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.

Alyssa Stevens is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. She has worked at several firms including Woodbury Financial Services, Cobblestone Financial Services, and Betcher Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns with annual rebalancing and client savings rates.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise for three years and Comerica Securities for 21 years. Outside of his advisory role, Tepatti serves as a police officer with the Carleton Police Department. Fifth Third Securities serves a broad mix of individual and institutional clients, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm provides clients access to multiple program types and third-party portfolio managers, including advisor-directed mutual fund/ETF models and separately managed account strategies.

Michael Detone is a CFP® professional with 26 years of industry experience, currently with Valic Financial Advisors since 2004. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he performs as the lead guitarist in a local rock cover band, SixFT Apart. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and supports a large client base through its 1,239 advisors.

Scott Jones is a financial advisor with The Huntington Investment Company in Auburn Hills, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise in 2026. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies, with portfolio management and custodial services facilitated through National Financial Services.

Heather Ott is a financial advisor with Oppenheimer & Co. Inc. in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Cameron Barnes is a financial advisor with First Command Advisory Services holding a Series 66 designation and one year of industry experience. Prior to joining First Command, he worked in retail and banking, including roles at Eddie Bauer and Huntington National Bank. Outside of his advisory work, he continues to work part-time as a store associate at Eddie Bauer. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families, offering financial planning and various wrap-fee asset management programs managed by a centralized investment team.

Matthew Mitchell is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has prior work experience at Hantz Tax & Business, MMS - AT&T, and Northwood University. 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 with diversified, ETF-centered model portfolios, comprehensive financial planning, and wealth management services, supported by a multi-advisor platform and affiliated mortgage and insurance agencies.

Tamara Reeves is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Her prior work includes roles at Lafayette Life Insurance and Ford Motor Company. Outside of her advisory role, she is involved in a family-owned short-term rental business and owns an LLC established for future real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and ongoing portfolio management.

Thomas Ternes is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. He is also involved in a money market management role for Comerica Bank clients. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of program types and third-party portfolio management on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base including high-net-worth individuals and entities.

Don Bentley is a CFP® professional with 24 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Troy, Michigan. He has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019 and previously worked at Ljpr Financial Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to individuals—including high-net-worth clients—as well as family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing a range of investment vehicles and a research-driven approach.

Julie Wancket is a Series 66-licensed advisor with Hantz Financial Services, Inc., based in Southfield, MI. She has four years of experience at Hantz and previously worked seven years at Rohver Corporation. Hantz Financial Services 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 diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and related services.