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.

Kara Schab is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. She also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by these managers.

Kevin Bates is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has worked at Kestra Financial, Cambridge Financial Services, and Axa Advisors over his career. Bates serves as a board member of the Van Norman Lake Improvement Board, where he participates in biannual meetings regarding the lake’s condition. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.

Rod Locricchio is a financial advisor with Kestra Advisory in Southfield, MI, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has worked at Kestra Advisory since 2016 and is also associated with Kestra Investment Services. Outside of his advisory role, he has worked in the restaurant industry. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including large institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Ronald Baptist II is a financial advisor with Fifth Third Securities, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features including direct indexing and tax-overlay services.

Benjamin Zacharias is a financial advisor with Carson Wealth holding a Series 65 designation. He has one year of industry experience, previously working at Ernst & Young, Oracle, and LearnZillion, Inc. He is based in Detroit, MI. Carson Wealth is an SEC-registered investment adviser managing over $50 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with a range of services including discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a variety of tailored investment solutions.

Daniel Taylor is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Kestra since 2019 and previously worked with Cambridge Consulting Group and Axa Advisors. Taylor serves on the board of directors at Red Run Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors.

Steven Romanowski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes extensive tenure at Guardian Life and Park Avenue Securities since 2011. Outside of advisory work, he is involved in brokerage activities related to disability and term life insurance. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

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.

Kevin Murphy is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also affiliated with Kestra Investment Services, LLC where he has worked since 2010. In addition to his advisory role, Murphy assists clients with insurance needs and supports executive compensation plan processes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan design, and employee education, and manages over $79 billion in assets with a client base that includes large institutional investors such as sovereign wealth funds.

Brad Kreiner is a CFP® with 47 years of industry experience and is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, and Signator Investors, Inc. He is also an adjunct professor teaching CFP classes at Oakland University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to a range of proprietary and third-party investment solutions.

Connor Mac Donell 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 his current role, he was employed at Great Lakes Coca-Cola and attended Western Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party SMAs, and other strategies, combining advisory, brokerage, mortgage, and insurance services in a distinctive enterprise model.

Shawn Macdonell is a ChFC® with 37 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base that includes individuals, high-net-worth households, 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 money managers and advanced technologies such as automated tax-loss harvesting and Direct Indexing.

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.

David Smith is a financial advisor with Hantz Financial Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charities, corporations, and business owners. The firm employs ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance services alongside private fund management.