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.

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.

Michael Gaches is a financial advisor at PNC Wealth Management with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has experience in medical equipment and pain management services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees with PNC Bank online credentials. The firm employs algorithm-driven portfolio strategies managed by PNC and third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Samir Shah 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 & Co. LLC since 2021, following 14 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 integrated strategies across affiliated teams, providing tailored solutions such as Executive Wealth and Private Family Office support.

Jared Remesz is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. Outside of his advisory role, he is a co-founder of Bloomfield Hills Advisory and also serves as a wealth advisor for JPR Wealth Management, LLC. 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 range of services including representative-managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a combination of fundamental and technical analysis and strategic partnerships to deliver its solutions.

Mary Ales is a CFP® professional with seven years of industry experience, currently serving as an associate wealth advisor at Osaic Advisory Services, LLC in Bloomfield Hills, MI. Her prior work includes roles at SageView Advisory Group, Cetera Advisors, and First Allied Securities, among others. She also provides insurance policy servicing to clients through multiple carrier appointments. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical strategies and maintaining platform relationships with Fidelity, Schwab, Envestnet, and others.

Andrew Psilis is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, with investments in mutual funds and ETFs and annual rebalancing.

Timothy Jervis is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office offerings and Executive Wealth programs. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging an extensive ecosystem of affiliated Goldman Sachs entities to deliver comprehensive investment solutions.

Carl Rankin is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at TIAA-CREF since 2018. Prior to that, he was with Scottrade and Scottrade Investment Management for a total of 10 years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

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 two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2021. Prior to that, he has experience in various roles at institutions including Wayne State University and Lifetime Fitness. Fifth Third Securities, Inc. serves a diverse group of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, providing clients with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing.

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. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Empower Retirement, Charles Schwab Bank, Charles Schwab & Co., Inc., Operation HOPE, W&S Brokerage Services, and WESTERN SOUTHERN Life. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.