Christopher Rennert is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and over 13 years of industry experience. He has been with Huntington since 2016 and has also worked at Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank offerings.

David Trela is a financial advisor with GWN Securities Inc. in Trenton, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, he performs notary services for a title company during mortgage loan closings. 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, employing a range of investment approaches from traditional asset allocation to legacy momentum-based strategies.

Joshua Potter is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and other financial institutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot designed for employees with existing PNC Bank online credentials. This program uses algorithmic risk assessment and invests in approved model strategies via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

James Duffy is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's investment approach uses approved model strategies with mutual funds and ETFs, implemented via an algorithmic process that recommends risk bands and manages portfolios with annual rebalancing.

Mark Sloan is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including 20 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Jeremy Pugh is a financial advisor at Fifth Third Securities, Inc. in Canton, MI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Amrock, Antonio's, and Olive Garden. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by features such as direct indexing and an optional tax-overlay service.

Seth Longton is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. Outside of his advisory role, he manages a non-investment-related rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, employing algorithm-driven portfolio strategies with mutual funds and ETFs.

Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. 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 combines a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Jason Lambrix is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include 20 years at Cuna Brokerage Services, Inc. and Cuna Mutual Group, followed by three years at LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses mutual funds and ETFs with annual rebalancing and no individual security trading.

Ryan Sherwin is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2011, also working with Fifth Third Bank since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

Jeffrey Clements is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services, LP and DFCU Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Ronald Brant is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation and Lincoln Financial Group from 1985 through 2024. Outside of advisory services, he owns and operates an insurance agency focused on life and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Dana Trowbridge Mette is a CFP®-designated financial advisor with nine years of industry experience, currently associated with LPL Financial. Prior to joining LPL, she worked at Merrill Lynch, Sigma Financial Corporation, and SPC. She is involved in additional business activities through Trowbridge & Associates Inc., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from both internal and third-party sources.

Frank Zanger is a financial advisor with Edward Jones in Monroe, MI, holding CFP® and Series 66 designations and has six years of industry experience. He previously worked at First Merchants Bank (formerly Monroe Bank and Trust) for eight years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Hall is a financial advisor with OSAIC in Trenton, Michigan, holding a Series 66 designation and 12 years of industry experience. Prior to joining OSAIC in 2022, he worked at Hantz Financial Services for eight years. He is involved in several business ventures, including ownership of entities focused on securities and insurance sales, tax planning, and managing tax credit filings. Kyle Hall also serves as a trustee of a family trust. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a diverse array of investment types.

Shawn O'Brien is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2003. O'Brien is also the owner of O'Brien's Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains unique affiliations and specialized advisory programs.

Jody Myers is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at Monroe Bank & Trust and LPL Financial. Outside of advising, she is a 50% owner and manager of JS3 FARMS, LLC, which holds vacant land for future farm use. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Monica Wagner is a CFP® professional with 16 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she holds land in Temperance, Michigan, intended for building a primary residence within the next few years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Herman Ruiz is a financial advisor with OSAIC in Trenton, MI, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining OSAIC, he has worked in real estate and financial support roles, including as a referral person for Power House Group Realty and as a registered assistant at RedSky Financial LLC. He refers real estate clients to Power House Group Realty and receives referral fees on closed deals. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and manages accounts on both discretionary and non-discretionary bases.

Jonathan Hodge is a CFP® professional with 17 years of experience in financial advising. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.