Robert Drake is a financial advisor at Private Advisor Group, LLC with 36 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures at Sigma Planning Corporation and Sigma Financial Corporation, as well as ongoing roles with LPL Financial and Triad Financial Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

Tyler Silverthorn is a CFP® professional with 14 years of industry experience currently serving at NewEdge Advisors. His prior roles include positions at Cetera Advisor Networks, LPL Financial, and Stonebridge Financial Partners. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Derek Robson is a financial advisor with Empower Advisory Group in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of his advisory work, he serves as Secretary and Treasurer of Robson Foods, Inc., a family business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

Michael Ceccoli 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 since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied for 14 years. 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 integrated strategies across affiliated teams, offering tailored services such as Executive Wealth and Private Family Office support.

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.

Mark Manetta is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 17 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. Manetta is also associated with Iannuzzi Manetta & Co., Inc., where he has been involved since 1988. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm functions as a platform provider, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Robert Moore is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Center For Wealth Management, having previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advisory services, Moore is involved in tax preparation and accounting through Center for Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors nationwide and managing over $210 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, allowing advisors to implement portfolios tailored to client goals and risk tolerance using both internal models and external platforms.

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.

Ryan Kraft is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, following roles at Fifth Third Bank and At Your Disposal. Outside of his advisory work, he is involved with the West Oakland Wings Baseball organization in Milford, Michigan. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

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 a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities since 2018, having been with Fifth Third Bank since 2000. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing 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.

Jason Brooks is a financial advisor with Eagle Strategies (NY Life) in Farmington Hills, MI, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has been with Eagle Strategies since 2010. Brooks is also the owner of Brooks Financial and serves on the boards of two homeowners associations as well as the ORT America Michigan Chapter. Additionally, he has invested in an animated movie project and participates in an LLC that merges group insurance business books. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services tied to insurance and annuity products. The firm offers a range of program types and operates primarily on a non-discretionary basis, with a focus on tailoring recommendations to client and Plan Sponsor objectives.

Madison Hammel is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. She is a partner at Consolidated Financial Corporation, where she is involved in insurance and fixed annuity sales and service. Additionally, she owns Portfolio Projector LLC, a real estate planning business focused on evaluating real estate portfolios. Lincoln Investment serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning, retirement plan advice, and model portfolio services, utilizing both strategic and tactical investment approaches.

Eric Nahat is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hightower since 2017, following a year at Wells Fargo Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Jennifer Shandler is a financial advisor at Oppenheimer with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, and retirement services.

Casey Bear is a CFP® with 15 years of industry experience. He is currently an advisor at Farther and previously worked at KMG Fiduciary Partners and Cranbrook Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke allocations or proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

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.

Zdenka Jones is a financial advisor with The Huntington Investment Company, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. She has been with The Huntington Investment Company since 2008 and previously worked at Ameriprise. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary private bank models, providing portfolio management through various structures and platforms.