Michael Ceccoli is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. 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 offers tailored investment strategies supported by proprietary research and a broad range of affiliated financial services across the Goldman Sachs ecosystem.

Jeffrey Mashini is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Royal Alliance and Jhfn Sii. He serves as Grand Knight for the Knights of Columbus Council #15057 in Warren, MI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques and a centralized investment infrastructure.

Loyd Wellman is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at FSC Securities Corp, Great Lakes Wealth, Foresters Financial Services, and First Investors Corporation. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies, with additional offerings in private funds and interval fund advisement.

Diane Prenger is a CFP® and holds a Series 65 license with 15 years of experience in the financial advisory industry. She has worked at Creative Planning since 2020 and previously held roles at Starfire Investment Advisers and Plante Moran Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a vertically integrated structure that includes affiliated legal, trust, and recordkeeping services.

Christel Toal is an advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fifth Third Securities since 2018, also maintaining a role at Fifth Third Bank since 2000. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through advisory and brokerage services. The firm offers multiple investment programs and third-party portfolio managers via its Passageway Managed Account platform, combining various strategies such as mutual funds, ETFs, SMAs, and tax-overlay services.

Brent Mckellar is a financial advisor with TIAA-CREF in Royal Oak, MI, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group and offers both standardized and customized portfolio management under a fiduciary standard.

Cena Larsen is a financial advisor at Corient with 10 years of industry experience and holds a Series 65 credential. His prior work includes nearly a decade at R.H. Bluestein & Co LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Maria Soave Krambeck is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to her current role, she has been associated with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway platform, catering to varied risk profiles and investment strategies.

Eric Nahat is a financial advisor at Hightower Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower and its affiliated broker-dealer since 2017, following a prior role at Wells Fargo Advisors. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Kimberly Yaroch is a financial advisor with Hantz Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Kimberly has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services in a single enterprise.

Jennifer Shandler is a financial advisor with Oppenheimer & Co. Inc. in Birmingham, Michigan, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been with Oppenheimer since 2011 and previously worked at Wells Fargo Clearing from 2006 to 2009. Outside of her advisory role, she manages her own investment trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and retirement accounts. The firm offers a range of advisory programs including asset management, consulting, and financial planning, with both discretionary and non-discretionary services.

Corbin Donaldson is a CFP®-credentialed financial advisor with three years of industry experience, currently with CIBC Private Wealth Advisors, Inc. in Birmingham, MI. His prior roles include positions at Greenleaf Trust, Cetera Investment Advisers, Cetera Investment Services LLC, and Chemical Bank. CIBC Private Wealth Advisors provides comprehensive wealth management and advisory services to a diverse client base, including high net worth individuals and investment companies. The firm’s investment approach involves customized portfolio management supported by internal teams and governance committees, integrating proprietary and external strategies.

Daniel Super is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 11 years of industry experience, all spent at Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, combining advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Kenneth Morris is a financial advisor with Kestra Advisory, holding a ChFC® designation and Series 63 license, with 46 years of industry experience. His career includes prior roles at LPL Financial and INVEST Financial Corporation. He serves as Vice President of the Society for Lifetime Planning and is the author of the book *A Thought for Your Pennies*. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to a broad range of management platforms and third-party solutions.

Jeffrey Palleschi is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, LifePlan Financial Advisory Group, LLC, Baron Wealth Management, LLC, and Plante Moran Financial Advisors. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and family office and business management. The firm employs a long-term investment approach with an enhanced open architecture, utilizing both active and passive strategies, third-party managers, and customized portfolios tailored to client needs.

Melissa Santoyo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and previously worked at CBRE and Maxim Healthcare Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections from specialized internal groups, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

Gayane Toukhanian is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs Ayco since 2017 and previously held roles at Academia Book Buyers and Huntington Technology Finance. 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Selman Kanani is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to that, he worked at Wayne State University, Gaudino's, and Lakeview High School. 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 and Direct Indexing, while combining advisory, brokerage, mortgage, and insurance services under one enterprise.

Benjamin Wicks is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held positions at Bridge Business Credit, Lee Industrial Contracting, Kroger, and Michigan State University among others. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, strategic allocation models, and a range of service platforms across the broader Goldman Sachs ecosystem.

Nathan Hartwig is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 66 credential and has previously worked at PNC Investments LLC, Citizens Securities, Inc., AXA Advisors, LLC, Norma Group, Alliance Catholic Credit Union, and Cutting Edge Athletics. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives while incorporating short-term passive allocations and private market exposure.