Samuel Wein is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential. Prior to his current role, his background includes positions at Rollhouse Entertainment and Mutual Security Mortgage. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm customizes strategies using advanced portfolio models and investment selections, supported by its integration within the broader Goldman Sachs ecosystem.

Anthony Forlini is a financial advisor with OSAIC Institutions, INC. holding a CFP® designation and Series 63 and 65 licenses, with 41 years of industry experience. He serves as Clerk and Register of Deeds for Macomb County, Michigan, a role he has held since 2021, while also maintaining his financial services activities through Design Financial, where he is president of a health insurance and group benefits business. OSAIC Institutions provides advisory services to individuals, trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives. The firm offers a range of customized financial planning and investment solutions, including discretionary and non-discretionary advisory services supported by various third-party asset managers and affiliated platforms.

Donovan Ciminelli is a CFP®-designated financial advisor with 19 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Clinton Township, MI, where he has worked since 2007. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, while integrating technology such as automated tax-loss harvesting and AI-assisted client data aggregation.

Lucas Hazelton is a financial advisor at Mariner Wealth Advisors with Series 65 registration and two years of industry experience. Before joining Mariner, he held roles at Emerson Wealth Management and various companies across different sectors, including Amerisleep and Argonaut Wine & Liquor Store. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to alternative investment strategies. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and financial wellness services.

Joseph Ransley is a financial advisor with Fifth Third Securities, Inc. in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers with personalized risk profiling and portfolio options.

Brian Petras is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Secure Investors Group, McQueen Financial Advisors, World Asset Management, and Comerica Securities. Outside of finance, he is a part owner of Portraits By Little Lulu. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies, incorporating various investment vehicles and oversight by an Investment Policy Committee.

Timothy Bearden is a CFP® and ChFC® with 37 years of experience in the financial services industry. He is currently with NewEdge Advisors and has held roles at LPL Financial, Cetera, Plus Financial, and CWM LLC over his career. Outside of his advisory work, he is involved with Stonebridge Farms and Retreat, a farming operation in Metamora, MI. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support varied client needs.

Kristen Palazeti is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and her own company, K Pal Inc. Outside of her advisory role, she serves as an advisory board member for the Children’s Leukemia Foundation of Michigan. 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 through a Private Advisor model and an integrated investment platform.

Marco Caporuscio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has been with Mariner Wealth Advisors since 2022. Prior to his advisory career, he worked in various roles including at College Works Painting and Da Francesco's Ristorante & Bar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses a customized, discretionary investment approach supported by an internal team and third-party managers, and is noted for its integrated tax and accounting services alongside traditional portfolio management.

Austin Potter is a CFP® with seven years of industry experience currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. He is based in Troy, MI. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a wide range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Michael Reid is a financial advisor at Hantz Financial Services, Inc. in Romeo, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2014. 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 provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party money managers and Direct Indexing, and operates a unique structure combining advisory, broker-dealer, mortgage, and insurance services.

Justin Russo is a Certified Financial Planner (CFP®) with nine years of industry experience. He currently serves as a financial advisor at Osaic Advisory Services, LLC, having previously worked at firms including Sigma Financial Corporation and Raymond James. Russo is the Board President of Life Skills Centers, Inc., a nonprofit organization where he has been involved since 2015. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor that serves a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various strategies and platform integrations to support its clients.

Bella Jin is a financial advisor at Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation. She has four years of experience at Goldman Sachs & Co. LLC and prior roles at Amazon, Century 21 Town and Country, Johnson & Johnson, Flagstar Bank Corporate, I-tech USA, and Michigan State University. 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 financial planning and portfolio management tailored to client objectives, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs organization.

D Artagnan Mason is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Great Lakes Wealth, TruVista Wealth Advisors, SYM Financial Advisors, and Benjamin F. Edwards. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans. The firm offers a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services, utilizing a long-term investment approach that incorporates both active and passive strategies tailored to clients’ specific needs.

Marvin Youmans II is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 credential and having two years of industry experience. His previous roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved with In Hear Productions L.L.C., a business he has been associated with since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via employee pilot. The firm utilizes algorithmic risk assessments and approved investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kevin Laplena is a financial advisor at Corient with 16 years of industry experience. He holds the Series 65 designation and previously worked at R.H. Bluestein & Co LLC for 27 years before joining Corient and its related entities in 2022 and 2023. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Nina Di Mauro is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at Vintage Financial Services and Eastern Michigan University. She has also worked in the brewing and media industries. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofits, using a globally diversified investment approach grounded in Modern Portfolio Theory.

William Leahy is a financial advisor with PNC Wealth Management in Troy, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory role, he has reported involvement in rental real estate unrelated to his investment work. PNC Wealth Management offers retail brokerage and advisory services including a model-based Portfolio Solutions Strategist Digital Offering, which is an online discretionary account available via invitation to employees. The program uses approved managed model strategies implemented through mutual funds and ETFs with annual rebalancing and relies on algorithmic risk assessment rather than direct client trading or standalone financial planning.

Edward Meier is a Series 65-licensed advisor at Mariner Wealth Advisors with five years of industry experience. He previously worked at Heber Fuger Wendin, Inc. and MADISON Investment Advisors. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as coordinated tax and Core Family Office support. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and integrates in-house research with third-party managers across a wide range of asset classes and solutions.

Thomas Turchetti is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities, Inc. He also offers life, health, long-term care, and disability income insurance products through a related business activity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach includes advisor-managed and firm-managed model portfolios supported by an in-house investment management and research team, third-party managers, and a layered delivery model involving co-advisers.