Robert Maks is a CFP® professional affiliated with NewEdge Advisors, with seven years of industry experience. He has worked at several firms, including CWM, LLC, Cetera Advisor Networks, and Stonebridge Financial Partners. Maks serves as an investment advisor representative at NewEdge Advisors, dedicating full time to this role. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Amy Hoffman is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and nine years of industry experience. She has been with Hantz Financial Services since 2015. Hantz Financial Services serves a broad client base, including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Kimberly Eberlein is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner and Smith Incorporated for 12 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stacie Duclos is a financial advisor with The Huntington Investment Company in Royal Oak, MI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her career includes roles at Ameriprise, JP Morgan Securities LLC, JP Morgan Chase Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party and affiliate portfolio management strategies across multiple wrap-fee programs.

James Tafelski is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for 11 years at Fifth Third Securities. 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 advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Lance Smith is a CFA® charterholder and holds a Series 66 license with 10 years of experience in the financial industry. He has worked at Raymond James from 2016 to 2022, and since 2022 has been affiliated with both Commonwealth Financial Network and Guglielmetti Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

William Lanava is a financial advisor with PNC Wealth Management in Troy, Michigan, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2009. Lanava serves as a board member of the Detroit Gun Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Cathy Cain is a financial advisor at Oppenheimer with four years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Plante Moran, Crossmark, Higbie Maxon Agney, and Williams-Sonoma. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Anthony Forlini is a CFP® with 41 years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held various public service roles in Macomb County and the State of Michigan since 2011, and he is president of Design Financial Inc., a health insurance and group benefits business. Forlini is also the elected Clerk and Register of Deeds for Macomb County. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and distinct distribution model.

Donovan Ciminelli is a CFP® with 18 years of experience at Hantz Financial Services, Inc., where he has worked since 2007. He holds Series 63 and Series 65 licenses and is based in Clinton Township, MI. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Jill Garvey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. Her prior roles include positions at Bank of America, Merrill, and Comerica Bank. She serves as a board member for both the Schoolcraft College Foundation and the Grosse Pointe Farms Foundation. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture model incorporating third-party and proprietary investment strategies, delivering portfolio management through multiple wrap-fee programs on the Envestnet MAS platform.

Timothy Bearden is a CFP® and ChFC® with 37 years of experience in the financial services industry. He has worked at several firms, including LPL Financial, Cetera, and Stonebridge Financial Partners. In addition to his advisory work, he is involved with Stonebridge Farms and Retreat, a farming enterprise in Metamora, MI. He provides investment advisory services through NewEdge Advisors, an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services using a variety of program structures and emphasizes centralized due diligence and technology-supported solutions.

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Austin Potter is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. Potter is based in Troy, Michigan, and holds Series 63 and Series 65 licenses in addition to his CFP® designation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures that integrate in-house manager selection with third-party strategies and advisor discretion.

Justin Russo is a CFP® professional with nine years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His career includes roles at Sigma Financial Corporation, Mass Mutual, Raymond James, and Triad Advisors. He serves as Board President of Life Skills Centers, Inc., a nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of investment management and financial planning services, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

D Artagnan Mason is a CFP® and holds a Series 66 license, currently advising at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various asset classes and affiliated service offerings.

Benjamin Schottenfels is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at The Vanguard Group and Ally Invest Advisors. He maintains a specialist role supporting Ally Invest customers in both self-directed and advisory accounts. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mark Loduca is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2020, following roles at Pruco Securities, LLC, The Prudential Insurance Company of America, and ProEquities, Inc. Outside of his advisory career, Loduca is an active jazz musician, performing and recording music while marketing his recordings through various platforms. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and is wholly owned by Citizens Bank, N.A.

Bailey Domer is a financial advisor at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2025, Bailey worked at Nationwide Investment Services Corp. for eight years. He holds Series 63 and Series 65 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware rebalancing and asset-location strategies.