Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Zachary Berry Sr. is a financial advisor at Precision Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services LLC, Northwestern Mutual, Verizon Wireless, and UPS. Precision Wealth Advisors LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, focusing on tailored investment strategies using ETFs, mutual funds, equities, and fixed income. The firm combines fundamental and technical analysis with modern portfolio theory and emphasizes long-term trading, offering clients ongoing portfolio monitoring and regular reporting.

Dominic Pisanti is a CFP®-certified financial advisor with eight years of industry experience. He is the principal of Forge Advisory LLC, an independent firm he founded in 2026. Prior to this, he held roles at Northwestern Mutual and Mass Mutual, among others. He is also licensed as an insurance broker and engages in outside insurance sales. Forge Advisory LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm emphasizes tailored Investment Policy Statements and combines fundamental and quantitative analysis with modern portfolio theory to construct customized portfolios.

Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.

Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.

Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, Burns is an owner of PIN SEEKERS, LLC, a non-investment related business. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies using ETFs, mutual funds, equities, fixed income, and other securities, with accounts reviewed regularly to align with clients’ objectives and risk tolerance.

Edwin Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. in Monroe, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Harwood Investment Strategies since 2008. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, employing a long-term, value-oriented investment approach that includes the use of derivatives and discretionary management for pooled vehicles such as employer-sponsored pension plans.

Christopher Wilson is a financial advisor at Structured Wealth Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2019. Outside of finance, he owns a part-time mattress retail business in Fremont, Ohio. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm also offers tax preparation and representation through an affiliated in-house tax practice, focusing on tailored strategies, managed model portfolios, and retirement distribution planning.

Lee Haselschwerdt is an investment advisor representative with Fairway Investment Group, LLC and holds a Series 66 designation. He has one year of experience in the financial industry and a long-standing career as a teacher with Dundee Community Schools since 2002. He is also associated with MEA Financial Services, where he acts as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing on tailored recommendations and predominantly non-discretionary management.

Lowell Conner is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and with 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2017. Conner is also a licensed insurance representative with MEA Financial Services. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with a focus on tailored investment recommendations.

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Bankers Life and American Senior Benefits. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting, managing approximately $110.5 million in assets across about 814 client relationships with a team of 15 advisors. The firm applies Modern Portfolio Theory to asset allocation and includes a range of investment options tailored to client risk profiles.

Jason Lynch is a financial advisor with PlanVision, LLC, holding a Series 65 designation and six years of industry experience. He has worked at Intuit as a Remote Tax Expert since 2020 and serves as Controller for Melnor Graphics, LLC. PlanVision offers fee-only financial planning and consulting primarily to high-net-worth individuals, focusing on fundamental analysis and a long-term, simplified allocation approach that favors passive investments. The firm provides advice through written plans or consultations without managing client assets or requiring account minimums.

Matthew Butler is a financial advisor with Lifemark Securities Corp. He holds Series 63, 65, and 66 designations and has 19 years of industry experience. His prior experience includes roles at PNC Private Bank and Comerica Securities. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with advice tailored through risk assessments and managed on both discretionary and non-discretionary bases.

William Peet is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Merrill and Doordash. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway platform.

Christopher Rennert is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and PNC in addition to his current firm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Seth Longton is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. Outside of his advisory role, he manages a non-investment-related rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, employing algorithm-driven portfolio strategies with mutual funds and ETFs.

Christopher Anteau is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and CCO Investment Services Corp. Outside of his advisory work, he is involved in sports card sales through online platforms such as eBay and TCG Player. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple managed account programs, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation with a large bank.

Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. 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 a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Benjamin Jackson is a financial advisor with Fifth Third Securities, Inc. in Lambertville, MI, holding a Series 66 designation and seven years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2018 and previously worked at Wholehan Marketing from 2014 to 2018. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.