Omar El Gothamy is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Bank of America, Merrill, Sava, and Northwestern Mutual. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Robert Pearl is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Triad Advisors, Cetera Advisors LLC, SageView Advisory Group, and Edward Jones. He is a board member of the Oakland McLaren Charitable Foundation, where he helps organize events to benefit the local hospital. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services and integrates platform relationships and affiliated managers to support customized portfolio strategies.

Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 14 years of industry experience and has previously worked at firms including Ameriprise, Comerica Securities, Charles Schwab, and USAA. Outside of his advisory work, he is the owner of VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options from mutual funds and ETFs to SMA strategies and direct indexing.

John Tryon is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has been with Centaurus Financial since 2005 and has operated a self-employed practice since 1990. Outside of his advisory work, he holds a Notary Public position, notarizing documents for clients. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing various analytical approaches and both discretionary and non-discretionary management arrangements.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse range of clients including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios complemented by third-party managers and technology-driven approaches, combining advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

Armin Hrncic is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise Financial Services, LLC and Citizens Securities, Inc. He is also employed by Comerica Bank. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Program, providing clients access to diverse portfolio management strategies.

John Broman is a CFP® with 28 years of industry experience, currently advising through Private Advisor Group, LLC since 2019. He has also worked with Independent Financial Partners and LPL Financial during his career. Broman conducts seminars focused on fixed insurance products, primarily long-term care insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both proprietary and third-party investment platforms and strategies.

Michael Pesendorfer is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He worked for Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in providing life insurance coverage through his registration with B&P Financial Services Inc. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm utilizes an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while supporting advisor-led relationships and acting as a fiduciary for ERISA and retirement advice.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. in Macomb, MI, with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both advisory programs and brokerage and insurance services, featuring a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire.

Christel Toal is an advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2018, also maintaining a role at Fifth Third Bank since 2000. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through advisory and brokerage services. The firm offers multiple investment programs and third-party portfolio managers via its Passageway Managed Account platform, combining various strategies such as mutual funds, ETFs, SMAs, and tax-overlay services.

Brent Mckellar is a financial advisor with TIAA-CREF in Royal Oak, MI, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group and offers both standardized and customized portfolio management under a fiduciary standard.

Maria Soave Krambeck is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to her current role, she has been associated with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, catering to varied risk profiles and investment strategies.

David Berry is a CFA® charterholder with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has been with the Sequoia organization in various capacities since 2016. Berry holds the position of Director of Private Client Services at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and incorporates a range of investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments.

Kimberly Yaroch is a financial advisor with Hantz Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Kimberly has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services in a single enterprise.

Daniel Super is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 11 years of industry experience, all spent at Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, 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 Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Jeffrey Palleschi is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, LifePlan Financial Advisory Group, LLC, Baron Wealth Management, LLC, and Plante Moran Financial Advisors. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and family office and business management. The firm employs a long-term investment approach with an enhanced open architecture, utilizing both active and passive strategies, third-party managers, and customized portfolios tailored to client needs.

Selman Kanani is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to that, he worked at Wayne State University, Gaudino's, and Lakeview High School. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, while combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Keith Barr is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Lifeplan Financial Advisory Group, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, and business and family office management. The firm employs a long-term investment approach with attention to tax and fee sensitivity, utilizing both active and passive strategies along with access to affiliated insurance, credit, and private investment solutions.

Hans Hegge is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at The Leaders Group Inc, K1 Strategies, Wedding Venue Crashers, Inc., LoopingBack, Inc., Flexera Software, and Raymond James. Outside of advising, he assists with bookkeeping and business operations for a CRM implementation business run by his wife. TLG Advisors, Inc. serves a broad range of clients including individuals, high-net-worth clients, trusts, and institutional investors. The firm utilizes fundamental analysis and Modern Portfolio Theory for portfolio construction and offers both customized portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Gregory Kort is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with business owners, executives, and high-net-worth individuals to integrate the financial complexities they face, including capital needs, investment strategy, risk management, and long-term planning. Greg's practice centers on advising clients on lending and liquidity solutions, business growth strategies, and investment management with an emphasis on creating diversified, tax-aware portfolios that extend beyond the operating business. He collaborates closely with clients' CPAs, attorneys, and other professionals to ensure a coordinated and comprehensive strategy. Gregory helps clients prepare for business expansions, strategic opportunities, or transitions such as sale or succession, aiming to convert business success into lasting personal financial independence. Gregory Kort holds a Bachelor's Degree from Walsh College and the Personal Investment Advisor (PIA) designation. He is also a member of the Sovereign Military Order of the Temple of Jerusalem and participates in community involvement through the Capuchin Soup Kitchen. In his personal time, he enjoys baseball, basketball, fishing, football, golfing, ice hockey, music, and spending time with his family.