Tyler Silverthorn is a CFP® professional with 14 years of industry experience currently serving at NewEdge Advisors. His prior roles include positions at Cetera Advisor Networks, LPL Financial, and Stonebridge Financial Partners. 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.

Jason Kirk is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors in Greenville, KY. He previously worked at TIAA and TIAA-CREF for 15 years. Outside of his advisory role, Kirk is an author of financial literacy books and serves as an unpaid board member for the Sean Brian Ashline Foundation, a nonprofit organization that raises funds for adults who cannot advocate for themselves. 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 and management.

Derek Robson is a financial advisor with Empower Advisory Group in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of his advisory work, he serves as Secretary and Treasurer of Robson Foods, Inc., a family business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

Ari Fischman is a Certified Financial Planner® with 23 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Lion Street Financial, and New York Life Insurance Company. He serves on the board of Hillel Day School and volunteers on the Pension and Insurance Committee for the Jewish Federation of Metro Detroit. Focus Partners Wealth serves a diverse client base, including individuals, families, corporations, retirement plans, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment strategy with an extensive network of affiliated service providers and product offerings.

Thomas Drouillard is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been with Hantz Financial Services since 1998. 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 includes model-driven ETF strategies, separately managed accounts, and unified managed account solutions, supported by affiliated banking, tax, consulting, insurance, and mortgage services.

Michael Ceccoli is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied for 14 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, offering tailored services such as Executive Wealth and Private Family Office support.

Jeffrey Mashini is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Royal Alliance and Jhfn Sii. He serves as Grand Knight for the Knights of Columbus Council #15057 in Warren, MI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques and a centralized investment infrastructure.

Len Clapp is a financial advisor with Equity Services, Inc. in Northville, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equity Services since 2003. In addition to his advisory role, he is an insurance agent licensed to sell life, disability, health, long-term care, and Medicare supplemental insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

John Carney is a CFP® professional with eight years of industry experience. He has worked at Mercer Global Advisors Inc. since 2019, following eight years at Arbor Asset Management LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and offering both discretionary and non-discretionary management.

Mark Manetta is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 17 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. Manetta is also associated with Iannuzzi Manetta & Co., Inc., where he has been involved since 1988. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm functions as a platform provider, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Robert Moore is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Center For Wealth Management, having previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advisory services, Moore is involved in tax preparation and accounting through Center for Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors nationwide and managing over $210 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, allowing advisors to implement portfolios tailored to client goals and risk tolerance using both internal models and external platforms.

Loyd Wellman is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at FSC Securities Corp, Great Lakes Wealth, Foresters Financial Services, and First Investors Corporation. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies, with additional offerings in private funds and interval fund advisement.

Ryan Kraft is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, following roles at Fifth Third Bank and At Your Disposal. Outside of his advisory work, he is involved with the West Oakland Wings Baseball organization in Milford, Michigan. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

Diane Prenger is a CFP® and holds a Series 65 license with 15 years of experience in the financial advisory industry. She has worked at Creative Planning since 2020 and previously held roles at Starfire Investment Advisers and Plante Moran Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a vertically integrated structure that includes affiliated legal, trust, and recordkeeping services.

Andrew Wingert is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hantz Financial Services since 2008. 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 and unified managed accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, insurance, and mortgage businesses.

Gabriel Whitaker is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Rocket Mortgage and DoorDash. He also attended 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 and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Mark Mc Gee is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Best Buy for five years before joining Hantz Financial Services in 2020. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.

Brent Mckellar is a financial advisor with TIAA-CREF in Royal Oak, MI, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated group and offers both standardized and customized portfolio management under a fiduciary standard.

Cena Larsen is a financial advisor at Corient with 10 years of industry experience and holds a Series 65 credential. His prior work includes nearly a decade at R.H. Bluestein & Co LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Shannon Gaskin is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Ameriprise, Charles Schwab, TD Ameritrade, and Scottrade. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of implementation options and offers comprehensive financial planning and consulting services.