Katherine Mc Connaughy is a financial advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and JPMorgan Chase Bank, N.A. among other firms. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, providing clients with a range of strategies from mutual fund and ETF models to separately managed accounts and tax-overlay services.

Jason Kiss is a CFP®, CFA®, and Series 66 credentialed advisor at CIBC Private Wealth Advisors, Inc. with 25 years of industry experience. He joined CIBC Private Wealth in 2025 after spending 11 years at Aspiriant, LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing both proprietary and external strategies with governance from dedicated investment committees.

Scott Picklo is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association for ten years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer.

David Demallie is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both a digital advisory platform and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Joshua Hintze is a financial advisor at Hantz Financial Services, Inc. based in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he held positions in education and various service roles. 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 along with separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Dominic Morello is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Kovitz Investment Group Partners, Bussa Financial, and Jackson Insurance. He is also the owner and former CEO of Suburban Softwash LLC, a non-investment-related business. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Ryan Liszewski is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Oakland University and was involved with It's a Matter of Taste. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by expanded implementation capabilities and affiliated entities such as a trust bank and in-house tax and business consulting.

Cameron Staley is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2016, LPL Financial since 2014, and PNC Wealth Management from 2012 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies and uses technology platforms alongside third-party managers and TAMPs.

Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.

Karen Schwocho Tunnecliffe is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and other firms. Outside of her advisory work, she is the sole owner of The Dawning Lotus, LLC, a health and wellness center offering meditation, reiki, yoga, and life coaching, and she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches, with services including investment policy development and tailored performance reporting.

Robert Runco is a financial advisor with Primerica Advisors, holding a Series 66 designation and working in the Southfield, MI area. He has experience at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Prior to his advisory roles, he worked in education at the University of Michigan, Seaholm High School, and Derby Middle School. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting various account types and lending options.

Monalisa Cottingham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Comerica, and Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a variety of investment programs via the Passageway platform, including managed accounts and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a client base of over 46,000 with approximately $10.9 billion in assets under management.

Thomas Leonard is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise and Comerica Bank, including Comerica Securities. Leonard is also employed as a financial advisor with Comerica Financial Advisors. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining multiple portfolio management strategies and risk-profile customization.

Gregory Kreiner is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved with Great Lakes Financial Network, focusing on health and life insurance sales. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account services.

William Kessel is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Advisors LLC and SageView Advisory Group, LLC. He also serves as a registered representative at Bloomfield Hills Advisory, providing financial planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians like Schwab and Fidelity.

Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker‑dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.

Alexander Pryka is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Private Advisor Group in 2019, he worked for eight years at Associates in Obstetrics. He provides investment advice under the business name Millennium Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of managed account solutions and third-party investment strategies.

Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC among other firms. Munoz has also been involved with Annual Giving at Central Michigan University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs an enhanced open architecture investment approach that combines active and passive strategies along with fundamental and quantitative analysis.

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.