Jeffrey Palleschi is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, Buckingham Strategic Wealth, LifePlan Financial Advisory Group, Baron Wealth Management, and Plante Moran Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm emphasizes a long-term, tax- and fee-sensitive investment approach through enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and alternative strategies.

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.

Selman Kanani is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his advisory role, Kanani was employed at Wayne State University and Gaudino's, and he also has experience working at Lakeview High School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach combined with separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

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 in Troy, MI, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been affiliated with Private Advisor Group, Millennium Wealth Management, and LPL Financial since 2013. Ursu operates under the business name Artemis Wealth Advisors for his investment advisory services. Private Advisor Group, LLC is an SEC-registered 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, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Keith Barr is a CFP®, ChFC®, and Series 63 credentialed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He previously worked at Lifeplan Financial Advisory Group, LLC for 19 years and has held roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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.

Ronald Miller II is a CFP® with 12 years of industry experience, currently advising at PNC Wealth Management. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, and several other financial firms. Outside of his advisory work, he serves as an officer for Great Lakes Bowling, a non-investment related activity. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessments to guide investment in mutual funds and ETFs.

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.

Laura Marshall is a CFP® with 20 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, MI. She has worked with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and was previously with Ljpr Financial Advisors from 2015 to 2018. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Katherine Mc Connaughy is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and four years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, she worked at JPMorgan Chase Bank and JPMorgan Securities from 2023 to 2026, and at Bank of America and Merrill from 2019 to 2023. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account Platform.

Anthony Monastero is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has a broader affiliation with Fifth Third Bank dating back to 2011. 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, operating as a wholly owned subsidiary of Fifth Third Bank.

Samuel Lasher is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has been with Hantz Financial Services since 2025. Prior to joining the firm, he worked at Isabella Bank for 16 years and has experience in various roles including positions at Northwood University and the Gerstacker Foundation. 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, supported by affiliated tax, business consulting, and retirement-plan services.

Jovo Djurovski is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Cameron Staley is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a role with LPL Financial starting in 2014. Staley operates Artemis Wealth Advisors, an investment advisory business independent from LPL Financial. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of analytical methods and coordinating custody and reporting through multiple custodians.

Karen Schwocho Tunnecliffe is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and Cetera Advisors. Outside of her advisory role, she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. and owns a health and wellness center offering meditation, Reiki, yoga, and life coaching. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies to construct client solutions.