Daoqi Yang is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VMWare, Inc., Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Ally Financial. Outside of financial advising, he is also an author with over two decades of experience in book writing and publishing. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Jerry Rubin is a financial advisor with TLG Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with The Leaders Group, Inc. since 2017 and previously with Lincoln Investment from 2012 to 2017. Outside of advisory services, he is a 50% owner of JAZZ, LLC, a third-party administration firm focused on health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Samantha Cherf is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Additionally, she has been associated with Walsh College since 2014. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mark Carpenter Frere is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018, with prior roles at Capital Analysts, Michigan Solar, and several financial services firms. Lincoln Investment is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic portfolios and adaptive model strategies.

Cort Wagenberg is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management from 2022 to 2025 and held roles at several other firms and organizations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory services such as asset allocation, manager selection, and retirement consulting, offering both discretionary and non-discretionary management while maintaining custody of client assets.

Adam Tamburro is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, United Shore Financial Services, and PRUCO Securities, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm integrates strategic allocation models and proprietary analytics to tailor investment solutions and offers a range of services such as Private Family Office and Specialized Executive Wealth programs.

Brett Burzynski is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at AE Wealth Management since 2018. In addition to his advisory role, he is the owner and president of Burzynski Group Retirement Solutions, an insurance sales business, and serves as president and director of My Josephine, Inc., a marketing organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that combines internally managed and third-party models tailored by advisors under discretionary authority.

David Beaton is a financial advisor at Fifth Third Securities, Inc. based in Troy, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior positions include roles at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, supported by multiple program types and third-party portfolio managers.

Brian Wyzgowski is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His prior roles include positions at LPL Financial, Christian Financial Credit Union, and Cambridge Investment Research. He is also involved with Christian Financial Investment Center, an investment-related business associated with LPL Financial. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and various third-party managers.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. He serves as a board member of the Royal Oak First United Methodist Church, where he participates in governance and human resources functions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as both a broker-dealer and insurance agency.

Afsana Shahid is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Shahid began her career after graduating from the University of Michigan. 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated services.

Grace Fletcher is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2020, with prior roles including positions at United Wholesale Mortgage and Ferris State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and a variety of platforms supported by proprietary analytics and integration within the broader Goldman Sachs ecosystem.

Cameron Schneider is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The Ayco Company, L.P./Mercer Allied, as well as two years at Trustee Empowerment & Protection, Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers specialized services such as Private Family Office programs and utilizes strategic allocation models and proprietary analytics to tailor investment solutions.

David Wohlberg is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at City Wide Facility Solutions, Dana Incorporated, Concordia University, and the University of Michigan. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal investment management team and access to third-party managers.

Michael D'agnese is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at infinex Investments, Inc., Flagstar, and The Detroit Club. Outside of his advisory role, he is a notary. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Michael Ehlen is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and over five years of professional experience. His background includes roles at First Command Brokerage Services Inc., Aspen Wealth Management, and service in the United States Air Force. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios from a prescreened selection of funds and third-party managers.

Joseph Mc Allister is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 66 and Series 63 designations and six years of industry experience. He previously worked at Sterling Wealth Management and Hantz Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Stephen Zannetti is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, Flagstar Bank, and various retail companies. He is also involved with Burzynski Group Retirement Solutions, where he provides insurance sales and wealth advisory services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Matthew Faulkner 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 & Co. LLC since 2021, following nine years 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings delivered through an integrated financial services platform.

Michael Popadich is a CFP® and ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. in Clinton Township, MI, since 1999. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, using an asset-allocation framework with periodic rebalancing and tax-loss harvesting features.