Mark Manetta is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 17 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. Manetta is also associated with Iannuzzi Manetta & Co., Inc., where he has been involved since 1988. 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 custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm functions as a platform provider, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Diane Prenger is a CFP® and holds a Series 65 license with 15 years of experience in the financial advisory industry. She has worked at Creative Planning since 2020 and previously held roles at Starfire Investment Advisers and Plante Moran Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a vertically integrated structure that includes affiliated legal, trust, and recordkeeping services.

Brent Mckellar is a financial advisor with TIAA-CREF in Royal Oak, MI, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group and offers both standardized and customized portfolio management under a fiduciary standard.

Michelle Kreda is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior experience includes ten years at Wells Fargo Advisors and Wells Fargo Clearing, as well as time at Ameriprise. She is also involved in retail outside the financial sector as a representative for Avon, selling cosmetic products, skincare, and perfumes. Concurrent Investment Advisors is a multi-team SEC-registered 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 advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Maram Alaiwat is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group and New York Life. Outside of her advisory role, she serves as president of the American Lung Association Michigan Leadership Board and participates on the Finance Committee and Development Committee of Detroit Public Television & Radio. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

David Berry is a CFA® charterholder with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has been with the Sequoia organization in various capacities since 2016. Berry holds the position of Director of Private Client Services at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and incorporates a range of investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments.

Jennifer Shandler is a financial advisor with Oppenheimer & Co. Inc. in Birmingham, Michigan, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been with Oppenheimer since 2011 and previously worked at Wells Fargo Clearing from 2006 to 2009. Outside of her advisory role, she manages her own investment trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and retirement accounts. The firm offers a range of advisory programs including asset management, consulting, and financial planning, with both discretionary and non-discretionary services.

Dean Smith is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. for 27 years. Outside of his advisory role, he serves as co-trustee for several family trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment programs and combines discretionary and non-discretionary advisory services, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

Zdenka Jones is a financial advisor with The Huntington Investment Company, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. She has been with The Huntington Investment Company since 2008 and previously worked at Ameriprise. 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 with proprietary private bank models, providing portfolio management through various structures and platforms.

Kenneth Morris is a financial advisor with Kestra Advisory, holding a ChFC® designation and Series 63 license, with 46 years of industry experience. His career includes prior roles at LPL Financial and INVEST Financial Corporation. He serves as Vice President of the Society for Lifetime Planning and is the author of the book *A Thought for Your Pennies*. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to a broad range of management platforms and third-party solutions.

Melissa Santoyo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and previously worked at CBRE and Maxim Healthcare Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections from specialized internal groups, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

Gayane Toukhanian is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs Ayco since 2017 and previously held roles at Academia Book Buyers and Huntington Technology Finance. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Benjamin Wicks is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held positions at Bridge Business Credit, Lee Industrial Contracting, Kroger, and Michigan State University among others. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, strategic allocation models, and a range of service platforms across the broader Goldman Sachs ecosystem.

Nathan Hartwig is a financial advisor at Creative Planning with a Series 66 designation and six years of industry experience. His prior roles include positions at PNC Investments LLC, Citizens Securities, Inc., AXA Advisors, LLC, and Alliance Catholic Credit Union. Outside of finance, he was involved with Cutting Edge Athletics from 2014 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that combines low-cost indexing with supplemental strategies, supported by a large advisory team and centralized infrastructure.

John Ursu is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 designations and over 23 years of industry experience. He has worked at Private Advisor Group since 2013 and previously held roles at Fidelity and Banc One Securities Corporation. Ursu operates under the business name Artemis Wealth Advisors and is licensed to sell insurance, offering certain insurance products on a commission basis separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms, and offers access to proprietary and third-party managed account solutions.

Timothy Reynolds is a Series 66-certified financial advisor at Fifth Third Securities, Inc. with 18 years of industry experience. He previously worked at Ameriprise and Comerica Securities, Inc. Outside of his role at Fifth Third, he maintains employment with Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, supporting various portfolio management approaches and a client-focused investment process.

Hans Hegge is a financial advisor with TLG Advisors, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at The Leaders Group Inc, K1 Strategies, Wedding Venue Crashers, Inc., LoopingBack, Inc., Flexera Software, and Raymond James. He also assists with bookkeeping and invoicing for a wedding venue business operated by his spouse. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Logan Soll is a CFP® professional at Prime Capital Financial with six years of industry experience. He has previously worked at Morgan Stanley and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, retirement plan services, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax advisory and financial administration services.

Tiffany Taylor is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Advisors, Inc., First Allied Securities, Inc., and Oxford Forge, Inc. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse client base using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Zeina Zahr is a financial advisor at Sequoia Financial Group, L.L.C. in Troy, Michigan, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wells Fargo Clearing and Hantz Financial Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research and due diligence.