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.

Elizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, Next Retirement Solutions, Raymond James Financial Services, and Wells Fargo Clearing. She also provides insurance advice related to fixed insurance and annuities. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and integrated platform solutions.

Daniel Arreola is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Brokers International Financial Services since 2018, following a year at Lincoln Financial Advisors and two years as a self-employed business owner at Arreola Agency, Inc. Outside of advising, he owns and operates HEC Cares Insurance Agency, offering accident and health, Medicare, and traditional life insurance. Integrity Alliance serves a diverse clientele including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment strategies and custodial platforms.

Jaclyn Stark Mullica is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She has held positions at Ameriprise Financial Services, Citizens Securities, Citizens Bank, and PNC Investments. Mullica is also a financial advisor with Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

Christopher Schmandt is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with 11 years of industry experience. He has been with Hantz Financial Services since 2007. Schmandt serves on the Finance and Endowment Committee at Our Shepherd Lutheran Church. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm offers financial planning and portfolio management using ETF-based model portfolios, third-party money managers, and technology-enhanced investment solutions.

Antonino Palazzolo is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 credentials. He has experience at multiple firms, including LPL Financial and Deloitte. Prior to his financial services career, he operated a business called Dapper Detailing for three years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a private advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Lance Tabbert is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Allianz Life Financial Services, LLC, Essex National Securities, LLC, and LaSalle Financial Services, Inc. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Joshua Lindamood is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Freedom Mortgage, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The program employs algorithmic risk assessment and utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Kevin Murphy is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. He is also affiliated with Kestra Investment Services, LLC where he has worked since 2010. In addition to his advisory role, Murphy assists clients with insurance needs and supports executive compensation plan processes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan design, and employee education, and manages over $79 billion in assets with a client base that includes large institutional investors such as sovereign wealth funds.

Brad Kreiner is a CFP® with 47 years of industry experience and is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, and Signator Investors, Inc. He is also an adjunct professor teaching CFP classes at Oakland University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to a range of proprietary and third-party investment solutions.

Levi Wagner is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience, all spent at Hantz. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios complemented by third-party managers and Direct Indexing within a structured asset-allocation and rebalancing framework, while also offering brokerage, mortgage, and insurance services through affiliated entities.

Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, all with Hantz Financial Services since 2004. Outside of his advisory role, he serves as Treasurer and Board Member of Aim High School in Farmington Hills, MI. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension 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 Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Andrew Wilson is a CFP® professional with 32 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2014. Prior to that, he worked at Fidelity from 2010 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based approach, utilizing various strategies and technology platforms while frequently implementing advice via third-party managers and TAMPs.

Dennis Pozios is a financial advisor at Money Concepts Capital Corp with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.W. Cole Advisors, UBS Financial Services, and Jackson National Life. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm uses model-driven, asset-allocation approaches with discretionary and non-discretionary programs, and operates as both an adviser and broker-dealer offering services such as variable annuity management.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. She holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 28 years with Hantz Financial Services. In addition to her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., overseeing financial statement preparation for the parent company and its affiliates. 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 provides financial planning and wealth management through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, utilizing a structured asset-allocation framework with automated features such as tax-loss harvesting.

Vishal Sharma is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 66, Series 63, and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, and Alpha Asset Advisors LLC. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay, and direct indexing strategies.

Joseph Caserio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and performance reporting.

James Thomas is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at New York Life Insurance and Nylife Securities since 2004, with over 11 years at Eagle Strategies. Outside of his advisory work, he is involved in yoga instructor training and serves as a youth sports coach and specialist at a youth activity center for military dependent children. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corey Hileman is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services, he worked at Five Iron Golf, ResiCentral, United Wholesale Mortgage, Homepoint Financial, and several staffing firms. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, 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, broker-dealer, mortgage, and insurance services within its enterprise structure.

Henry Pasho is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential with two years of industry experience. His prior roles include work at Michigan State Senate and Buckle, as well as several positions spanning various industries from 2014 to 2023. 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 emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with a structure that integrates advisory, brokerage, mortgage, and insurance services.