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.

Wallace Rutkowski is a financial advisor at Lincoln Investment with three years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ameriprise and MariPau Wealth Management. Rutkowski serves as CFO and Investment Committee Member for Walsh College, where he is involved in overseeing accounting and contributing to investment decisions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of model portfolios, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Anthony Yizze is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monroe Capital LLC, Deloitte Consulting LLC, and Ayco Goldman Sachs. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs centralized investment resources and model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Karlye Byrnes is a CFP® and Series 65 licensed advisor with seven years of experience in the financial industry. She currently works at Mariner Wealth Advisors and previously held roles at Emerson Wealth, Merrill Lynch, and Bank of America. Outside of her advisory practice, she volunteers with Savvy Ladies and Project 2 Detroit, providing pro-bono financial coaching and advice. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal portfolio team and an Investment Committee, and integrates tax and accounting services alongside its investment solutions.

Adam Pawloski is a CFP® with 14 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior experience includes roles at Telemus Capital, LLC and Kovitz Investment Group Partners, LLC. He is based in Southfield, MI. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and risk management techniques, offering a wide range of strategies through separately managed accounts.

William Scott III is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. He holds Series 63 and Series 65 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with accounts reviewed periodically and custodial services integrated into its offerings.

Kevin Filthaut is a financial advisor with Primerica Advisors based in Southfield, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His previous roles include positions at Guardian Life Insurance and Park Avenue Securities. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and fee-based advisory services. The firm offers various investment strategies through proprietary and third-party portfolios, serving individual investors, charitable organizations, and corporate clients.

Robert Bluestein is a financial advisor at Corient with 15 years of industry experience. He holds a Series 63 designation and has worked at Corient and affiliated firms since 2022, following over three decades at R.H. Bluestein & Co LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services through affiliates such as family office and trust services.

Steven Mezzo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial LLC, infinex Investments, Inc., and Flagstar Bank. Mezzo is based in Rochester Hills, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing. The firm’s approach includes third-party delegation for portfolio implementation and is currently available as an invitation-only pilot for PNC Bank employees.

Christopher Scheimer is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at The Leaders Group Inc, Sigma Financial Corporation, and Raymond James & Associates. Scheimer is also president of K1 Strategies, LLC, where he manages employees and markets insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Bryndon Skelton is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 18 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Skelton operates his own practice under The Foundry Financial, LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services.

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.

Daniel Hill is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors, LLC. Outside of his advisory role, he is involved with The Burzynski Group in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

James Barone is a financial advisor with Fifth Third Securities, Inc. in Warren, MI, holding the Series 63, Series 65, and Series 66 designations and bringing 37 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2020, with prior roles at Citizens Securities, Inc. and Infinex Investments, Inc. Outside of his advisory duties, he is involved in agricultural activities as a farm rental owner in Coldwater, MI. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing various investment strategies with options such as SMA models, tax-overlay services, and direct indexing.

Cameron Kennedy is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Axa Advisors and Cambridge Financial. Outside of his advisory work, he serves as a board trustee for CATCH, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Allen O'Brian is a CFP® professional with over 53 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at Merrill for nine years. He is co-trustee of a living trust held jointly with his wife. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives, with accounts regularly reviewed.

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.

Brian Laurain is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, supported by affiliated banking, tax, and consulting services.