Adam Slosar is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Grand Blanc, MI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 15 years with Fifth Third Securities. 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 multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a network of portfolio managers and strategists.

Zachary Bauer is a financial advisor with Fifth Third Securities, Inc. in Flint, Michigan, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Bank for one year. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing access to various portfolio management strategies via Fidelity’s Managed Account Xchange.

Stephen Schiestel is a CFA® charterholder with seven years of industry experience. He currently works at Savant Wealth Management and previously spent seven years at Grand Capital Advisors, LLC. Since 2014, he has also taught courses in security analysis, wealth management, and corporate finance at Michigan State University. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jack Steele is a financial advisor with SPC in Flint, MI, holding a Series 66 designation and 23 years of industry experience. He previously worked at Axa Advisors, LLC for 16 years before joining Sigma Planning Corporation and Sigma Financial Corporation in 2017. Outside of his advisory role, he serves as a board member of the Wolverine Free Methodist Church in Wolverine, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women's Exchange of Washtenaw. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Jason Guenther is a CFP® professional with 23 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he also serves as an insurance agent. Prior to joining Beacon Pointe, he worked at Stephens Wealth Management Group for 13 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

Dennis Poulos is a financial advisor with Eagle Strategies (NY Life) based in Flint, MI, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including 25 years at Eagle Strategies and long-standing roles with Nylife Securities Inc. and New York Life Insurance. He serves as an officer with the Bristol-Miller Office Park Association, a non-investment-related community role. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals, institutions, and plan sponsors. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brittany Gibson is an Investment Advisor Representative at FIFTH THIRD SECURITIES, Inc. She holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2026. Prior to her current role, she has experience at Fifth Third Bank and has worked in the hospitality industry at Sagebrush Cantina and Crystal Occasions Banquet Center. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs and portfolio management options via the Passageway Managed Account Platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Andreas Shick is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant, he worked at Grand Capital Advisors, LLC, and was self-employed for one year. Outside of his advisory role, he is the chief financial officer of Cousin's Car Wash, LLC, a non-investment related business. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Tyler Stephens is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Michael Gudith is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, supporting client decision-making with a broad range of investment and portfolio services.

Brandi Harris is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and nine years of industry experience. She was previously self-employed from 2015 to 2017 before joining Ameriprise. Outside of advising, she is involved in operational consulting, providing administrative client services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary advice through a centralized consulting team.

Michael Lowther is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2008, specializing in providing special services to his clients. With over 19 years of experience in the financial services industry, Michael focuses on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Michael holds a Bachelor's Degree from Central Michigan University and is recognized as a Personal Investment Advisor (PIA). He lives in Clarkston with his wife Lindsay and their two children. Outside of his professional work, Michael enjoys cooking, football, golfing, racquetball, reading, running, skiing, and spending time with his family. He is also involved in community activities including Easter Seals and Special Olympics.

Ronald Walli is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked with Raymond James Financial Services since 2015 and operates Ron Walli Investments, LLC, where he handles bookkeeping. Outside of financial advising, he is the owner and proprietor of The Weed Lady, a business he has managed since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Ted Himelhoch is a financial advisor with Ameriprise in Swartz Creek, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Tnelson Marketing and Promotions and participates in a study group that develops questions for Michigan insurance exams. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Samuel Forsyth is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and MMB Advisors since 2019 and also serves as a track and field coach and assistant coach at local schools in Chesaning, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, and supports advisors with operational and research tools.

Bradley Jerome is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Royal Alliance and Founders Financial Securities. Jerome is also president of Legacy Financial Group, Inc., where he is involved in financial planning and life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers various investment programs and uses a range of strategies supported by research and technology across its network of over 22,800 advisors.

Jamar Baker is a financial advisor with Fidelity Investments in Grand Blanc, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and has been with various Fidelity entities since 2016. Outside of his advisory role, Baker serves as an ordained Christian minister involved in church leadership and pastoral duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Thomas Alpin is a financial advisor with LPL Financial in Grand Blanc, Michigan. He holds Series 63 and Series 65 registrations and has nine years of industry experience. His prior roles include positions at Cetera Investment Advisers, Genisys Credit Union, JPMorgan Chase Bank, and Verizon Wireless. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include strategic and tactical allocations, direct indexing, and alternative exposures.