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 at Fifth Third Securities, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and JPMorgan Chase Bank, N.A. among other firms. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, providing clients with a range of strategies from mutual fund and ETF models to separately managed accounts and tax-overlay services.

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 financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2016, LPL Financial since 2014, and PNC Wealth Management from 2012 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies and uses technology platforms alongside third-party managers and TAMPs.

Karen Schwocho Tunnecliffe is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and other firms. Outside of her advisory work, she is the sole owner of The Dawning Lotus, LLC, a health and wellness center offering meditation, reiki, yoga, and life coaching, and she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches, with services including investment policy development and tailored performance reporting.

Kayla Rice is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019 and previously held roles at Carat and Universal McCann. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable share of assets managed on a non-discretionary basis.

Mark Baniszewski is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Adam Weiner is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at firms including LPL Financial, FSC Securities, and AIG Capital Services. He is also the owner of Hatmada LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party platforms.

Michael Bauer is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at Raymond James Financial Services and Wells Fargo Advisors. Bauer is also the owner of BMR Retirement, a non-variable insurance business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios alongside wealth management and financial planning services, supported by a network of approximately 286 advisors.

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. in Roseville, MI, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., JP Morgan Chase Bank, UBS Financial Services, and Wells Fargo Advisors. Outside of her advisory work, she owns a business specializing in hand-made decorations and serves as an assistant manager for a packaging company. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types including mutual fund/ETF models, separately managed accounts, and direct indexing strategies via its Passageway Managed Account platform.

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.

William Kuhn is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and investment services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

Lucas Bogard is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Maureen Livernois Klimek is a financial advisor at Oppenheimer with three years of industry experience. She holds a Series 66 designation and previously worked at Frasco Caponigro Wineman Scheible Hauser & Luttmann, PLLC and Zurich North America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, manager selection, and periodic portfolio reviews.

Nicholas Batschynsky is a financial advisor at Commonwealth Financial Network holding a Series 66 designation. He has experience working at Quantum Ventures and Jackson National Life, as well as academic roles at the University of Notre Dame and Michigan State University. He joined Commonwealth Financial Network in 2026. 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 managing over $210 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.