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.

Zachary Bauer is a financial advisor with Fifth Third Securities, Inc. in Flint, Michigan, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Bank for one year. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing access to various portfolio management strategies via Fidelity’s Managed Account Xchange.

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.

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.

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women’s Exchange of Washtenaw, where she helps plan an annual fall forum. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Jason Guenther is a CFP® professional with 23 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he also serves as an insurance agent. Prior to joining Beacon Pointe, he worked at Stephens Wealth Management Group for 13 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

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.

Dennis Poulos is a financial advisor with Eagle Strategies (NY Life) based in Flint, MI, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including 25 years at Eagle Strategies and long-standing roles with Nylife Securities Inc. and New York Life Insurance. He serves as an officer with the Bristol-Miller Office Park Association, a non-investment-related community role. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals, institutions, and plan sponsors. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Tyler Stephens is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

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.

Michael Lowther is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2008, specializing in providing special services to his clients. With over 19 years of experience in the financial services industry, Michael focuses on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Michael holds a Bachelor's Degree from Central Michigan University and is recognized as a Personal Investment Advisor (PIA). He lives in Clarkston with his wife Lindsay and their two children. Outside of his professional work, Michael enjoys cooking, football, golfing, racquetball, reading, running, skiing, and spending time with his family. He is also involved in community activities including Easter Seals and Special Olympics.

Ronald Walli is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked with Raymond James Financial Services since 2015 and operates Ron Walli Investments, LLC, where he handles bookkeeping. Outside of financial advising, he is the owner and proprietor of The Weed Lady, a business he has managed since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Kenneth Mosher is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ted Himelhoch is a financial advisor with Ameriprise in Swartz Creek, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Tnelson Marketing and Promotions and participates in a study group that develops questions for Michigan insurance exams. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Jerome is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Royal Alliance and Founders Financial Securities, LLC. Jerome is president of Legacy Financial Group, Inc., where he also leads the asset management arm, Legacy Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research from LPL Research and third-party subadvisors, along with various technology-supported solutions.

John Andrysiak is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2021, following prior roles at Cetera Advisors and Economic Financial Services LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and affiliated managers.