Dustin Leslie is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory role, he is involved with Amplify Group LLC, dedicating significant time to this non-investment business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides tailored financial planning and consulting through advisor-led management combined with model-based strategies and access to proprietary and third-party investment platforms.

Paul Downs is a financial advisor with Valic Financial Advisors in Novi, Michigan, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Valic Financial Advisors and Auto Club Funds, Inc. since 2004 and has also worked as an agent with Agia since 2022. Additionally, he is a commissioned notary public in Michigan, notarizing documents as needed in the course of his financial advisory duties. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 UMA models to construct client portfolios with options for tax and ESG overlay services.

Justin Diesbourg is a financial advisor with Voya Financial Advisors, Inc. in Bloomfield Hills, Michigan, holding a Series 66 license and 12 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as a licensed foster parent through Catholic Social Services. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships, often managing accounts on a non-discretionary basis.

Marie Smith is a CFP® professional with one year of industry experience, currently serving as an advisor at Mariner. Her background includes multiple roles at Mariner as well as positions at Michigan State University and Kellogg Company. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, institutions, and charitable organizations. The firm combines in-house research with third-party managers and offers specialized services such as coordinated tax compliance and Core Family Office solutions.

Gary Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Great American Advisors, Jefferson Pilot Securities Corporation, and Security First Group, Inc. He also acts as an insurance agent providing fixed annuities and life insurance through other business activities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

Ryan Quinn is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a primarily long-term investment approach.

Keith Rybak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wasserman Wealth Management, LLC. He has also been associated with Wasserman & Rybak, PLLC since 2008. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Ruth Impastato is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previous experience at Kovitz Investment Group Partners, Telemus Capital, and Sentinel Benefits & Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jamie Racine is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios with a multi-gear risk framework, supplemented by third-party managers and Direct Indexing, and operates with a combination of advisory, brokerage, mortgage, and insurance activities.

Kathleen Lemire is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Troy, MI, and has five years of industry experience. She has worked at Ayco, a Goldman Sachs company, since 2019 and has held positions at several other firms and organizations including Huntington National Bank and the University of Dayton. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, supported by the broader Goldman Sachs ecosystem and specialized advisory programs.

Francesca Tucci is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at AdAdapted, Vuori, and Michigan Medicine, among others, and has extensive experience as a childcare provider. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, a range of fee arrangements, and access to affiliated Goldman Sachs resources and specialized programs.

Kristiana Shipway is a CFP®-credentialed financial advisor with 17 years of industry experience. She has been with Stratos Wealth Partners, Ltd since 2013 and previously worked at First Heartland Consultants, Inc. Shipway operates out of Northville, MI. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture model that integrates multiple platforms and managers.

Derek Veginski is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds a Series 66 designation and has 13 years of industry experience, all of which has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and is noted for its combination of advisory, broker-dealer, mortgage, insurance, and private fund management activities.

Michael Snider is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Edward Jones from 2015 to 2017 before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.

Jacob Heuer is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz in 2025, he worked at Weed Lady and Landaal. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party managers and differentiated by its integration of advisory, broker-dealer, mortgage, and insurance services.

Dawn Clingan is a CFP® professional at Prime Capital Financial with 14 years of industry experience. Her career includes roles at Merrill and Portfolios Solutions before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs diverse investment strategies and manages accounts on both discretionary and non-discretionary bases.

Jake Tocco is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 licenses and has a diverse background including roles at Home Depot, Teph Seal, and Concordia. Hantz Financial Services serves individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services, and utilizes advanced technology partnerships to support its investment and client management processes.

Woodrow Glazer is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Brown Wilbert and Clinton Conservation. Glazer's background also includes four years at Hillsdale College. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven strategies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Robert Alati is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 63 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and acting as a fiduciary under written advisory agreements.