Carl Rankin is a financial advisor with TIAA-CREF in Troy, Michigan, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at TIAA-CREF since 2018 and was previously with Scottrade Investment Management and Scottrade, Inc. from 2008 to 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm separates its planning services from ongoing discretionary management and operates as an adviser to a donor-advised fund within a vertically integrated structure.

Stephen Japowicz is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior experience includes roles at United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied, as well as teaching at Walsh College. 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 utilizes centralized investment resources and offers tailored wealth management solutions through an integrated financial services platform.

Giulio Isom is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and previously worked at Fifth Third Bank. Outside of his advisory role, he has experience in education and fitness sectors, including roles at Wayne State University and Lifetime Fitness. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and customizable strategies to meet various risk profiles and client needs.

Patrick Noskey is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has three years of industry experience, including eight years with Oakland County prior to joining Goldman Sachs in 2022. Outside of his advisory role, he manages a residential real estate property in Lake Orion, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and delivers tailored advisory solutions through both discretionary and non-discretionary strategies within a large integrated financial group.

Brian Kurtz is a financial advisor with Brookstone Capital Management LLC in Troy, MI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brookstone since 2007 and has worked at A.L. Williams since 1990. Outside of advisory work, he is also licensed as a life and annuity insurance agent. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

Daoqi Yang is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VMWare, Inc., Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Ally Financial. Outside of financial advising, he is also an author with over two decades of experience in book writing and publishing. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Samirian Hill is a financial advisor at Empower Advisory Group with 25 years of industry experience. His prior roles include positions at Empower Retirement, Charles Schwab Bank, Charles Schwab & Co., Operation HOPE, W&S Brokerage Services, and Western Southern Life. He holds Series 63, 65, and 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates rather than short-term forecasts.

Robert Barrett is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Sigma Financial Corporation. Barrett is based in Birmingham, 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Samantha Cherf is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Additionally, she has been associated with Walsh College since 2014. 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 a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kyle Rademaker is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He is involved with the cash management platform MAESTRO/Financial Oxygen, which serves corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on its Passageway platform, which includes mutual fund, ETF, SMA, and direct-indexing options.

Cort Wagenberg is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 65 and Series 63 designations and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management from 2022 to 2025 and has held roles at Bectran, Daxton Hotel, and Incore Capital Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Adam Tamburro is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The AYCO Company, L.P./Mercer Allied and United Shore Financial Services. He has been with Goldman Sachs since 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes both strategic and tactical allocation models and integrates resources across Goldman Sachs affiliates to provide a comprehensive suite of services.

Brett Burzynski is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at AE Wealth Management since 2018. In addition to his advisory role, he is the owner and president of Burzynski Group Retirement Solutions, an insurance sales business, and serves as president and director of My Josephine, Inc., a marketing organization. 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 range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that combines internally managed and third-party models tailored by advisors under discretionary authority.

Alex Paul is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at Asset Allocation Strategies, LLC, GLP Investment Services, LLC, and related firms. Outside of advising, he serves on the Board of Governors and Finance & Advancement Committees for Cranbrook Educational Community and acts as President of the Birmingham Place Master Association Board of Directors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary and customized portfolios, utilizing ETFs, mutual funds, equities, and fixed income, supplemented by algorithmic rebalancing and AI tools.

David Beaton is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing a platform that includes discretionary managed-account programs, direct indexing, and tax-overlay services.

Martin Dedvukaj is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Citizens Bank, Sigma Financial Corporation, Raymond James & Associates, and Producers Choice Network. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm features a digital advisory platform as well as managed accounts, operating as a broker-dealer and insurance agency within a larger banking enterprise.

Afsana Shahid is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Shahid began her career after graduating from the University of Michigan. 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated services.

Grace Fletcher is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2020, with prior roles including positions at United Wholesale Mortgage and Ferris State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and a variety of platforms supported by proprietary analytics and integration within the broader Goldman Sachs ecosystem.

Anthony Calibeo is a financial advisor with Commonwealth Financial Network in Utica, Michigan, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth in 2019, he worked at Deloitte and Touche, LLP for four years. He is also the owner and president of Calibeo Financial Group, Inc., a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, and various investment options, providing comprehensive support for advisors and their clients.

Rand Beech is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for seven years. Before his career in finance, he was affiliated with the University of Michigan-Dearborn for eight years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.