Andreen Yousif is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Pruco Securities LLC and Rocket Mortgage. Yousif also serves as a notary, notarizing documents for Citizens clients. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Laura Mitten is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management, Thrivent Financial, Raymond James & Associates, and Charles Schwab. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Terrence Babe is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has worked at Goldman Sachs and its affiliates since 2011, including a prior role at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he manages a residential real estate investment property in Charlevoix, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering tailored wealth management solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Matthew Essmann is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at CoreCap Advisors, LLC, CoreCap Investments, LLC, and Cornerstone Financial Services. 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 features a digital advisory program managed in partnership with SigFig and operates as a broker-dealer and insurance agency.

Aruna Ettiah is a financial advisor with The Huntington Investment Company, holding CFP®, CFA®, and Series 66 designations and 11 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and The Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering a range of wrap-fee programs through the Envestnet MAS platform.

Steven Palazzolo is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Paul Carnahan is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently affiliated with GWN Securities Inc. and serves as President and Wealth Manager at Old Woodward Wealth Management. His prior experience includes roles at Centaurus Financial, Wealth Strategies Financial Group, and Securian Financial Services. Outside of his advisory work, he is involved with the Greater Oakland Republican Party. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, and is notable for its use of legacy market-timing and momentum-based strategies.

Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with FIFTH THIRD SECURITIES since 2001. 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 provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.

Jaclyn Stark Mullica is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She has held positions at Ameriprise Financial Services, Citizens Securities, Citizens Bank, and PNC Investments. Mullica is also a financial advisor with Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

Antonino Palazzolo is a financial advisor at Rockefeller Financial LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at LPL Financial, Trinitas Planning Group, Jason Clausen PC, Deloitte, and other firms. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Joshua Lindamood is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at PNC Investments, LPL Enterprise, and The Prudential Insurance Company of America. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Kathryn Antishin is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Huntington since 2010. Prior to that, she was affiliated with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs primarily on the Envestnet platform.

Andrew Wilson is a CFP®-certified financial advisor with 32 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014. Wilson also serves as president of Artemis Wealth Management, an investment-related business he started in 2020. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 client relationships, including individuals, trusts, estates, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.

Steven Cirenese is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and has worked with Gwfs Equities, Inc., MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joseph Caserio is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Timothy Stephens is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied from 2007 to 2021. Stephens has been with Goldman Sachs since 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions including executive and personal wealth management, private family office support, and retirement plan education, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers.

Caitlin Schmees is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with The Burzynski Group Retirement Solutions since 2021. Prior to her current roles, she held positions at Armada Area Schools, Ascension HealthCare, and Common Spirit - St. Anthony Hospital. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Michael Bluhm is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Nicholas Faller is a CFP® with 10 years of industry experience and is currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Cetera and Sageview Advisory Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a variety of proprietary and third-party platforms.