Joseph Mc Allister is a financial advisor at Oppenheimer with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Sterling Wealth Management, Inc. and Hantz Financial Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, with a mix of discretionary and non-discretionary management.

Stephen Zannetti is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, Flagstar Bank, and various retail companies. He is also involved with Burzynski Group Retirement Solutions, where he provides insurance sales and wealth advisory services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Matthew Faulkner 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 & Co. LLC since 2021, following nine years 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings delivered through an integrated financial services platform.

Jennifer Byrne is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She has previously worked at Bank of America, N.A., and Merrill. Byrne serves as a committee member on the financial council of Our Lady Queen of Martyrs Church, where she helps oversee financial matters. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, as well as brokerage and placement capabilities.

Michael Popadich is a CFP®, ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. 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 and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Fabrizio Giacona is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. His career includes roles at firms such as Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. Giacona also owns G&P Financial LLC, through which he provides financial advisory services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, 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 program models and access to various proprietary and third-party platforms.

Daniel Schutz is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to his current role, he worked at Secure Asset Management, L.L.C., Secure Financial Group, and Nepc, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

John Luttmann is a financial advisor with Goldman Sachs Wealth Services in Troy, MI. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Spartan Wealth Management, Cadaret Grant & Co., Inc., and Charles Schwab. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic and tactical allocation models and a range of fee arrangements to tailor solutions to client objectives.

Michael Luna is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Hantz since 2013. Outside of his advisory role, he serves as vice president and landlord at Masa Holdings LLC. 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 employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Garrett Turner is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2010. 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 and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio and wealth management, and retirement plan consulting with an emphasis on diversified, ETF-centered model portfolios and tax-aware investment strategies.

Alexis Zuccaro is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining OSAIC in 2024, Zuccaro worked at several firms including Cetera Advisors LLC and SageView Advisory Group, LLC. Outside of his primary advisory role, he is involved with Bloomfield Hills Advisory, LLC, where he provides financial planning and investment services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipalities. The firm offers diverse advisory programs and uses a combination of proprietary tools and third-party platforms to manage portfolios.

Thomas Stetser is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2017. Outside of his advisory role, he serves as a director for the E William and France Kenyon Foundation, a charitable organization focused on religion, children, literacy, and animals. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers various model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Matthew Dombrowski is a CFP® with 31 years of experience in the financial industry. He has worked exclusively at Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Debra Hanaford is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Comerica Securities, Raymond James & Associates, and Cornerstone Community Financial Credit Union. She is currently based in Auburn Hills, MI. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Antoneta Berishaj is the Sales Manager for the Greater Houston Market at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2000 and has held roles including Complex Administrative Manager overseeing offices in Texas and Louisiana. Her background as a registered FINRA Principal Supervisor contributes to her comprehensive understanding of risk management in wealth advisory. Her expertise encompasses family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among other areas. Antoneta holds FINRA registrations including Series 3, 7, 9, 10, and 66, and maintains licenses with the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID:1163440). She earned a Bachelor's degree in Applied Arts and Sciences from Lamar University. Antoneta resides in Spring, Texas with her wife and three children. She is involved with the Klein Independent School District and has personal interests that include boxing, fishing, and music.

Harry Drussel is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has a professional background that includes several years in chiropractic care before transitioning to financial services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing conflicts of interest.

Stacey De Ridder is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, following previous tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Melinda Frink Crimmins is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jeremy Schmidt is a financial advisor with Raymond James & Associates in Clinton Township, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2004. Schmidt serves as treasurer for a local homeowners association. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, including public finance and municipal services.

Carolyn Hall is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Hightower Advisors and Wells Fargo Advisors. She is based in Bloomfield Hills, MI. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.