Kathleen Elliott is a Series 65-licensed financial advisor at The Partners Wealth Management with 12 years of industry experience. She previously worked at Trivelloni Risk Management LLC and Trivelloni Asset Management, LLC, as well as Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internally developed models, third-party providers, and outsourced managers.

Larry Woods is a CFP® with 40 years of industry experience, currently serving at Calton & Associates, Inc. since 2019. He previously worked for Capital Financial Services, Inc. for 15 years and has been involved with Woods Financial Services/Magellan Investment Advisory Group, LLC since 1989. Outside of advisory work, he owns and operates a tax preparation and traditional life insurance business for senior clients. Calton & Associates provides portfolio management, financial planning, and retirement plan consulting to individual investors, trusts, estates, and other retail clients. The firm offers a variety of investment programs and combines advisory services with commission-based brokerage and insurance products.

Christopher De Veny is a financial advisor at Wealth Watch Advisors, Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Valic Financial Advisors Inc and several other firms. He also offers annuity, life, and health insurance as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and financial institutions. The firm uses a combination of quantitative, qualitative, and technical methods to implement portfolio management primarily through third-party model managers.

John Dreshaj is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, not-for-profits, and sovereign wealth funds. The firm employs a hybrid investment approach combining fundamental, technical, and cyclical analysis with proprietary equity valuation models and utilizes both discretionary and non-discretionary portfolio management services.

Christopher Bonapace is a CFP® with seven years of industry experience, currently serving as an advisor at Advisory Services Network since 2025. His prior experience includes roles at Ameriprise and Edward Jones, and he also worked at Dorsey Schools before entering financial advising. Outside of his advisory work, he owns and operates OHANA FINANCIAL, LLC, a service company supporting the business income and expenses of his financial practice. Advisory Services Network serves individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting. The firm’s network of independent advisors manages approximately $8.6 billion in client assets using a range of strategies and implementation options tailored to client needs.

Nancy Bartolameolli is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, Motiv8 Investments LLC, and Woodcrest Financial Group. Bartolameolli is also the owner of Woodcrest Financial Group, where she is involved in insurance sales and investment advisory services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, third-party manager due diligence, sub-advisory services, and ERISA/qualified plan support, using tactical, strategic, and dynamic investment approaches through a multi-team model.

Peter Potestato is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Founders Financial Securities since 2010. Outside of his advisory role, he is active as an insurance agent specializing in the sale of fixed and equity indexed annuities. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, utilizing a range of advisory programs and innovative delivery methods.

Kevin Woehler is a financial advisor at PKS Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PKS Advisory Services since 2024. Prior to that, he spent six years at Purshe Kaplan Sterling Investments and sixteen years at Michigan Securities, Inc. Woehler also provides insurance advice through his roles as an insurance agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm designs client portfolios based on risk tolerance and time horizon, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, and alternative investments.

Ainsley Ellison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. She has been with Plante Moran Financial Advisors for ten years. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and frequently employs third-party managers and alternative investments.

Antonio Trivelloni is a financial advisor with The Partners Wealth Management in Mount Clemens, MI, holding a Series 65 credential and 16 years of industry experience. His career includes leadership roles at Trivelloni Asset Management, Llc (formerly North Harbor Advisors) and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of customized portfolios and model-based management, incorporating both internally developed and third-party models through its Amplify Platform.

Jill Trivelloni is a financial advisor at The Partners Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in various veterinary-related roles for over a decade. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services, offering both customized portfolios and model-based management through a multi-team approach.

Michael Kreza is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently affiliated with Brighton Jones LLC and has previously worked at Kovitz Investment Group Partners, Polaris Greystone Financial Group, Lumin Financial, and RWA Wealth Partners, as well as spending two years at Michigan State University. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Kyle Jobin is a CFP® with 21 years of industry experience, currently serving at Osaic Advisory Services, LLC. He has held positions at Sigma Planning Corporation and Sigma Financial Corporation, and has operated his own firm, Jobin Financial, since 2020. Kyle has also been involved in the sales of insurance products and manages his own investment-related business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Timothy Janz is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served six years in the United States Coast Guard. He is the owner of Janz Financial Services LLC, through which he provides financial planning services as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Maxwell Martinello is a financial advisor with Hantz Financial Services, Inc., holding a Series 65 designation and beginning his advisory career in 2025. His background includes roles at Walsh College and Macomb Community College, as well as experience with Three T's and De La Salle. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced portfolio management technologies.

Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Omar El Gothamy is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and Northwestern Mutual. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of portfolio management options tailored to client risk profiles.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse range of clients including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios complemented by third-party managers and technology-driven approaches, combining advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. in Macomb, MI, with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both advisory programs and brokerage and insurance services, featuring a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire.

Christel Toal is an advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2018, also maintaining a role at Fifth Third Bank since 2000. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through advisory and brokerage services. The firm offers multiple investment programs and third-party portfolio managers via its Passageway Managed Account platform, combining various strategies such as mutual funds, ETFs, SMAs, and tax-overlay services.