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 40 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

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.

Cameron Barnes is a financial advisor with First Command Advisory Services holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he worked in retail and banking, including roles at Eddie Bauer and Huntington National Bank. Outside of his advisory work, he continues to work part-time as a store associate at Eddie Bauer. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families, offering financial planning and various wrap-fee asset management programs managed by a centralized investment team.

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.

Don Bentley is a CFP® professional with 24 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, Michigan. He has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019 and previously worked at Ljpr Financial Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to individuals—including high-net-worth clients—as well as family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing a range of investment vehicles and a research-driven approach.

Allison Coleman is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 66 designation and has worked previously at Center for Wealth Management and MSX International. Coleman also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, individual securities, and personalized indexing.

Robert Pearl is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Cetera Advisors LLC, and SageView Advisory Group. He is a board member of the Oakland McLaren Charitable Foundation, where he helps organize events to benefit the local hospital. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and utilizes a mix of proprietary and third-party platforms.

Mary Ward is a CFP® with over 30 years of experience in financial advising. She has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as president of the Silverbrook Condominium Association, a nonprofit organization in Sterling Heights, Michigan. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on documented client objectives and periodic account reviews.

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.

Tricia Dekiere is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Citizens Bank. She is also employed as a Registered Client Services Associate at Comerica Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals and institutions, offering investment advisory and brokerage services through multiple managed account programs delivered via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jason Geisz is a CFP® with 25 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC, where he has worked since 2021. Prior to this, he spent a decade at Morgan Stanley Smith Barney and six years at Morgan Stanley Private Bank. Geisz serves on the investment committee of the (EP) Foundation of Michigan and holds advisory roles with Portfolio Summits and the National Small Business Association’s policy committee. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors alongside affiliated broker-dealer services.

Tyler Mann is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, following six years at TriFound Financial. Outside of his advisory role, he participates in a local breakfast networking group. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Brad Carlson is a financial advisor at PNC Wealth Management in Troy, MI, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Vincent Pamelia is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding the ChFC® designation with 14 years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, Charles Schwab, and USAA Financial Services. Outside of his advisory work, he owns VJP PRODUCTIONS, LLC, a content creation business. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual funds, ETFs, SMAs, and direct indexing.

John Tryon is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has been with Centaurus Financial since 2005 and has operated a self-employed practice since 1990. Outside of his advisory work, he holds a Notary Public position, notarizing documents for clients. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing various analytical approaches and both discretionary and non-discretionary management arrangements.