Gregory Miller is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Chad Bellows is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and spent 15 years at The Ayco Company/Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and integrated services across affiliated entities.

Charles Vercellone is a ChFC® with 41 years of industry experience. He is affiliated with Osaic Advisory Services, LLC and has held roles at Wealth Strategies Group, LLC and Sigma Planning Corp. He serves as an ambassador for the Troy Chamber of Commerce, participating in member outreach and networking events. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, combining fundamental and technical analysis with tactical trading and structured products.

Andreen Yousif is a financial advisor with Citizens Securities, Inc. in Rochester Hills, MI. She holds a Series 66 designation and has three years of industry experience, including positions at Citizens Bank and Pruco Securities LLC. Yousif is also a notary who occasionally notarizes documents for Citizens clients. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory options while operating as a broker-dealer and insurance agency.

Laura Mitten is a financial advisor with Citizens Securities, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior roles include positions at Thrivent Investment Management, Thrivent Financial, Raymond James & Associates, and Charles Schwab Co., & Inc. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform based on proprietary algorithms and a Managed Account program.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

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.

Benjamin Zacharias is a financial advisor with Carson Wealth holding a Series 65 designation. He has one year of industry experience, previously working at Ernst & Young, Oracle, and LearnZillion, Inc. He is based in Detroit, MI. Carson Wealth is an SEC-registered investment adviser managing over $50 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with a range of services including discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a variety of tailored investment solutions.

Terrence Babe is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. His prior roles include positions at Ayco and ThinkEquity, among others. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, and institutional investors, employing tailored strategies supported by the firm’s extensive investment and operational resources.

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.

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.

Elizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, Next Retirement Solutions, Raymond James Financial Services, and Wells Fargo Clearing. She also provides insurance advice related to fixed insurance and annuities. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and integrated platform solutions.

Daniel Arreola is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Brokers International Financial Services since 2018, following a year at Lincoln Financial Advisors and two years as a self-employed business owner at Arreola Agency, Inc. Outside of advising, he owns and operates HEC Cares Insurance Agency, offering accident and health, Medicare, and traditional life insurance. Integrity Alliance serves a diverse clientele including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment strategies and custodial platforms.

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.

Lance Tabbert is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Allianz Life Financial Services, LLC, Essex National Securities, LLC, and LaSalle Financial Services, Inc. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Joshua Lindamood is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Freedom Mortgage, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The program employs algorithmic risk assessment and utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Andrew Wilson is a CFP® professional with 32 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2014. Prior to that, he worked at Fidelity from 2010 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based approach, utilizing various strategies and technology platforms while frequently implementing advice via third-party managers and TAMPs.

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.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 66, Series 63, and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, and Alpha Asset Advisors LLC. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay, and direct indexing strategies.