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 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 63 and Series 65 licenses and has worked at firms including The AYCO Company, L.P./Mercer Allied and United Shore Financial Services. He has been with Goldman Sachs since 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes both strategic and tactical allocation models and integrates resources across Goldman Sachs affiliates to provide a comprehensive suite of services.

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.

Donald Accardo Jr. is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise from 2023 to 2026 and Comerica Securities, Inc. from 2013 to 2023. He also supervises Client Service Associates in a retail capacity at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to multiple investment strategies including mutual funds, ETFs, SMAs, and tax-optimized portfolios.

David Beaton is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing a platform that includes discretionary managed-account programs, direct indexing, and tax-overlay services.

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. Mikell serves on the Lay Board of the Royal Oak First United Methodist Church, where he is involved 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 alongside 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.

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.

Anthony Calibeo is a financial advisor with Commonwealth Financial Network in Utica, Michigan, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth in 2019, he worked at Deloitte and Touche, LLP for four years. He is also the owner and president of Calibeo Financial Group, Inc., a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, and various investment options, providing comprehensive support for advisors and their clients.

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.

David Wohlberg is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at City Wide Facility Solutions and Dana Incorporated and has experience in academic and sports-related organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, various model portfolios, and operates as a broker-dealer and insurance agency. Its investment approach includes strategic and tactical asset management overseen by an Investment Management & Research team, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Michael D’agnese is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Infinex Investments, Flagstar, and The Detroit Club. In addition to his advisory work, he is a commissioned notary. 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’s advisory offerings include a digital advisory program and a Managed Account program, alongside broker-dealer and insurance operations.

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.

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®, ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Fabrizio Giacona is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. His career includes roles at firms such as Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. Giacona also owns G&P Financial LLC, through which he provides financial advisory services. 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, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to various proprietary and third-party platforms.

Daniel Schutz is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to his current role, he worked at Secure Asset Management, L.L.C., Secure Financial Group, and Nepc, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

John Luttmann is a financial advisor with Goldman Sachs Wealth Services in Troy, MI. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Spartan Wealth Management, Cadaret Grant & Co., Inc., and Charles Schwab. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic and tactical allocation models and a range of fee arrangements to tailor solutions to client objectives.