Douglas Krug is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC, with over two decades at Reliable Securities Inc. Outside of his advisory roles, he is licensed as a real estate agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, using various investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios, third-party money managers, and unified managed accounts, alongside brokerage, mortgage, and insurance products through affiliated entities.

Michael Pesendorfer II is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds Series 66 and Series 63 licenses and has eight years of industry experience, including prior work at Robert W. Baird from 2017 to 2026. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Ian Waldo is a financial advisor with NewEdge Advisors holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James and its affiliates for over a decade before joining NewEdge Advisors in 2023. Waldo is also the owner of Waldo Wealth Partners LLC, a financial advisory business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Richard Rush is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining NewEdge in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory work, he serves as an adjunct professor at Wayne State University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience and holds Series 63 and Series 65 designations. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and is notable for combining advisory, broker-dealer, mortgage, and insurance product services within a single enterprise.

Shane Topping is a financial advisor at Savant Wealth Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and Michigan State University. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office 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.

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 financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes positions at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Raymond James & Associates. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm follows a long-term investment approach with attention to tax and fee sensitivity, employing both active and passive strategies, and offers customized portfolios based on clients’ risk tolerance, liquidity, and tax circumstances.

Cooper Drouillard is a Series 66-licensed advisor with Hantz Financial Services, Inc. in Southfield, MI, bringing two years of industry experience. His prior roles include positions at Dudley's and La Folie, along with work at the University of Kentucky and Western Golf and Country Club. Hantz Financial Services serves individual clients, pension plans, charitable and corporate entities, and business owners by providing financial planning, portfolio and wealth management using ETF-based model portfolios and third-party SMAs. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, and employs technology partnerships to support investment management and client service.

Kevin Filthaut is a financial advisor with Guardian Life in Southfield, MI, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance. Guardian Life’s Park Avenue Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Robert Bluestein is a financial advisor at Corient with 16 years of industry experience. He holds a Series 63 designation and previously operated R.H. Bluestein & Co LLC for over three decades before joining Corient and its related entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Stephen Rowley III is a financial advisor with Eagle Strategies (NY Life) based in Plymouth, Michigan, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He operates Rowley Financial Solutions, providing New York Life products and brokering non-registered insurance products. Outside of his advisory work, Rowley serves as a board member of the New Hope Center for Grief Support and holds minority ownership in a professional soccer team, as well as officer and board roles in regional and national Airstream club organizations. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm provides tailored solutions through various program types, integrating investment advice with insurance and annuity products within the New York Life affiliate structure.

Bryndon Skelton is a Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2007. Outside of his advisory roles, he operates The Foundry Financial, LLC as his personal practice. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and integrated lending options.

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 previously worked at Arbor Point Advisors and Securities America, Inc. Outside of her advisory role, she has been involved with Jolyn and Melalueca, two entrepreneurial ventures she has maintained for several years. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and financial planning services, utilizing various strategies and platform relationships to support its clients.

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.

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® with 54 years of industry experience, currently with Oppenheimer since 2017. His prior roles include nine years at Merrill and two years at UBS Financial Services. He serves as co-trustee of a living trust with his wife, managing primarily equities and mutual funds. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, providing both discretionary and non-discretionary services while maintaining custody of client assets.