Catherine Gearig is a CFP® with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Anthony Geis is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise for three years and Comerica Securities for 22 years. He is also a vice president and salaried employee of Comerica Management Company. Fifth Third Securities, Inc. serves a broad mix of individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual funds, ETFs, separately managed accounts, tax-overlay services, and direct indexing.

John Gerling is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at FSC Securities Corporation and Michigan Financial Advisors Corp. Gerling is based in Bloomfield Hills, MI. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, retirement plans, and banking institutions. The firm employs a manager-driven investment approach using both active and passive strategies, supported by a formal due-diligence process and third-party platforms.

Christopher Dziklinski is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 21 years of industry experience. Prior to joining Private Advisor Group in 2020, he worked at CUSO Financial Services, Lp and DFCU Financial from 2016 to 2020. He provides investment advice under the business name Artemis Wealth Advisors. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes multiple investment strategies and platforms, supported by a network of advisors and third-party asset managers.

Alexander Mittag is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has been with J. W. Cole Advisors since 2026. His prior work experience includes roles at White Glove and Lenawee Now, as well as involvement with the United Shore Professional Baseball League and educational institutions. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various discretionary and non-discretionary methods.

Jennifer Bassett is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Comerica Securities, Inc. Bassett serves on the board of a band at Notre Dame Prep in Pontiac, MI. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Timoleon Nicholaou is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Brokers International Financial Services LLC since 2012 and has been president of Consolidated Financial Management & Tax Service since 2006. Outside of his advisory role, he is involved in managing multiple business operations, including a design engineering firm and an independent insurance agency. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and third-party platforms to support discretionary and model-based engagements.

Elida Zeneli is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, Merrill Lynch/Bank of America, and earlier terms at Fifth Third Bank and Fifth Third Securities. Outside of finance, she has been involved with G&L Cleaning Services since 2007. 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 bank affiliation with municipal-advisor registration, providing a range of managed account options and features such as direct indexing and tax-overlay services.

Jeffrey Rand is a financial advisor at Citizens Securities, Inc. in Rochester, MI, holding Series 63 and Series 66 licenses with 34 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Cornerstone Community Financial Credit Union, and CUSO Financial Services, LP. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, with additional commission-based brokerage and non-discretionary business.

Lala Winningham is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Troy, MI. She joined Goldman Sachs & Co. LLC in 2026 and has prior experience working in the hospitality and retail sectors, including positions at Mt Brighton Ski Resort, Huntmore Golf Club, and Scooters Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary analytics and offers access to services such as Private Family Office programs and Alternative Investments.

Mahbub Jahid is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at FreightVerify, DTE Energy, J.P. Morgan Chase, Wireless Vision, Target, and Ford Motor Company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while offering tailored solutions such as Executive Wealth and Private Family Office support.

Rimoun Estifou is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Outside of his advisory role, he is involved in managing Estifou Holdings, LLC, where he purchases, renovates, and sells distressed properties. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies and offers a range of services including financial planning, wealth management, and retirement-plan advisory, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

George Kontos is a financial advisor with TIAA-CREF in Livonia, MI, holding a Series 66 credential and six years of industry experience. Prior to joining TIAA-CREF in 2023, he worked with several firms including ASSET ALLOCATION STRATEGIES, LLC and GLP Investment Services, LLC. Outside of his advisory work, he owns and operates Sonik Entertainment LLC, providing DJ, sound, and lighting services, and volunteers at St. Edith Catholic School assisting with events and school operations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Matthew Teetor is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 16 years of industry experience. He has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and previously at Ljpr, LLC for 14 years. In addition to his advisory role, Teetor is a part-owner of Petit Farms, a Christmas tree farm in Lupton, MI. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charities, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

James Cody Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and 65 credentials and having nine years of industry experience. He has worked within the Bankers Life organization since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent for Bankers Life & Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Elizabeth Silver is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various roles from 2009 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and investment strategies, supported by an integrated affiliate structure and recent consolidation activities.

Richelle Durkin is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 14 years of industry experience. Her prior roles include positions at Ljpr, LLC and multiple entities within the Sequoia Financial organization. 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Kob Yan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include 19 years at Citizens Securities, Inc. and two years at Ameriprise Financial Services, LLC. Outside of his advisory work, he owns a nonprofit organization, Pokot Outreach Medical Missionary, which raises funds and medical supplies for the Pokot tribe in Kenya. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining advisory guidance with third-party portfolio management and a range of investment options.

Robin Schirs is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Fifth Third Securities since 2026 and previously held positions at Ameriprise and Comerica Securities. Outside of his advisory role, he serves as Vice President Regional Operations Manager at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, supporting diverse investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Daniel Robinson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously held positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Sigma Investment Counselors. Robinson is based in Troy, MI. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a mix of mutual funds, ETFs, individual securities, and alternative investments.