David Pugh is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining AE Wealth Management, he worked at Burzynski Group Retirement Solutions and has experience with several other firms including Pruco Securities LLC and The Prudential Insurance Company of America. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting, supported by both internal and third-party resources.

Albert Pryka is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Marion Smith is a Certified Financial Planner® with 16 years of industry experience. He is currently with Citizens Securities, Inc. and previously worked at Merrill and J.P. Morgan in both their banking and securities divisions. 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 advisory approach includes a digital advisory program utilizing proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Joseph Mayone is a CFP® professional with eight years of experience in financial advising. He is currently with Farther and previously worked at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his financial career, he held roles at Bob and Joes Cleaning Pros and CBS Radio. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, with a mix of ETFs, mutual funds, equities, fixed income, and AI-supported advisor judgment.

Alyssa Stevens is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. She has worked at several firms including Woodbury Financial Services, Cobblestone Financial Services, and Betcher Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns with annual rebalancing and client savings rates.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise for three years and Comerica Securities for 21 years. Outside of his advisory role, Tepatti serves as a police officer with the Carleton Police Department. Fifth Third Securities serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm provides clients access to multiple program types and third-party portfolio managers, including advisor-directed mutual fund/ETF models and separately managed account strategies.

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.

Michael Detone is a CFP® professional with 26 years of industry experience, currently with Valic Financial Advisors since 2004. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he performs as the lead guitarist in a local rock cover band, SixFT Apart. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and supports a large client base through its 1,239 advisors.

Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has prior work experience at Hantz Tax & Business, MMS - AT&T, and Northwood University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors with diversified, ETF-centered model portfolios, comprehensive financial planning, and wealth management services, supported by a multi-advisor platform and affiliated mortgage and insurance agencies.

Tamara Reeves is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Her prior work includes roles at Lafayette Life Insurance and Ford Motor Company. Outside of her advisory role, she is involved in a family-owned short-term rental business and owns an LLC established for future real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.

Thomas Ternes is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. He is also involved in a money market management role for Comerica Bank clients. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of program types and third-party portfolio management on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base including high-net-worth individuals and entities.

Don Bentley is a CFP® professional with 24 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, Michigan. He has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019 and previously worked at Ljpr Financial Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to individuals—including high-net-worth clients—as well as family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing a range of investment vehicles and a research-driven approach.

Julie Wancket is a Series 66-licensed advisor with Hantz Financial Services, Inc., based in Southfield, MI. She has four years of experience at Hantz and previously worked seven years at Rohver Corporation. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and related services.

Kayla Haneline is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has prior work experience at Shipt and Independent Community Living. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Allison Coleman is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds a Series 66 designation and has worked previously at Center for Wealth Management and MSX International. Coleman also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, individual securities, and personalized indexing.

Robert Pearl is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Cetera Advisors LLC, and SageView Advisory Group. He is a board member of the Oakland McLaren Charitable Foundation, where he helps organize events to benefit the local hospital. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and utilizes a mix of proprietary and third-party platforms.

Mary Ward is a CFP® with over 30 years of experience in financial advising. She has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as president of the Silverbrook Condominium Association, a nonprofit organization in Sterling Heights, Michigan. Oppenheimer serves a broad client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on documented client objectives and periodic account reviews.

Brandon Mccauley is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Comerica Securities, where he also collaborates with Comerica advisors on annuities, life insurance, and retirement accounts. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, featuring strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Tricia Dekiere is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Citizens Bank. She is also employed as a Registered Client Services Associate at Comerica Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals and institutions, offering investment advisory and brokerage services through multiple managed account programs delivered via Fidelity’s Managed Account Xchange. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jason Geisz is a CFP® with 25 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC, where he has worked since 2021. Prior to this, he spent a decade at Morgan Stanley Smith Barney and six years at Morgan Stanley Private Bank. Geisz serves on the investment committee of the (EP) Foundation of Michigan and holds advisory roles with Portfolio Summits and the National Small Business Association’s policy committee. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors alongside affiliated broker-dealer services.