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.

Thomas Turchetti is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities, Inc. He also offers life, health, long-term care, and disability income insurance products through a related business activity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach includes advisor-managed and firm-managed model portfolios supported by an in-house investment management and research team, third-party managers, and a layered delivery model involving co-advisers.

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.

William Scarfone is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at IFP Securities, LLC, Independent Financial Partners, and TIAA-CREF. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various strategies and technology platforms to provide tailored investment solutions through both proprietary and third-party managers.

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. Her prior work includes roles at Citizens Bank, Fifth Third Bank, and the National Bank of Abu Dhabi. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm features a digital advisory program focused on ETF-based portfolios and operates 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 financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, while combining advisory, brokerage, mortgage, and insurance services within a single enterprise.

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.

Isabella Barone is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and began her advisory career in 2025. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience in education and hospitality sectors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs, including the Passageway Managed Account Program, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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 of which has been with Hantz Financial Services since 2004. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for eight years before joining Janney in 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

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 at Prime Capital Financial with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms, including Bloomfield Hills Financial and First Allied Securities. Vanderlinde is also a partner in CHHSZ Holdings LLC, which is the sole owner of 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, and third-party manager selection. The firm employs various investment strategies and offers family office services along with integrated tax planning and financial administration through its affiliated accounting subsidiary.