Ojie Alofoje is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at Bank of America, Merrill, PNC, and Turnkey. Outside his advisory role, he owns OA Investments, an LLC that acquires and flips properties. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services through the Passageway Managed Account Program and other platforms. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing various program types and third-party portfolio management options.

Maggie Guenter is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Arbor Point Advisors and Securities America, Inc. Outside of her advisory role, she has been involved with Jolyn and Melalueca, two entrepreneurial ventures she has maintained for several years. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and financial planning services, utilizing various strategies and platform relationships to support its clients.

Jeffrey Bittner is a CFP® with 22 years of industry experience, currently advising clients at Mariner since 2019. He previously worked at Lincoln Financial Advisors from 2016 to 2019. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, with customized portfolios overseen by an internal committee and a broad range of investment strategies.

Nadia Daoud is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. She also has outside employment as a Comerica Financial employee. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining third-party portfolio management with options including mutual funds, ETFs, SMAs, and direct indexing.

Andrew Slankster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LLC, LPL Financial, and Next Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with 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, combining technology platforms with third-party managers and strategies.

Brittney Broich is a financial advisor with PlanMember Securities Corporation in Brighton, MI, holding Series 66 and Series 63 licenses and three years of industry experience. She has worked at several firms, including Edward Jones and Peak Brokerage Services, and currently provides retirement planning education for the Michigan Association of Retired School Personnel. Brittney also operates Williams & Co, a financial services business in Brighton. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and providing education, support, and participant-level investment options through risk-based mutual fund portfolios. The firm’s investment approach emphasizes strategic asset allocation, economic analysis, and regular portfolio rebalancing.

Lee Cox is a CFP® with 29 years of industry experience, currently serving at VALIC Financial Advisors since 2012. He is also affiliated with Agia, where he acts as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alexander Dobbs is a financial advisor with Citizens Securities, Inc. in Novi, MI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Pruco Securities LLC, Thrivent Financial, and Thrivent Investment Management Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Kaila Cotey is a financial advisor at VALIC Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining VALIC, she worked at American 1 Credit Union and has held roles in education and the food and beverage sector. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors.

William Williams is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also involved with College Funding LLC. Outside of his advisory role, Williams has a background in freelance writing and editing, owns a publishing company, and serves as a volunteer election judge and member of the Perrysburg Board of Zoning Appeals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with various overlay options and operates with a large network of advisors and clients.

Joseph Lepkowski is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include six years at Baron Wealth Management and a year at Costco. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

John Mazzarella is a financial advisor with Fifth Third Securities, Inc. in Northville, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Citizens Securities, Inc., New York Community Bank, and LPL Financial, LLC. Fifth Third Securities serves a diverse client base of individuals, including high-net-worth clients, as well as institutional accounts such as corporations, trusts, and retirement plans. The firm offers investment advisory and brokerage services through various program types on its Passageway Managed Account platform, combining proprietary and third-party strategies with a focus on customized risk profiles and multiple portfolio management options.

Darin Louw is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill, and operating as the Principal of Advanced Insurance Marketing Solutions, an insurance marketing organization. He also works as the Life & LTC Director for Darcy Smith's Amerilife office and provides life, LTC, and annuity sales to individual clients. Brookstone Capital Management provides fee-based asset management and financial planning services to a broad client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies through its turnkey management platform and wrap-fee program.

Reis Bailey is a financial advisor at Empower Advisory Group with Series 66 certification and less than one year of industry experience. Prior to joining the firm, Bailey worked in various roles across manufacturing, logistics, and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and retail brokerage account holders. The firm operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Michael Zurek is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience and has held roles including Director of Client Relations at Nichols Financial Inc. Outside of his advisory work, he coordinates Financial Peace University in Brighton, MI, focusing on teaching and coaching. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Brian Schmitt Jr. is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 2006 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for a homeowners association. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, relying on centralized technology and model solutions to manage approximately $29.2 billion in assets.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ryan Hocker is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, HSBC, and served in the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

Howard Meyers is a financial advisor with Valic Financial Advisors in Novi, MI, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2000. Outside of his advisory role, he serves as Vice President of the Detroit Tennis Club, a member-owned nonprofit tennis club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

William Mccurdy is a financial advisor with Private Advisor Group, LLC in Northville, MI, holding Series 63, 65, and 66 designations and 14 years of industry experience. His prior roles include positions at Cornerstone Financial Services, CoreCap Advisors, Bank of Ann Arbor, TIAA, Vista Maria, and Charles Schwab. He also works as an insurance agent, selling insurance and annuity products to a similar client base. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm utilizes technology platforms and a fiduciary-based advisory model, often implementing advice through third-party managers and strategic partnerships.