John Low is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Bank of America and Merrill from 2009 to 2021. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Walter Burzynski Jr. is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at AE Wealth Management since 2018 and previously spent five years with Global Financial Private Capital. In addition, he is the founder of Burzynski Group Retirement Solutions, where he serves as a wealth advisor and is involved in insurance sales. 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 platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors through internal consulting and licensing programs.

Jared Cutlip is a financial advisor with Sequoia Financial Group, L.L.C. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Paycom, Thrivent Financial, and Quicken Loans. Outside of finance, he operated a small business called My Pizza Place for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions guided by an Investment Policy Committee and uses a variety of investment vehicles and research methods to meet client objectives.

Evan Topor is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior firms include LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies with centralized due diligence and technology integration.

Jeffrey Walters is a financial advisor at Ameritas Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the Ameritas family of companies since 2021. Outside of finance, he is the owner and operator of Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and customized strategies.

Brett Bollaert is a CFP® certificant with three years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Cetera Advisors and Sageview Advisory. He also works as an associate wealth advisor with Bloomfield Hills Advisory, assisting clients with account administration and trade execution. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through multiple program models.

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 at Cerity Partners LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Cerity Partners since 2019, following prior roles at Schechter Wealth and Northwestern Mutual Life Insurance Company. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset-allocation, manager selection, and proprietary quantitative screens combined with third-party managers and securities to build client programs.

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 worked previously at J.P. Morgan Securities and operated Beyond The Ears, LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and diversified investment strategies.

Joshua Barron is a financial advisor with Integrated Wealth Concepts LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners, LLC. Outside of advisory services, he has worked as a legal consultant and notary. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors offering discretionary investment management, financial planning, and consulting. The firm constructs customized portfolios using mutual funds, ETFs, equities, and fixed income with a long-term approach and employs both internal management and third-party asset managers.

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® with 10 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He has previously worked at firms including Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. Remesz is also involved as a co-founder and wealth advisor at Bloomfield Hills Advisory and JPR Wealth Management, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, with portfolios constructed using both proprietary and third-party platforms.

Mary Ales is a CFP®-designated financial advisor with seven years of industry experience. She is currently with Osaic Advisory Services, LLC and has previously worked at firms including Triad Advisors, SageView Advisory Group, Cetera Advisors, First Allied Securities, Bloomfield Investment Group, and Mowatt Financial Inc. Outside of her advisory role, she is involved with Bloomfield Hills Advisory, where she assists with financial planning and trading accounts. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing proprietary and third-party platforms and managers.

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 licensed financial advisor with 14 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He also operates multiple DBA entities providing investment advisory, securities, and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving over $79 billion in assets under management.

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.