Grant Sharkey is a financial advisor at Kestra Advisory with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kestra Investment Services since 2021 and has prior experience across various roles including Extended Travel, Pharmaco, and Ulliance Inc. Sharkey is also the owner of a tax entity, Sharkey Capital LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Adam Gordon is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles over the past decade. Outside of his advisory work, he is involved with Picasso Distribution, LLC, a company that sells electronic oral vaporizers to wholesalers. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Shane Jackson is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach emphasizes model-driven ETF strategies, supplemented by separately managed accounts and direct-indexing, and features expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house tax and business consulting.

Dean Janceski is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Merrill, Bank of America, Wells Fargo Clearing, and Robert Half International. His current role at KeyBank and Key Investment Services LLC began in 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and periodic rebalancing and reporting.

Erica Khinchuk Scheinker is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial Services since 2013. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement consulting.

Douglas Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach involves proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation and retirement planning guidance across a large client base.

Kenneth White III is a CFP® and Series 65 licensed advisor with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent 11 years with Emerson Wealth, LLC. Outside of his advisory role, Mr. White is independently licensed to sell insurance through various agencies. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and Core Family Office solutions, implementing customized portfolios supported by in-house research and third-party managers.

Ian Gappy is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Hantz Financial Services, Inc., where he has worked since 2018. His prior experience includes roles at Advanced Wealth Strategies and College Fresh Inc. 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 emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and it offers a range of services including financial planning, portfolio management, and mortgage brokerage through affiliated agencies.

Ryan Sharpe is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation. He has no prior industry experience before joining Hantz Financial Services, where he has worked since 2025. Outside of his advisory role, he is involved with Sharpe Engineering, a business he has operated since 2022. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with about $10 billion in assets under management. The firm utilizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement consulting, and access to third-party managers, distinguishing itself through its broad range of affiliated financial services and technology partnerships.

Aaron Ring is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary managers.

Nolan Godek is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Walmart and Equitable Advisors LLC. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem to offer a comprehensive range of investment and advisory services.

Katrina Wilson is a financial advisor with Concurrent Investment Advisors, LLC based in Grosse Pointe, MI. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Wilson also serves as a Compliance Manager for BMR Retirement Group LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement plan advisory services, with an investment approach focused on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other securities.

Michael Woods is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in the restaurant industry, including positions at Kona Grill and Rocket Mortgage. Outside of advising, he works as a bartender on weekends at Kona Grill in Troy, Michigan. Hantz Financial Services serves a broad 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 banking, tax, and consulting services.

Eric Manczyk is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Cardinal Financial and United Wholesale Mortgage prior to joining Hantz Financial Services. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving 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 and offers a range of services including financial planning, portfolio management, and retirement plan consulting.

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 with 12 years of experience in the financial services industry. He is currently with Citizens Securities, Inc. and has prior experience at Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services, LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, including a digital advisory program managed with SigFig, as well as brokerage and insurance services.

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.

Catherine Cain is a financial advisor with Oppenheimer holding a Series 66 license and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Plante Moran. She is based in Grosse Pointe Farms, MI. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of programs and advisory services across various asset classes, combining discretionary and non-discretionary strategies to meet clients' investment objectives.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., FSC Securities Corp, and LPL Financial. Outside of his advisory work, Brand coaches varsity tennis at Bloomfield Hills High School and provides tennis instruction at The Sports Club of West Bloomfield. He is also the CEO and owner of multiple wealth management and retirement planning businesses serving individuals and corporate clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models with custody primarily through Schwab and Fidelity.