Sara Al Obaidi is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at several financial institutions including Fifth Third Bank and National Bank of Abu Dhabi. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, complementing its role as a broker-dealer and insurance agency.

Christopher Maggard is a financial advisor with Fifth Third Securities, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, featuring multiple portfolio management strategies and risk-profile customization.

Barak Henderson is a CFP®, ChFC®, and Series 66-registered advisor with 10 years of experience at Hantz Financial Services, Inc. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering financial planning, portfolio management, retirement consulting, and a range of model-based ETF strategies.

Dawn Clingan is a CFP® professional at Prime Capital Financial with 14 years of industry experience. Her career includes roles at Merrill and Portfolios Solutions before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs diverse investment strategies and manages accounts on both discretionary and non-discretionary bases.

Isabella Barone is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and began her advisory career in 2025. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience in education and hospitality sectors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs, including the Passageway Managed Account Program, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Robert Mcclain is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, with additional capabilities in private funds, alternative investments, and AI-assisted data analysis.

Robert Alati is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 63 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and acting as a fiduciary under written advisory agreements.

George Sukkar is a CFP® with 30 years of industry experience, currently advising through Private Advisor Group, LLC. His prior work includes positions at Charles Schwab and LPL Financial. He provides investment advice under the business name Millenium Wealth Management. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a network of investment adviser representatives and provides access to third-party asset managers and proprietary model portfolios.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for eight years before joining Janney in 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Paul Christian Susanto is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LKS Strategy and Aptiv, as well as positions in education at Michigan State University, Bloomfield Hills High School, and East Hills Middle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessments and third-party managed investment models.

Annette Vanderlinde is a financial advisor with Prime Capital Financial, holding Series 66 and Series 63 licenses and 18 years of industry experience. Her prior work includes roles at Bloomfield Hills Financial and First Allied Securities, among others. She is also a partner in CHHSZ Holdings LLC, an entity associated with Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.

Edward Harrison is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Empower, he worked at Fifth Third Bank and has additional experience in hospitality and service roles. Outside of finance, he operates Harrison Party Rental, providing party supply rentals and event setup services. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Joseph Budd is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2021. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Budd is also licensed as a non-variable insurance agent. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Natalie Brent is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, SageView Advisory Group, First Allied Securities, and Bloomfield Hills Financial. She is manager and owner of Bloomfield Hills Advisory, a wealth management firm providing financial planning, retirement planning, and wealth management services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and delivers services such as investment management, retirement plan consulting, and donor-advised fund advisory, utilizing multiple platforms and custodians to accommodate client needs.

Derek Raymond is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment strategies tailored to client objectives.

Preston Warren is a financial advisor at Oppenheimer with a Series 66 designation and less than one year of industry experience. His work background includes roles at Oppenheimer & Co. Inc. and Traci Ens and Associates Realty. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Michael Pesendorfer II is a financial advisor at Lincoln Investment with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Robert W. Baird for eight years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a variety of financial planning and investment management services, including both discretionary and non-discretionary programs, supported by a dedicated Investment Management & Research team.

Donovan Cizek is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, CETERA Advisor Networks LLC, Stonebridge Financial Partners, and Capital Group - American Funds. He also provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support client and advisor needs.

Danielle Serlin is a CFP® and Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. She has held multiple roles across several firms, including City Center Advisors, LLC and CoreCap Advisors, Inc., before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee, employing a range of investment vehicles and conducting research through multiple analytical methods and due diligence processes.