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.

Isac Bush is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Royal Oak, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, providing clients access to multiple investment strategies and third-party portfolio managers.

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.

Raquel Rudder is a financial advisor at Hantz Financial Services, Inc. with 17 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Rudder has been with Hantz Financial Services since 2008. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies combined with separately managed accounts and unified managed account solutions, supported by a parent company structure that includes a state-chartered trust bank and affiliated tax, business consulting, insurance, and mortgage services.

Kenneth Morris is a financial advisor with Kestra Advisory, holding a ChFC® designation and Series 63 license, with 46 years of industry experience. His career includes prior roles at LPL Financial and INVEST Financial Corporation. He serves as Vice President of the Society for Lifetime Planning and is the author of the book *A Thought for Your Pennies*. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to a broad range of management platforms and third-party solutions.

Jeffrey Palleschi is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, Buckingham Strategic Wealth, LifePlan Financial Advisory Group, Baron Wealth Management, and Plante Moran Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm emphasizes a long-term, tax- and fee-sensitive investment approach through enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Melissa Santoyo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and previously worked at CBRE and Maxim Healthcare Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections from specialized internal groups, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

Gayane Toukhanian is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs Ayco since 2017 and previously held roles at Academia Book Buyers and Huntington Technology Finance. 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Benjamin Wicks is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held positions at Bridge Business Credit, Lee Industrial Contracting, Kroger, and Michigan State University among others. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, strategic allocation models, and a range of service platforms across the broader Goldman Sachs ecosystem.

Nathan Hartwig is a financial advisor at Creative Planning with a Series 66 designation and six years of industry experience. His prior roles include positions at PNC Investments LLC, Citizens Securities, Inc., AXA Advisors, LLC, and Alliance Catholic Credit Union. Outside of finance, he was involved with Cutting Edge Athletics from 2014 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that combines low-cost indexing with supplemental strategies, supported by a large advisory team and centralized infrastructure.

Caleb Sheng is a financial advisor at NewEdge Advisors with a Series 66 designation and three years of industry experience. He has worked previously at Raymond James Financial Services Advisors, Waldo Wealth Partners, and SMJ Consulting Services LLC. Outside of financial advising, he is the owner of Sheng Law Group, PLLC, a law firm with which he remains involved on a limited basis. 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 integrates asset management with financial planning and consulting.

John Ursu is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been affiliated with Private Advisor Group, Millennium Wealth Management, and LPL Financial since 2013. Ursu operates under the business name Artemis Wealth Advisors for his investment advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various investment strategies and coordinating custody and reporting through multiple custodians.

Jack Stephens is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz since 2025. Prior to joining the firm, he held various roles across multiple industries, including positions at Detroit Catholic Central and Adrian College. Outside of his advisory work, he serves as an assistant coach for the Detroit Catholic Central High School rugby team. Hantz Financial Services serves a diverse client base, offering financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services. The firm employs model-driven ETF strategies supplemented by separately managed accounts and unified managed account solutions, and it provides expanded implementation capabilities through affiliated businesses including a state-chartered trust bank and in-house tax and consulting services.

Keith Barr is a CFP®, ChFC®, and Series 63 credentialed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He previously worked at Lifeplan Financial Advisory Group, LLC for 19 years and has held roles at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Robert Hyneman is a CFP® professional with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. He also holds the Series 63 and Series 66 licenses and has been affiliated with Agia since 2022, where he acts as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Corliss is a financial advisor at Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Sandra Scolari is a CFP® with 31 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. Her work history includes roles at Guardian Life Insurance and Ohio National Financial Services. She is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account-level services.

Timothy Giampetroni is a CFA® charterholder with nine years of experience in the financial advisory industry. He is currently with OSAIC Advisory Services, LLC and has prior experience at SageView, First Allied Advisory Services, and Bloomfield Hills Financial. He serves as chief investment officer for Bloomfield Hills Advisory, where he manages model portfolios and oversees client account rebalancing. 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, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and using both proprietary and third-party platforms.