Donald Jeffery Jr. is a CFA® charterholder with 16 years of industry experience. He is currently with Mariner Wealth Advisors and has worked there since 2022. Prior to that, he spent eight years at Heber Fuger Wendin, Inc., where he had a long tenure spanning from 1989 to 2022. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services from investment management and financial planning to tax integration and coordinated family office solutions, utilizing a combination of in-house research and third-party managers across various asset classes.

Thomas Rafferty is a CFP® professional at Citizens Securities, Inc. in Birmingham, MI, with 12 years of industry experience. He has held various roles at Fidelity Investments and its affiliates from 2014 to 2025 before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages discretionary accounts with optional tax-loss harvesting.

William Lanava is a financial advisor with PNC Wealth Management in Troy, Michigan, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2009. Lanava serves as a board member of the Detroit Gun Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Jacqueline Kallis is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, she worked at Francesca's and Albion College. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors using diversified, ETF-centered model portfolios and offers financial planning, wealth management, retirement consulting, and affiliated mortgage and insurance services.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., FSC Securities Corp, and LPL Financial. Outside of his advisory role, Brand is active as a varsity tennis coach at Bloomfield Hills High School and provides tennis instruction at The Sports Club of West Bloomfield. He also leads multiple financial services businesses focused on wealth management, retirement planning, and corporate 401(k) plan assistance. 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 broad range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and using a combination of proprietary and third-party platforms.

Patrick Drouillard is a CFP® and ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. in Southfield, MI since 1999. 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 a broad range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting capabilities.

Lauren Silski is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth solutions and leverages centralized investment resources and affiliated teams to implement diversified portfolios through discretionary and non-discretionary managers.

Jay Birchmeier is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Hantz Financial Services since 2014. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered portfolios, financial planning, and wealth management services.

Kelly Russo is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Hantz Financial Services since 2020, following positions at Credit Union One and Hantz Bank. 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 alongside separately managed accounts and unified managed account solutions, with expanded implementation capabilities supported by affiliated entities in trust, tax, business consulting, insurance, and mortgage origination.

Jack Schroeder is a financial advisor with Kestra Advisory in Troy, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including service in the Michigan and United States House of Representatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

John Basford is a financial advisor with Cerity Partners LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cerity Partners since 2019 and previously worked at HPM Partners LLC from 2012 to 2018. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and proprietary quantitative screening.

Benson Frost is a CFP® with 16 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, and LPL Financial. Outside of his advisory work, Frost is involved as a board member and committee member of Cub Scout Pack 1730. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios.

Riley Wancket is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience and a Series 66 designation. Prior to joining Hantz in 2019, he worked in the hospitality sector and held positions at the University of Michigan and 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 combined with third-party SMA managers and tax-aware strategies, and offers a range of services including financial planning, portfolio management, mortgage brokerage, and insurance through affiliated agencies.

Samuel Wein is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential. Prior to his current role, his background includes positions at Rollhouse Entertainment and Mutual Security Mortgage. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm customizes strategies using advanced portfolio models and investment selections, supported by its integration within the broader Goldman Sachs ecosystem.

Judith Hernandez is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. She holds the CFP® designation and has worked at several firms, including Cadaret Grant & Co., Inc. and Securities America Advisors. Outside of finance, she is a fitness instructor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, offering a range of customizable portfolio solutions.

Lucas Hazelton is a financial advisor at Mariner with a Series 65 designation and experience at several firms, including Emerson Wealth Management and multiple entrepreneurial ventures prior to joining Mariner. He is based in Bloomfield Hills, MI, and began his career in the financial services industry in 2022. Mariner Wealth Advisors serves a diverse range of clients, including individuals, institutions, and nonprofit organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and combines proprietary research with third-party managers, while also providing comprehensive tax, accounting, and family office services.

Joseph Ransley is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 registrations and has 28 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. FIFTH THIRD SECURITIES serves a diverse clientele including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs via the Passageway Managed Account platform, combining third-party portfolio management with customizable strategies such as direct indexing and tax-loss harvesting.

Claudio Duhanxhiu is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and beginning his industry career in 2024. Prior to entering the financial sector, he worked in the food service industry and held roles in education. 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 managed accounts and offers fiduciary retirement-plan services, supported by a parent company structure with affiliated banking, tax, consulting, insurance, and mortgage businesses.

Brian Petras is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Secure Investors Group, Secure Asset Management, Aurora Securities, Inc., McQueen Financial Advisors, and World Asset Management, Inc. Outside of his advisory work, he is a part owner of Portraits By Little Lulu. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and custom portfolio management using various investment vehicles and emphasizes research-driven allocation decisions overseen by an Investment Policy Committee.

Timothy Bearden is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at LPL Financial and Cetera, along with over two decades at Stonebridge Financial Partners, LLC. Outside of his advisory work, he operates Stonebridge Farms and Retreat, a farm in Metamora, MI. 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 that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.