Kelsey Zukowski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Executive Wealth programs, supported by an integrated network across Goldman Sachs affiliates.

Jacob Hansen is a CFP® with 10 years of industry experience, currently advising at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach, offering a range of financial planning, portfolio management, and consulting services through a multi-advisor platform with both discretionary and non-discretionary mandates.

Colin Casey is a CFP® professional with 17 years of industry experience, currently serving as an advisor with NewEdge Advisors. He has held roles at LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. Outside of his financial career, he is active as an on-ice hockey referee and game manager with USA Hockey and serves as secretary of the Shorewood Kiwanis Club of Michigan. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, and consulting services while employing centralized due diligence and advanced technology tools to support adviser and client needs.

Majda Suhail is a financial advisor with Citizens Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Merrill and multiple Citizens Bank entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with activities spanning both discretionary and commission-based business.

Arianne Peterson is a Series 66 licensed advisor with 25 years of industry experience, currently with PNC Wealth Management since 2009. She is based in Troy, MI. Outside of her advisory role, she has ownership in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Paul La Baere is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Hantz since 2018. Prior to his current role, he was employed at Soaring Eagle Casino & Resort and Jets Pizza, and spent five years at Central Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer that serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and rebalancing, while providing a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

David Zaske is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates enhanced open architecture, combining fundamental and quantitative analysis, consultant-driven capital market assumptions, and third-party separate account managers when appropriate.

Anthony Bloink is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has been with First Command in various capacities since 2016, including roles at affiliated entities such as First Command Insurance Services and First Command Financial Planning. Prior to his financial career, he worked for Richmond Community Schools for 16 years. Outside of his advisory work, he owns a small rental property business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate clients, and charitable organizations, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority under Investment Management Agreements.

Kory Bachman is a Series 65-licensed advisor at Corient with 10 years of industry experience. He has held roles at Corient Services LLC, CIPW Service Company, LLC, Corient, and R.H. Bluestein & Co LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by risk management tools and private fund capabilities.

Michael Dowdell is a financial advisor with The Huntington Investment Company holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Ameriprise, The Prudential Insurance Company of America, Morgan Stanley, Bank of America, Merrill Lynch, and a long tenure at Bose Corporation. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank models, and it offers various wrap-fee programs through the Envestnet MAS platform.

Kristofer Sztein is a CFP® with 17 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held prior roles at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, Bank of America, and Fidelity. In addition to his financial advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Jamie Urbanski is a financial advisor at Hantz Financial Services, Inc. with 28 years of industry experience. He has been with Hantz Financial Services since 1999 and holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies complemented by separately managed accounts and unified managed account solutions, and offers a broad range of financial planning, wealth management, and fiduciary services.

Kenneth Dorazio is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1999. 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, and various investment strategies to meet client objectives.

Kindra Byerly is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 credentials. She has 13 years of industry experience, with prior roles at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Securities. In addition to her work at Osaic, she operates Bloomfield Hills Advisory, providing financial planning and securities advice to clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models with portfolios managed using proprietary and third-party platforms.

Joshua Stros is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has been with Huntington in various capacities since 2015 and also has experience with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm sponsors multiple wrap-fee programs on the Envestnet MAS platform and employs an open-architecture model that integrates third-party sub-managers with proprietary Private Bank models.

Robert Wood is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his current role, he was employed at ReMax Eclipse and Maggiano's Little Italy. 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 offers a range of fiduciary and advisory services supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.

Megan Akers is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Outside of her advisory role, she owns M. Mayernik Babysitting, a Michigan-based childcare organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, and institutional clients. The firm offers financial planning and portfolio management services supported by strategic allocation models, external manager selections, and a range of fee arrangements and platforms designed to meet varied client objectives.

Sloan Hargis is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles in education and retail. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers diversified, ETF-centered portfolios and a range of financial services including wealth management, retirement plan consulting, mortgage brokerage, and insurance.

John Low is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Bank of America and Merrill from 2009 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jonathan Pope is a Series 66-licensed financial advisor with Kestra Advisory in Royal Oak, MI, bringing 19 years of industry experience. He previously worked at AXA Advisors and Cambridge Financial Services before joining Kestra in 2019. Pope serves on the boards of Integrated Living, Inc. and Make-A-Wish Michigan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and employing multiple management platforms.