Andrea Martin is a financial advisor with PNC Wealth Management in Hartland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at PNC Investments since 2013 and had a prior role at Natcity Investments, Inc. from 2008 to 2009. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies with mutual funds and ETFs, primarily serving employees through an online platform.

Rachael Martinez is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials. She has professional experience since 2021, including roles at Fifth Third Bank, PNC Bank, and Little Caesars. She is based in Waterford, MI. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, supporting a range of investment strategies and risk profiles.

Jill Carr is a CFP®-certified financial advisor with 10 years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services Advisors and Stephens Wealth Management Group. In addition to her advisory work, she owns a tax preparation business, Jill Carr LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List,” asset allocation modeling, and ongoing performance monitoring.

Cheryl Allan is a financial advisor at Oppenheimer with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1999. Outside of her advisory role, she serves as co-trustee on her mother's trust, managing related financial and administrative tasks. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

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.

Hollie Hodge is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. She holds the Series 63 and Series 65 credentials. Her work history includes multiple roles at Citizens Securities and Citizens Bank, as well as prior experience with PNC Investments. She is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a focus on both discretionary managed accounts and a digital advisory platform.

Ka Lai Ma is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Farther since 2025 and previously held roles at Fidelity Investments, MML Investor Services, World Financial Group, Manulife, and Morgan Stanley. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Adam Slosar is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Grand Blanc, MI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 15 years with Fifth Third Securities. 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 multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a network of portfolio managers and strategists.

Zachary Bauer is a financial advisor with Fifth Third Securities, Inc. in Flint, Michigan, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Bank for one year. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing access to various portfolio management strategies via Fidelity’s Managed Account Xchange.

Stephen Schiestel is a CFA® charterholder with seven years of industry experience. He currently works at Savant Wealth Management and previously spent seven years at Grand Capital Advisors, LLC. Since 2014, he has also taught courses in security analysis, wealth management, and corporate finance at Michigan State University. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

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.

George Thibault is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at PNC Investments, E*TRADE Capital Management, and CCO Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm combines discretionary managed-account programs with features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Nadia Daoud is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. She also has outside employment as a Comerica Financial employee. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining third-party portfolio management with options including mutual funds, ETFs, SMAs, and direct indexing.

Angela Thompson is a financial advisor with Steward Partners Investment Advisory, LLC. She holds the Series 65 designation and has experience dating back to 2012, including previous roles at Sapphire Blue Investment Partners and Hensler & Associates Wealth Management LLC. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through various portfolio management strategies and third-party money managers.

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women's Exchange of Washtenaw. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Darin Louw is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill, and operating as the Principal of Advanced Insurance Marketing Solutions, an insurance marketing organization. He also works as the Life & LTC Director for Darcy Smith's Amerilife office and provides life, LTC, and annuity sales to individual clients. Brookstone Capital Management provides fee-based asset management and financial planning services to a broad client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies through its turnkey management platform and wrap-fee program.

Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has been with Ameritas Advisory Services since 2021. Walters also serves as president of DC Walters & Associates and operates Walters Financial Group, an insurance agency handling individual and group insurance. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a mix of model portfolios, mutual funds, ETFs, and individual securities, and features a corporate structure that includes insurance, broker-dealer, and investment affiliates.

Jason Guenther is a CFP® professional with 23 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he also serves as an insurance agent. Prior to joining Beacon Pointe, he worked at Stephens Wealth Management Group for 13 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

Laura Clark Brown is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Continuum Advisorhy, Triad Advisors LLC, and Signator Investors, Inc. Additionally, she is involved with fixed insurance as a financial planner, using life insurance and annuities when suitable for clients. J. W. Cole Advisors is a large enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm offers both transaction-based and wrap fee programs and incorporates fundamental and technical analysis, digital advice, and multiple custodial platforms in its investment approach.