Mitchell Sovis is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked with firms including LPL Financial, Cetera Advisor Networks, and Ameriprise Financial Services. Sovis also provides administrative support to NewEdge Advisors and is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support advisor and client needs.

Joseph Hayduk is a financial advisor with AE Wealth Management, LLC in Troy, MI. He holds a Series 65 credential and has one year of industry experience. His prior roles include positions at The Burzynski Group, Hall CPA, and Suburban Bolt. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, using a range of analytical methods and strategies implemented primarily through discretionary model portfolios.

Robert Maks is a CFP® professional affiliated with NewEdge Advisors, with seven years of industry experience. He has worked at several firms, including CWM, LLC, Cetera Advisor Networks, and Stonebridge Financial Partners. Maks serves as an investment advisor representative at NewEdge Advisors, dedicating full time to this role. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension 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 centralized due diligence to support client and advisor needs.

Bryon Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked with Lincoln Investment since 2017 and previously at Livingston International from 2014 to 2017. Outside of his advisory role, he serves as a fixed insurance agent, providing fixed insurance product services. Lincoln Investment is an enterprise-level investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and oversees various investment strategies.

Adam Gordon is a CFP® with 15 years of experience in financial services, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes nearly a decade with Northwestern Mutual in various capacities. Outside of financial advising, he is involved with Picasso Distribution, LLC, a company selling electronic oral vaporizers to wholesalers. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Kenneth White III is a CFP® and Series 65 licensed advisor with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent 11 years with Emerson Wealth, LLC. Outside of his advisory role, Mr. White is independently licensed to sell insurance through various agencies. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and Core Family Office solutions, implementing customized portfolios supported by in-house research and third-party managers.

Aaron Ring 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 an 11-year tenure 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary managers.

Nolan Godek is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Walmart and Equitable Advisors LLC. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem to offer a comprehensive range of investment and advisory services.

Donald Jeffery Jr. is a CFA® charterholder with 16 years of industry experience. He is currently with Mariner Wealth Advisors and has worked there since 2022. Prior to that, he spent eight years at Heber Fuger Wendin, Inc., where he had a long tenure spanning from 1989 to 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services from investment management and financial planning to tax integration and coordinated family office solutions, utilizing a combination of in-house research and third-party managers across various asset classes.

Thomas Rafferty is a CFP® professional with 12 years of industry experience. He is currently with Citizens Securities, Inc. and has previously held roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios and discretionary management.

William Lanava is a financial advisor with PNC Wealth Management in Troy, Michigan, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2009. Lanava serves as a board member of the Detroit Gun Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Peter Kumar is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, he acts as an independent insurance agent offering fixed annuities, fixed indexed annuities, and fixed life insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, portfolio management, UMA and wrap programs, and retirement plan advisory, using both affiliated and third-party products with a focus on client-approved, non-discretionary management.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and J.P. Morgan Securities. Outside of advising, he is involved in operating multiple wealth management and retirement planning businesses and serves as a varsity tennis coach at Bloomfield Hills High School. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment solutions and financial planning services, utilizing both fundamental and technical strategies, and maintains platform relationships with major custodians and affiliated managers.

Lauren Silski is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth solutions and leverages centralized investment resources and affiliated teams to implement diversified portfolios through discretionary and non-discretionary managers.

Brendan Becker is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has worked at Goldman Sachs & Co. LLC since 2026 and previously held roles at Lear Corporation, Bayco Management, Michigan State University, and Oxford High School. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and an integrated approach across its broader group of affiliates.

Thomas Maxey is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held positions at Great American Advisors, Inc. and Consolidated Financial Corp., where he is also owner and president. Outside of advisory roles, he is involved in a web-based business, CD Busters, which offers fixed annuities to individuals holding certificates of deposit. Lincoln Investment Planning, LLC serves a broad mix of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through strategic model portfolios developed by an in-house Investment Management & Research team, alongside third-party managers and both wrap and non-wrap platforms.

Jack Schroeder is a financial advisor with Kestra Advisory in Troy, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including service in the Michigan and United States House of Representatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

John Basford is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at HPM Partners LLC, Aspiriant Investment Advisors, LLC, and Deloitte Investment Advisors LLC. Basford has been with Cerity Partners since 2019. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, advising on approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

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.

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.