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.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Thomas Baker is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a longstanding role at Great American Advisors, Inc., along with over three decades as a self-employed insurance agent. In addition to his advisory work, Baker operates an independent insurance agency specializing in multi-line property and casualty, life insurance, and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing in-house investment research alongside third-party managers, and maintains a fiduciary role in ERISA and retirement advice.

Jeffrey Freeberg is a CFP® with five years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, Action Institute, Gallo Sales Company, and Hillsdale College. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing services including 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 a mix of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios based on client risk tolerance and circumstances.

Antonio Natale is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including four years at Curian Capital, LLC before joining Hantz Financial Services in 2015. Outside of advisory work, he serves as a board member and consultant for Photon Insights, Inc., a software company, where he advises on sales, distribution, user interface, and revenue. Hantz Financial Services, Inc. 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 five risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services alongside private fund management and technology partnerships.

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.

Eric Burt is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management through ETF-based model portfolios supplemented by third-party managers, employing an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.

Samuel Macalpine is an advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Lundy Financial Services and Hantz Financial Services. Prior to his advisory career, he held roles in education and the construction industry. Hantz Financial Services serves a diverse client base including high-net-worth individuals, business owners, and institutional clients. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, alongside brokerage, mortgage, and insurance services through affiliated entities.

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.

Ruben Fowlkes is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial since 2004. Outside of his advisory role, Fowlkes owns and operates Omega Enterprises, a personal training business focused on dieting, strength training, and agility training for high school students and adults. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

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.

Dylan Kemp is a financial advisor with Key Investment Services LLC in Livonia, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services LLC, he worked at Nike Community Store and Michigan State University. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model and offers a range of wrap programs with custodial and trade execution services facilitated by Pershing.

Rand Beech is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Prior to his advisory career, he was employed at the University of Michigan-Dearborn for eight years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.

John Minni is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Ameriprise Financial Services. In addition to his role at Fifth Third Securities, he manages an independent advisory business through Comerica Financial Advisors. Fifth Third Securities serves a wide range of individual and institutional clients with investment advisory and brokerage services. The firm offers various managed account programs through its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Vadim Chernyak is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios across various risk levels. The firm integrates advisory and broker-dealer roles along with mortgage and insurance sales and leverages technology partnerships to support its investment approach.

Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 14 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2012. Prior to and alongside her advisory role, she has been employed at Kmart Corporation since 2007. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios across multiple risk levels and incorporates third-party money managers and advanced technologies such as Direct Indexing and AI-assisted data aggregation in its investment approach.

Jerome Garrett is a financial advisor at Lincoln Investment with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2010. Garrett also has a long-standing role as an insurance representative at Consolidated Financial Corp., where he has been involved in fixed annuity and life insurance sales since 1989. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using strategic model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house investment management.

Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Wisniewski is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with one year of industry experience. His work history includes roles at United Wholesale Mortgage, Raymond James Financial, and Northwood University. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension plans, charities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.