Anthony Forlini is a CFP® with 40 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has held roles including Clerk and Register of Deeds for Macomb County since 2021 and has been president of Design Financial, a health insurance and group benefits business, since 1999. Forlini also has a background in public service with the State of Michigan and Macomb County Public Works. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model.

Donovan Ciminelli is a CFP® with 18 years of experience at Hantz Financial Services, Inc., where he has worked since 2007. He holds Series 63 and Series 65 licenses and is based in Clinton Township, MI. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Justin Russo is a CFP® with eight years of industry experience. He is currently with OSAIC Advisory Services, LLC and previously worked at Sigma Financial Corporation, Triad Advisors, and Mass Mutual. Russo serves as Board President of Life Skills Centers, Inc., a nonprofit organization, and owns Russo Capital LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms.

Paul Wendling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has been with Commonwealth since 2001. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice management while offering multiple program structures and discretionary model portfolios.

Martin Peters is a financial advisor at Centaurus Financial, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Centaurus Financial since 2008. Outside of advisory work, Peters owns and operates tax and accounting service businesses, including The Peters Financial Group RX and CPA Martin E. Peters P.C. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements, utilizing a mix of fundamental and technical analysis.

Joseph Yatouma is a financial advisor at Hantz Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2005. 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, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

John Rodriguez II is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Huntington in various capacities since 2020, with prior experience at Citizens Bank and Citizens Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers, affiliate models, and overlay services, with portfolio management and administrative support provided through National Financial Services.

Kurt Davis is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ameritas Advisory Services, National Life Group, and Mass Mutual. He is also involved as president of New Possibilities Medicare Solutions and New Possibilities Financial Group. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports advisors through a limited-partnership ownership structure.

Emily Leshan is a financial advisor with PNC Wealth Management in Washington, MI, holding a Series 66 designation and 13 years of industry experience. She has been with PNC investments since 2013, including a period at PNC Bank from 2013 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

William Scarfone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at IFP Securities, LLC, Independent Financial Partners, and TIAA-CREF. He operates under the business name True North Financial Services for his investment advice activities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Christopher Maggard is a financial advisor with Fifth Third Securities, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fifth Third Securities since 2006. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, featuring multiple portfolio management strategies and risk-profile customization.

Barak Henderson is a CFP®, ChFC®, and Series 66-registered advisor with 10 years of experience at Hantz Financial Services, Inc. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering financial planning, portfolio management, retirement consulting, and a range of model-based ETF strategies.

Robert Mcclain is a financial advisor with Hantz Financial Services, Inc. in Clinton Township, MI. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, with additional capabilities in private funds, alternative investments, and AI-assisted data analysis.

Edward Harrison is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Empower, he worked at Fifth Third Bank and has additional experience in hospitality and service roles. Outside of finance, he operates Harrison Party Rental, providing party supply rentals and event setup services. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Christopher Scheimer is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at The Leaders Group Inc, Sigma Financial Corporation, and Raymond James & Associates. Scheimer is also president of K1 Strategies, LLC, where he manages employees and markets insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

James Barone is a financial advisor with Fifth Third Securities, Inc. in Warren, MI, holding the Series 63, Series 65, and Series 66 designations and bringing 37 years of industry experience. He has worked at Fifth Third Bank and Fifth Third Securities since 2020, with prior roles at Citizens Securities, Inc. and Infinex Investments, Inc. Outside of his advisory duties, he is involved in agricultural activities as a farm rental owner in Coldwater, MI. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, providing various investment strategies with options such as SMA models, tax-overlay services, and direct indexing.

Brian Laurain is a financial advisor at Hantz Financial Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2012. 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated banking, tax, and consulting services.

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.

Andreen Yousif is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds a Series 66 credential and has prior experience at Pruco Securities LLC and Rocket Mortgage. Yousif also serves as a notary, providing document notarization for Citizens clients. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, alongside commission-based brokerage and non-discretionary business.