Terry Sawchuk is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and First Allied Advisory Services, Inc. Sawchuk has been affiliated with the Michigan Senior Society since 1997. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors using model-driven and asset-allocation strategies, employing both discretionary and non-discretionary programs.

Matthew Bunch is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Facet Wealth and Securities America Advisors, before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized solutions managed under fiduciary standards.

Genevra Mitrovich is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has previous experience at Equitable Advisors and as an independent contractor. Outside of financial advising, she works as a group fitness instructor at Powerhouse Gym and provides consulting and training services through Mitrovich Consulting LLC. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services from affiliated entities including KeyCorp affiliates, offering a range of wrap-fee programs and ancillary insurance products.

Justin Diesbourg is a financial advisor with Voya Financial Advisors, Inc. in Bloomfield Hills, Michigan, holding a Series 66 license and 12 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as a licensed foster parent through Catholic Social Services. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships, often managing accounts on a non-discretionary basis.

Gary Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Great American Advisors, Jefferson Pilot Securities Corporation, and Security First Group, Inc. He also acts as an insurance agent providing fixed annuities and life insurance through other business activities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

Michael Mcclain is a financial advisor with Hantz Financial Services, Inc. He holds a Series 63 designation and has 34 years of industry experience, including 27 years with Hantz. Outside of his advisory role, he is a partner in A&M Site Management, LLC, a commercial property management business. Hantz Financial Services, Inc. serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management through ETF-based model portfolios and third-party strategies, combined with brokerage, mortgage, and insurance services provided through affiliated entities.

Emily Leshan is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at PNC Wealth Management and PNC Bank since 2013, as well as at Hantz Financial Services, Inc. from 2012 to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and discretionary management with mutual funds and ETFs.

Ryan Quinn is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term investment approach.

Keith Rybak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wasserman Wealth Management, LLC. He has also been associated with Wasserman & Rybak, PLLC since 2008. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Kathleen Lemire is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Troy, MI, and has five years of industry experience. She has worked at Ayco, a Goldman Sachs company, since 2019 and has held positions at several other firms and organizations including Huntington National Bank and the University of Dayton. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, supported by the broader Goldman Sachs ecosystem and specialized advisory programs.

Brian Masica is a financial consultant at Hantz Financial Services, Inc. with 18 years of experience. He holds Series 63 and Series 65 licenses and has been with Hantz since 2008. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios combined with third-party managers and technology-driven solutions to deliver financial planning and wealth management.

Thomas Papandreou is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Hantz Financial Services in 2011, he worked at Country Chef for 11 years. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and it combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Francesca Tucci is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at AdAdapted, Vuori, and Michigan Medicine, among others, and has extensive experience as a childcare provider. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, a range of fee arrangements, and access to affiliated Goldman Sachs resources and specialized programs.

Steven Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Commonwealth since 2005 and also operates under the name First Financial Planners since 2000. Outside his advisory role, he is president and owner of several private entities related to securities and real estate management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers multiple program structures and discretionary model portfolios, supporting advisors who provide customized financial advice under Commonwealth’s supervision.

George Thibault is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at PNC Investments, E*TRADE Capital Management, and CCO Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm combines discretionary managed-account programs with features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Robert Alati is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 63 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and acting as a fiduciary under written advisory agreements.

George Sukkar is a CFP® with 30 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2019. He previously worked at LPL Financial and Charles Schwab, where he spent a combined 10 years. Mr. Sukkar provides investment advice under the business name Millennium Wealth Management through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and various investment strategies, often implementing advice through third-party managers and model portfolios.

Paul Christian Susanto is a financial advisor at PNC Wealth Management in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LKS Strategy and Aptiv, as well as positions in education at Michigan State University, Bloomfield Hills High School, and East Hills Middle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessments and third-party managed investment models.

Sarah Bumstead is a Series 65 licensed financial advisor at Cerity Partners LLC with eight years of industry experience. She has been with Cerity Partners since 2019 and previously worked at Blue Prairie Group, LLC from 2016 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.