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.

Jeffrey Steele is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and the Center for Wealth Management since 2019. Prior to that, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, and spent 27 years at Metlife Securities Inc. Steele is also a fixed insurance agent outside of his advisory role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and hundreds of thousands of clients nationwide, managing over $212 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting various investment strategies with a mix of mutual funds, ETFs, individual securities, and tax-aware options.

Austin Potter is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. He has held roles at firms including LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. Potter provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services, including portfolio management, financial planning, and consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Michael Reid 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 utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities that provide trust, tax, business consulting, insurance, and mortgage services.

Sarah Richards is a financial advisor at The Huntington Investment Company with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at the firm since 2012. 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 using an open-architecture model that combines third-party sub-managers and affiliate Private Bank models, with portfolio management and custodial services provided through National Financial Services.

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.

Eli Durgham is a financial advisor with PNC Wealth Management in Waterford, MI, holding a Series 66 designation and two years of industry experience. His previous roles include positions at LPL Enterprise and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and executes investments via approved strategies with mutual funds and ETFs.

Paul Wendling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has been with Commonwealth since 2001. 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 wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management while offering multiple program structures and discretionary model portfolios.

Connor Kruse is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Alps Distributors, Inc., Clarkston Capital Partners, LLC, and MassMutual Great Lakes. Outside of Sanctuary Advisors, he serves as an Investor Relations Associate at Clarkston Capital Partners, an investment management firm. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who develop individualized investment strategies within a fiduciary framework, utilizing various account structures and analytical approaches.

Morgan Warner is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates Inc., Plante Moran, and other firms. Outside of financial services, he was involved with Eastside Tennis and Fitness for four years. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform offering discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Kurt Davis is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ameritas Advisory Services, National Life Group, and Mass Mutual. He is also involved as president of New Possibilities Medicare Solutions and New Possibilities Financial Group. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports advisors through a limited-partnership ownership structure.

Michael McClain is a financial advisor at Hantz Financial Services, Inc. with 34 years of industry experience. He has been with Hantz Financial Services since 1999 and holds a Series 63 designation. Outside of his advisory role, he is a partner in A&M Site Management, LLC, a commercial property management business. Hantz Financial Services serves a wide range of clients, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers diversified investment solutions, along with fiduciary retirement-plan services and affiliated financial product implementation capabilities.

Emily Leshan is a financial advisor with PNC Wealth Management in Washington, MI, holding a Series 66 designation and 13 years of industry experience. She has been with PNC investments since 2013, including a period at PNC Bank from 2013 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Ryan Quinn is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term investment approach.

Kathleen Lemire is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Troy, MI, and has five years of industry experience. She has worked at Ayco, a Goldman Sachs company, since 2019 and has held positions at several other firms and organizations including Huntington National Bank and the University of Dayton. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, supported by the broader Goldman Sachs ecosystem and specialized advisory programs.

Brian Masica is a financial advisor at Hantz Financial Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base that includes individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach featuring ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities including a trust bank and in-house tax and business consulting.

Thomas Papandreou is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Prior to his current role, he worked at Country Chef from 2005 to 2016. 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 ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Steven Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Commonwealth since 2005 and also operates under the name First Financial Planners since 2000. Outside his advisory role, he is president and owner of several private entities related to securities and real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers multiple program structures and discretionary model portfolios, supporting advisors who provide customized financial advice under Commonwealth’s supervision.

George Thibault is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at PNC Investments, E*TRADE Capital Management, and CCO Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm combines discretionary managed-account programs with features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Christopher Maggard is a financial advisor with Fifth Third Securities, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, featuring multiple portfolio management strategies and risk-profile customization.