Richelle Durkin is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 14 years of industry experience. Her prior roles include positions at Ljpr, LLC and multiple entities within the Sequoia Financial organization. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Kob Yan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include 19 years at Citizens Securities, Inc. and two years at Ameriprise Financial Services, LLC. Outside of his advisory work, he owns a nonprofit organization, Pokot Outreach Medical Missionary, which raises funds and medical supplies for the Pokot tribe in Kenya. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining advisory guidance with third-party portfolio management and a range of investment options.

Robin Schirs is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Fifth Third Securities since 2026 and previously held positions at Ameriprise and Comerica Securities. Outside of his advisory role, he serves as Vice President Regional Operations Manager at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, supporting diverse investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Daniel Robinson is a Certified Financial Planner® with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at JPMorgan Chase Bank and Sigma Investment Counselors. 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 offers customized portfolio management and trustee support, employing a blend of model allocations and third-party managers to meet client objectives.

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.

Amy Hoffman is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, with 10 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2015. 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 delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and tax-loss harvesting strategies.

Kimberly Eberlein is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner and Smith Incorporated for 12 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Trever Helmstead is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current role, he worked at Kovitz Investment Group Partners, LLC, Telemus Capital, LLC, and Bank of Ann Arbor. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a comprehensive range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plans. The firm employs a long-term investment approach utilizing active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients' specific risk, liquidity, and tax requirements.

Grant Sharkey is a financial advisor at Kestra Advisory with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kestra Investment Services since 2021 and has prior experience across various roles including Extended Travel, Pharmaco, and Ulliance Inc. Sharkey is also the owner of a tax entity, Sharkey Capital LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

James Tafelski is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Citizens Securities in 2017, he worked for 11 years at Fifth Third Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Dean Janceski is a financial advisor with Key Investment Services LLC in Southfield, MI, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes roles at KeyBank NA, Bank of America, Merrill, and Wells Fargo Clearing Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model combining platform services from Envestnet and portfolio strategies from the Key Wealth Chief Investment Office and third-party managers.

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.

Katrina Wilson is a financial advisor with Concurrent Investment Advisors, LLC based in Grosse Pointe, MI. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Wilson also serves as a Compliance Manager for BMR Retirement Group LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement plan advisory services, with an investment approach focused on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other securities.

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.