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 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.

Gregory Miller is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Elizabeth Mcgee is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. Her career includes roles at Triad Advisors, Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. She owns EM Financial LLC, providing financial planning and investment advice, and also offers insurance services through a sole proprietorship focused on life, health, fixed, indexed, and long-term care insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a broad range of clients, including individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm employs a combination of fundamental and technical analysis, tactical trading, direct indexing, and structured products while providing access to alternative investments and donor-advised funds.

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 ChFC® with 41 years of industry experience. He is affiliated with Osaic Advisory Services, LLC and has held roles at Wealth Strategies Group, LLC and Sigma Planning Corp. He serves as an ambassador for the Troy Chamber of Commerce, participating in member outreach and networking events. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, combining fundamental and technical analysis with tactical trading and structured products.

Andreen Yousif is a financial advisor with Citizens Securities, Inc. in Rochester Hills, MI. She holds a Series 66 designation and has three years of industry experience, including positions at Citizens Bank and Pruco Securities LLC. Yousif is also a notary who occasionally notarizes documents for Citizens clients. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory options while operating as a broker-dealer and insurance agency.

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 at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior roles include positions at Green Pastures and Clawson DPW, along with experience in other fields. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios across multiple risk levels combined with third-party managers and technology solutions to deliver its advisory services.

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.

Donald Wylin is a CFP® professional with 24 years of industry experience. He is currently with Savant Wealth Management and was previously with Bdk Financial Services, Inc. for 22 years. Savant Wealth Management provides comprehensive wealth management and financial planning 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.

Dylan Menge is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Walmart and The Market. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, broker-dealer, mortgage, and insurance services within a distinctive enterprise structure.

Terrence Babe is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. His prior roles include positions at Ayco and ThinkEquity, among others. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, and institutional investors, employing tailored strategies supported by the firm’s extensive investment and operational resources.

Kaila Cotey is a financial advisor at VALIC Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining VALIC, she worked at American 1 Credit Union and has held roles in education and the food and beverage sector. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors.

Daniel Taylor is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Kestra since 2019 and previously worked with Cambridge Consulting Group and Axa Advisors. Taylor serves on the board of directors at Red Run Golf Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors.