Christopher Dziklinski is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cuso Financial Services, DFCU Financial, Charles Schwab, and Fidelity. He also operates under the business name Artemis Wealth Advisors as part of his advisory practice. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management and utilizes technology platforms alongside third-party managers and strategies.

Mark Thompson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 38 years of industry experience. His career includes positions at LPL Financial and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model, combining technology platforms and third-party managers to implement investment strategies.

Lisa Simon is a financial advisor at Oppenheimer with 14 years at the firm and nine years of industry experience. She holds Series 65 and Series 63 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and provides advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Lala Winningham is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Troy, MI. She joined Goldman Sachs & Co. LLC in 2026 and has prior experience working in the hospitality and retail sectors, including positions at Mt Brighton Ski Resort, Huntmore Golf Club, and Scooters Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary analytics and offers access to services such as Private Family Office programs and Alternative Investments.

Mahbub Jahid is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at FreightVerify, DTE Energy, J.P. Morgan Chase, Wireless Vision, Target, and Ford Motor Company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while offering tailored solutions such as Executive Wealth and Private Family Office support.

Dustin Dagastino is a financial advisor at Citizens Securities, Inc. in St. Clair Shores, MI, holding Series 63 and Series 65 credentials with eight years of industry experience. His work history includes roles at Citizens Securities, Citizens Bank, and Huntington National Bank. Outside of his advisory role, he is involved with CreativeWeddingFind, a business he has been associated with for four years. Citizens Securities serves a wide range of retail clients, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

George Kontos is a financial advisor with TIAA-CREF in Livonia, MI, holding a Series 66 credential and six years of industry experience. Prior to joining TIAA-CREF in 2023, he worked with several firms including ASSET ALLOCATION STRATEGIES, LLC and GLP Investment Services, LLC. Outside of his advisory work, he owns and operates Sonik Entertainment LLC, providing DJ, sound, and lighting services, and volunteers at St. Edith Catholic School assisting with events and school operations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Matthew Teetor is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 16 years of industry experience. He has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and previously at Ljpr, LLC for 14 years. In addition to his advisory role, Teetor is a part-owner of Petit Farms, a Christmas tree farm in Lupton, MI. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charities, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Richelle Durkin is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 14 years of industry experience. Her prior roles include positions at Ljpr, LLC and multiple entities within the Sequoia Financial organization. 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 comprehensive research resources.

Daniel Robinson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously held positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Sigma Investment Counselors. Robinson is based in Troy, MI. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a mix of mutual funds, ETFs, individual securities, and alternative investments.

Mitchell Sovis is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked with firms including LPL Financial, Cetera Advisor Networks, and Ameriprise Financial Services. Sovis also provides administrative support to NewEdge Advisors and is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support advisor and client needs.

Joseph Hayduk is a financial advisor with AE Wealth Management, LLC in Troy, MI. He holds a Series 65 credential and has one year of industry experience. His prior roles include positions at The Burzynski Group, Hall CPA, and Suburban Bolt. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, using a range of analytical methods and strategies implemented primarily through discretionary model portfolios.

Robert Maks is a CFP® professional affiliated with NewEdge Advisors, with seven years of industry experience. He has worked at several firms, including CWM, LLC, Cetera Advisor Networks, and Stonebridge Financial Partners. Maks serves as an investment advisor representative at NewEdge Advisors, dedicating full time to this role. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Kimberly Eberlein is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner and Smith Incorporated for 12 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stacie Duclos is a financial advisor with The Huntington Investment Company in Royal Oak, MI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her career includes roles at Ameriprise, JP Morgan Securities LLC, JP Morgan Chase Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party and affiliate portfolio management strategies across multiple wrap-fee programs.

Aaron Ring is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary managers.

Nolan Godek is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Walmart and Equitable Advisors LLC. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem to offer a comprehensive range of investment and advisory services.

Katrina Wilson is a financial advisor with Concurrent Investment Advisors, LLC based in Grosse Pointe, MI. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Wilson also serves as a Compliance Manager for BMR Retirement Group LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement plan advisory services, with an investment approach focused on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other securities.

William Lanava is a financial advisor with PNC Wealth Management in Troy, Michigan, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2009. Lanava serves as a board member of the Detroit Gun Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Catherine Cain is a financial advisor with Oppenheimer holding a Series 66 license and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Plante Moran. She is based in Grosse Pointe Farms, MI. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of programs and advisory services across various asset classes, combining discretionary and non-discretionary strategies to meet clients' investment objectives.