Maggie Guenter is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked with firms including Arbor Point Advisors and Securities America. Outside of her advisory work, she has been involved with several businesses such as Jolyn and Melalueca for multiple years. Osaic Advisory Services, LLC provides investment management and financial planning services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with custody and execution primarily through Schwab and Fidelity, utilizing both proprietary and third-party platforms for portfolio management.

Ryan Sholtz is a financial advisor at Corient with a Series 65 credential and no prior industry experience. Before joining Corient, he held positions at Michigan State University, Dan's Excavating Inc., and Cracklewood Golf Club. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments as appropriate.

Jeffrey Bittner is a CFP® with 22 years of industry experience, currently advising clients at Mariner since 2019. He previously worked at Lincoln Financial Advisors from 2016 to 2019. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, with customized portfolios overseen by an internal committee and a broad range of investment strategies.

Nadia Daoud is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. She also has outside employment as a Comerica Financial employee. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining third-party portfolio management with options including mutual funds, ETFs, SMAs, and direct indexing.

Andrew Slankster is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including 13 years with LPL Financial and 13 years at Mariner Independent Advisor Network, LLC. Outside of his advisory work, he is involved with Mariner Independent Advisor Network as an independent investment advisor. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and a firm-managed separately managed account program, leveraging multiple investment approaches and technology platforms to meet client objectives.

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.

Michael Emerson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. Prior to joining Mariner, he was the principal at Emerson Wealth, LLC for 15 years. He holds Series 63 and Series 65 licenses and maintains an independent insurance license, dedicating minimal time to that activity. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax and accounting services and employer financial wellness solutions.

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.

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.

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 with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Green Pastures and Clawson DPW, as well as several non-financial positions during his early career, including at Michigan State University and various local businesses. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm emphasizes diversified, ETF-centered model portfolios, offers a range of financial planning and wealth management services, and operates through a multi-advisor platform that integrates discretionary and non-discretionary mandates.

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.

Donald Wylin is a CFP® professional with 24 years of industry experience. He is currently with Savant Wealth Management and was previously with Bdk Financial Services, Inc. for 22 years. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Steven Reauso is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes positions at Ameriprise Financial Services, Citizens Securities, and Oppenheimer & Co Inc. He has been with Huntington since 2018. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform and employs an open-architecture model combining third-party and affiliate investment strategies.

Dylan Menge is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2024. His prior experience includes roles at Walmart and several educational institutions. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets using diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement plan consulting, mortgage brokerage, and insurance through affiliated agencies.

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.

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.