Peter Ulbrich Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oppenheimer since 1999. Outside of his advisory work, he performs occasionally in a rock band called Liquor Chicken, with proceeds from shows donated to charity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services, including strategic asset allocation and retirement consulting.

Kelsey Zukowski is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and 10 years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied for five years before joining Goldman Sachs in 2016. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and proprietary research while offering a range of investment platforms and services, including Private Family Office and Specialized Executive Wealth programs.

Colin Casey is a CFP® professional with 17 years of industry experience, currently serving as an advisor with NewEdge Advisors. He has held roles at LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. Outside of his financial career, he is active as an on-ice hockey referee and game manager with USA Hockey and serves as secretary of the Shorewood Kiwanis Club of Michigan. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, and consulting services while employing centralized due diligence and advanced technology tools to support adviser and client needs.

Arianne Peterson is a Series 66 licensed advisor with 25 years of industry experience, currently with PNC Wealth Management since 2009. She is based in Troy, MI. Outside of her advisory role, she has ownership in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

David Zaske is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, InterOcean Capital Group, LLC, and Arthur Zaske & Associates, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with attention to tax and fee sensitivity, using both active and passive strategies along with third-party managers and private funds, while customizing portfolios to clients’ specific needs.

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.

Millard Coleman II is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Voya in 2020, he worked at Valic Financial Advisors, Horace Mann Investors, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and Equitable Advisors. Outside of his advisory role, Coleman is co-founder of youth football training camps and serves as Finance Director for Transformation Community Church. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology tools and offers both discretionary and non-discretionary account management through a large network of advisers.

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.