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.

Lance Smith is a CFA® charterholder and holds a Series 66 license with 10 years of experience in the financial industry. He has worked at Raymond James from 2016 to 2022, and since 2022 has been affiliated with both Commonwealth Financial Network and Guglielmetti Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Jermaine Taylor is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Valic Financial Advisors since 2004 and also serves as an agent with Agia, focusing on non-securities insurance products since 2022. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and utilizes discretionary unified managed accounts with a technology-driven approach.

Steven Urli is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes positions at Voya and Principal Life Insurance Co., where he worked prior to joining Principal Securities in 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions.

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.

Frank Stewart is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at The Huntington Investment Company and its related entities since 1992, including a current affiliation with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models and provides a range of portfolio management and execution services.

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 at Citizens Securities, Inc. in Birmingham, MI, with 12 years of industry experience. He has held various roles at Fidelity Investments and its affiliates from 2014 to 2025 before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages discretionary accounts with optional tax-loss harvesting.

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.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., FSC Securities Corp, and LPL Financial. Outside of his advisory role, Brand is active as a varsity tennis coach at Bloomfield Hills High School and provides tennis instruction at The Sports Club of West Bloomfield. He also leads multiple financial services businesses focused on wealth management, retirement planning, and corporate 401(k) plan assistance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and using a combination of proprietary and third-party platforms.

Patrick Drouillard is a CFP® and ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. in Southfield, MI 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 accounts and unified managed account solutions, and offers a broad range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting capabilities.

Lauren Silski is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth solutions and leverages centralized investment resources and affiliated teams to implement diversified portfolios through discretionary and non-discretionary managers.

Jay Birchmeier is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Hantz Financial Services since 2014. Hantz Financial Services, Inc. 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 a multi-advisor platform offering diversified, ETF-centered portfolios, financial planning, and wealth management services.

Kelly Russo is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Hantz Financial Services since 2020, following positions at Credit Union One and Hantz Bank. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach alongside separately managed accounts and unified managed account solutions, with expanded implementation capabilities supported by affiliated entities in trust, tax, business consulting, insurance, and mortgage origination.

Jack Schroeder is a financial advisor with Kestra Advisory in Troy, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including service in the Michigan and United States House of Representatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

John Basford is a financial advisor with Cerity Partners LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cerity Partners since 2019 and previously worked at HPM Partners LLC from 2012 to 2018. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and proprietary quantitative screening.

Benson Frost is a CFP® with 16 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, and LPL Financial. Outside of his advisory work, Frost is involved as a board member and committee member of Cub Scout Pack 1730. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios.