Gary Pryka is a CFP® with 35 years of experience in the financial industry. He has been with Private Advisor Group, LLC since 2013 and previously worked at Fidelity from 2010 to 2013. In addition to his advisory role, he serves on the board of the Hough Family Foundation and is a member of a popular music group. 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 advisory model and utilizes a range of investment strategies through both direct management and third-party managers.

John Mann is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithm-driven risk assessment and discretionary management of mutual funds and ETFs. The firm’s approach includes reliance on third-party strategists and investment delegates for portfolio implementation and voting.

David Johnston is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has 11 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse range of clients including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory services with brokerage, mortgage, and insurance product distribution.

Audrey Wilcoxson is a financial advisor with Rockefeller Financial LLC based in Birmingham, MI. She holds the Series 66 designation and has two years of industry experience. Her prior work includes roles at Merrill and Community First Bank of Indiana. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating both as an investment advisor and a registered broker-dealer with a broad range of investment and banking capabilities.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2017. Outside of his advisory role, Kapfhamer is also active as a real estate agent with Arterra Realty Michigan, LLC. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm provides financial planning and wealth management through ETF-based model portfolios, third-party managers, and other strategies, while combining advisory, brokerage, mortgage, and insurance services within a single enterprise.

Andrew Bass is a financial advisor with Focus Partners Wealth, LLC in Southfield, MI, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Bass is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business currently inactive. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. He began his advisory career in 2025 and has prior experience at Financial Services of America and Target. He also worked at Michigan State University and has been affiliated with Pennas of Sterling since 2021. Hantz Financial Services, Inc. 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 money managers, unified managed accounts, and Direct Indexing.

Mitchell Kennedy is a CFP®, PFS™, and Series 65-licensed advisor with four years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at SYM Financial Advisors, Yeo & Yeo CPAs & Business Consultants, Andrews Hooper Pavlik PLC, and the Michigan High School Athletic Association. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Zachary Slabotsky is a CFP® professional with 10 years of experience in financial advising, currently serving at Kestra Advisory Services LLC. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Dimensional Fund Advisors. He serves on the finance committee of JFMD and is a board member of Knollwood Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, supporting investments through due diligence and multiple management platforms.

Shannon Myers is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. He holds the ChFC® designation and the Series 63 license and has been with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients. The firm uses ETF-based model portfolios and a combination of third-party managers and technology-driven tools to deliver investment advice across multiple risk levels.

Ione Dawe is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Comerica Securities. Outside of her advisory role, she is involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Kenneth Smith is a CFA® charterholder with 11 years of industry experience, currently serving at Corient in Birmingham, MI. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and R.H. Bluestein & Co LLC prior to his current position. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers, risk management tools, and alternative investments.

James Mollison is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including LPL Financial LLC, Flagstar Bank, and Citizens Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs and uses a range of portfolio management strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Dustin Rudder is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Morgan Stanley. Rudder has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs a combination of advisory, brokerage, mortgage, and insurance services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 credential. He has been with the firm since 2021 and has prior experience at Michigan State University, Ford, Dublin Pub, and Grand Flower Growers. Hantz Financial Services serves a diverse client base including individuals, pension plans, charities, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across various risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Hana Jibrel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds the Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic and tactical allocation models alongside proprietary research and integrates capabilities across Goldman Sachs affiliates to offer a broad range of advisory and investment solutions.

Gregg Fortune is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America, among others. Outside of advisory work, he teaches CFP courses as an adjunct faculty member and serves as managing director of Advanced Planning Education Group, which provides educational programs for financial professionals. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and solutions, combining fundamental and technical analysis, tactical trading, and third-party manager selection, supported by platform relationships with Fidelity, Schwab, Envestnet, and others.

Francis Pisano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002 and Dean Witter Reynolds Inc. since 1994. Pisano serves as a board trustee for the Baldwin Public Library in Birmingham, Michigan, where he participates in finance and fundraising committees. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Collin O Neill is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and United Wholesale Mortgage. Outside of finance, his background includes roles with Jaguars F.C. and involvement with the Detroit Finnish Cooperative Camp. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shawn Ewasyshyn is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. In addition to his advisory role, Mr. Ewasyshyn is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management and consulting services and employs various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.