Jeremy Hershey is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, AXA Advisors, and State Farm. Outside of finance, he is writing and illustrating a children's book that will be available on Amazon. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

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.

Matthew Mcinerney is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also operates Retirement Planning Partners LLC, which manages business expenses and pays employees. Additionally, he works as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individual and institutional investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs, often delivering advice through non-discretionary recommendations.

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.

Dustin Rudder is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 14 years of industry experience. He has been with Hantz Financial Services since 2013. 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 ETF investment approach complemented by separately managed accounts and third-party solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and consulting services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with the Series 66 designation and five years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked at Ford and held roles at Michigan State University and Dublin Pub. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

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.

Paul Namel is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination businesses.

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.

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.

Joseph Mayone is a CFP® with eight years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his advisory career, he worked at Bob and Joes Cleaning Pros. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income investments.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Northville, Michigan, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior experience includes long tenures at Comerica Securities and Ameriprise. He also serves as a police officer with the Carleton Police Department outside of his advisory work. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through the Passageway Managed Account Program and multiple third-party portfolio managers. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor under the ownership of Fifth Third Bank.

Michael Detone is a CFP® professional with 26 years of industry experience, currently with Valic Financial Advisors since 2004. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he performs as the lead guitarist in a local rock cover band, SixFT Apart. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and supports a large client base through its 1,239 advisors.

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.

Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Hantz Tax & Business, MMS - AT&T, and Northwood University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing roughly $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform that emphasizes diversified, ETF-centered model portfolios, asset allocation, and tax-aware strategies.

Thomas Ternes is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. He is also involved in a money market management role for Comerica Bank clients. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of program types and third-party portfolio management on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base including high-net-worth individuals and entities.

Julie Wancket is a Series 66-licensed advisor with Hantz Financial Services, Inc., based in Southfield, MI. She has four years of experience at Hantz and previously worked seven years at Rohver Corporation. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and related services.

Allison Coleman is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network since 2022 and previously held roles at the Center for Wealth Management and MSX International. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Brandon Mccauley is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Comerica Securities, where he also collaborates with Comerica advisors on annuities, life insurance, and retirement accounts. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, featuring strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.