Jeffrey Rand is a financial advisor at Citizens Securities, Inc. in Rochester, MI, holding Series 63 and Series 66 licenses with 34 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Cornerstone Community Financial Credit Union, and CUSO Financial Services, LP. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, with additional commission-based brokerage and non-discretionary business.

Lala Winningham is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Troy, MI. She joined Goldman Sachs & Co. LLC in 2026 and has prior experience working in the hospitality and retail sectors, including positions at Mt Brighton Ski Resort, Huntmore Golf Club, and Scooters Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary analytics and offers access to services such as Private Family Office programs and Alternative Investments.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He has previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of fundamental and quantitative analysis, multiple asset classes, and third-party managers within an extensive advisory platform.

Mahbub Jahid is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at FreightVerify, DTE Energy, J.P. Morgan Chase, Wireless Vision, Target, and Ford Motor Company. 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 and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while offering tailored solutions such as Executive Wealth and Private Family Office support.

Ka Lai Ma is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Farther since 2025 and previously held roles at Fidelity Investments, MML Investor Services, World Financial Group, Manulife, and Morgan Stanley. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Richard Coates is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent for non-securities insurance products with Agia. 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 and operating at scale with approximately $26.4 billion in discretionary assets.

Tyler Inthisone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include work at hemming& Wealth Management and TBA Credit Union. Outside of his advisory work, he is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and technology-driven solutions.

George Kontos is a financial advisor with TIAA-CREF in Livonia, MI, holding a Series 66 credential and six years of industry experience. Prior to joining TIAA-CREF in 2023, he worked with several firms including ASSET ALLOCATION STRATEGIES, LLC and GLP Investment Services, LLC. Outside of his advisory work, he owns and operates Sonik Entertainment LLC, providing DJ, sound, and lighting services, and volunteers at St. Edith Catholic School assisting with events and school operations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Matthew Teetor is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 16 years of industry experience. He has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and previously at Ljpr, LLC for 14 years. In addition to his advisory role, Teetor is a part-owner of Petit Farms, a Christmas tree farm in Lupton, MI. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charities, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Kyle Bowerson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes a role at DVNN Boats and various positions in education and retail. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving 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 and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, The Huntington Investment Company, J.P. Morgan Securities, and Grow Green LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Elizabeth Silver is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various roles from 2009 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and investment strategies, supported by an integrated affiliate structure and recent consolidation activities.

Donna Pribe is a Series 66-licensed financial advisor at VALIC Financial Advisors with five years of industry experience. She previously worked at Heritage Planners from 2012 to 2021 and has been with VALIC Financial Advisors since 2021. Outside of her advisory work, she is a commissioned Ohio notary. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Richelle Durkin is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 14 years of industry experience. Her prior roles include positions at Ljpr, LLC and multiple entities within the Sequoia Financial organization. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Shaun Holness is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Quicken Loans for one year before joining Hantz Financial in 2017. 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 diversified ETF-centered model portfolios, financial planning, and wealth management services.

Kob Yan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include 19 years at Citizens Securities, Inc. and two years at Ameriprise Financial Services, LLC. Outside of his advisory work, he owns a nonprofit organization, Pokot Outreach Medical Missionary, which raises funds and medical supplies for the Pokot tribe in Kenya. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining advisory guidance with third-party portfolio management and a range of investment options.

Scott Fishel is a financial advisor at Creative Planning with three years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at EP Wealth Advisors, Executive Wealth Management, and ECC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and discretionary portfolio management, managing approximately $295.6 billion in client assets.

Robin Schirs is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Fifth Third Securities since 2026 and previously held positions at Ameriprise and Comerica Securities. Outside of his advisory role, he serves as Vice President Regional Operations Manager at Comerica. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, supporting diverse investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Daniel Robinson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously held positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Sigma Investment Counselors. Robinson is based in Troy, MI. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a mix of mutual funds, ETFs, individual securities, and alternative investments.

Mitchell Sovis is a financial advisor at NewEdge Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Cetera Advisor Networks, and Ameriprise Financial Services. Outside of advisory work, he provides administrative support to NewEdge Advisors through a separate business entity. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.