Brett Bollaert is a CFP®-credentialed financial advisor with three years of industry experience, currently with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Hybrid Solutions, Cetera Advisors, and Sageview Advisory. In addition to his advisory role, he serves as an associate wealth advisor at Bloomfield Hills Advisory, where he assists clients and supports account management. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing both fundamental and technical analysis along with platform integrations for alternative investments and retirement solutions.

Nathan Sealey is a financial advisor with Kestra Advisory who holds the ChFC® designation and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and is also the owner of Brass Ring Wealth Management, Inc., where he provides investment advisory, consulting, insurance, and securities services. Additionally, Sealey is a partner at Elga Wealth Management, offering similar services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and manages assets using multiple management platforms and third-party solutions.

Stephen Kremer is a financial advisor at Centaurus Financial, Inc. with 43 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, Kremer serves as a managing director at Brokerage Design and Development, where he trains registered representatives on best practices. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Brandon Tutak is a financial advisor with Cerity Partners LLC in Bloomfield Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Cerity Partners since 2019 and previously at Schechter Wealth, Northwestern Mutual Life Insurance Company, and spent time as a CFA candidate. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Jodi Krausman is a CFP® and Series 66-registered financial advisor with Money Concepts Capital Corp, where she has worked for 10 years. She has over two decades of experience as an instructor at Walsh College and is the president of an accounting and tax preparation firm. Krausman also works as a health insurance agent and teaches at The American College. Money Concepts Advisory Service provides investment advisory and financial planning services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and manages approximately $4.07 billion in client assets through a large network of advisors and portfolio programs.

Craig Schneider is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and several other firms. Schneider was also involved with Beyond The Ears, LLC for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

Joshua Barron is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Outside of financial advising, Barron has provided legal consulting and serves as a notary public. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Samir Shah is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 integrated strategies across affiliated teams, providing tailored solutions such as Executive Wealth and Private Family Office support.

Jared Remesz is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. Outside of his advisory role, he is a co-founder of Bloomfield Hills Advisory and also serves as a wealth advisor for JPR Wealth Management, LLC. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services including representative-managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a combination of fundamental and technical analysis and strategic partnerships to deliver its solutions.

Mary Ales is a CFP® professional with seven years of industry experience, currently serving as an associate wealth advisor at Osaic Advisory Services, LLC in Bloomfield Hills, MI. Her prior work includes roles at SageView Advisory Group, Cetera Advisors, and First Allied Securities, among others. She also provides insurance policy servicing to clients through multiple carrier appointments. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical strategies and maintaining platform relationships with Fidelity, Schwab, Envestnet, and others.

Andrew Psilis is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, with investments in mutual funds and ETFs and annual rebalancing.

Timothy Good is a Series 66 credentialed advisor with Kestra Advisory Services, LLC, bringing 15 years of industry experience. He has been with Kestra since 2014, following a two-year tenure at Next Financial Group, Inc. Good operates several independent practices under DBA names and holds ownership in Legacy Path Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers comprehensive fiduciary services and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Timothy Jervis is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office offerings and Executive Wealth programs. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging an extensive ecosystem of affiliated Goldman Sachs entities to deliver comprehensive investment solutions.

Stephen Japowicz is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior experience includes roles at United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied, as well as teaching at Walsh College. 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 wealth management solutions through an integrated financial services platform.

Patrick Noskey is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has three years of industry experience, including eight years with Oakland County prior to joining Goldman Sachs in 2022. Outside of his advisory role, he manages a residential real estate property in Lake Orion, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and delivers tailored advisory solutions through both discretionary and non-discretionary strategies within a large integrated financial group.

Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

Samirian Hill is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Empower Retirement, Charles Schwab Bank, Charles Schwab & Co., Inc., Operation HOPE, W&S Brokerage Services, and WESTERN SOUTHERN Life. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Barrett is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Sigma Financial Corporation. Barrett is based in Birmingham, MI. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

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.

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.