 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 plan advisory services, focusing on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, and alternative investments.