Chad Bellows is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and spent 15 years at The Ayco Company/Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and integrated services across affiliated entities.

Charles Vercellone is a financial advisor at Osaic Advisory Services, LLC with 41 years of industry experience. He holds the ChFC® designation and has worked previously at Sigma Planning Corp. and Wealth Strategies Group, LLC. Vercellone serves as an ambassador for the Troy Chamber of Commerce, participating in networking and educational events. Osaic Advisory Services, LLC provides investment management and financial planning to individuals, plans, corporations, trusts, and nonprofit entities. The firm offers multiple advisory program models and access to a variety of investment platforms and alternative investment opportunities.

Andreen Yousif is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Pruco Securities LLC and Rocket Mortgage. Yousif also serves as a notary, notarizing documents for Citizens clients. 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 offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Rod Locricchio is a financial advisor with Kestra Advisory in Southfield, MI, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has worked at Kestra Advisory since 2016 and is also associated with Kestra Investment Services. Outside of his advisory role, he has worked in the restaurant industry. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including large institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Spencer Lamotte is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Green Pastures and Clawson DPW, as well as several non-financial positions during his early career, including at Michigan State University and various local businesses. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm emphasizes diversified, ETF-centered model portfolios, offers a range of financial planning and wealth management services, and operates through a multi-advisor platform that integrates discretionary and non-discretionary mandates.

Laura Mitten is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management, Thrivent Financial, Raymond James & Associates, and Charles Schwab. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Ronald Baptist II is a financial advisor with Fifth Third Securities, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features including direct indexing and tax-overlay services.

Dylan Menge is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2024. His prior experience includes roles at Walmart and several educational institutions. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets using diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement plan consulting, mortgage brokerage, and insurance through affiliated agencies.

Terrence Babe is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has worked at Goldman Sachs and its affiliates since 2011, including a prior role at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he manages a residential real estate investment property in Charlevoix, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering tailored wealth management solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Daniel Taylor is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Kestra since 2019 and previously worked with Cambridge Consulting Group and Axa Advisors. Taylor serves on the board of directors at Red Run Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors.

Matthew Essmann is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked at CoreCap Advisors, LLC, CoreCap Investments, LLC, and Cornerstone Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program managed in partnership with SigFig and operates as a broker-dealer and insurance agency.

Aruna Ettiah is a financial advisor with The Huntington Investment Company, holding CFP®, CFA®, and Series 66 designations and 11 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and The Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm employs an open-architecture investment model combining third-party and affiliate strategies, offering a range of wrap-fee programs through the Envestnet MAS platform.

Chad Antone is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has recently entered the industry, with experience beginning in 2025. His prior work includes roles outside finance, such as positions at Georgios Pizza and Pasta and teaching at Stoney Creek High School and Hart Middle School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm employs model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Steven Romanowski is a financial advisor with Primerica Advisors and currently affiliated with Park Avenue Securities. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Primerica Advisors. Outside of advisory work, he is involved in life and disability insurance brokerage. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various account types and supports additional services such as lending solutions and donor-advised funds.

Jordan Faulkner is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked at Shindel Rock and held roles outside the financial sector, including at Cranbrook Day Camps and Vector Marketing. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm utilizes diversified, ETF-centered model portfolios alongside access to third-party managers, offering both discretionary and non-discretionary mandates, mortgage brokerage, insurance, and retirement consulting services.

Ryan Carrier is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services in 2024, he worked at DoorDash and held roles at Michigan State University and Utica High School. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

Steven Palazzolo is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Paul Carnahan is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently affiliated with GWN Securities Inc. and serves as President and Wealth Manager at Old Woodward Wealth Management. His prior experience includes roles at Centaurus Financial, Wealth Strategies Financial Group, and Securian Financial Services. Outside of his advisory work, he is involved with the Greater Oakland Republican Party. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, and is notable for its use of legacy market-timing and momentum-based strategies.

Julie Zobeck is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Marine City, MI, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with FIFTH THIRD SECURITIES since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, along with features such as direct indexing and an optional tax-overlay service.