Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 66, Series 63, and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, and Alpha Asset Advisors LLC. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay, and direct indexing strategies.

Timothy Stephens is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied from 2007 to 2021. Stephens has been with Goldman Sachs since 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions including executive and personal wealth management, private family office support, and retirement plan education, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers.

Caitlin Schmees is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with The Burzynski Group Retirement Solutions since 2021. Prior to her current roles, she held positions at Armada Area Schools, Ascension HealthCare, and Common Spirit - St. Anthony Hospital. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Michael Bluhm is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Brandon Mc Bride is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has previously worked at Deloitte and Streamline Athletes. Outside of his advisory role, he serves as president of McBride Youth United Association, a nonprofit organization providing resources and programming to at-risk youth, and he also engages in public speaking for RBC Bank. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model portfolios and custom solutions, employing a variety of investment vehicles and research methodologies overseen by an Investment Policy Committee.

Mary Ewasyshyn is a CFP® and ChFC® with 40 years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities Inc., where she has worked since 2022. Prior to that, she spent 17 years at Ameriprise Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services with a focus on centralized due diligence, technology integration, and a variety of program structures.

Kelsey Zukowski is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and 10 years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied for five years before joining Goldman Sachs in 2016. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and proprietary research while offering a range of investment platforms and services, including Private Family Office and Specialized Executive Wealth programs.

Colin Casey is a CFP® professional with 17 years of industry experience, currently serving as an advisor with NewEdge Advisors. He has held roles at LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. Outside of his financial career, he is active as an on-ice hockey referee and game manager with USA Hockey and serves as secretary of the Shorewood Kiwanis Club of Michigan. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, and consulting services while employing centralized due diligence and advanced technology tools to support adviser and client needs.

Arianne Peterson is a Series 66 licensed advisor with 25 years of industry experience, currently with PNC Wealth Management since 2009. She is based in Troy, MI. Outside of her advisory role, she has ownership in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Michelle Tomei is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior work includes roles at Capital Analysts, Legend Advisory Corporation, Legend Equities Corporation, and OSAIC. She serves as Chair and Board Member of the South Lyon Educational Foundation, participating in event planning and sponsorship outreach. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and AIM strategies.

Megan Akers is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Outside of her advisory role, she owns M. Mayernik Babysitting, a Michigan-based childcare organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, and institutional clients. The firm offers financial planning and portfolio management services supported by strategic allocation models, external manager selections, and a range of fee arrangements and platforms designed to meet varied client objectives.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.

Walter Burzynski Jr. is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at AE Wealth Management since 2018 and previously spent five years with Global Financial Private Capital. In addition, he is the founder of Burzynski Group Retirement Solutions, where he serves as a wealth advisor and is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors through internal consulting and licensing programs.

Jared Cutlip is a financial advisor with Sequoia Financial Group, L.L.C. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Paycom, Thrivent Financial, and Quicken Loans. Outside of finance, he operated a small business called My Pizza Place for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions guided by an Investment Policy Committee and uses a variety of investment vehicles and research methods to meet client objectives.

Evan Topor is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior firms include LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies with centralized due diligence and technology integration.

Timothy Madigan is a financial advisor with GWN Securities Inc. in Grosse Pointe Woods, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also involved in life insurance services through Lakeshore Wealth Management, where he assesses client insurance needs and delivers quotes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both strategic asset allocation and tactical market-timing approaches in its portfolios.

Michael Bullis is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and ownership of Bullis Wealth Strategies, Inc. He and his wife own a short-term rental cabin in Northern Michigan. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting through both proprietary and third-party solutions.

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.

Richard Meagher is a CFP® and CFA® affiliated with Prime Capital Financial and has five years of industry experience. He was previously employed at Wellington Management for 23 years and Portfolio Solutions, LLC for one year. His outside business activities include involvement with CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts through various investment strategies and platforms.

John Kay Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill and Bank of America. 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 range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options.