Joseph Mc Allister is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 66 and Series 63 designations and six years of industry experience. He previously worked at Sterling Wealth Management and Hantz Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

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.

Michael Wisniewski is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with one year of industry experience. His work history includes roles at United Wholesale Mortgage, Raymond James Financial, and Northwood University. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension plans, charities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Jennifer Byrne is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds the Series 66 designation. Prior to joining Rockefeller Financial in 2021, she worked at Bank of America 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 high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Fabrizio Giacona is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at several firms including First Allied Advisory Services, Cetera Investment Advisors, and SageView Advisory Group. Outside of his advisory role, he owns G&P Financial LLC, where he is actively involved in client financial planning and investment management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships and co-advisory roles with third-party money managers.

Kelly Murray is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 66 licenses and having 27 years of industry experience. Murray has been with Hantz Financial Services since 1999. 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 emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Anthony La Combe is a Series 65-licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2020. He has one year of industry experience and previous roles include positions at Royal Oak Schools and Oakland University. Hantz Financial Services, Inc. serves individual clients, 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 money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within an enterprise structure.

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.

Timothy James is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services, Inc. 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 delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Rebecca Abel is a CFP® with 26 years of experience in financial advisory roles. She currently works at Concurrent Investment Advisors, LLC and previously held positions at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Ameriprise Financial Services, Inc. Outside of her advisory work, she owns Dvine Cookies LLC, a cookie company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides comprehensive wealth and investment management, financial planning, and retirement plan advisory services using primarily long-term, customized portfolios that include ETFs, mutual funds, and other investment vehicles.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with nine years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting features.

Alexis Zuccaro is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. Zuccaro is also involved in wealth advisory activities through Bloomfield Hills Advisory, LLC. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, employing both fundamental and technical analysis alongside platform integrations that support alternative investments and annuity sub-account management.

Kathryn Morgan is a Series 65-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at EY LLP and KPM6 LLP. Hantz Financial Services serves a diverse client base including individuals, pension 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 unified managed accounts, while integrating technology solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Michael Hatten is a Series 66-licensed financial advisor with J.P. Morgan Securities in Detroit, MI, and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. Outside of his advisory work, he owns Spikedmind LLC, a business specializing in handmade arts and crafts products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Thomas Stetser is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and nine years of industry experience. He 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, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

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.

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 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.