Michael Iley is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at M Holdings Securities since 2017 and also serves as Managing Director of LoVasco Consulting Group, where he provides ongoing and project consulting to retirement plan sponsors. His prior experience includes roles at Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

James Chapman is a financial advisor with M HOLDINGS SECURITIES, Inc. in Detroit, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Lovasco Consulting Group since 2018, where he provides 401(k) plan reviews, investment advice, fiduciary management, and employee education. His prior roles include positions at Northpointe Capital and Level One Bank. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, delivering investment management through portfolio managers and third-party sub-advisors, and provides ongoing client monitoring and regular reviews.

Brendan Walsh is a financial advisor with M Holdings Securities, Inc. based in Detroit, MI. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. He has been affiliated with M Holdings Securities since 2012 and with Catalyst Solutions Group, Inc. since 2015. M Holdings Securities serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Eddison Millington II is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Pinnacle Wealth Management Group, Inc., Private Client Services LLC, and SEI Investments. Millington also operates as an Investment Adviser Representative at Pinnacle Wealth Management Group and is a licensed insurance agent involved in insurance sales. B. Riley Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers various investment programs and manages approximately $4.21 billion in assets through around 173 advisors.

Michael Ulle is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Plante Moran Financial Advisors since 2023 and previously held roles at Fidelity Investments, Ernst and Young, and Wealth Strategies Financial Group. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management services.

Omar Baadarani is a financial advisor with Sequent Planning, LLC in Dearborn, MI, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2010 to 2024. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers a range of services including asset management and fiduciary retirement-plan solutions, utilizing diversified manager exposures and tax-aware strategies delivered by a network of independent adviser representatives.

Brandon Hess is a financial advisor at Cyndeo Wealth Partners with four years of industry experience. He holds a Series 65 designation and has a background as an attorney, serving as general counsel for business clients through his law firm, Hess Law Group, PC, where he has worked since 2003. Prior to joining Cyndeo Wealth Partners, he was involved with Vision Collision Center, LLC. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion and offers customized investment strategies utilizing firm-developed models, third-party managers, and a broad range of asset classes, including alternatives and digital assets.

Jacqueline Venier is a CFP® professional with 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2006 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Brett Deeter is a Series 66-licensed financial advisor at Oppenheimer in Wyandotte, MI, with 11 years of industry experience. He has been with Oppenheimer & Co since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Joseph Dixon is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and 44 years of industry experience. He has been with Independent Financial Group since 2009. Outside of advisory work, he is a 50% owner of rental property within Executive Office Suites of Trenton. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing a mix of passive and active investment strategies tailored to client risk profiles.

Kyle Glaab is a CFP® with 16 years of industry experience and is affiliated with SPC in New Boston, MI. He has been with Sigma Planning Corporation since 2011 and also maintains ongoing roles at Sigma Financial Corporation and Creative Insurance Planning. Outside of his advisory responsibilities, he serves as president of Third Gen Financial, Inc. and is a notary public in Oakland County, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and maintains affiliations with broker-dealers and insurance agencies, alongside strategic partnerships with third parties.

William Hullinger III is a CFP® professional with 10 years of experience in financial advisory. He currently works at Farther Finance Advisors and previously held roles at Verity Wealth Partners LLC and Planning Alternatives LTD. Outside of his advisory work, Hullinger is involved as an LLC member and officer in businesses related to real estate and online education. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a variety of investment vehicles, supplemented by AI tools under internal review.

Tamara Reeves is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Her prior work includes roles at Lafayette Life Insurance and Ford Motor Company. Outside of her advisory role, she is involved in a family-owned short-term rental business and owns an LLC established for future real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.

Philip Buccini is a financial advisor with Oppenheimer in Wyandotte, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs encompassing asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Michael Tafelski is a CFP® professional with over 33 years of industry experience. He has been with Fifth Third Securities, Inc. since 2007. The firm serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. Fifth Third Securities offers various managed account programs and portfolio management options on its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Maram Alaiwat is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group and New York Life. Outside of her advisory role, she serves as president of the American Lung Association Michigan Leadership Board and participates on the Finance Committee and Development Committee of Detroit Public Television & Radio. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Michael Lacombe is a CFP® and ChFC® with 39 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1999. He holds a Series 63 license and is based in Taylor, MI. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charities, corporations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while integrating advisory, broker-dealer, mortgage, and insurance services.

Kristen Horvath is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she owns and manages a for-profit Etsy shop focused on design creation. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment options.

Brandon Wylie is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2022. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and utilizes technologies such as automated tax-loss harvesting and AI-assisted client data aggregation.