Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at PKS Investments, Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with a centralized investment management team and uses a combination of internal management, third-party managers, and customizable model portfolios.

Richard Grucz is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include SagePoint Financial, American Portfolios Advisors, Inc., OSAIC Services, Inc., and Sunamerica Securities, Inc. In addition to his advisory work, he is also a licensed insurance agent. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by distinct operational platforms and a network of over 100 financial professionals.

Michael Guillery is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Q3 Asset Management and Intervest International Equities Corp. He is also the owner of Lighthouse Tax and Investment Planning, where he sells insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of portfolio programs and emphasizes suitability-driven advice with accounts managed on both discretionary and non-discretionary bases.

Anthony Lajeunesse is a financial advisor with Merit Financial Advisors in Southgate, MI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios, supported by an internal investment management team and investment committee.

Brett Deeter is a Series 66-licensed financial advisor at Oppenheimer in Wyandotte, MI, with 11 years of industry experience. He has been with Oppenheimer & Co since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Joseph Dixon is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Independent Financial Group since 2009. Outside of advisory work, he is a 50% owner of rental property within Executive Office Suites of Trenton. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing a mix of passive and active investment strategies tailored to client risk profiles.

Kyle Glaab is a CFP® with 16 years of industry experience and is affiliated with SPC in New Boston, MI. He has been with Sigma Planning Corporation since 2011 and also maintains ongoing roles at Sigma Financial Corporation and Creative Insurance Planning. Outside of his advisory responsibilities, he serves as president of Third Gen Financial, Inc. and is a notary public in Oakland County, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and maintains affiliations with broker-dealers and insurance agencies, alongside strategic partnerships with third parties.

Philip Buccini is a financial advisor with Oppenheimer in Wyandotte, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs encompassing asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Michael Tafelski is a CFP® professional with over 33 years of industry experience. He has been with Fifth Third Securities, Inc. since 2007. The firm serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. Fifth Third Securities offers various managed account programs and portfolio management options on its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Michael Lacombe is a CFP® and ChFC® with 39 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charities, corporations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while integrating advisory, broker-dealer, mortgage, and insurance services.

Kristen Horvath is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she owns and manages a for-profit Etsy shop focused on design creation. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment options.

Brandon Wylie is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes technologies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Sean Huyck is a financial advisor at Hantz Financial Services, Inc. in Taylor, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Southgate Lincoln, DST Industries, Com for Care, Baker College, and Greektown Casino. Hantz Financial Services serves a diverse client base, including individual investors, high-net-worth households, pension plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and technology-driven solutions such as Direct Indexing and AI-assisted client data aggregation.

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.

Meghan Koths is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2013. 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, complemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

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.

Brett Dulecki is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. His prior work includes roles at Leonardos Inc., Door Dash, Lawrence Tech University, and Grosse Ile Country Club. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios enhanced by third-party managers and technology-driven tools such as automated tax-loss harvesting.

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.