Steven Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Commonwealth since 2005 and also operates under the name First Financial Planners since 2000. Outside his advisory role, he is president and owner of several private entities related to securities and real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers multiple program structures and discretionary model portfolios, supporting advisors who provide customized financial advice under Commonwealth’s supervision.

Sara Al Obaidi is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at several financial institutions including Fifth Third Bank and National Bank of Abu Dhabi. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, 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, complementing its role as a broker-dealer and insurance agency.

Christopher Maggard is a financial advisor with Fifth Third Securities, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, featuring multiple portfolio management strategies and risk-profile customization.

Barak Henderson is a CFP®, ChFC®, and Series 66-registered advisor with 10 years of experience at Hantz Financial Services, Inc. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering financial planning, portfolio management, retirement consulting, and a range of model-based ETF strategies.

Dawn Clingan is a CFP® professional at Prime Capital Financial with 14 years of industry experience. Her career includes roles at Merrill and Portfolios Solutions before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs diverse investment strategies and manages accounts on both discretionary and non-discretionary bases.

Robert Mcclain is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, with additional capabilities in private funds, alternative investments, and AI-assisted data analysis.

Paul Christian Susanto is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LKS Strategy and Aptiv, as well as positions in education at Michigan State University, Bloomfield Hills High School, and East Hills Middle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessments and third-party managed investment models.

Annette Vanderlinde is a financial advisor with Prime Capital Financial, holding Series 66 and Series 63 licenses and 18 years of industry experience. Her prior work includes roles at Bloomfield Hills Financial and First Allied Securities, among others. She is also a partner in CHHSZ Holdings LLC, an entity associated with Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Edward Harrison is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Empower, he worked at Fifth Third Bank and has additional experience in hospitality and service roles. Outside of finance, he operates Harrison Party Rental, providing party supply rentals and event setup services. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Joseph Budd is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2021. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Budd is also licensed as a non-variable insurance agent. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Michael Pesendorfer II is a financial advisor at Lincoln Investment with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Robert W. Baird for eight years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a variety of financial planning and investment management services, including both discretionary and non-discretionary programs, supported by a dedicated Investment Management & Research team.

Donovan Cizek is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, CETERA Advisor Networks LLC, Stonebridge Financial Partners, and Capital Group - American Funds. He also provides administrative support to NewEdge Advisors. 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 range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support client and advisor needs.

Danielle Serlin is a CFP® and Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. She has held multiple roles across several firms, including City Center Advisors, LLC and CoreCap Advisors, Inc., before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee, employing a range of investment vehicles and conducting research through multiple analytical methods and due diligence processes.

Anthony Yizze is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monroe Capital LLC, Deloitte Consulting LLC, and Ayco Goldman Sachs. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs centralized investment resources and model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Steven Mezzo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial LLC, infinex Investments, Inc., and Flagstar Bank. Mezzo is based in Rochester Hills, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing. The firm’s approach includes third-party delegation for portfolio implementation and is currently available as an invitation-only pilot for PNC Bank employees.

Christopher Scheimer is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at The Leaders Group Inc, Sigma Financial Corporation, and Raymond James & Associates. Scheimer is also president of K1 Strategies, LLC, where he manages employees and markets insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Daniel Hill is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors, LLC. Outside of his advisory role, he is involved with The Burzynski Group in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

James Barone is a financial advisor with Fifth Third Securities, Inc. in Warren, MI, holding the Series 63, Series 65, and Series 66 designations and bringing 37 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2020, with prior roles at Citizens Securities, Inc. and Infinex Investments, Inc. Outside of his advisory duties, he is involved in agricultural activities as a farm rental owner in Coldwater, MI. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing various investment strategies with options such as SMA models, tax-overlay services, and direct indexing.

Cameron Kennedy is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Axa Advisors and Cambridge Financial. Outside of his advisory work, he serves as a board trustee for CATCH, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.