Marco Caporuscio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2022. Prior to his advisory career, he worked in various roles including at College Works Painting and Da Francesco's Ristorante & Bar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses a customized, discretionary investment approach supported by an internal team and third-party managers, and is noted for its integrated tax and accounting services alongside traditional portfolio management.

Austin Potter is a CFP® with seven years of industry experience currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. He is based in Troy, MI. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a wide range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Justin Russo is a Certified Financial Planner (CFP®) with nine years of industry experience. He currently serves as a financial advisor at Osaic Advisory Services, LLC, having previously worked at firms including Sigma Financial Corporation and Raymond James. Russo is the Board President of Life Skills Centers, Inc., a nonprofit organization where he has been involved since 2015. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor that serves a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various strategies and platform integrations to support its clients.

Glenn Stratton is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential and 12 years of industry experience. He has been with Hantz Financial Services since 2014. 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 integrates advisory, brokerage, mortgage, and insurance services within its enterprise.

Bella Jin is a financial advisor at Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation. She has four years of experience at Goldman Sachs & Co. LLC and prior roles at Amazon, Century 21 Town and Country, Johnson & Johnson, Flagstar Bank Corporate, I-tech USA, and Michigan State University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs organization.

D Artagnan Mason is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm offers a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services, utilizing a long-term investment approach that incorporates both active and passive strategies tailored to clients’ specific needs.

Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kevin Laplena is a financial advisor at Corient with 16 years of industry experience. He holds the Series 65 designation and previously worked at R.H. Bluestein & Co LLC for 27 years before joining Corient and its related entities in 2022 and 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Jack Williams is a financial advisor with Carson Wealth, holding a Series 66 license and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

Mark Loduca is a financial advisor with Citizens Securities, Inc. in Royal Oak, MI, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Pruco Securities, LLC, The Prudential Insurance Company of America, and ProEquities, Inc. Outside of finance, Loduca is involved in music entertainment, performing jazz and working as a recording artist and studio musician. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and managed accounts, operating as a broker-dealer and insurance agency with affiliation to Citizens Bank, N.A.

Bailey Domer is a financial advisor at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2025, Bailey worked at Nationwide Investment Services Corp. for eight years. He holds Series 63 and Series 65 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware rebalancing and asset-location strategies.

Timothy Schafer is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory work, he serves as a high school football coach. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Nina Di Mauro is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at Vintage Financial Services and Eastern Michigan University. She has also worked in the brewing and media industries. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofits, using a globally diversified investment approach grounded in Modern Portfolio Theory.

Eli Durgham is a financial advisor with PNC Wealth Management in Waterford, MI, holding a Series 66 designation and two years of industry experience. His previous roles include positions at LPL Enterprise and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and executes investments via approved strategies with mutual funds and ETFs.

Mason Burkhart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience working with Hockey Services and Farm Bureau Insurance. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance activities within an integrated enterprise structure.

Ryan Laorr is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His work history includes roles at Hantz Financial Services since 2021, as well as positions at Uber, Agile Health, Michigan State IT, and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and direct indexing, with integrated technology solutions for portfolio management and tax optimization.

Jennifer Flaherty is a CFP® professional with 12 years of industry experience. She currently serves as an advisor at Prime Capital Financial and previously worked at Portfolio Solutions LLC for seven years. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

Martin Peters is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he owns a tax and accounting services business and works as a CPA. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing a blend of fundamental and technical analysis, with both discretionary and non-discretionary account management options.

William Leahy is a financial advisor with PNC Wealth Management in Troy, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory role, he has reported involvement in rental real estate unrelated to his investment work. PNC Wealth Management offers retail brokerage and advisory services including a model-based Portfolio Solutions Strategist Digital Offering, which is an online discretionary account available via invitation to employees. The program uses approved managed model strategies implemented through mutual funds and ETFs with annual rebalancing and relies on algorithmic risk assessment rather than direct client trading or standalone financial planning.

Edward Meier is a Series 65-licensed advisor at Mariner Wealth Advisors with five years of industry experience. He previously worked at Heber Fuger Wendin, Inc. and MADISON Investment Advisors. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as coordinated tax and Core Family Office support. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and integrates in-house research with third-party managers across a wide range of asset classes and solutions.