Gayane Toukhanian is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs Ayco since 2017 and previously held roles at Academia Book Buyers and Huntington Technology Finance. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Benjamin Wicks is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held positions at Bridge Business Credit, Lee Industrial Contracting, Kroger, and Michigan State University among others. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, strategic allocation models, and a range of service platforms across the broader Goldman Sachs ecosystem.

John Ursu is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been affiliated with Private Advisor Group, Millennium Wealth Management, and LPL Financial since 2013. Ursu operates under the business name Artemis Wealth Advisors for his investment advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Timothy Reynolds is a Series 66-certified financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He previously worked at Ameriprise and Comerica Securities, Inc. Outside of his role at Fifth Third, he maintains employment with Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting various portfolio management approaches and a client-focused investment process.

Hans Hegge is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at The Leaders Group Inc, K1 Strategies, Wedding Venue Crashers, Inc., LoopingBack, Inc., Flexera Software, and Raymond James. He also assists with bookkeeping and invoicing for a wedding venue business operated by his spouse. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Logan Soll is a CFP® professional at Prime Capital Financial with six years of industry experience. He has previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, retirement plan services, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax advisory and financial administration services.

Tiffany Taylor is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Advisors, Inc., First Allied Securities, Inc., and Oxford Forge, Inc. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Zeina Zahr is a financial advisor at Sequoia Financial Group, L.L.C. in Troy, Michigan, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wells Fargo Clearing and Hantz Financial Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research and due diligence.

Laura Marshall is a CFP® with 20 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, MI. She has worked with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and was previously with Ljpr Financial Advisors from 2015 to 2018. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Katherine Mc Connaughy is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and four years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities from 2023 to 2026, and at Bank of America and Merrill from 2019 to 2023. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account Platform.

Anthony Monastero is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has a broader affiliation with Fifth Third Bank dating back to 2011. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Cameron Staley is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a role with LPL Financial starting in 2014. Staley operates Artemis Wealth Advisors, an investment advisory business independent from LPL Financial. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of analytical methods and coordinating custody and reporting through multiple custodians.

Adam Weiner is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding Series 63 and Series 65 registrations and nine years of industry experience. He has previously worked at LPL Financial, FSC Securities, Hatmada LLC, AIG Capital Services, Inc., and American General Life Insurance. He is also the owner of Hatmada LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs using various investment strategies.

Bryan Heckman is a financial advisor at PNC Wealth Management with over 10 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to his current role, he worked at PNC Bank and PNC Investments. Outside of his advisory work, he serves as Vice President of Rochester Football Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to manage discretionary portfolios with mutual funds and ETFs.

Santo Blumke is a financial advisor with Citizens Securities, Inc. in Clinton Township, MI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms, including Fifth Third Securities and The Huntington Investment Company. 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 operates a digital advisory program alongside managed accounts and brokerage services, and is wholly owned by Citizens Bank, N.A.

Marcella Evans is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has previously worked at firms including AXA Advisors and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring a digital, discretionary model account available by invitation that uses algorithm-driven risk assessment and implements investments via approved model strategies through mutual funds and ETFs.

Thomas Janicki is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been associated with Lexington Financial and Commonwealth Financial Network since 2001. Outside of his advisory work, he owns and operates Janicki Tree Farm, a business he has managed since 1999. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized investment solutions, supported by operations, technology, compliance, and practice-management resources.

Karen Warner is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., JP Morgan Chase Bank, UBS Financial Services, and Wells Fargo Clearing. Outside of her advisory work, she owns Be Bella's Boutique LLC, a business specializing in handmade decorations. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs and portfolio management strategies through its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Mike Pecaj is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Hantz Financial Services and Oakland University. His background also includes roles outside finance, such as working in education and the restaurant industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and charitable organizations. The firm leverages centralized investment resources and offers tailored services through an integrated financial group structure.

Brandon Morris is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Kestra Advisory Services LLC. He previously worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he operates an eBay business selling collectible cards. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment management supported by due diligence and various management platforms.