Tyler Corliss is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates various advisory platforms, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Sandra Scolari is a CFP® professional affiliated with Guardian Life, with 32 years of industry experience. She has worked with Guardian Life entities since 2010 and has been associated with Park Avenue Securities for seven years. Outside of her advisory role, she is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Timothy Giampetroni is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. His prior roles include positions at Triad Advisors, SageView, First Allied Advisory Services, and Bloomfield Hills Financial. He also acts as chief investment officer at Bloomfield Hills Advisory, where he manages model portfolios and works on market education and financial operations. Osaic Advisory Services is an SEC-registered enterprise advisor serving a diverse client base, including high-net-worth individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and integrated platform solutions.

Hans Hegge is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at The Leaders Group Inc, K1 Strategies, Wedding Venue Crashers, Inc., LoopingBack, Inc., Flexera Software, and Raymond James. Outside of advising, he assists with bookkeeping and business operations for a CRM implementation business run by his wife. TLG Advisors, Inc. serves a broad range of clients including individuals, high-net-worth clients, trusts, and institutional investors. The firm utilizes fundamental analysis and Modern Portfolio Theory for portfolio construction and offers both customized portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Rohnne Saad is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Rohnne provides comprehensive financial guidance tailored to the unique needs of individuals, families, and business owners. He focuses on developing strategies aligned with both short- and long-term goals, drawing on his expertise across various financial services. Rohnne's areas of client focus include college education planning, corporate benefits, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, small business strategies, and sports and entertainment. He holds a Bachelor's Degree from Michigan State University and is a Personal Investment Advisor (PIA). Outside of his professional responsibilities, Rohnne enjoys activities such as biking, chess, football, hiking, music, running, soccer, tennis, traveling, and watching movies. He is an avid Detroit sports fan and Michigan State alumnus.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Ronald Miller II is a CFP® with 12 years of industry experience, currently advising at PNC Wealth Management. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, and several other financial firms. Outside of his advisory work, he serves as an officer for Great Lakes Bowling, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessments to guide investment in mutual funds and ETFs.

Jordan Cater is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 10 years of industry experience, all with Hantz since 2015. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios alongside third-party managers and technology-assisted strategies to provide financial planning, portfolio management, and retirement plan consulting.

Raymond Biswanger IV is a CFP® with 15 years of experience in financial advisory. He is currently with Sanctuary Advisors, LLC and has previously worked at Morgan Stanley and MyCIO Wealth Partners. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when under written advisory agreements.

Bryanna Wancket is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Hantz Financial Services since 2018. 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 uses ETF-based model portfolios across multiple risk levels and integrates third-party managers and technology platforms to deliver financial planning, portfolio management, and retirement plan consulting.

Danilo Rodrigues De Carvalho is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes digital and managed account programs, and it operates as a full-service broker-dealer and insurance agency.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Logan Soll is a CFP®-certified financial advisor with six years of industry experience. He is currently with Prime Capital Financial and previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing multiple investment strategies and maintaining an affiliated tax advisory subsidiary.

Tiffany Taylor is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Advisors, Inc., First Allied Securities, Inc., and Oxford Forge, Inc. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Zeina Zahr is a financial advisor at Sequoia Financial Group, L.L.C. in Troy, Michigan, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wells Fargo Clearing and Hantz Financial Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research and due diligence.

Robert Hochkins is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Kovitz Investment Group Partners, LLC and Telemus Capital LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Laura Marshall is a CFP® with 20 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, MI. She has worked with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and was previously with Ljpr Financial Advisors from 2015 to 2018. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Al Trashonna Dillon is a Series 65-credentialed financial advisor with Hantz Financial Services, Inc., where he has worked for 10 years. He has two years of industry experience in financial advising. Hantz Financial Services, Inc. serves a diverse clientele including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels and incorporates third-party money managers and Direct Indexing, supported by technology-driven tools such as automated tax-loss harvesting and AI-assisted client data aggregation.

Katherine Mc Connaughy 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 JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. Fifth Third Securities, Inc. serves individual and institutional clients, offering investment advisory and brokerage services through various program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including mutual fund and ETF models, SMA strategies, and direct indexing.

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.