Kob Yan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include 19 years at Citizens Securities, Inc. and two years at Ameriprise Financial Services, LLC. Outside of his advisory work, he owns a nonprofit organization, Pokot Outreach Medical Missionary, which raises funds and medical supplies for the Pokot tribe in Kenya. 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 multiple managed account programs via the Passageway platform, combining advisory guidance with third-party portfolio management and a range of investment options.

Robin Schirs is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Fifth Third Securities since 2026 and previously held positions at Ameriprise and Comerica Securities. Outside of his advisory role, he serves as Vice President Regional Operations Manager at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, supporting diverse investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Daniel Robinson is a Certified Financial Planner® with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at JPMorgan Chase Bank and Sigma Investment Counselors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers customized portfolio management and trustee support, employing a blend of model allocations and third-party managers to meet client objectives.

Mitchell Sovis is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked with firms including LPL Financial, Cetera Advisor Networks, and Ameriprise Financial Services. Sovis also provides administrative support to NewEdge Advisors and is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support advisor and client needs.

Joseph Hayduk is a financial advisor with AE Wealth Management, LLC in Troy, MI. He holds a Series 65 credential and has one year of industry experience. His prior roles include positions at The Burzynski Group, Hall CPA, and Suburban Bolt. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, using a range of analytical methods and strategies implemented primarily through discretionary model portfolios.

Robert Maks is a CFP® professional affiliated with NewEdge Advisors, with seven years of industry experience. He has worked at several firms, including CWM, LLC, Cetera Advisor Networks, and Stonebridge Financial Partners. Maks serves as an investment advisor representative at NewEdge Advisors, dedicating full time to this role. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Jordan Hensley is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Deloitte for four years. Hensley provides investment advice under the business name Standard of (k)are Advisors through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Bryon Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked with Lincoln Investment since 2017 and previously at Livingston International from 2014 to 2017. Outside of his advisory role, he serves as a fixed insurance agent, providing fixed insurance product services. Lincoln Investment is an enterprise-level investment 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 advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and oversees various investment strategies.

Amy Hoffman is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 10 years of industry experience. She holds a Series 66 designation and 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 delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and tax-loss harvesting strategies.

Renee Muccioli is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior experience includes a 15-year tenure at Credit Union One. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and supplements these with third-party managers and Direct Indexing, combining advisory services with brokerage, mortgage, and insurance product offerings.

Kimberly Eberlein is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner and Smith Incorporated for 12 years. 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 are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Trever Helmstead is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current role, he worked at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Bank of Ann Arbor. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a comprehensive range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plans. The firm employs a long-term investment approach utilizing active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients' specific risk, liquidity, and tax requirements.

Grant Sharkey is a financial advisor at Kestra Advisory with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kestra Investment Services since 2021 and has prior experience across various roles including Extended Travel, Pharmaco, and Ulliance Inc. Sharkey is also the owner of a tax entity, Sharkey Capital LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Adam Gordon is a CFP® with 15 years of experience in financial services, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes nearly a decade with Northwestern Mutual in various capacities. Outside of financial advising, he is involved with Picasso Distribution, LLC, a company selling electronic oral vaporizers to wholesalers. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Shane Jackson is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

James Tafelski is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for 11 years at Fifth Third Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Dean Janceski is a financial advisor with Key Investment Services LLC in Southfield, MI, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes roles at KeyBank NA, Bank of America, Merrill, and Wells Fargo Clearing Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model combining platform services from Envestnet and portfolio strategies from the Key Wealth Chief Investment Office and third-party managers.

Erica Khinchuk Scheinker is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Hantz Financial Services since 2013, following two years at GPM Growth Investors, Inc. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, combining advisory, brokerage, mortgage, and insurance services within a unique enterprise structure.

Kenneth White III is a CFP® and Series 65 licensed advisor with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent 11 years with Emerson Wealth, LLC. Outside of his advisory role, Mr. White is independently licensed to sell insurance through various agencies. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and Core Family Office solutions, implementing customized portfolios supported by in-house research and third-party managers.

Ian Gappy is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Southfield, MI. His prior roles include positions at Advanced Wealth Strategies and College Fresh Inc. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology such as Direct Indexing and AI-assisted client data aggregation in its investment process.