Alex Paul is a financial advisor at Farther with 11 years of industry experience. He holds the CFA® designation along with Series 65, 66, and 63 licenses. Prior to joining Farther, he worked at Asset Allocation Strategies, GLP Investment Services, and GLP & Associates. Outside of his advisory role, he serves on the Board of Governors and the Investment, Finance & Advancement Committees for Cranbrook Educational Community and is president of the Birmingham Place Master Association board of directors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory–based approach using proprietary model portfolios or customized allocations, combining traditional asset classes with algorithmic rebalancing and AI tools under internal review.

Eric Burt is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He 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 focuses on financial planning and wealth management through ETF-based model portfolios supplemented by third-party managers, employing an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting.

Samuel Macalpine is an advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Lundy Financial Services and Hantz Financial Services. Prior to his advisory career, he held roles in education and the construction industry. Hantz Financial Services serves a diverse client base including high-net-worth individuals, business owners, and institutional clients. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, alongside brokerage, mortgage, and insurance services through affiliated entities.

Rickie Sherline is a financial advisor at SPC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1997. Outside of his advisory role, he serves as president of the Pisgah/Zeiger B'nai B’rith lodge, a Jewish charitable organization providing community services such as scholarships and food assistance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

David Beaton is a financial advisor at Fifth Third Securities, Inc. based in Troy, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior positions include roles at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, supported by multiple program types and third-party portfolio managers.

Christopher Mikell is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and Charles Schwab. He serves as a board member of the Royal Oak First United Methodist Church, where he participates in governance and human resources functions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as both a broker-dealer and insurance agency.

Ruben Fowlkes is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial since 2004. Outside of his advisory role, Fowlkes owns and operates Omega Enterprises, a personal training business focused on dieting, strength training, and agility training for high school students and adults. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Martin Dedvukaj is a financial advisor at Citizens Securities, Inc. in Bloomfield Hills, MI, with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates and Sigma Financial Corporation. His current tenure at Citizens Securities and Citizens Bank began in 2022. Citizens Securities serves a diverse retail client base comprising individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs, including a digital advisory platform partnered with SigFig, and brokerage and insurance services.

Dylan Kemp is a financial advisor with Key Investment Services LLC in Livonia, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services LLC, he worked at Nike Community Store and Michigan State University. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model and offers a range of wrap programs with custodial and trade execution services facilitated by Pershing.

Afsana Shahid is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Shahid began her career after graduating from the University of Michigan. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated services.

Grace Fletcher is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2020, with prior roles including positions at United Wholesale Mortgage and Ferris State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and a variety of platforms supported by proprietary analytics and integration within the broader Goldman Sachs ecosystem.

Rand Beech is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Prior to his advisory career, he was employed at the University of Michigan-Dearborn for eight years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.

John Minni is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Ameriprise Financial Services. In addition to his role at Fifth Third Securities, he manages an independent advisory business through Comerica Financial Advisors. Fifth Third Securities serves a wide range of individual and institutional clients with investment advisory and brokerage services. The firm offers various managed account programs through its Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Vadim Chernyak is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios across various risk levels. The firm integrates advisory and broker-dealer roles along with mortgage and insurance sales and leverages technology partnerships to support its investment approach.

Cameron Schneider is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The Ayco Company, L.P./Mercer Allied, as well as two years at Trustee Empowerment & Protection, Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers specialized services such as Private Family Office programs and utilizes strategic allocation models and proprietary analytics to tailor investment solutions.

Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 14 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2012. Prior to and alongside her advisory role, she has been employed at Kmart Corporation since 2007. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios across multiple risk levels and incorporates third-party money managers and advanced technologies such as Direct Indexing and AI-assisted data aggregation in its investment approach.

David Wohlberg is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at City Wide Facility Solutions, Dana Incorporated, Concordia University, and the University of Michigan. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal investment management team and access to third-party managers.

Jerome Garrett is a financial advisor at Lincoln Investment with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2010. Garrett also has a long-standing role as an insurance representative at Consolidated Financial Corp., where he has been involved in fixed annuity and life insurance sales since 1989. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using strategic model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house investment management.

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.