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.

James Tafelski is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for 11 years at Fifth Third Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

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.

Lance Smith is a CFA® charterholder and holds a Series 66 license with 10 years of experience in the financial industry. He has worked at Raymond James from 2016 to 2022, and since 2022 has been affiliated with both Commonwealth Financial Network and Guglielmetti Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Denise Mathews is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Infinex Investments, Inc. since 2008. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment representatives. The firm offers customized advisory services, financial planning, alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets.

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.

Lauren Silski is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth solutions and leverages centralized investment resources and affiliated teams to implement diversified portfolios through discretionary and non-discretionary managers.

Brendan Becker is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has worked at Goldman Sachs & Co. LLC since 2026 and previously held roles at Lear Corporation, Bayco Management, Michigan State University, and Oxford High School. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and an integrated approach across its broader group of affiliates.

Jack Schroeder is a financial advisor with Kestra Advisory in Troy, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including service in the Michigan and United States House of Representatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

Samuel Wein is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential. Prior to his current role, his background includes positions at Rollhouse Entertainment and Mutual Security Mortgage. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm customizes strategies using advanced portfolio models and investment selections, supported by its integration within the broader Goldman Sachs ecosystem.

Anthony Forlini is a CFP® with 41 years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held various public service roles in Macomb County and the State of Michigan since 2011, and he is president of Design Financial Inc., a health insurance and group benefits business. Forlini is also the elected Clerk and Register of Deeds for Macomb County. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and distinct distribution model.

Donovan Ciminelli is a CFP® with 18 years of experience at Hantz Financial Services, Inc., where he has worked since 2007. He holds Series 63 and Series 65 licenses and is based in Clinton Township, MI. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Brian Petras is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Secure Investors Group, Secure Asset Management, Aurora Securities, Inc., McQueen Financial Advisors, and World Asset Management, Inc. Outside of his advisory work, he is a part owner of Portraits By Little Lulu. Sequoia Financial Advisors, LLC 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 offers both model and custom portfolio management using various investment vehicles and emphasizes research-driven allocation decisions overseen by an Investment Policy Committee.

Timothy Bearden is a CFP® and ChFC® with 37 years of experience in the financial services industry. He has worked at several firms, including LPL Financial, Cetera, and Stonebridge Financial Partners. In addition to his advisory work, he is involved with Stonebridge Farms and Retreat, a farming enterprise in Metamora, MI. He provides investment advisory services through NewEdge Advisors, an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services using a variety of program structures and emphasizes centralized due diligence and technology-supported solutions.

Joseph Wietecha III is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with Lexington Financial and Commonwealth Financial Network since 1998. Outside of advisory work, he is a member and part owner of JAMAS, LLC, an entity involved in commercial office property management. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Austin Potter is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. Potter is based in Troy, Michigan, and holds Series 63 and Series 65 licenses in addition to his CFP® designation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures that integrate in-house manager selection with third-party strategies and advisor discretion.

Michael Reid is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities that provide trust, tax, business consulting, insurance, and mortgage services.

Justin Russo is a CFP® professional with nine years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His career includes roles at Sigma Financial Corporation, Mass Mutual, Raymond James, and Triad Advisors. He serves as Board President of Life Skills Centers, Inc., a nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of investment management and financial planning services, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

D Artagnan Mason is a CFP® and holds a Series 66 license, currently advising at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various asset classes and affiliated service offerings.