Loyd Wellman is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at FSC Securities Corp, Great Lakes Wealth, Foresters Financial Services, and First Investors Corporation. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies, with additional offerings in private funds and interval fund advisement.

Ryan Kraft is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, following roles at Fifth Third Bank and At Your Disposal. Outside of his advisory work, he is involved with the West Oakland Wings Baseball organization in Milford, Michigan. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

Diane Prenger is a CFP® and holds a Series 65 license with 15 years of experience in the financial advisory industry. She has worked at Creative Planning since 2020 and previously held roles at Starfire Investment Advisers and Plante Moran Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a vertically integrated structure that includes affiliated legal, trust, and recordkeeping services.

Andrew Wingert is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, insurance, and mortgage businesses.

Gabriel Whitaker is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Rocket Mortgage and DoorDash. He also attended Michigan State University. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Mark Mc Gee is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Best Buy for five years before joining Hantz Financial Services in 2020. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.

Brent Mckellar is a financial advisor with TIAA-CREF in Royal Oak, MI, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group and offers both standardized and customized portfolio management under a fiduciary standard.

Cena Larsen is a financial advisor at Corient with 10 years of industry experience and holds a Series 65 credential. His prior work includes nearly a decade at R.H. Bluestein & Co LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Shannon Gaskin is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, TD Ameritrade, and Scottrade. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of implementation options and offers comprehensive financial planning and consulting services.

Michael Sherman is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and having one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions at The Score Restaurant and DK Security. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors, offering diversified, ETF-focused model portfolios alongside financial planning, wealth management, and retirement consulting services.

Jason Brooks is a financial advisor with Eagle Strategies (NY Life) in Farmington Hills, MI, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has been with Eagle Strategies since 2010. Brooks is also the owner of Brooks Financial and serves on the boards of two homeowners associations as well as the ORT America Michigan Chapter. Additionally, he has invested in an animated movie project and participates in an LLC that merges group insurance business books. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services tied to insurance and annuity products. The firm offers a range of program types and operates primarily on a non-discretionary basis, with a focus on tailoring recommendations to client and Plan Sponsor objectives.

Maram Alaiwat is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Life Group and New York Life. Outside of her advisory role, she serves as president of the American Lung Association Michigan Leadership Board and participates on the Finance Committee and Development Committee of Detroit Public Television & Radio. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Eric Nahat is a financial advisor at Hightower Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower and its affiliated broker-dealer since 2017, following a prior role at Wells Fargo Advisors. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

David Berry is a CFA® charterholder with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has been with the Sequoia organization in various capacities since 2016. Berry holds the position of Director of Private Client Services at Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and incorporates a range of investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments.

Jennifer Shandler is a financial advisor at Oppenheimer with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, and retirement services.

Dean Smith is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1999. Smith serves as co-trustee for multiple family trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Casey Bear is a CFP® with 15 years of industry experience. He is currently an advisor at Farther and previously worked at KMG Fiduciary Partners and Cranbrook Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke allocations or proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Corbin Donaldson is a CFP®-credentialed financial advisor with three years of industry experience, currently with CIBC Private Wealth Advisors, Inc. in Birmingham, MI. His prior roles include positions at Greenleaf Trust, Cetera Investment Advisers, Cetera Investment Services LLC, and Chemical Bank. CIBC Private Wealth Advisors provides comprehensive wealth management and advisory services to a diverse client base, including high net worth individuals and investment companies. The firm’s investment approach involves customized portfolio management supported by internal teams and governance committees, integrating proprietary and external strategies.

Zdenka Jones is a financial advisor with The Huntington Investment Company, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. She has been with The Huntington Investment Company since 2008 and previously worked at Ameriprise. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary private bank models, providing portfolio management through various structures and platforms.

Matthew Nelson is a financial advisor with Hantz Financial Services, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Hantz Tax & Business, Schmidt, Koning, Villorreal & Associates, LLC, and BDO USA, LLP. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and tax-aware implementations, while offering a range of financial planning, wealth management, and related services.