David Sawchuk is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2010. He also has a longstanding association with Great American Advisors, Inc. Outside of his advisory work, Sawchuk serves as a member of the Taymouth Township Zoning Board of Appeals. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages Adaptive Intelligence Model strategies.

Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.

Kayla Rice is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019 and previously held roles at Carat and Universal McCann. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable share of assets managed on a non-discretionary basis.

Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. She has held positions at Sanctuary Wealth since 2021 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Suzanne holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and consulting services using a variety of analytical approaches and custodial platforms.

Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, and PNC Wealth Management among other firms. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering investment programs such as mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad platform of portfolio management services.

Mark Baniszewski is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Adam Weiner is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, FSC Securities, Hatmada LLC, AIG Capital Services, Inc., and American General Life Insurance. He is also a business owner of Hatmada LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment methods and utilizes technology platforms alongside third-party managers and strategists.

Michael Rosner is a financial advisor with Rockefeller Financial LLC in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Raymond James & Associates, Bank of America, and Merrill. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with an integrated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placement.

Lisa Thuer is a financial advisor with Carson Wealth in Farmington Hills, MI, holding a Series 65 designation and 11 years of industry experience. She has worked at CWM, LLC since 2018 and previously spent ten years at Kabarec Financial Advisors, Ltd. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, variable sub-account management, and retirement plan services, utilizing a committee-driven investment approach with tailored portfolio solutions and extensive platform integrations.

Bryan Heckman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His career includes over a decade with PNC bank and investment divisions. He serves as Vice President of Rochester Football Inc., a non-investment-related role. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and invests in approved mutual funds and ETFs.

Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. in Southfield, Michigan, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Nathan Morales is a financial advisor with Principal Financial Services in Southfield, MI, holding a CFP® designation and Series 63 and 65 licenses. He has nine years of industry experience, including roles at Watermark Advisory Group LLC and Watermark Investment Services. Outside of advisory work, he is also licensed as an insurance agent in Grand Rapids, Michigan. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Sawchuk is a Series 66-licensed financial advisor with Lincoln Investment in Farmington Hills, MI, where he has worked since 2020. He has five years of industry experience, including prior roles at Endless Possibilities and Renaissance Charter School at Crown Point. Outside of his advisory work, he is the organizer and sole proprietor of Sawchuk Solutions, LLC, a holding company for tax purposes. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning and portfolio management supported by an in-house Investment Management & Research team, utilizing model portfolios and third-party managers while maintaining both advisor-led and fiduciary service models.

Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at College Works Painting and Red Run Golf Club. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Rachael Martinez is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has professional experience since 2021, including roles at Fifth Third Bank, PNC Bank, and Little Caesars. She is based in Waterford, MI. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, supporting a range of investment strategies and risk profiles.

Danielle Washington is a CFP® with 18 years of industry experience, currently with Mariner Wealth Advisors since 2024. She previously worked at Sequoia Financial Group and Polaris Greystone Advisory Group. Outside of her advisory role, she serves as Board Member and Secretary for the Detroit Style Skating Club and works as a consultant for Gerson Lehrman Group. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, along with specialized administrative and financial wellness solutions.

Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with 1 year of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial since 2005. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party money managers, and unified managed accounts, supported by a range of technology partnerships and combined advisory, broker-dealer, mortgage, and insurance services.

Robert Gluch is a Series 66-licensed financial advisor with one year of industry experience, currently with Fifth Third Securities, Inc. He previously worked at Ameriprise, Comerica Securities, and Comerica Bank, and has additional work experience outside finance at Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through various program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies with a range of investment tools and services.

Nathan Moretto is a financial advisor with PNC Wealth Management in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and STAR Financial. Before entering financial services, he was involved with Liberty Church PCA and New City Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm utilizes algorithmic risk assessment and manages portfolios primarily with mutual funds and ETFs, with portfolio implementation delegated to third parties.

Timothy Wancket is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Hantz Financial Services since 2018, following experience at Ewie Co. and Central Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within one enterprise.