Andreen Yousif is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Pruco Securities LLC and Rocket Mortgage. Yousif also serves as a notary, notarizing documents for Citizens clients. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Laura Mitten is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management, Thrivent Financial, Raymond James & Associates, and Charles Schwab. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Daniel Taylor is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Kestra since 2019 and previously worked with Cambridge Consulting Group and Axa Advisors. Taylor serves on the board of directors at Red Run Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors.

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.

Jaclyn Stark Mullica is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She has held positions at Ameriprise Financial Services, Citizens Securities, Citizens Bank, and PNC Investments. Mullica is also a financial advisor with Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

Kathryn Antishin is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Huntington since 2010. Prior to that, she was affiliated with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs primarily on the Envestnet platform.

Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.

Steven Cirenese is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and has worked with Gwfs Equities, Inc., MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 66, Series 63, and Series 65 licenses and 21 years of industry experience. His career includes roles at J.P. Morgan Securities, Wells Fargo Clearing Services, Phoenix Wealth Management, and Alpha Asset Advisors LLC before joining Fifth Third Securities in 2026. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Mary Ewasyshyn is a CFP® and ChFC® with 40 years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities Inc., where she has worked since 2022. Prior to that, she spent 17 years at Ameriprise Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services with a focus on centralized due diligence, technology integration, and a variety of program structures.

Paul La Baere is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Hantz since 2018. Prior to his current role, he was employed at Soaring Eagle Casino & Resort and Jets Pizza, and spent five years at Central Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer that serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and rebalancing, while providing a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

Anthony Bloink is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has been with First Command in various capacities since 2016, including roles at affiliated entities such as First Command Insurance Services and First Command Financial Planning. Prior to his financial career, he worked for Richmond Community Schools for 16 years. Outside of his advisory work, he owns a small rental property business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate clients, and charitable organizations, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority under Investment Management Agreements.

Kristofer Sztein is a CFP® with 17 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held prior roles at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, Bank of America, and Fidelity. In addition to his financial advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Jamie Urbanski is a financial advisor at Hantz Financial Services, Inc. with 28 years of industry experience. He has been with Hantz Financial Services since 1999 and holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies complemented by separately managed accounts and unified managed account solutions, and offers a broad range of financial planning, wealth management, and fiduciary services.

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.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.

Daniel Devine is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022, and prior to that, he was affiliated with CARE of Southeastern Michigan, ESCHELS FINANCIAL GROUP, INC, and ProEquities, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA holders through various managed advice programs and investment education services, using proprietary software and model portfolios developed by Morningstar Investment Management. The firm operates at scale with a broad client base and primarily focuses on non-discretionary asset management.

Timothy Madigan is a financial advisor with GWN Securities Inc. in Grosse Pointe Woods, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also involved in life insurance services through Lakeshore Wealth Management, where he assesses client insurance needs and delivers quotes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both strategic asset allocation and tactical market-timing approaches in its portfolios.

Michael Bullis is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and ownership of Bullis Wealth Strategies, Inc. He and his wife own a short-term rental cabin in Northern Michigan. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting through both proprietary and third-party solutions.