Karen Warner is a financial advisor with Fifth Third Securities, Inc. in Roseville, MI, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., JP Morgan Chase Bank, UBS Financial Services, and Wells Fargo Advisors. Outside of her advisory work, she owns a business specializing in hand-made decorations and serves as an assistant manager for a packaging company. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types including mutual fund/ETF models, separately managed accounts, and direct indexing strategies via its Passageway Managed Account platform.

Mike Pecaj is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Hantz Financial Services and Oakland University. His background also includes roles outside finance, such as working in education and the restaurant industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and charitable organizations. The firm leverages centralized investment resources and offers tailored services through an integrated financial group structure.

William Kuhn is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and investment services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Brandon Morris is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Kestra Advisory Services LLC. He previously worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he operates an eBay business selling collectible cards. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment management supported by due diligence and various management platforms.

Bobbi Wroblewski is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, holding the Series 65 credential. She has been with Hantz Financial Services since 2017 and has prior experience with Wigs 4 Kids. Hantz Financial Services serves a diverse range of clients including individual investors, high-net-worth households, pension and profit-sharing plans, and business owners. The firm uses ETF-based model portfolios supplemented by third-party money managers and employs asset-allocation frameworks with automated tax-loss harvesting and technology partnerships to support portfolio management.

Lucas Bogard is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Catherine Gearig is a CFP® with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies along with access to private and registered pooled vehicles.

Nicholas Batschynsky is a financial advisor at Commonwealth Financial Network holding a Series 66 designation. He has experience working at Quantum Ventures and Jackson National Life, as well as academic roles at the University of Notre Dame and Michigan State University. He joined Commonwealth Financial Network in 2026. 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 over $210 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Dziklinski is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cuso Financial Services, DFCU Financial, Charles Schwab, and Fidelity. He also operates under the business name Artemis Wealth Advisors as part of his advisory practice. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management and utilizes technology platforms alongside third-party managers and strategies.

Alexander Mittag is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has been with J. W. Cole Advisors since 2026. His prior work experience includes roles at White Glove and Lenawee Now, as well as involvement with the United Shore Professional Baseball League and educational institutions. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various discretionary and non-discretionary methods.

Timoleon Nicholaou is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Brokers International Financial Services LLC since 2012 and has been president of Consolidated Financial Management & Tax Service since 2006. Outside of his advisory role, he is involved in managing multiple business operations, including a design engineering firm and an independent insurance agency. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and third-party platforms to support discretionary and model-based engagements.

Mark Thompson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 38 years of industry experience. His career includes positions at LPL Financial and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model, combining technology platforms and third-party managers to implement investment strategies.

Jeffrey Rand is a financial advisor at Citizens Securities, Inc. in Rochester, Michigan, holding Series 63 and Series 66 licenses with 35 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Cornerstone Community Financial Credit Union. Citizens Securities serves a diverse 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 operates both a digital advisory program utilizing ETF-based portfolios and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Lala Winningham is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Troy, MI. She joined Goldman Sachs & Co. LLC in 2026 and has prior experience working in the hospitality and retail sectors, including positions at Mt Brighton Ski Resort, Huntmore Golf Club, and Scooters Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary analytics and offers access to services such as Private Family Office programs and Alternative Investments.

Mahbub Jahid is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Chase, DTE Energy, FreightVerify, and Ford Motor Company. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a variety of strategic allocation models, manager selections, and implementation methods, supported by proprietary research and analytics within the larger Goldman Sachs ecosystem.

Rimoun Estifou is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI, holding a Series 66 designation and 12 years of industry experience, all with Hantz. Outside of advisory work, Estifou is engaged in purchasing, renovating, and selling distressed properties through a separate business venture. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party managers and advanced technology platforms in its wealth management approach.

Dustin Dagastino is a financial advisor at Citizens Securities, Inc. in St. Clair Shores, MI, holding Series 63 and Series 65 credentials with eight years of industry experience. His work history includes roles at Citizens Securities, Citizens Bank, and Huntington National Bank. Outside of his advisory role, he is involved with CreativeWeddingFind, a business he has been associated with for four years. Citizens Securities serves a wide range of retail clients, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

George Kontos is a financial advisor with TIAA-CREF in Livonia, MI, holding a Series 66 credential and six years of industry experience. Prior to joining TIAA-CREF in 2023, he worked with several firms including ASSET ALLOCATION STRATEGIES, LLC and GLP Investment Services, LLC. Outside of his advisory work, he owns and operates Sonik Entertainment LLC, providing DJ, sound, and lighting services, and volunteers at St. Edith Catholic School assisting with events and school operations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Matthew Teetor is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 16 years of industry experience. He has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and previously at Ljpr, LLC for 14 years. In addition to his advisory role, Teetor is a part-owner of Petit Farms, a Christmas tree farm in Lupton, MI. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charities, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

James Cody Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and 65 credentials and having nine years of industry experience. He has worked within the Bankers Life organization since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent for Bankers Life & Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.