Zachary Slabotsky is a CFP® professional with 10 years of experience in financial advising, currently serving at Kestra Advisory Services LLC. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Dimensional Fund Advisors. He serves on the finance committee of JFMD and is a board member of Knollwood Country Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, supporting investments through due diligence and multiple management platforms.

Shannon Myers is a ChFC® credentialed financial advisor with 24 years of industry experience, currently with Hantz Financial Services, Inc. in Southfield, MI. She has been with Hantz Financial Services since 2001, contributing over two decades to the firm’s operations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach primarily focused on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a broad range of financial planning, wealth management, and fiduciary services.

Ione Dawe is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Fifth Third Securities, Inc., having joined the firm in 2026 after three years at Ameriprise and 24 years at Comerica Securities. In addition to her advisory role, she is involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Kenneth Smith is a CFA® charterholder with 11 years of industry experience, currently serving at Corient in Birmingham, MI. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and R.H. Bluestein & Co LLC prior to his current position. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers, risk management tools, and alternative investments.

Dustin Rudder is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 14 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and third-party solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and consulting services.

Maxxum Jirgens is a financial advisor at Hantz Financial Services, Inc. with the Series 66 designation and five years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked at Ford and held roles at Michigan State University and Dublin Pub. Hantz Financial Services, Inc. serves individual investors, corporate clients, 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 and offers a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

Hana Jibrel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds the Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic and tactical allocation models alongside proprietary research and integrates capabilities across Goldman Sachs affiliates to offer a broad range of advisory and investment solutions.

Gregg Fortune is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Arbor Point Advisors and Securities America Advisors, Inc. In addition to advisory work, he teaches CFP courses as an adjunct faculty member and leads educational efforts in the financial planning industry through the Advanced Planning Education Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, with portfolios managed through multiple program models and custodied primarily at Schwab and Fidelity.

Francis Pisano is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. since 2002, with prior experience at Dean Witter Reynolds Inc. since 1994. Pisano serves as a trustee on the Baldwin Public Library Board, where he participates in finance and fundraising committees. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a notable presence in non-discretionary advisory programs and qualified custody services.

Collin O Neill is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC and United Wholesale Mortgage. Outside of finance, his background includes roles with Jaguars F.C. and involvement with the Detroit Finnish Cooperative Camp. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shawn Ewasyshyn is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2022. Prior to joining NewEdge Advisors, he worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping activities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Jeffrey Jackson is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P. and Oakland University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models and proprietary research with a broad range of affiliated capabilities across the Goldman Sachs organization.

Robert Armstrong Jr. is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at WFG Investments Inc before joining Kestra in 2017. Armstrong serves on the board of the Bonnell Foundation and volunteers as a mentor, assisting families affected by cystic fibrosis. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages assets for large institutional investors such as sovereign wealth funds.

Paul Namel is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2001. 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 accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination businesses.

Matthew Ward is a CFA® charterholder with two years of industry experience. He is currently with Corient in Birmingham, MI, where he has held various roles since 2022. His prior experience includes positions at R.H. Bluestein & Co. and AAA Life Insurance Company. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring using risk management tools.

Brennan Ifkovits is a financial advisor at Hightower Advisors with five years of industry experience and a Series 65 credential. His prior work includes roles at Lakeshore Financial Planning Inc. and Jay A. Fishman Limited, Investment Counsel, as well as experience at Michigan State University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and supports a variety of investment strategies including alternative investments and custom indexing.

David Pugh is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining AE Wealth Management, he worked at Burzynski Group Retirement Solutions and has experience with several other firms including Pruco Securities LLC and The Prudential Insurance Company of America. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting, supported by both internal and third-party resources.

Albert Pryka is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Ryan Guglielmetti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations. He has experience working at firms including Morgan Stanley, Putnam Investments, and Fiduciary Trust International. Before entering the financial sector, he held various roles including at Tampa Yacht and Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Joseph Mayone is a CFP® professional with eight years of experience in financial advising. He is currently with Farther and previously worked at ERN Financial, LLC and Northwestern Mutual Investment Services LLC. Before his financial career, he held roles at Bob and Joes Cleaning Pros and CBS Radio. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, with a mix of ETFs, mutual funds, equities, fixed income, and AI-supported advisor judgment.