Laura Marshall is a CFP® with 20 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, MI. She has worked with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and was previously with Ljpr Financial Advisors from 2015 to 2018. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Katherine Mc Connaughy is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and four years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities from 2023 to 2026, and at Bank of America and Merrill from 2019 to 2023. 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 on the Passageway Managed Account Platform.

Anthony Monastero is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has a broader affiliation with Fifth Third Bank dating back to 2011. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jason Kiss is a CFP®, CFA®, and Series 66 credentialed advisor at CIBC Private Wealth Advisors, Inc. with 25 years of industry experience. He joined CIBC Private Wealth in 2025 after spending 11 years at Aspiriant, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing both proprietary and external strategies with governance from dedicated investment committees.

David Demallie is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 operates both a digital advisory platform and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Cameron Staley is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a role with LPL Financial starting in 2014. Staley operates Artemis Wealth Advisors, an investment advisory business independent from LPL Financial. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of analytical methods and coordinating custody and reporting through multiple custodians.

Karen Schwocho Tunnecliffe is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and Cetera Advisors. Outside of her advisory role, she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. and owns a health and wellness center offering meditation, Reiki, yoga, and life coaching. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies to construct client solutions.

Thomas Leonard is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise and Comerica Bank, including Comerica Securities. Leonard is also employed as a financial advisor with Comerica Financial Advisors. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining multiple portfolio management strategies and risk-profile customization.

William Kessel is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Advisors LLC and SageView Advisory Group, LLC. He also serves as a registered representative at Bloomfield Hills Advisory, providing financial planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians like Schwab and Fidelity.

Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Private Advisor Group in 2019, he worked for eight years at Associates in Obstetrics. He provides investment advice under the business name Millennium Wealth Management through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies and collaborating with multiple custodians and platform providers.

Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.

Kayla Rice is a financial advisor with Oppenheimer in Birmingham, MI, holding a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019, with prior roles at Carat and Universal McCann. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a distinctive combination of discretionary and non-discretionary management and a role as a qualified custodian.

Justin Williamson is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc, and co-ownership of Center for Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, offering a wide range of managed-account programs, access to third-party asset managers, retirement plan consulting, and custody services.

Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. She has held positions at Sanctuary Wealth since 2021 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Suzanne holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and consulting services using a variety of analytical approaches and custodial platforms.

Mark Baniszewski is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, managing accounts through both discretionary and non-discretionary programs.

Jerald Rushing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in building and renovation businesses as well as for the U.S. Department of Veterans Affairs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team.

Adam Weiner is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding Series 63 and Series 65 registrations and nine years of industry experience. He has previously worked at LPL Financial, FSC Securities, Hatmada LLC, AIG Capital Services, Inc., and American General Life Insurance. He is also the owner of Hatmada LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs using various investment strategies.

Daniel Essian is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Principal Financial Services and has held roles at Essian Financial Planning, Principal Securities Inc, Principal Life Insurance Company, and Transamerica Financial Advisors, among others. He serves as a Member At-Large on the board of the Precision Metalforming Association East Michigan District, where he helps organize educational and member events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Bryan Heckman is a financial advisor at PNC Wealth Management with over 10 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to his current role, he worked at PNC Bank and PNC Investments. Outside of his advisory work, he serves as Vice President of Rochester Football Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to manage discretionary portfolios with mutual funds and ETFs.