Timothy Swanson is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Global Wealth Strategies, Safra Securities, and Wells Fargo. He also participates in expert network consultations, providing industry insights on an ad hoc basis. FIFTH THIRD SECURITIES serves individual and institutional clients through investment advisory and brokerage services, offering programs such as the Passageway Managed Account platform with various portfolio management options, including mutual funds, ETFs, SMAs, and direct indexing. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad client base and diverse affiliated entities.

Evan Reilly is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase Bank and R.H. Bluestein & Co LLC. Reilly is based in Birmingham, MI. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Gregory Miller is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with client accounts reviewed periodically and cash balances swept into its Advantage Bank Deposit Program.

Elizabeth McGee is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at several firms, including First Allied Securities, Inc., SageView Advisory Group, LLC, and Triad Advisors. McGee is also the owner of EM Financial LLC, a financial planning and investment advice business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Chad Bellows is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and spent 15 years at The Ayco Company/Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and integrated services across affiliated entities.

Charles Vercellone is a financial advisor at Osaic Advisory Services, LLC with 41 years of industry experience. He holds the ChFC® designation and has worked previously at Sigma Planning Corp. and Wealth Strategies Group, LLC. Vercellone serves as an ambassador for the Troy Chamber of Commerce, participating in networking and educational events. Osaic Advisory Services, LLC provides investment management and financial planning to individuals, plans, corporations, trusts, and nonprofit entities. The firm offers multiple advisory program models and access to a variety of investment platforms and alternative investment opportunities.

Andreen Yousif is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Pruco Securities LLC and Rocket Mortgage. Yousif also serves as a notary, notarizing documents for Citizens clients. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.

Laura Mitten is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management, Thrivent Financial, Raymond James & Associates, and Charles Schwab. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Ronald Baptist II is a financial advisor with Fifth Third Securities, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features including direct indexing and tax-overlay services.

Terrence Babe is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has worked at Goldman Sachs and its affiliates since 2011, including a prior role at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he manages a residential real estate investment property in Charlevoix, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering tailored wealth management solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Daniel Taylor is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Kestra since 2019 and previously worked with Cambridge Consulting Group and Axa Advisors. Taylor serves on the board of directors at Red Run Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors.

Matthew Essmann is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at CoreCap Advisors, LLC, CoreCap Investments, LLC, and Cornerstone Financial Services. 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 features a digital advisory program managed in partnership with SigFig and operates as a broker-dealer and insurance agency.

Aruna Ettiah is a financial advisor with The Huntington Investment Company, holding CFP®, CFA®, and Series 66 designations and 11 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and The Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering a range of wrap-fee programs through the Envestnet MAS platform.

Steven Palazzolo is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Paul Carnahan is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently affiliated with GWN Securities Inc. and serves as President and Wealth Manager at Old Woodward Wealth Management. His prior experience includes roles at Centaurus Financial, Wealth Strategies Financial Group, and Securian Financial Services. Outside of his advisory work, he is involved with the Greater Oakland Republican Party. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, and is notable for its use of legacy market-timing and momentum-based strategies.

Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with FIFTH THIRD SECURITIES since 2001. 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 provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.

Daniel Arreola is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Brokers International Financial Services since 2018, following a year at Lincoln Financial Advisors and two years as a self-employed business owner at Arreola Agency, Inc. Outside of advising, he owns and operates HEC Cares Insurance Agency, offering accident and health, Medicare, and traditional life insurance. Integrity Alliance serves a diverse clientele including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment strategies and custodial platforms.

Jaclyn Stark Mullica is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She has held positions at Ameriprise Financial Services, Citizens Securities, Citizens Bank, and PNC Investments. Mullica is also a financial advisor with Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.