Timothy Bearden is a CFP® and ChFC® with 37 years of experience in the financial services industry. He has worked at several firms, including LPL Financial, Cetera, and Stonebridge Financial Partners. In addition to his advisory work, he is involved with Stonebridge Farms and Retreat, a farming enterprise in Metamora, MI. He provides investment advisory services through NewEdge Advisors, an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services using a variety of program structures and emphasizes centralized due diligence and technology-supported solutions.

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Austin Potter is a CFP® with seven years of industry experience currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. He is based in Troy, MI. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a wide range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Justin Russo is a Certified Financial Planner (CFP®) with nine years of industry experience. He currently serves as a financial advisor at Osaic Advisory Services, LLC, having previously worked at firms including Sigma Financial Corporation and Raymond James. Russo is the Board President of Life Skills Centers, Inc., a nonprofit organization where he has been involved since 2015. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor that serves a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various strategies and platform integrations to support its clients.

D Artagnan Mason is a CFP® and Series 66-licensed advisor with one year of industry experience. He is currently with Focus Partners Wealth, LLC, having previously worked at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mark Loduca is a financial advisor with Citizens Securities, Inc. in Royal Oak, MI, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Pruco Securities, LLC, The Prudential Insurance Company of America, and ProEquities, Inc. Outside of finance, Loduca is involved in music entertainment, performing jazz and working as a recording artist and studio musician. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and managed accounts, operating as a broker-dealer and insurance agency with affiliation to Citizens Bank, N.A.

Bailey Domer is a financial advisor at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2025, Bailey worked at Nationwide Investment Services Corp. for eight years. He holds Series 63 and Series 65 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware rebalancing and asset-location strategies.

Nina Di Mauro is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at Vintage Financial Services and Eastern Michigan University. She has also worked in the brewing and media industries. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofits, using a globally diversified investment approach grounded in Modern Portfolio Theory.

Paul Wendling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 46 years of industry experience. He has been with Commonwealth since 2001. Wendling also conducts fixed insurance sales as an agent from his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jennifer Flaherty is a CFP® professional with 12 years of industry experience. She currently serves as an advisor at Prime Capital Financial and previously worked at Portfolio Solutions LLC for seven years. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Martin Peters is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he owns a tax and accounting services business and works as a CPA. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing a blend of fundamental and technical analysis, with both discretionary and non-discretionary account management options.

William Leahy is a financial advisor with PNC Wealth Management in Troy, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory role, he has reported involvement in rental real estate unrelated to his investment work. PNC Wealth Management offers retail brokerage and advisory services including a model-based Portfolio Solutions Strategist Digital Offering, which is an online discretionary account available via invitation to employees. The program uses approved managed model strategies implemented through mutual funds and ETFs with annual rebalancing and relies on algorithmic risk assessment rather than direct client trading or standalone financial planning.

Terry Sawchuk is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and First Allied Advisory Services, Inc. Sawchuk has been affiliated with the Michigan Senior Society since 1997. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors using model-driven and asset-allocation strategies, employing both discretionary and non-discretionary programs.

Joseph Yatouma is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, all with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios alongside third-party managers, emphasizing asset allocation, periodic rebalancing, and technology-driven trade execution and tax-loss harvesting.

Matthew Bunch is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Facet Wealth and Securities America Advisors, before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized solutions managed under fiduciary standards.

Kurt Davis is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ameritas Advisory Services, National Life Group, and Mass Mutual. He is also involved as president of New Possibilities Medicare Solutions and New Possibilities Financial Group. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports advisors through a limited-partnership ownership structure.

Emily Leshan is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at PNC Wealth Management and PNC Bank since 2013, as well as at Hantz Financial Services, Inc. from 2012 to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and discretionary management with mutual funds and ETFs.

Kathleen Lemire is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Troy, MI, and has five years of industry experience. She has worked at Ayco, a Goldman Sachs company, since 2019 and has held positions at several other firms and organizations including Huntington National Bank and the University of Dayton. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, supported by the broader Goldman Sachs ecosystem and specialized advisory programs.

Francesca Tucci is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at AdAdapted, Vuori, and Michigan Medicine, among others, and has extensive experience as a childcare provider. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, a range of fee arrangements, and access to affiliated Goldman Sachs resources and specialized programs.