Ashley Scott is a CFP® designated financial advisor with six years of industry experience. She is currently with Prime Capital Financial and previously worked at Portfolio Solutions LLC and The Binnacle Group. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides tax planning through an affiliated accounting subsidiary.

Scott Debbs is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes roles at Ameriprise and Northwestern Mutual. Outside of his advisory work, he serves as a slot receiver coach for the Eisenhower High School varsity football team. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture investment model combining third-party and proprietary strategies, with advisory programs largely offered on a wrap-fee basis.

Scott Luther is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Lexington Financial and Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services and providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial with four years of industry experience. He previously worked at Wellington Management for 23 years and at Portfolio Solutions, LLC for one year. Meagher has an ownership interest in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary that provides tax planning and financial administration services.

Willie Berry is a financial advisor with Empower Advisory Group in Royal Oak, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Outside of his advisory role, he is the founder and president of Willie Berry Ministries, a nonprofit religious organization, and manages Lifeline Transport LLC, a truck leasing company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Allison Ardingo is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC and Cetera Advisors. In addition to her advisory role, she serves as an associate wealth coordinator at G&P Financial, supporting wealth advisors and handling administrative duties. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofits with services including investment management, financial planning, and retirement plan consulting. The firm utilizes multiple advisory program models and a combination of proprietary and third-party platforms to build and monitor client portfolios.

Jessica Vucinaj is a financial advisor with The Huntington Investment Company in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with Huntington and its affiliates since 2014. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture model. Its programs include multiple wrap-fee strategies managed through third-party and affiliate model providers, with custodial services via National Financial Services.

Michael Gaches is a financial advisor at PNC Wealth Management with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has experience in medical equipment and pain management services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees with PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies managed by PNC and third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Keegan Raleigh is a financial advisor with The Huntington Investment Company in Shelby Township, MI, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has been with The Huntington Investment Company since 2008 and also worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank portfolios.

Molly Gardner is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her career includes roles at Ameriprise Financial Services, LLC and Huntington National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Carl Rankin is a financial advisor with TIAA-CREF in Troy, Michigan, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at TIAA-CREF since 2018 and was previously with Scottrade Investment Management and Scottrade, Inc. from 2008 to 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm separates its planning services from ongoing discretionary management and operates as an adviser to a donor-advised fund within a vertically integrated structure.

Daniel See is a financial advisor at Kestra Advisory Services, LLC, holding Series 66 and Series 65 licenses. He has one year of experience in the financial services industry, having previously worked at Sterling Millwork Inc. and Lifetime Fitness. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Brian Kurtz is a financial advisor with Brookstone Capital Management LLC in Troy, MI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brookstone since 2007 and has worked at A.L. Williams since 1990. Outside of advisory work, he is also licensed as a life and annuity insurance agent. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

Daoqi Yang is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VMWare, Inc., Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Ally Financial. Outside of financial advising, he is also an author with over two decades of experience in book writing and publishing. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Jerry Rubin is a financial advisor with TLG Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with The Leaders Group, Inc. since 2017 and previously with Lincoln Investment from 2012 to 2017. Outside of advisory services, he is a 50% owner of JAZZ, LLC, a third-party administration firm focused on health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Donald Accardo Jr. is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise from 2023 to 2026 and Comerica Securities, Inc. from 2013 to 2023. He also supervises Client Service Associates in a retail capacity at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple investment strategies including mutual funds, ETFs, SMAs, and tax-optimized portfolios.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. He serves as a board member of the Royal Oak First United Methodist Church, where he participates in governance and human resources functions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as both a broker-dealer and insurance agency.

Anthony Calibeo is a financial advisor with Commonwealth Financial Network in Utica, Michigan, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth in 2019, he worked at Deloitte and Touche, LLP for four years. He is also the owner and president of Calibeo Financial Group, Inc., a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, and various investment options, providing comprehensive support for advisors and their clients.

David Wohlberg is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at City Wide Facility Solutions and Dana Incorporated and has experience in academic and sports-related organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, various model portfolios, and operates as a broker-dealer and insurance agency. Its investment approach includes strategic and tactical asset management overseen by an Investment Management & Research team, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Michael D'agnese is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at infinex Investments, Inc., Flagstar, and The Detroit Club. Outside of his advisory role, he is a notary. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.