Kory Bachman is a Series 65-licensed advisor at Corient with 10 years of industry experience. He has held roles at Corient Services LLC, CIPW Service Company, LLC, Corient, and R.H. Bluestein & Co LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by risk management tools and private fund capabilities.

Kristofer Sztein is a CFP® with 17 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held prior roles at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, Bank of America, and Fidelity. In addition to his financial advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Kenneth Dorazio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with a notable portion of assets managed on a non-discretionary basis.

Kindra Byerly is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Securities. Byerly also operates Bloomfield Hills Advisory, where she provides securities and financial planning services to the public. 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 variety of investment programs and consulting services, utilizing both fundamental and technical analysis, tactical trading, and access to alternative investments through platform partnerships.

Laura Clark Brown is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Continuum Advisorhy, Triad Advisors LLC, and Signator Investors, Inc. Additionally, she is involved with fixed insurance as a financial planner, using life insurance and annuities when suitable for clients. J. W. Cole Advisors is a large enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm offers both transaction-based and wrap fee programs and incorporates fundamental and technical analysis, digital advice, and multiple custodial platforms in its investment approach.

Megan Akers is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Outside of her advisory role, she owns M. Mayernik Babysitting, a Michigan-based childcare organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, and institutional clients. The firm offers financial planning and portfolio management services supported by strategic allocation models, external manager selections, and a range of fee arrangements and platforms designed to meet varied client objectives.

John Low is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Bank of America and Merrill from 2009 to 2021. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Walter Burzynski Jr. is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at AE Wealth Management since 2018 and previously spent five years with Global Financial Private Capital. In addition, he is the founder of Burzynski Group Retirement Solutions, where he serves as a wealth advisor and is involved in insurance sales. 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 platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors through internal consulting and licensing programs.

Daniel Devine is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior work includes roles at Transamerica Life Insurance Company, CARE of Southeastern Michigan, ESCHELS FINANCIAL GROUP, Inc., ProEquities, Inc., and CUNA Brokerage Services, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a high client-to-advisor ratio and focuses on retirement planning solutions rather than high-net-worth or corporate clients.

Jared Cutlip is a financial advisor with Sequoia Financial Group, L.L.C. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Paycom, Thrivent Financial, and Quicken Loans. Outside of finance, he operated a small business called My Pizza Place for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions guided by an Investment Policy Committee and uses a variety of investment vehicles and research methods to meet client objectives.

Evan Topor is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior firms include LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. 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 variety of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies with centralized due diligence and technology integration.

Jeffrey Walters is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 66 credentials. He has 11 years of industry experience and has held various roles within Ameritas affiliates since 2021. Outside of finance, he owns and operates Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing model portfolios, mutual funds, ETFs, and individualized strategies across multiple program platforms.

Brett Bollaert is a CFP®-credentialed financial advisor with three years of industry experience, currently with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Hybrid Solutions, Cetera Advisors, and Sageview Advisory. In addition to his advisory role, he serves as an associate wealth advisor at Bloomfield Hills Advisory, where he assists clients and supports account management. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing both fundamental and technical analysis along with platform integrations for alternative investments and retirement solutions.

Nathan Sealey is a financial advisor with Kestra Advisory who holds the ChFC® designation and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and is also the owner of Brass Ring Wealth Management, Inc., where he provides investment advisory, consulting, insurance, and securities services. Additionally, Sealey is a partner at Elga Wealth Management, offering similar services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and manages assets using multiple management platforms and third-party solutions.

Stephen Kremer is a financial advisor at Centaurus Financial, Inc. with 43 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, Kremer serves as a managing director at Brokerage Design and Development, where he trains registered representatives on best practices. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Brandon Tutak is a financial advisor with Cerity Partners LLC in Bloomfield Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Cerity Partners since 2019 and previously at Schechter Wealth, Northwestern Mutual Life Insurance Company, and spent time as a CFA candidate. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Jodi Krausman is a CFP® and Series 66-registered financial advisor with Money Concepts Capital Corp, where she has worked for 10 years. She has over two decades of experience as an instructor at Walsh College and is the president of an accounting and tax preparation firm. Krausman also works as a health insurance agent and teaches at The American College. Money Concepts Advisory Service provides investment advisory and financial planning services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies and manages approximately $4.07 billion in client assets through a large network of advisors and portfolio programs.

Craig Schneider is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and several other firms. Schneider was also involved with Beyond The Ears, LLC for seven years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on maintaining custody of client assets as a qualified custodian.

Allison Ardingo is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, First Allied Securities, Cetera Advisors, and Triad Advisors. She also works as an associate wealth coordinator with G&P Financial, supporting wealth advisors with administrative and operational functions. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing both fundamental and technical investment strategies.

Joshua Barron is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Outside of financial advising, Barron has provided legal consulting and serves as a notary public. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.