Wallace Rutkowski is a financial advisor at Lincoln Investment with three years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ameriprise and MariPau Wealth Management. Rutkowski serves as CFO and Investment Committee Member for Walsh College, where he is involved in overseeing accounting and contributing to investment decisions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of model portfolios, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Anthony Yizze is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monroe Capital LLC, Deloitte Consulting LLC, and Ayco Goldman Sachs. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs centralized investment resources and model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Karlye Byrnes is a CFP® and Series 65 licensed advisor with seven years of experience in the financial industry. She currently works at Mariner Wealth Advisors and previously held roles at Emerson Wealth, Merrill Lynch, and Bank of America. Outside of her advisory practice, she volunteers with Savvy Ladies and Project 2 Detroit, providing pro-bono financial coaching and advice. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal portfolio team and an Investment Committee, and integrates tax and accounting services alongside its investment solutions.

Adam Pawloski is a CFP® with 14 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior experience includes roles at Telemus Capital, LLC and Kovitz Investment Group Partners, LLC. He is based in Southfield, MI. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and risk management techniques, offering a wide range of strategies through separately managed accounts.

Cooper Drouillard is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Dudley's and La Folie. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through its affiliated agencies.

Kevin Filthaut is a financial advisor with Primerica Advisors based in Southfield, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His previous roles include positions at Guardian Life Insurance and Park Avenue Securities. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and fee-based advisory services. The firm offers various investment strategies through proprietary and third-party portfolios, serving individual investors, charitable organizations, and corporate clients.

Robert Bluestein is a financial advisor at Corient with 15 years of industry experience. He holds a Series 63 designation and has worked at Corient and affiliated firms since 2022, following over three decades at R.H. Bluestein & Co LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services through affiliates such as family office and trust services.

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.

Stephen Rowley III is a financial advisor with Eagle Strategies (New York Life) in Plymouth, MI, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been associated with Eagle Strategies since 2013 and also operates Rowley Services, Inc., which manages his brokered life insurance business. Outside of his advisory work, Rowley is a minority owner of the professional soccer team DCFC and serves on the boards of the New Hope Center for Grief Support and the WBCCI Foundation. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services, with an emphasis on tailoring recommendations to client objectives and primarily managing assets on a non-discretionary basis.

Bryndon Skelton is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 18 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Skelton operates his own practice under The Foundry Financial, LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services.

Maggie Guenter is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and bringing six years of industry experience. Prior to joining OSAIC in 2024, she worked at Arbor Point Advisors and Securities America, Inc. She is also involved with Jolyn and Melalueca, indicating entrepreneurial interests outside of her advisory role. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using a combination of proprietary guidance and third-party platforms.

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 at Fifth Third Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise, Comerica Securities, Citizens Securities, among other firms. Outside of her advisory role, she is employed as a financial advisor with Comerica Financial. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via Fidelity’s Managed Account Xchange platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Daniel Hill is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors, LLC. Outside of his advisory role, he is involved with The Burzynski Group in insurance sales. 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 combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

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® professional with over 53 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at Merrill for nine years. He is co-trustee of a living trust held jointly with his wife. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives, with accounts regularly reviewed.

Andrew Slankster is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including 13 years with LPL Financial and 13 years at Mariner Independent Advisor Network, LLC. Outside of his advisory work, he is involved with Mariner Independent Advisor Network as an independent investment advisor. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, and a firm-managed separately managed account program, leveraging multiple investment approaches and technology platforms to meet client objectives.

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.