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.

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.

Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

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.

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, MI. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

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 at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Zacks Investment Management and Bectran. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive advisory and brokerage services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies tailored to client objectives.

Adam Tamburro is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, United Shore Financial Services, and PRUCO Securities, LLC. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by integrated research and implementation tools, leveraging the broader Goldman Sachs network for expanded resources and capabilities.

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.

Jeffrey Freeberg is a CFP® and holds a Series 66 designation with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, Action Institute, Gallo Sales Company, and Hillsdale College. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive 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.

Alex Paul is a financial advisor at Farther with 11 years of industry experience. He holds the CFA® designation along with Series 65, 66, and 63 licenses. Prior to joining Farther, he worked at Asset Allocation Strategies, GLP Investment Services, and GLP & Associates. Outside of his advisory role, he serves on the Board of Governors and the Investment, Finance & Advancement Committees for Cranbrook Educational Community and is 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 a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory–based approach using proprietary model portfolios or customized allocations, combining traditional asset classes with algorithmic rebalancing and AI tools under internal review.

Rickie Sherline is a financial advisor at SPC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1997. Outside of his advisory role, he serves as president of the Pisgah/Zeiger B'nai B’rith lodge, a Jewish charitable organization providing community services such as scholarships and food assistance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

David Beaton is a financial advisor at Fifth Third Securities, Inc. based in Troy, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior positions include roles at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, supported by multiple program types and third-party portfolio managers.

Brian Wyzgowski is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His prior roles include positions at LPL Financial, Christian Financial Credit Union, and Cambridge Investment Research. He is also involved with Christian Financial Investment Center, an investment-related business associated with LPL Financial. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and various third-party managers.

Martin Dedvukaj is a financial advisor at Citizens Securities, Inc. in Bloomfield Hills, MI, with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates and Sigma Financial Corporation. His current tenure at Citizens Securities and Citizens Bank began in 2022. Citizens Securities serves a diverse retail client base comprising individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs, including a digital advisory platform partnered with SigFig, and brokerage and insurance services.