Rachael Martinez is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has professional experience since 2021, including roles at Fifth Third Bank, PNC Bank, and Little Caesars. She is based in Waterford, MI. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, supporting a range of investment strategies and risk profiles.

Robert Gluch is a Series 66-licensed financial advisor with one year of industry experience, currently with Fifth Third Securities, Inc. He previously worked at Ameriprise, Comerica Securities, and Comerica Bank, and has additional work experience outside finance at Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through various program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies with a range of investment tools and services.

Nathan Moretto is a financial advisor with PNC Wealth Management in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and STAR Financial. Before entering financial services, he was involved with Liberty Church PCA and New City Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm utilizes algorithmic risk assessment and manages portfolios primarily with mutual funds and ETFs, with portfolio implementation delegated to third parties.

Jennifer Ralston is a financial advisor at EP Wealth Advisors with the ChFC® designation and five years of industry experience. She has worked primarily with Executive Wealth Management, LLC, before joining EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Michael Moleski is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2014. Moleski is also a partner and agent at Brass Ring Wealth Management and ELGA Wealth Management, where he provides investment advice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides a range of services including plan design, fiduciary consulting, employee education, and manages multiple third-party platforms with a client base that includes large institutional investors such as sovereign wealth funds.

Nathan O'Connell is a Series 66 licensed financial advisor with PlanMember Securities Corporation and Williams & Co dba Williams and Company Financial Services. He has one year of industry experience, including prior roles at Equitable Advisors LLC and self-employment as a day trader. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Hollie Hodge is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. She holds the Series 63 and Series 65 credentials. Her work history includes multiple roles at Citizens Securities and Citizens Bank, as well as prior experience with PNC Investments. She is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on both discretionary managed accounts and a digital advisory platform.

Ka Lai Ma is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Farther since 2025 and previously held roles at Fidelity Investments, MML Investor Services, World Financial Group, Manulife, and Morgan Stanley. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Scott Fishel is a financial advisor at Creative Planning with three years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at EP Wealth Advisors, Executive Wealth Management, and ECC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and discretionary portfolio management, managing approximately $295.6 billion in client assets.

Chad Marriott is a CFP® professional with seven years of experience in financial advisory roles. He is currently affiliated with Carson Wealth and has previously worked at firms including Cetera Wealth Services and The Vanguard Group. Marriott also holds an insurance agent role focused on fixed insurance products. He is part of CWM, LLC, an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by a model portfolio approach and integration with major custodial and technology partners.

Douglas Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach involves proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation and retirement planning guidance across a large client base.

Peter Kumar is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, he acts as an independent insurance agent offering fixed annuities, fixed indexed annuities, and fixed life insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, portfolio management, UMA and wrap programs, and retirement plan advisory, using both affiliated and third-party products with a focus on client-approved, non-discretionary management.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and J.P. Morgan Securities. Outside of his advisory work, he is involved in community activities such as coaching varsity and junior varsity tennis at Bloomfield Hills High School and serving as a tennis instructor at The Sports Club of West Bloomfield. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of services including financial planning, retirement plan consulting, representative-managed programs, and access to alternative investments, utilizing a combination of fundamental and technical analysis, tactical trading, and third-party manager selection.

Michael Leake is a financial advisor with GWN Securities Inc. in Wixom, Michigan, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining GWN Securities in 2019, he worked at Oppenheimer & Co for nine years. He is also involved in providing life, health, and annuity insurance advice. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Christopher Root is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses. He has experience working with Williams & Company Financial Services and has a background in education spanning over two decades. Root is also involved with the Michigan Association of Retired School Personnel in retirement planning. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Genevra Mitrovich is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has previous experience at Equitable Advisors and as an independent contractor. Outside of financial advising, she works as a group fitness instructor at Powerhouse Gym and provides consulting and training services through Mitrovich Consulting LLC. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services from affiliated entities including KeyCorp affiliates, offering a range of wrap-fee programs and ancillary insurance products.

George Thibault is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at PNC Investments, E*TRADE Capital Management, and CCO Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm combines discretionary managed-account programs with features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Sarah Bumstead is a Series 65 licensed financial advisor at Cerity Partners LLC with eight years of industry experience. She has been with Cerity Partners since 2019 and previously worked at Blue Prairie Group, LLC from 2016 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Douglas Krug is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC, with over two decades at Reliable Securities Inc. Outside of his advisory roles, he is licensed as a real estate agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, using various investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Ojie Alofoje is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at Bank of America, Merrill, PNC, and Turnkey. Outside his advisory role, he owns OA Investments, an LLC that acquires and flips properties. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services through the Passageway Managed Account Program and other platforms. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing various program types and third-party portfolio management options.