Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Jonathan Thomas is a financial advisor with PNC Wealth Management in Livonia, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining PNC Wealth Management in 2025, he worked at several firms including Bank of America, Merrill, and Northwestern Mutual. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic assessments to recommend risk bands and employs mutual funds and ETFs managed by PNC or third-party strategists.

Daniel Stasiw is a financial advisor with PNC Wealth Management based in Hartland, MI. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Bankers Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing. The firm’s approach emphasizes algorithm-driven enrollment and model selection within an employee pilot structure.

Eric Giosa is a financial advisor with Lincoln Investment, holding a Series 66 license and 11 years of industry experience. He has worked at Consolidated Financial and Lincoln Investment Planning since 2016 and previously worked at Transamerica Financial Advisors. Outside of his advisory work, he coaches high school ice hockey at Detroit Catholic Central High School. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment research team and third-party managers.

Timothy Good is a Series 66 credentialed advisor with Kestra Advisory Services, LLC, bringing 15 years of industry experience. He has been with Kestra since 2014, following a two-year tenure at Next Financial Group, Inc. Good operates several independent practices under DBA names and holds ownership in Legacy Path Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers comprehensive fiduciary services and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Kristin Nederveld is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Her prior experience includes roles at Fifth Third Bank and Rite Aid Corporation. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides access to multiple discretionary managed-account programs, including advisor-directed models and third-party portfolio managers, and is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank.

Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

Bradley Jones is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Mass Mutual Investors Services and Strickler Jones Financial Group and currently owns and operates Jones Retirement Advisors, LLC, focusing on insurance sales and financial advisory services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting its large client base through a platform-oriented approach.

Matthew Bailey is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various roles since 2016, including positions at Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Platform, providing access to mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Jeffrey Freeberg is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, Action Institute, Gallo Sales Company, and Hillsdale College. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with attention to tax and fee sensitivity, using a mix of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on client risk tolerance and circumstances.

Rickie Sherline is a financial advisor at SPC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1997. Outside of his advisory role, he serves as president of the Pisgah/Zeiger B'nai B’rith lodge, a Jewish charitable organization providing community services such as scholarships and food assistance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Dylan Kemp is a financial advisor with Key Investment Services LLC in Livonia, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services LLC, he worked at Nike Community Store and Michigan State University. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model and offers a range of wrap programs with custodial and trade execution services facilitated by Pershing.

Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Walters Financial Group since 1998. Outside of his financial advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, blending model portfolios, mutual funds, ETFs, and individual securities to build customized portfolios.

Jerome Garrett is a financial advisor at Lincoln Investment with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2010. Garrett also has a long-standing role as an insurance representative at Consolidated Financial Corp., where he has been involved in fixed annuity and life insurance sales since 1989. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using strategic model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house investment management.

Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.

Melissa Merem is a financial advisor with First Command Advisory Services and holds the Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and various First Command entities. Merem is also the owner of Merem & Co. LLC, an independent venture related to her advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Daniel Schutz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Secure Asset Management, L.L.C., Nepc, Beaumont Health, and CIG Capital Advisors among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that blends passive and active managers with quantitative and fundamental analysis, supported by a dedicated internal Investment Committee.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.