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.

Michael Emerson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. Prior to joining Mariner, he was the principal at Emerson Wealth, LLC for 15 years. He holds Series 63 and Series 65 licenses and maintains an independent insurance license, dedicating minimal time to that activity. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integration of tax and accounting services and employer financial wellness solutions.

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.

Kara Schab is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. She also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by these managers.

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 with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Global Wealth Strategies, Safra Securities, and Wells Fargo. He also participates in expert network consultations, providing industry insights on an ad hoc basis. FIFTH THIRD SECURITIES serves individual and institutional clients through investment advisory and brokerage services, offering programs such as the Passageway Managed Account platform with various portfolio management options, including mutual funds, ETFs, SMAs, and direct indexing. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad client base and diverse affiliated entities.

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.

Gregory Miller is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with client accounts reviewed periodically and cash balances swept into its Advantage Bank Deposit Program.

Elizabeth McGee is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. She is the owner of EM Financial LLC, a financial planning and investment advisory firm. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Chad Bellows is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and spent 15 years at The Ayco Company/Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and integrated services across affiliated entities.

Charles Vercellone is a financial advisor at OSAIC Advisory Services, LLC with 41 years of industry experience. He holds the ChFC® designation and has worked at Wealth Strategies Group, LLC and Sigma Planning Corp. for over two decades. Vercellone is also an ambassador for the Troy Chamber of Commerce, participating in networking and educational events. OSAIC Advisory Services, LLC serves a diverse client base including individuals, corporations, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and other related services through multiple program models and a combination of proprietary and third-party platforms.

Rod Locricchio is a financial advisor with Kestra Advisory in Southfield, MI, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has worked at Kestra Advisory since 2016 and is also associated with Kestra Investment Services. Outside of his advisory role, he has worked in the restaurant industry. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including large institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Spencer Lamotte is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Green Pastures and Clawson DPW, as well as several non-financial positions during his early career, including at Michigan State University and various local businesses. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm emphasizes diversified, ETF-centered model portfolios, offers a range of financial planning and wealth management services, and operates through a multi-advisor platform that integrates discretionary and non-discretionary mandates.

Lee Cox is a CFP® with 29 years of industry experience, currently serving at VALIC Financial Advisors since 2012. He is also affiliated with Agia, where he acts as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Timothy Fazzini is a financial advisor with Kestra Advisory, holding a Series 66 designation and having nine years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2019 and previously held roles at AXA Advisors and Cambridge Consulting Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan design, compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Ronald Baptist II is a financial advisor with Fifth Third Securities, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features including direct indexing and tax-overlay services.