Ronald Baptist II is a financial advisor with Fifth Third Securities, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features including direct indexing and tax-overlay services.

Terrence Babe is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has worked at Goldman Sachs and its affiliates since 2011, including a prior role at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he manages a residential real estate investment property in Charlevoix, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering tailored wealth management solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Daniel Taylor is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Kestra since 2019 and previously worked with Cambridge Consulting Group and Axa Advisors. Taylor serves on the board of directors at Red Run Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors.

Matthew Essmann is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at CoreCap Advisors, LLC, CoreCap Investments, LLC, and Cornerstone Financial Services. Essmann is based in Rochester, Michigan. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs alongside its broker-dealer and insurance businesses.

Steven Palazzolo is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with FIFTH THIRD SECURITIES since 2001. 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 multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.

Jaclyn Stark Mullica is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She has held positions at Ameriprise Financial Services, Citizens Securities, Citizens Bank, and PNC Investments. Mullica is also a financial advisor with Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

William Hawkins is a financial advisor with United Planners' Financial Services of America, holding a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and New Possibilities Financial Group. Hawkins is also active as a life insurance agent and has experience in mortgage-related services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a range of advisory and brokerage services supported by multiple custodians and platform programs.

Joshua Lindamood is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PNC Investments, LPL Enterprise, and The Prudential Insurance Company of America. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Kathryn Antishin is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Huntington since 2010. Prior to that, she was affiliated with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs primarily on the Envestnet platform.

Andrew Wilson is a CFP®-certified financial advisor with 32 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014. Wilson also serves as president of Artemis Wealth Management, an investment-related business he started in 2020. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 client relationships, including individuals, trusts, estates, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.

Steven Cirenese is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and has worked with Gwfs Equities, Inc., MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 66, Series 63, and Series 65 licenses and 21 years of industry experience. His career includes roles at J.P. Morgan Securities, Wells Fargo Clearing Services, Phoenix Wealth Management, and Alpha Asset Advisors LLC before joining Fifth Third Securities in 2026. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers access to multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Joseph Caserio is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Timothy Stephens is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied from 2007 to 2021. Stephens has been with Goldman Sachs since 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions including executive and personal wealth management, private family office support, and retirement plan education, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers.

Caitlin Schmees is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with The Burzynski Group Retirement Solutions since 2021. Prior to her current roles, she held positions at Armada Area Schools, Ascension HealthCare, and Common Spirit - St. Anthony Hospital. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Michael Bluhm is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Brandon Mc Bride is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has previously worked at Deloitte and Streamline Athletes. Outside of his advisory role, he serves as president of McBride Youth United Association, a nonprofit organization providing resources and programming to at-risk youth, and he also engages in public speaking for RBC Bank. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model portfolios and custom solutions, employing a variety of investment vehicles and research methodologies overseen by an Investment Policy Committee.

Mary Ewasyshyn is a financial advisor with NewEdge Advisors and holds the CFP® and ChFC® designations, with 40 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 17 years before joining NewEdge Advisors in 2022. She provides advisory services through NewEdge Advisors, LLC under the name E & E Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services and uses a combination of in-house manager selection and third-party model strategies supported by technology tools and centralized due diligence.