Maria Soave Krambeck is an advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Fifth Third Bank and Utica Community Schools. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and tax-overlay services.

Nicole Fobare is a financial advisor with PNC Wealth Management and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at TD Ameritrade, Scottrade, and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategists offering that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Justin Russo is a CFP® with eight years of industry experience. He is currently with OSAIC Advisory Services, LLC and previously worked at Sigma Financial Corporation, Triad Advisors, and Mass Mutual. Russo serves as Board President of Life Skills Centers, Inc., a nonprofit organization, and owns Russo Capital LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms.

Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with FIFTH THIRD SECURITIES since 2001. 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 provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.

Joshua Stros is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has been with Huntington in various capacities since 2015 and also has experience with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm sponsors multiple wrap-fee programs on the Envestnet MAS platform and employs an open-architecture model that integrates third-party sub-managers with proprietary Private Bank models.

Shane Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with various Raymond James entities since 2014. Outside of his advisory role, Brown is involved in entrepreneurial activities including ownership of a salon suite business and a commercial rental property in Harrison Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports advisory programs and institutional portfolio management across a large network of advisors.

Cory Shivers is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has previously worked at Cambridge Investment Research and Sigma Planning Corporation among other firms. Outside of his advisory role, Shivers is involved as a realtor with Epique Realty and serves as president of CTS Financial Inc., providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Jeffrey Dagher is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is a member of DAGHER CAPITAL HOLDINGS LLC, which owns the building leased by his Edward Jones branch office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Anthony Wyzynajtys is a financial advisor with Edward Jones in Algonac, Michigan. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Capital Group/American Funds and Flexible Plan Investments. Outside of his advisory work, he owns a rental property in Fishers, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Alexander Oaks is a financial advisor at Thrivent Investment Management based in Macomb, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for five years and has experience in the hospitality industry with Beau's Grillery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their planning services cover a range of topics and can be combined with managed-account programs under a consolidated billing option.

Kyle Newman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was involved with Newman Dynamics LLC and held roles at Earth Science Agency and ACME Geologic Consulting. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Jeffrey Marko is a CFP® professional with 14 years of industry experience. He is currently with Osaic Wealth, Inc. and previously worked at Ameriprise Financial Services, LLC, Royal Alliance, and other firms. He is also the owner of NEXTWAVE FINANCIAL LLC, where he reviews and advises on clients’ financial needs and goals. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and third-party platforms to provide diversified portfolio management and supports both discretionary and non-discretionary accounts.

Gian Luca Sbrocca is a financial advisor with Equitable Advisors in Macomb Township, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2015, previously associated with AXA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

John Case is a financial advisor with Edward Jones in Grosse Pointe Woods, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Stephen Hilles is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. He previously worked at First Command Financial Services and its affiliated entities from 2019 to 2023. Outside of his advisory role, Hilles serves as the treasurer of Faith Baptist Church, where he oversees expenditures and provides financial reports on a volunteer basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its recommendations.

Jason Buchan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to his current role, he served as the lead pastor at Northside Church, where he was involved in teaching, preaching, counseling, and managing the church’s operations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Mark Barnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America, Ohio National Financial Services, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management strategies supported by in-house research and third-party resources.

Daysha Balloun is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab in various roles since 2015, including a position at Charles Schwab Bank. Prior to her current role, she was with Ameriprise for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory and custody infrastructure.

Sloan Klaski is a financial advisor with Edward Jones, holding the Series 66 designation and currently in the first year of his advisory career. Prior to joining Edward Jones in 2025, he worked at Novartis and Cintas, and spent six years at Saginaw Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities across multiple periods since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.