Kevin Filthaut is a financial advisor with Guardian Life in Southfield, MI, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance. Guardian Life’s Park Avenue Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Robert Bluestein is a financial advisor at Corient with 16 years of industry experience. He holds a Series 63 designation and previously operated R.H. Bluestein & Co LLC for over three decades before joining Corient and its related entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Steven Mezzo is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial LLC, infinex Investments, Inc., and Flagstar Bank. Mezzo is based in Rochester Hills, MI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing. The firm’s approach includes third-party delegation for portfolio implementation and is currently available as an invitation-only pilot for PNC Bank employees.

Bryndon Skelton is a Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2007. Outside of his advisory roles, he operates The Foundry Financial, LLC as his personal practice. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and integrated lending options.

Maggie Guenter is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked with firms including Arbor Point Advisors and Securities America. Outside of her advisory work, she has been involved with several businesses such as Jolyn and Melalueca for multiple years. Osaic Advisory Services, LLC provides investment management and financial planning services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with custody and execution primarily through Schwab and Fidelity, utilizing both proprietary and third-party platforms for portfolio management.

William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

Ryan Sholtz is a financial advisor at Corient with a Series 65 credential and no prior industry experience. Before joining Corient, he held positions at Michigan State University, Dan's Excavating Inc., and Cracklewood Golf Club. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments as appropriate.

Jeffrey Bittner is a CFP® with 22 years of industry experience, currently advising clients at Mariner since 2019. He previously worked at Lincoln Financial Advisors from 2016 to 2019. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, with customized portfolios overseen by an internal committee and a broad range of investment strategies.

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.

Daniel Hill is a financial advisor at AE Wealth Management, LLC in Troy, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Equitable Advisors, LLC, and involvement with Ferris State University's Athletic Department. Hill is also engaged with The Burzynski Group, where he conducts insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Cameron Kennedy is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Axa Advisors and Cambridge Financial. Outside of his advisory work, he serves as a board trustee for CATCH, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Allen O'brian is a CFP® with 54 years of industry experience, currently with Oppenheimer since 2017. His prior roles include nine years at Merrill and two years at UBS Financial Services. He serves as co-trustee of a living trust with his wife, managing primarily equities and mutual funds. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, providing both discretionary and non-discretionary services while maintaining custody of client assets.

Andrew Slankster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LLC, LPL Financial, and Next Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, combining technology platforms with third-party managers and strategies.

Jordann Andrusiak is a CFP® with 13 years of experience in the financial services industry. He has worked at Hightower Advisors since 2017 and previously held a position at Wells Fargo Advisors from 2009 to 2017. He holds the Series 66 designation and is based in Bloomfield Hills, MI. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a manager selection and multi-manager approach, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Zachary Greenman is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Waldron Private Wealth, LLC, Equitable Advisors, and AXA Advisors, LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing multiple portfolio managers and investment strategies.

Michael Mestdagh is a CFP® professional with 11 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2021. He previously worked at Equitable Advisors and Axa Advisors, LLC. Mestdagh also founded Mestdagh Wealth Management, which focuses on retirement planning and life insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes model-based asset allocation and discretionary portfolio management, including historically notable market-timing and momentum-based strategies.

Kevin Bates is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has worked at Kestra Financial, Cambridge Financial Services, and Axa Advisors over his career. Bates serves as a board member of the Van Norman Lake Improvement Board, where he participates in biannual meetings regarding the lake’s condition. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large investors, including sovereign wealth funds, and supports complex investment products within its supervisory framework.

Timothy Swanson is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Ameriprise Financial Services, Global Wealth Strategies, and Wells Fargo. Outside of his advisory role, he participates in expert network consultations for firms such as Gerson Lehrman Group, Guidepoint Global, and AlphaSights. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, incorporating third-party portfolio managers and various strategies such as mutual-fund and ETF models, SMAs, tax overlays, and direct indexing.

Evan Reilly is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase Bank and R.H. Bluestein & Co LLC. Reilly is based in Birmingham, MI. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Elizabeth McGee is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at several firms, including First Allied Securities, Inc., SageView Advisory Group, LLC, and Triad Advisors. McGee is also the owner of EM Financial LLC, a financial planning and investment advice business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.