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. His prior roles include positions at Empower Retirement, Charles Schwab Bank, Charles Schwab & Co., Operation HOPE, W&S Brokerage Services, and Western Southern Life. He holds Series 63, 65, and 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates rather than short-term forecasts.

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.

Kyle Rademaker is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He is involved with the cash management platform MAESTRO/Financial Oxygen, which serves corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on its Passageway platform, which includes mutual fund, ETF, SMA, and direct-indexing options.

Cort Wagenberg is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 65 and Series 63 designations and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management from 2022 to 2025 and has held roles at Bectran, Daxton Hotel, and Incore Capital Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Adam Tamburro is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The Ayco Company, L.P./Mercer Allied, United Shore Financial Services, and Prudential-related firms. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic and tactical allocation models and offers a wide range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments, integrating resources across Goldman Sachs affiliates.

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.

Alex Paul is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at Asset Allocation Strategies, LLC, GLP Investment Services, LLC, and related firms. Outside of advising, he serves on the Board of Governors and Finance & Advancement Committees for Cranbrook Educational Community and acts as President of the Birmingham Place Master Association Board of Directors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary and customized portfolios, utilizing ETFs, mutual funds, equities, and fixed income, supplemented by algorithmic rebalancing and AI tools.

Rickie Sherline is a financial advisor at SPC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1997. Outside of his advisory role, he serves as president of the Pisgah/Zeiger B'nai B’rith lodge, a Jewish charitable organization providing community services such as scholarships and food assistance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

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.

Martin Dedvukaj is a financial advisor at Citizens Securities, Inc. in Bloomfield Hills, MI, with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates and Sigma Financial Corporation. His current tenure at Citizens Securities and Citizens Bank began in 2022. Citizens Securities serves a diverse retail client base comprising individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs, including a digital advisory platform partnered with SigFig, and brokerage and insurance services.

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.

Rand Beech is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Prior to his advisory career, he was employed at the University of Michigan-Dearborn for eight years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.

John Minni is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Ameriprise Financial Services. In addition to his role at Fifth Third Securities, he manages an independent advisory business through Comerica Financial Advisors. Fifth Third Securities serves a wide range of individual and institutional clients with investment advisory and brokerage services. The firm offers various managed account programs through its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 28 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Walters Financial Group dating back to 1998. Outside of his advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house model portfolios, third-party managers, and integrated solutions with affiliated entities.

Cameron Schneider 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 seven 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 integrates centralized investment resources and offers tailored wealth solutions through a combination of discretionary and non-discretionary management.

Joseph Mc Allister is a financial advisor at Oppenheimer with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Sterling Wealth Management, Inc. and Hantz Financial Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, with a mix of discretionary and non-discretionary management.

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.