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.

Dean Smith is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. Outside of his advisory role, he serves as co-trustee for several family trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment programs and combines discretionary and non-discretionary advisory services, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

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.

John Ursu is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 designations and over 23 years of industry experience. He has worked at Private Advisor Group since 2013 and previously held roles at Fidelity and Banc One Securities Corporation. Ursu operates under the business name Artemis Wealth Advisors and is licensed to sell insurance, offering certain insurance products on a commission basis separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms, and offers access to proprietary and third-party managed account solutions.

Timothy Reynolds is a Series 66-certified financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He previously worked at Ameriprise and Comerica Securities, Inc. Outside of his role at Fifth Third, he maintains employment with Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting various portfolio management approaches and a client-focused investment process.

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.

Logan Soll is a CFP®-certified financial advisor with six years of industry experience. He is currently with Prime Capital Financial and previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing multiple investment strategies and maintaining an affiliated tax advisory subsidiary.

Tiffany Taylor is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Advisors, Inc., First Allied Securities, Inc., and Oxford Forge, Inc. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Katherine Mc Connaughy is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. Fifth Third Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services through various program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual fund and ETF models, SMA strategies, and direct indexing.

Anthony Monastero is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has a broader affiliation with Fifth Third Bank dating back to 2011. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Samuel Lasher is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at the Gerstacker Foundation, Lafontaine Auto Group, and Isabella Bank. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension 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 offers financial planning, retirement consulting, and brokerage, mortgage, and insurance services through affiliated entities.

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Cameron Staley is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2016, LPL Financial since 2014, and PNC Wealth Management from 2012 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies and uses technology platforms alongside third-party managers and TAMPs.

Jerald Rushing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in building and renovation businesses as well as for the U.S. Department of Veterans Affairs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team.

Adam Weiner is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, FSC Securities, Hatmada LLC, AIG Capital Services, Inc., and American General Life Insurance. He is also a business owner of Hatmada LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment methods and utilizes technology platforms alongside third-party managers and strategists.