Craig Schneider is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and operated Beyond The Ears, LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and diversified investment strategies.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial with four years of industry experience. He previously worked at Wellington Management for 23 years and at Portfolio Solutions, LLC for one year. Meagher has an ownership interest 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 with services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary that provides tax planning and financial administration services.

John Kay Jr. is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior experience includes roles at Merrill and Bank of America. He is also a member of Marienhoff LLC, a private family vacation home investment. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

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 at Osaic Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC and Cetera Advisors. In addition to her advisory role, she serves as an associate wealth coordinator at G&P Financial, supporting wealth advisors and handling administrative duties. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofits with services including investment management, financial planning, and retirement plan consulting. The firm utilizes multiple advisory program models and a combination of proprietary and third-party platforms to build and monitor client portfolios.

Michael Gaches is a financial advisor at PNC Wealth Management with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has experience in medical equipment and pain management services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees with PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies managed by PNC and third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Molly Gardner is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Ameriprise Financial Services, LLC and Huntington National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Melissa Fradenburg is a financial advisor at Farther with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Antonelli Financial Advisors, Stephens Consulting, and Raymond James Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Andrew Psilis is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, with investments in mutual funds and ETFs and annual rebalancing.

Carl Rankin is a financial advisor with TIAA-CREF in Troy, Michigan, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at TIAA-CREF since 2018 and was previously with Scottrade Investment Management and Scottrade, Inc. from 2008 to 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm separates its planning services from ongoing discretionary management and operates as an adviser to a donor-advised fund within a vertically integrated structure.

Christian Mcgowan is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at John Hancock Funds, LLC, John Hancock, and John Hancock Distributors LLC before joining Principal Securities and Principal Life Insurance in 2019. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel See is a financial advisor at Kestra Advisory Services, LLC, holding Series 66 and Series 65 licenses. He has one year of experience in the financial services industry, having previously worked at Sterling Millwork Inc. and Lifetime Fitness. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Jerry Rubin is a financial advisor with TLG Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with The Leaders Group, Inc. since 2017 and previously with Lincoln Investment from 2012 to 2017. Outside of advisory services, he is a 50% owner of JAZZ, LLC, a third-party administration firm focused on health insurance. 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 investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Cort Wagenberg is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 65 and Series 63 designations and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management from 2022 to 2025 and has held roles at Bectran, Daxton Hotel, and Incore Capital Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Donald Accardo Jr. is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise from 2023 to 2026 and Comerica Securities, Inc. from 2013 to 2023. He also supervises Client Service Associates in a retail capacity at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple investment strategies including mutual funds, ETFs, SMAs, and tax-optimized portfolios.

David Beaton is a financial advisor at Fifth Third Securities, Inc. based in Troy, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior positions include roles at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, supported by multiple program types and third-party portfolio managers.

Tom Laskaris is a financial advisor with Janney Montgomery Scott, holding the Series 63 and Series 65 registrations and bringing 28 years of industry experience. He worked at Raymond James & Associates for 22 years before joining Janney Montgomery Scott in 2023. Laskaris serves on several community boards, including the Southgate Brownfield Redevelopment Corporation, the University of Michigan Modern Greek Studies, and the Hellenic Congress, where he contributes to cultural and redevelopment initiatives. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving a diverse clientele ranging from individuals and families to corporate and municipal clients. The firm provides investment advice through a combination of in-house and third-party portfolio management across various advisory programs and offers custody and trustee services through a subsidiary trust company.

Edward Mcdermott Jr. is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has been with Principal Securities since 1998 and with Principal Life Insurance Co. since 1991. Outside of his advisory role, he serves as a board member and finance committee member for The Grosse Pointe Academy, a private school serving kindergarten through eighth grade. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. He serves as a board member of the Royal Oak First United Methodist Church, where he participates in governance and human resources functions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as both a broker-dealer and insurance agency.

David Wohlberg is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at City Wide Facility Solutions and Dana Incorporated and has experience in academic and sports-related organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, various model portfolios, and operates as a broker-dealer and insurance agency. Its investment approach includes strategic and tactical asset management overseen by an Investment Management & Research team, managing approximately $22.9 billion in advisory assets as of the end of 2025.