Laura Armstrong is a CFP® and CFA® with 18 years of industry experience. She is currently with Fifth Third Securities, Inc., where she has worked since 2026. Her prior roles include positions at Ameriprise Financial Services, Comerica Securities, World Asset Management, and Telemus Investment Management. Armstrong also has outside employment experience in wealth management operations with Comerica Bank. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through investment advisory and brokerage services. The firm offers various program types on the Passageway Managed Account Platform, providing access to mutual fund, ETF, SMA strategies, and direct indexing options.

Timothy Janz is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served six years in the United States Coast Guard. He is the owner of Janz Financial Services LLC, through which he provides financial planning services as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Zachary Slabotsky is a CFP® professional with 10 years of experience in financial advising, currently serving at Kestra Advisory Services LLC. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Dimensional Fund Advisors. He serves on the finance committee of JFMD and is a board member of Knollwood Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, supporting investments through due diligence and multiple management platforms.

Ione Dawe is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Fifth Third Securities, Inc., having joined the firm in 2026 after three years at Ameriprise and 24 years at Comerica Securities. In addition to her advisory role, she is involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Kenneth Smith is a CFA® charterholder with 11 years of industry experience, currently serving at Corient in Birmingham, MI. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and R.H. Bluestein & Co LLC prior to his current position. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers, risk management tools, and alternative investments.

Hana Jibrel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds the Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic and tactical allocation models alongside proprietary research and integrates capabilities across Goldman Sachs affiliates to offer a broad range of advisory and investment solutions.

Gregg Fortune is a CFP® and ChFC® with 30 years of experience in financial advising. He is currently with Osaic Advisory Services, LLC and has held roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors, among others. He also teaches CFP courses as adjunct faculty and is involved with the Advanced Planning Education Group, which focuses on education within the financial planning industry. Osaic Advisory Services, LLC serves a broad client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, and retirement consulting through a variety of program models. The firm utilizes multiple platforms and offers access to alternative investments and affiliated wealth and lending services.

Francis Pisano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002 and Dean Witter Reynolds Inc. since 1994. Pisano serves as a board trustee for the Baldwin Public Library in Birmingham, Michigan, where he participates in finance and fundraising committees. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Collin O Neill is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and United Wholesale Mortgage. Outside of finance, his background includes roles with Jaguars F.C. and involvement with the Detroit Finnish Cooperative Camp. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shawn Ewasyshyn is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. In addition to his advisory role, Mr. Ewasyshyn is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management and consulting services and employs various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Jeffrey Jackson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P. and Oakland University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models and proprietary research with a broad range of affiliated capabilities across the Goldman Sachs organization.

Robert Armstrong Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at WFG Investments Inc before joining Kestra in 2017. Armstrong serves on the board of the Bonnell Foundation and volunteers as a mentor, assisting families affected by cystic fibrosis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors such as sovereign wealth funds.

Matthew Ward is a CFA® charterholder with two years of industry experience. He is currently with Corient in Birmingham, MI, where he has held various roles since 2022. His prior experience includes positions at R.H. Bluestein & Co. and AAA Life Insurance Company. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using risk management tools.

Brennan Ifkovits is a financial advisor at Hightower Advisors with five years of industry experience and a Series 65 credential. His prior work includes roles at Lakeshore Financial Planning Inc. and Jay A. Fishman Limited, Investment Counsel, as well as experience at Michigan State University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and supports a variety of investment strategies including alternative investments and custom indexing.

David Pugh is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining AE Wealth Management, he worked at Burzynski Group Retirement Solutions and has experience with several other firms including Pruco Securities LLC and The Prudential Insurance Company of America. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting, supported by both internal and third-party resources.

Albert Pryka is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and was previously with PNC Wealth Management from 2010 to 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates third-party managers, technology platforms, and a range of investment strategies.

Ryan Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations. He has experience working at firms including Morgan Stanley, Putnam Investments, and Fiduciary Trust International. Before entering the financial sector, he held various roles including at Tampa Yacht and Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Alyssa Stevens is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. She has worked at several firms including Woodbury Financial Services, Cobblestone Financial Services, and Betcher Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns with annual rebalancing and client savings rates.

Heather Kocsis is a Series 66 licensed financial advisor with 15 years of industry experience, currently with PNC Wealth Management since 2015. She is based in Fraser, MI. Outside of advisory duties, she receives residual health insurance commissions unrelated to her investment work. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available via an invitation-only employee pilot. The firm uses algorithm-driven risk assessment and deploys approved model strategies managed by PNC or third parties, with portfolio implementation and proxy voting delegated to external providers.

Scott Jones is a financial advisor with The Huntington Investment Company in Auburn Hills, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise in 2026. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies, with portfolio management and custodial services facilitated through National Financial Services.