Vincent Asaro is a financial advisor with Dynamic, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Dynamic Wealth Advisors since 2013. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology, operational support, and research resources to both clients and unaffiliated registered investment advisers.

Daniel Mcwilliams is a financial advisor at PKS Advisory Services, LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Michigan Securities, Inc. He serves as treasurer for Boy Scout Troop 1491. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Brett Kunkle is a CFP® professional with Plante Moran Financial Advisors in Auburn Hills, MI, and has three years of industry experience. His background includes work at Plante Moran Financial Advisors since 2020, as well as roles outside finance in landscape design and the food service industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

Douglas Featherstone Jr. is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities and Alerus Financial. Featherstone also serves as a Senior Internal Wholesaler at MissionSquare Retirement. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Owen Crabtree is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include positions at TFG Advisers and The Heathers Club of Bloomfield Hills, as well as experience in various other industries. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain-focused options.

Ian Eriksen is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Jackson National Life Distributors, Summit Financial Group, and Cetera Advisor Networks. Outside of his advisory work, Eriksen serves as an assistant football coach at Clarkston Community School. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and models.

Timothy Bogert is a financial advisor with Prosperity Capital Advisors in Rochester, MI, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including 20 years at LPL Financial. Outside of advising, Mr. Bogert is a licensed insurance agent offering fixed insurance products and is involved in real estate investment activities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and serves in various intermediary roles such as TAMP and sub-advisor services.

Jacob Porrett is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Michigan - Flint and Mott Community College. 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 separately managed and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Scott Jones is a financial advisor with The Huntington Investment Company in Auburn Hills, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise in 2026. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies, with portfolio management and custodial services facilitated through National Financial Services.

Allison Coleman is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network since 2022 and previously held roles at the Center for Wealth Management and MSX International. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Hantz Financial Services since 2021. Prior to his current role, Robinson held positions at the University of Michigan - Flint and Mott Community College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors with diversified, ETF-centered model portfolios, financial planning, and wealth management services, supported by a multi-advisor platform and affiliated mortgage, insurance, and retirement consulting services.

Danielle Mc Clung is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing four years of industry experience. She has worked with Bankers Life Securities and Bankers Life & Casualty, Inc., and has prior experience in veterinary and assisted living settings. Outside of advising, she is a licensed insurance agent, selling life, health, and annuity products through Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan services primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment approach.

Robert Moore is a financial advisor with Commonwealth Financial Network in Auburn Hills, MI, holding the CFP® and ChFC® designations and 24 years of industry experience. His prior work includes roles at Metlife Securities, Mass Mutual, and CWM Private Wealth. He also provides tax preparation and accounting services through Center for Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and serving individual and institutional clients with a range of managed-account programs, third-party asset management access, and custody and clearing services.

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.

Ian Lucas is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years. Outside of his advisory role, he serves as vice president of the Indian Lake Improvement Association Inc. HOA in Lakeville, MI. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and has prior work experience that includes roles in education and catering. Draper is currently based in Davison, MI. Hantz Financial Services serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Justin Williamson is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc, and co-ownership of Center for Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, offering a wide range of managed-account programs, access to third-party asset managers, retirement plan consulting, and custody services.

Michael Moleski is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2014. Moleski is also a partner and agent at Brass Ring Wealth Management and ELGA Wealth Management, where he provides investment advice. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides a range of services including plan design, fiduciary consulting, employee education, and manages multiple third-party platforms with a client base that includes large institutional investors such as sovereign wealth funds.

Alexander Mittag is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has been with J. W. Cole Advisors since 2026. His prior work experience includes roles at White Glove and Lenawee Now, as well as involvement with the United Shore Professional Baseball League and educational institutions. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various discretionary and non-discretionary methods.

Timoleon Nicholaou is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Brokers International Financial Services LLC since 2012 and has been president of Consolidated Financial Management & Tax Service since 2006. Outside of his advisory role, he is involved in managing multiple business operations, including a design engineering firm and an independent insurance agency. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and third-party platforms to support discretionary and model-based engagements.