James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Kyle Jobin is a CFP® with 21 years of industry experience. He is affiliated with Osaic Advisory Services, LLC and previously worked at Sigma Planning Corporation and Triad Advisors. He is the owner of Jobin Financial, where he oversees operations as a financial advisor. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a broad range of investment programs and financial services, utilizing both fundamental and technical analysis and accessing alternative investments through various platform relationships.

Maddalena Parks is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Cirrus Wealth Management, Triad Advisors, City National Bank, RBC Capital Markets, and Wells Fargo Advisors. She serves as a trustee managing her mother’s trust. 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, and trusts. The firm employs a combination of in-house models, custom portfolios, and third-party manager selection, supported by a dedicated Investment Policy Committee and extensive research resources.

William Szlag is a financial advisor at Sequoia Financial Group, L.L.C. in Troy, Michigan, holding a Series 66 designation with six years of industry experience. His previous roles include positions at LPL Financial, LLC and Hantz Financial Services. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Ryan Hamlin is a CFP® and Series 66-registered advisor with AE Wealth Management, LLC, based in Troy, MI. He has three years of industry experience and previously worked at LPL Financial and Premier Financial. Outside of his advisory role, he is involved in insurance sales with the Burzynski Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a model portfolio and platform-driven approach, managing approximately $49.8 billion for over 127,000 clients.

Steven Warner is a financial advisor with TIAA-CREF in Rochester, MI, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior work includes long tenures at Valic Financial Advisors and the Variable Annuity Life Insurance Company, as well as a recent position at Ameriprise Financial Services. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary portfolio management and acts as adviser to a donor-advised fund.

John Mann is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with 14 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithm-driven risk assessment and discretionary management of mutual funds and ETFs. The firm’s approach includes reliance on third-party strategists and investment delegates for portfolio implementation and voting.

Timothy Janz is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served six years in the United States Coast Guard. He is the owner of Janz Financial Services LLC, through which he provides financial planning services as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Maxwell Martinello is a financial advisor at Hantz Financial Services, Inc. He holds the Series 65 and Series 63 designations and has been with the firm since 2025. His prior experience includes roles at Walsh College, Macomb Community College, Three T's, and De La Salle. Hantz Financial Services serves a wide range of clients, including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party managers and advanced technology platforms.

Zachary Slabotsky is a CFP® professional with 10 years of experience in financial advising, currently serving at Kestra Advisory Services LLC. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Dimensional Fund Advisors. He serves on the finance committee of JFMD and is a board member of Knollwood Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, supporting investments through due diligence and multiple management platforms.

Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

James Mollison is a financial advisor at FIFTH THIRD SECURITIES, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including LPL Financial LLC, Flagstar Bank, and Citizens Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple managed account programs and uses a range of portfolio management strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Hana Jibrel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds the Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic and tactical allocation models alongside proprietary research and integrates capabilities across Goldman Sachs affiliates to offer a broad range of advisory and investment solutions.

Francis Pisano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002 and Dean Witter Reynolds Inc. since 1994. Pisano serves as a board trustee for the Baldwin Public Library in Birmingham, Michigan, where he participates in finance and fundraising committees. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Collin O Neill is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and United Wholesale Mortgage. Outside of finance, his background includes roles with Jaguars F.C. and involvement with the Detroit Finnish Cooperative Camp. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shawn Ewasyshyn is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. In addition to his advisory role, Mr. Ewasyshyn is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management and consulting services and employs various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Jeffrey Jackson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P. and Oakland University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models and proprietary research with a broad range of affiliated capabilities across the Goldman Sachs organization.

Robert Armstrong Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at WFG Investments Inc before joining Kestra in 2017. Armstrong serves on the board of the Bonnell Foundation and volunteers as a mentor, assisting families affected by cystic fibrosis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors such as sovereign wealth funds.

David Pugh is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining AE Wealth Management, he worked at Burzynski Group Retirement Solutions and has experience with several other firms including Pruco Securities LLC and The Prudential Insurance Company of America. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting, supported by both internal and third-party resources.

Marion Smith is a CFP® professional with 16 years of industry experience, currently serving at Citizens Securities, Inc. since 2025. Prior to joining Citizens Securities, Smith worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2025, Merrill from 2011 to 2021, and Edward Jones from 2009 to 2011. 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 provides a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.