Peter Potestato is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Founders Financial Securities since 2010. Outside of his advisory role, he is active as an insurance agent specializing in the sale of fixed and equity indexed annuities. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, utilizing a range of advisory programs and innovative delivery methods.

Kevin Woehler is a financial advisor with PKS Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 25 years of industry experience. Prior to joining PKS Advisory Services in 2024, he worked at Purshe Kaplan Sterling Investments from 2020 and at Michigan Securities, Inc. from 2004. He also serves as an insurance agent providing advice through his own agencies. PKS Advisory Services offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, independent managers, and alternative investments, with ongoing monitoring and periodic reviews.

Ainsley Ellison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. She has been with Plante Moran Financial Advisors for ten years. Plante Moran Financial Advisors 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 combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and frequently employs third-party managers and alternative investments.

Antonio Trivelloni is a financial advisor with The Partners Wealth Management in Mount Clemens, MI, holding a Series 65 credential and 16 years of industry experience. His career includes leadership roles at Trivelloni Asset Management, Llc (formerly North Harbor Advisors) and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of customized portfolios and model-based management, incorporating both internally developed and third-party models through its Amplify Platform.

Christopher Balcerowiak is a CFP® with 39 years of industry experience, currently serving at The Fiduciary Alliance since 2023. His prior experience includes positions at Ameriprise Financial Services, Inc. and Creative Retirement Solutions Group. Outside of advisory work, he owns a business called C & C Estates LLC and is active in insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a combination of fundamental and technical analyses, with options for third-party manager allocation.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.

David Kurschat is a CFP® professional affiliated with Creative Financial Designs, Inc., with three years of industry experience. His work history includes roles at Covenant Financial Group and TRIGO Global Quality Solutions, as well as involvement in financial planning and tax preparation activities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and affiliated services in insurance and tax.

Christopher Bokmuller is a financial advisor at Packerland Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments and MI Advisors. Outside of his advisory role, he is involved with Bokmuller Retirement Services, focusing on insurance and investment-related activities. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers through a variety of account structures.

Jill Trivelloni is a financial advisor at The Partners Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in various veterinary-related roles for over a decade. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services, offering both customized portfolios and model-based management through a multi-team approach.

Michael Kreza is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently affiliated with Brighton Jones LLC and has previously worked at Kovitz Investment Group Partners, Polaris Greystone Financial Group, Lumin Financial, and RWA Wealth Partners, as well as spending two years at Michigan State University. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach for high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Melissa Bell is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios using proprietary algorithms, alongside a Managed Account program, and operates as a broker-dealer and insurance agency.

Kyle Jobin is a CFP® with 21 years of industry experience. He is affiliated with Osaic Advisory Services, LLC and previously worked at Sigma Planning Corporation and Triad Advisors. He is the owner of Jobin Financial, where he oversees operations as a financial advisor. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a broad range of investment programs and financial services, utilizing both fundamental and technical analysis and accessing alternative investments through various platform relationships.

Timothy Janz is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served six years in the United States Coast Guard. He is the owner of Janz Financial Services LLC, through which he provides financial planning services as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Maxwell Martinello is a financial advisor at Hantz Financial Services, Inc. He holds the Series 65 and Series 63 designations and has been with the firm since 2025. His prior experience includes roles at Walsh College, Macomb Community College, Three T's, and De La Salle. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party managers and advanced technology platforms.

Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

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.

Omar El Gothamy is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Bank of America, Merrill, Sava, and Northwestern Mutual. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing third-party portfolio managers and a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse range of clients including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios complemented by third-party managers and technology-driven approaches, combining advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. in Macomb, MI, with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both advisory programs and brokerage and insurance services, featuring a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire.

Christel Toal is an advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2018, also maintaining a role at Fifth Third Bank since 2000. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through advisory and brokerage services. The firm offers multiple investment programs and third-party portfolio managers via its Passageway Managed Account platform, combining various strategies such as mutual funds, ETFs, SMAs, and tax-overlay services.