Raymond Biswanger IV is a CFP® with 15 years of experience in financial advisory. He is currently with Sanctuary Advisors, LLC and has previously worked at Morgan Stanley and MyCIO Wealth Partners. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when under written advisory agreements.

Tiffany Taylor is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Advisors, Inc., First Allied Securities, Inc., and Oxford Forge, Inc. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Zeina Zahr is a financial advisor at Sequoia Financial Group, L.L.C. in Troy, Michigan, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wells Fargo Clearing and Hantz Financial Services. 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 extensive research and due diligence.

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. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. Fifth Third Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services through various program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual fund and ETF models, SMA strategies, and direct indexing.

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.

Scott Picklo is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association for ten years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer.

David Demallie is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank NA, and Zand, LLC. He is based in Bloomfield Hills, MI. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Cameron Staley is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2016, LPL Financial since 2014, and PNC Wealth Management from 2012 to 2014. 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 advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies and uses technology platforms alongside third-party managers and TAMPs.

Karen Schwocho Tunnecliffe is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and other firms. Outside of her advisory work, she is the sole owner of The Dawning Lotus, LLC, a health and wellness center offering meditation, reiki, yoga, and life coaching, and she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches, with services including investment policy development and tailored performance reporting.

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 and holds a Series 66 designation. He has worked at multiple firms, including Cetera Advisors LLC and SageView Advisory Group, before joining Osaic in 2026. Kessel is also a registered representative involved in providing financial planning advice to clients through Bloomfield Hills Advisory. Osaic Advisory Services is an SEC-registered enterprise adviser serving individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis, and operates within an affiliated ecosystem with notable platform integrations and institutional client access.

Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and seven 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. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of managed account solutions and third-party investment strategies.

David Sawchuk is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2010. He also has a longstanding association with Great American Advisors, Inc. Outside of his advisory work, Sawchuk serves as a member of the Taymouth Township Zoning Board of Appeals. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages Adaptive Intelligence Model strategies.

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 at Oppenheimer with a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019 and previously held roles at Carat and Universal McCann. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable share of assets managed on a non-discretionary basis.

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 with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Adam Weiner is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, FSC Securities, Hatmada LLC, AIG Capital Services, Inc., and American General Life Insurance. He is also a business owner of Hatmada LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment methods and utilizes technology platforms alongside third-party managers and strategists.