Andrew Slankster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LLC, LPL Financial, and Next Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, combining technology platforms with third-party managers and strategies.

Jordann Andrusiak is a CFP® with 13 years of experience in the financial services industry. He has worked at Hightower Advisors since 2017 and previously held a position at Wells Fargo Advisors from 2009 to 2017. He holds the Series 66 designation and is based in Bloomfield Hills, MI. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a manager selection and multi-manager approach, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Zachary Greenman is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Waldron Private Wealth, LLC, Equitable Advisors, and AXA Advisors, LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing multiple portfolio managers and investment strategies.

Timothy Swanson is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Ameriprise Financial Services, Global Wealth Strategies, and Wells Fargo. Outside of his advisory role, he participates in expert network consultations for firms such as Gerson Lehrman Group, Guidepoint Global, and AlphaSights. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, incorporating third-party portfolio managers and various strategies such as mutual-fund and ETF models, SMAs, tax overlays, and direct indexing.

Elizabeth Mcgee is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. Her career includes roles at Triad Advisors, Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. She owns EM Financial LLC, providing financial planning and investment advice, and also offers insurance services through a sole proprietorship focused on life, health, fixed, indexed, and long-term care insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a broad range of clients, including individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm employs a combination of fundamental and technical analysis, tactical trading, direct indexing, and structured products while providing access to alternative investments and donor-advised funds.

Brittney Broich is a financial advisor with PlanMember Securities Corporation in Brighton, MI, holding Series 66 and Series 63 licenses and three years of industry experience. She has worked at several firms, including Edward Jones and Peak Brokerage Services, and currently provides retirement planning education for the Michigan Association of Retired School Personnel. Brittney also operates Williams & Co, a financial services business in Brighton. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and providing education, support, and participant-level investment options through risk-based mutual fund portfolios. The firm’s investment approach emphasizes strategic asset allocation, economic analysis, and regular portfolio rebalancing.

Rod Locricchio is a financial advisor with Kestra Advisory in Southfield, MI, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has worked at Kestra Advisory since 2016 and is also associated with Kestra Investment Services. Outside of his advisory role, he has worked in the restaurant industry. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including large institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Spencer Lamotte is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior roles include positions at Green Pastures and Clawson DPW, along with experience in other fields. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios across multiple risk levels combined with third-party managers and technology solutions to deliver its advisory services.

Lee Cox is a CFP® with 29 years of industry experience, currently serving at VALIC Financial Advisors since 2012. He is also affiliated with Agia, where he acts as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dylan Menge is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Walmart and The Market. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, broker-dealer, mortgage, and insurance services within a distinctive enterprise structure.

Alexander Dobbs is a financial advisor with Citizens Securities, Inc. in Novi, MI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Pruco Securities LLC, Thrivent Financial, and Thrivent Investment Management Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Kaila Cotey is a financial advisor at VALIC Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining VALIC, she worked at American 1 Credit Union and has held roles in education and the food and beverage sector. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors.

William Williams is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also involved with College Funding LLC. Outside of his advisory role, Williams has a background in freelance writing and editing, owns a publishing company, and serves as a volunteer election judge and member of the Perrysburg Board of Zoning Appeals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with various overlay options and operates with a large network of advisors and clients.

Joseph Lepkowski is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include six years at Baron Wealth Management and a year at Costco. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Chad Antone is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. His prior work includes roles at Comuest Partners and Ponds and Beyond, as well as experience outside the financial industry. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios, third-party money managers, and Direct Indexing within an asset-allocation framework, alongside retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

Steven Romanowski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes extensive tenure at Guardian Life and Park Avenue Securities since 2011. Outside of advisory work, he is involved in brokerage activities related to disability and term life insurance. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

John Mazzarella is a financial advisor with Fifth Third Securities, Inc. in Northville, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Citizens Securities, Inc., New York Community Bank, and LPL Financial, LLC. Fifth Third Securities serves a diverse client base of individuals, including high-net-worth clients, as well as institutional accounts such as corporations, trusts, and retirement plans. The firm offers investment advisory and brokerage services through various program types on its Passageway Managed Account platform, combining proprietary and third-party strategies with a focus on customized risk profiles and multiple portfolio management options.

Jordan Jirgens is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked briefly at Shindel Rock and held positions at several other firms early in his career. Hantz Financial Services serves individual clients, pension plans, charitable and corporate clients, and business owners with financial planning, portfolio and wealth management primarily using ETF-based model portfolios supplemented by third-party managers and unified accounts. The firm integrates advisory, broker-dealer, mortgage, and insurance services, and utilizes technology partnerships for Direct Indexing and AI-assisted client data aggregation.

Ryan Carrier is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at DoorDash and Michigan State University. Hantz Financial Services serves a diverse client base including individual investors, high-net-worth households, pension and profit-sharing plans, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses technology-driven approaches such as automated tax-loss harvesting and AI-assisted client data aggregation.

Darin Louw is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill, and operating as the Principal of Advanced Insurance Marketing Solutions, an insurance marketing organization. He also works as the Life & LTC Director for Darcy Smith's Amerilife office and provides life, LTC, and annuity sales to individual clients. Brookstone Capital Management provides fee-based asset management and financial planning services to a broad client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies through its turnkey management platform and wrap-fee program.