Isac Bush is a financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2009. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, catering to various investment strategies and client risk profiles.

Kenneth Duetsch II is a CFP® and CFA® with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at Grand Capital Advisors, LLC and Huntington Bank. Kenneth serves as board treasurer for the Mott Children's Health Center and is on the finance committee of the Boys and Girls Club of Great Flint. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house legal, accounting, and trust services.

Andrea Martin is a financial advisor with PNC Wealth Management in Hartland, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with PNC Investments since 2013. Outside of her advisory role, she is a member of 13295 Harborview LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk band recommendations and implements investments via approved model strategies managed by PNC or third-party strategists.

Paul Petroff is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Cheryl Allan is a financial advisor at Oppenheimer with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1999. Cheryl also serves as a co-trustee on a family trust, assisting with administrative tasks outside of her advisory role. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

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.

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.

Michael Miller is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Thrivent Financial, MML Investors Services, and MassMutual. He is also associated with Endependence Financial, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser that serves a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting both advisor-managed and third-party models.

Angela Thompson is a financial advisor with Steward Partners Investment Advisory, LLC. She holds the Series 65 designation and has experience dating back to 2012, including previous roles at Sapphire Blue Investment Partners and Hensler & Associates Wealth Management LLC. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through various portfolio management strategies and third-party money managers.

Michael Zurek is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience and has held roles including Director of Client Relations at Nichols Financial Inc. Outside of his advisory work, he coordinates Financial Peace University in Brighton, MI, focusing on teaching and coaching. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has worked with Ameritas Advisory Services since 2021. Prior to this, he has been involved with Ameritas Life Insurance Corp., Ameritas Investment Corp., and has operated Walters Financial Group since 1988. Walters also serves as president of DC Walters & Associates, a real estate business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services delivered through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jeffrey Walters is a financial advisor at Ameritas Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the Ameritas family of companies since 2021. Outside of finance, he is the owner and operator of Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and customized strategies.

Heather Aeschliman is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with nine years of industry experience. She previously worked at Founders Financial Securities LLC and Jones Retirement Advisors, among other firms. Outside of her advisory role, she serves on the boards of Howell Rotary, Livingston County Catholic Charities, and Amber Reinek House, a 501(c)(3) home for women in recovery. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management and private market investment options.

Daniel Stasiw is a financial advisor with PNC Wealth Management based in Hartland, MI. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Bankers Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing. The firm’s approach emphasizes algorithm-driven enrollment and model selection within an employee pilot structure.

Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 28 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Walters Financial Group dating back to 1998. Outside of his advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house model portfolios, third-party managers, and integrated solutions with affiliated entities.

Keith Green is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial for 21 years. Green serves as Chairman of the Board for God's Love Foundation and owns Innovative Retirement Solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice with a focus on due diligence and multiple management platforms.

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.

Michael Gudith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Nora Erickson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of her advisory role, she provides administrative support to a local wealth management group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides customized, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports client implementation through its advisory programs and affiliated firms.