Allison Coleman is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 66 designation and has worked previously at Center for Wealth Management and MSX International. Coleman also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, individual securities, and personalized indexing.

Brandon Mccauley is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Comerica Securities, where he also collaborates with Comerica advisors on annuities, life insurance, and retirement accounts. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, featuring strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Tricia Dekiere is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Citizens Bank. She is also employed as a Registered Client Services Associate at Comerica Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals and institutions, offering investment advisory and brokerage services through multiple managed account programs delivered via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jason Geisz is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Geisz is a member of the investment committee for the (EP)Foundation of Michigan, a nonprofit organization, and serves on the advisory board of Portfolio Summits. He also participates on the policy committee of the National Small Business Association. Sanctuary Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment advisers. The firm offers portfolio management via various programs and acts as a fiduciary when a written advisory agreement exists.

Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding the ChFC® designation with 14 years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, Charles Schwab, and USAA Financial Services. Outside of his advisory work, he owns VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual funds, ETFs, SMAs, and direct indexing.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax consulting, and insurance businesses.

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® professional with 14 years of industry experience currently serving at NewEdge Advisors. His prior roles include positions at Cetera Advisor Networks, LPL Financial, and Stonebridge Financial Partners. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities and Fifth Third Securities during her career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Michael Ceccoli is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied for 14 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, offering tailored services such as Executive Wealth and Private Family Office support.

Mark Manetta is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 17 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. Manetta is also associated with Iannuzzi Manetta & Co., Inc., where he has been involved since 1988. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm functions as a platform provider, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Robert Moore is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Center For Wealth Management, having previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advisory services, Moore is involved in tax preparation and accounting through Center for Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors nationwide and managing over $210 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, allowing advisors to implement portfolios tailored to client goals and risk tolerance using both internal models and external platforms.

Loyd Wellman is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at FSC Securities Corp, Great Lakes Wealth, Foresters Financial Services, and First Investors Corporation. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies, with additional offerings in private funds and interval fund advisement.

Christel Toal is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities since 2018, having been with Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Maria Soave Krambeck is an advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Fifth Third Bank and Utica Community Schools. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, and tax-overlay services.

Eric Nahat is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hightower since 2017, following a year at Wells Fargo Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Kimberly Yaroch is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. She has been with Hantz Financial Services since 2002. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform and emphasizes diversified, ETF-focused model portfolios combined with access to third-party managers and tax-aware strategies.

Casey Bear is a CFP® with 15 years of industry experience. He is currently an advisor at Farther and previously worked at KMG Fiduciary Partners and Cranbrook Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke allocations or proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Daniel Super is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies and offers comprehensive financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated banking, tax, and consulting capabilities.

Kenneth Morris is a financial advisor with Kestra Advisory, holding a ChFC® designation and Series 63 license, with 46 years of industry experience. His career includes prior roles at LPL Financial and INVEST Financial Corporation. He serves as Vice President of the Society for Lifetime Planning and is the author of the book *A Thought for Your Pennies*. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to a broad range of management platforms and third-party solutions.