Anthony Forlini is a CFP® with 41 years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held various public service roles in Macomb County and the State of Michigan since 2011, and he is president of Design Financial Inc., a health insurance and group benefits business. Forlini is also the elected Clerk and Register of Deeds for Macomb County. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and distinct distribution model.

Donovan Ciminelli is a CFP® with 18 years of experience at Hantz Financial Services, Inc., where he has worked since 2007. He holds Series 63 and Series 65 licenses and is based in Clinton Township, MI. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Jill Garvey is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. Her prior roles include positions at Bank of America, Merrill, and Comerica Bank. She serves as a board member for both the Schoolcraft College Foundation and the Grosse Pointe Farms Foundation. The Huntington Investment Company offers advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture model incorporating third-party and proprietary investment strategies, delivering portfolio management through multiple wrap-fee programs on the Envestnet MAS platform.

Lucas Hazelton is a financial advisor at Mariner with a Series 65 designation and experience at several firms, including Emerson Wealth Management and multiple entrepreneurial ventures prior to joining Mariner. He is based in Bloomfield Hills, MI, and began his career in the financial services industry in 2022. Mariner Wealth Advisors serves a diverse range of clients, including individuals, institutions, and nonprofit organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and combines proprietary research with third-party managers, while also providing comprehensive tax, accounting, and family office services.

Joseph Ransley is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 registrations and has 28 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. FIFTH THIRD SECURITIES serves a diverse clientele including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs via the Passageway Managed Account platform, combining third-party portfolio management with customizable strategies such as direct indexing and tax-loss harvesting.

Claudio Duhanxhiu is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and beginning his industry career in 2024. Prior to entering the financial sector, he worked in the food service industry and held roles in education. 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 alongside managed accounts and offers fiduciary retirement-plan services, supported by a parent company structure with affiliated banking, tax, consulting, insurance, and mortgage businesses.

Brian Petras is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Secure Investors Group, Secure Asset Management, Aurora Securities, Inc., McQueen Financial Advisors, and World Asset Management, Inc. Outside of his advisory work, he is a part owner of Portraits By Little Lulu. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and custom portfolio management using various investment vehicles and emphasizes research-driven allocation decisions overseen by an Investment Policy Committee.

Timothy Bearden is a CFP® and ChFC® with 37 years of experience in the financial services industry. He has worked at several firms, including LPL Financial, Cetera, and Stonebridge Financial Partners. In addition to his advisory work, he is involved with Stonebridge Farms and Retreat, a farming enterprise in Metamora, MI. He provides investment advisory services through NewEdge Advisors, an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services using a variety of program structures and emphasizes centralized due diligence and technology-supported solutions.

Kristen Palazeti is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and her own company, K Pal Inc. Outside of her advisory role, she serves as an advisory board member for the Children’s Leukemia Foundation of Michigan. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform.

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.

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jeffrey Steele is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and has prior experience at Metlife Securities Inc., Mass Mutual Life Insurance Company, and CWM Private Wealth. Outside of advising, he is involved in fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Austin Potter is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. Potter is based in Troy, Michigan, and holds Series 63 and Series 65 licenses in addition to his CFP® designation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures that integrate in-house manager selection with third-party strategies and advisor discretion.

Justin Russo is a CFP® professional with nine years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His career includes roles at Sigma Financial Corporation, Mass Mutual, Raymond James, and Triad Advisors. He serves as Board President of Life Skills Centers, Inc., a nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of investment management and financial planning services, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Glenn Stratton is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, with additional capabilities in fiduciary services, insurance, mortgage brokerage, and affiliated tax and business consulting.

Sarah Richards is a financial advisor at The Huntington Investment Company with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at the firm since 2012. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate Private Bank models, with portfolio management and custodial services provided through National Financial Services.

D Artagnan Mason is a CFP® and holds a Series 66 license, currently advising at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various asset classes and affiliated service offerings.

Benjamin Schottenfels is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at The Vanguard Group and Ally Invest Advisors. He maintains a specialist role supporting Ally Invest customers in both self-directed and advisory accounts. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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 in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has worked previously at R.H. Bluestein & Co LLC from 1996 to 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.