Ian Waldo is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Raymond James and its affiliates from 2007 to 2018, and currently operates Waldo Wealth Partners LLC, a financial advisory business. Waldo is based in Northville, MI. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology to support advisor and client needs.

Richard Rush is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining NewEdge in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory work, he serves as an adjunct professor at Wayne State University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2015. 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 accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Danielle Serlin is a CFP® and Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. She has held multiple roles across several firms, including City Center Advisors, LLC and CoreCap Advisors, Inc., before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee, employing a range of investment vehicles and conducting research through multiple analytical methods and due diligence processes.

Wallace Rutkowski is a financial advisor with Lincoln Investment, holding Series 63, 65, and 66 licenses and bringing four years of industry experience. His prior roles include positions at Ameriprise and MariPau Wealth Management, as well as involvement with Rutkowski Financial and Rutkowski Law Firm. Additionally, he serves as CFO of Walsh College and is a member of the investment committee for the Walsh College Foundation. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

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.

Ojie Alofoje is a financial advisor with Fifth Third Securities, Inc. in Novi, Michigan. He holds a Series 66 designation and has five years of industry experience, including prior roles at Bank of America, Merrill, PNC, and other firms. Alofoje is also the owner of OA Investments, an LLC focused on property acquisition and flipping. Fifth Third Securities 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 program types and third-party portfolio managers via the Passageway Managed Account Program, supported by Fidelity’s Managed Account Xchange platform.

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® and holds a Series 66 license with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Raymond James & Associates. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 Guardian Life and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Park Avenue Securities and GUARDIAN LIFE INSURANCE COMPANY of America. His professional background includes a period at the University of Michigan-Dearborn. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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 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 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.

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.

Philip Fluegge is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Spire Wealth Management, FSC Securities Corporation, Commonwealth Financial Network, and Oppenheimer. He is a 50% member of PNF Holdings LLC, an investment-related entity associated with GBU Life, a fraternal organization offering fixed annuities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, and various other investment vehicles.

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.