Shawn Ewasyshyn is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. In addition to his advisory role, Mr. Ewasyshyn is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management and consulting services and employs various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Jeffrey Jackson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P. and Oakland University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models and proprietary research with a broad range of affiliated capabilities across the Goldman Sachs organization.

Robert Armstrong Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at WFG Investments Inc before joining Kestra in 2017. Armstrong serves on the board of the Bonnell Foundation and volunteers as a mentor, assisting families affected by cystic fibrosis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors such as sovereign wealth funds.

David Pugh is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining AE Wealth Management, he worked at Burzynski Group Retirement Solutions and has experience with several other firms including Pruco Securities LLC and The Prudential Insurance Company of America. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting, supported by both internal and third-party resources.

Marion Smith is a CFP® professional with 16 years of industry experience, currently serving at Citizens Securities, Inc. since 2025. Prior to joining Citizens Securities, Smith worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2025, Merrill from 2011 to 2021, and Edward Jones from 2009 to 2011. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Alyssa Stevens is a financial advisor with Empower Advisory Group in Troy, MI, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at multiple firms including Woodbury Financial Services and Cobblestone Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Heather Kocsis is a Series 66 licensed financial advisor with 15 years of industry experience, currently with PNC Wealth Management since 2015. She is based in Fraser, MI. Outside of advisory duties, she receives residual health insurance commissions unrelated to her investment work. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available via an invitation-only employee pilot. The firm uses algorithm-driven risk assessment and deploys approved model strategies managed by PNC or third parties, with portfolio implementation and proxy voting delegated to external providers.

Cameron Barnes is a financial advisor with First Command Advisory Services holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he worked in retail and banking, including roles at Eddie Bauer and Huntington National Bank. Outside of his advisory work, he continues to work part-time as a store associate at Eddie Bauer. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families, offering financial planning and various wrap-fee asset management programs managed by a centralized investment team.

Don Bentley is a CFP® professional with 24 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, Michigan. He has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019 and previously worked at Ljpr Financial Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to individuals—including high-net-worth clients—as well as family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing a range of investment vehicles and a research-driven approach.

Omar El Gothamy is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Bank of America, Merrill, Sava, and Northwestern Mutual. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Robert Pearl is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Triad Advisors, Cetera Advisors LLC, SageView Advisory Group, and Edward Jones. He is a board member of the Oakland McLaren Charitable Foundation, where he helps organize events to benefit the local hospital. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services and integrates platform relationships and affiliated managers to support customized portfolio strategies.

Brad Carlson is a financial advisor at PNC Wealth Management in Troy, MI, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 14 years of industry experience and has previously worked at firms including Ameriprise, Comerica Securities, Charles Schwab, and USAA. Outside of his advisory work, he is the owner of VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account platform, providing options from mutual funds and ETFs to SMA strategies and direct indexing.

John Tryon is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has been with Centaurus Financial since 2005 and has operated a self-employed practice since 1990. Outside of his advisory work, he holds a Notary Public position, notarizing documents for clients. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing various analytical approaches and both discretionary and non-discretionary management arrangements.

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.

Michael Klebba is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Charles Schwab & Co., Inc. for 10 years. He is also involved with Burzynski Group Retirement Solutions, offering insurance and annuity products. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Tyler Silverthorn is a CFP® with 15 years of industry experience, currently serving as an investment adviser representative at NewEdge Advisors and affiliated with LPL Financial. His prior experience includes roles at Cetera Advisor Networks and Stonebridge Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and emphasizing centralized due diligence and ongoing monitoring of third-party managers.

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.

Michael Ceccoli is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and a broad range of affiliated financial services across the Goldman Sachs ecosystem.

Jeffrey Mashini is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Royal Alliance and Jhfn Sii. He serves as Grand Knight for the Knights of Columbus Council #15057 in Warren, MI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques and a centralized investment infrastructure.