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 Giampetroni is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Osaic Advisory Services, LLC and has previously worked at firms including SageView, First Allied Advisory Services, and Bloomfield Hills Financial. He also serves as chief investment officer at Bloomfield Hills Advisory, where he manages model portfolios and oversees partnership finances. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through a variety of program models, utilizing both proprietary guidance and third-party platforms.

Rohnne Saad is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Rohnne provides comprehensive financial guidance tailored to the unique needs of individuals, families, and business owners. He focuses on developing strategies aligned with both short- and long-term goals, drawing on his expertise across various financial services. Rohnne's areas of client focus include college education planning, corporate benefits, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, small business strategies, and sports and entertainment. He holds a Bachelor's Degree from Michigan State University and is a Personal Investment Advisor (PIA). Outside of his professional responsibilities, Rohnne enjoys activities such as biking, chess, football, hiking, music, running, soccer, tennis, traveling, and watching movies. He is an avid Detroit sports fan and Michigan State alumnus.

Ronald Miller II is a CFP® with 12 years of industry experience, currently advising at PNC Wealth Management. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, and several other financial firms. Outside of his advisory work, he serves as an officer for Great Lakes Bowling, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessments to guide investment in mutual funds and ETFs.

Ian Lucas is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years. Outside of his advisory role, he serves as vice president of the Indian Lake Improvement Association Inc. HOA in Lakeville, MI. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Raymond Biswanger IV is a CFP®-certified financial advisor with Sanctuary Advisors, LLC, based in Bloomfield Hills, MI, and has 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for eight years before joining Sanctuary Wealth. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, providing investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and employs multiple analytical approaches while acting as a fiduciary under written agreements.

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.

Jason Kiss is a CFP®, CFA®, and Series 66 credentialed advisor at CIBC Private Wealth Advisors, Inc. with 25 years of industry experience. He joined CIBC Private Wealth in 2025 after spending 11 years at Aspiriant, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing both proprietary and external strategies with governance from dedicated investment committees.

Scott Picklo is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association for ten years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer.

David Demallie is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both a digital advisory platform and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

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.

Karen Schwocho Tunnecliffe is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and Cetera Advisors. Outside of her advisory role, she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. and owns a health and wellness center offering meditation, Reiki, yoga, and life coaching. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies to construct client solutions.

Thomas Leonard is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise and Comerica Bank, including Comerica Securities. Leonard is also employed as a financial advisor with Comerica Financial Advisors. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining multiple portfolio management strategies and risk-profile customization.

William Kessel is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Advisors LLC and SageView Advisory Group, LLC. He also serves as a registered representative at Bloomfield Hills Advisory, providing financial planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians like Schwab and Fidelity.

Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Private Advisor Group in 2019, he worked for eight years at Associates in Obstetrics. He provides investment advice under the business name Millennium Wealth Management through Private Advisor Group. 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, employing a range of strategies and collaborating with multiple custodians and platform providers.

Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.

Kayla Rice is a financial advisor with Oppenheimer in Birmingham, MI, holding a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019, with prior roles at Carat and Universal McCann. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a distinctive combination of discretionary and non-discretionary management and a role as a qualified custodian.

Justin Williamson is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc, and co-ownership of Center for Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, offering a wide range of managed-account programs, access to third-party asset managers, retirement plan consulting, and custody services.

Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. She has held positions at Sanctuary Wealth since 2021 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Suzanne holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and consulting services using a variety of analytical approaches and custodial platforms.