Daniel See is a financial advisor at Kestra Advisory Services, LLC, holding Series 66 and Series 65 licenses. He has one year of experience in the financial services industry, having previously worked at Sterling Millwork Inc. and Lifetime Fitness. 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 including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Susan Brys is a financial advisor with Hantz Financial Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Susan has been with Hantz Financial Services since 2011. Outside of her advisory role, she is also a Mary Kay beauty consultant. Hantz Financial Services, Inc. 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, wealth management, retirement plan consulting, and mortgage and insurance services through affiliated agencies.

Patrick Noskey is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has three years of industry experience, including eight years with Oakland County prior to joining Goldman Sachs in 2022. Outside of his advisory role, he manages a residential real estate property in Lake Orion, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and delivers tailored advisory solutions through both discretionary and non-discretionary strategies within a large integrated financial group.

Brian Kurtz is a financial advisor with Brookstone Capital Management LLC in Troy, MI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brookstone since 2007 and has worked at A.L. Williams since 1990. Outside of advisory work, he is also licensed as a life and annuity insurance agent. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

Daoqi Yang is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VMWare, Inc., Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Ally Financial. Outside of financial advising, he is also an author with over two decades of experience in book writing and publishing. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse clientele including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Hantz Financial Services since 1999. 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 supported by separately managed accounts and unified managed account solutions, alongside expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting, and insurance and mortgage origination services.

Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

Michael Martell is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 investment approach using ETFs, separately managed accounts, and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Samirian Hill is a financial advisor at Empower Advisory Group with 25 years of industry experience. His prior roles include positions at Empower Retirement, Charles Schwab Bank, Charles Schwab & Co., Operation HOPE, W&S Brokerage Services, and Western Southern Life. He holds Series 63, 65, and 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates rather than short-term forecasts.

Natalie Gordon is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad set of investment strategies and affiliated service relationships.

Jerry Rubin is a financial advisor with TLG Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with The Leaders Group, Inc. since 2017 and previously with Lincoln Investment from 2012 to 2017. Outside of advisory services, he is a 50% owner of JAZZ, LLC, a third-party administration firm focused on health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Robert Barrett is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Sigma Financial Corporation. Barrett is based in Birmingham, Michigan. 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 offers portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Samantha Cherf is a financial advisor with Goldman Sachs Wealth Services in Troy, MI, holding a Series 66 designation and having 10 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 2015 to 2021. Additionally, she has been associated with Walsh College since 2014. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Kyle Rademaker is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He is involved with the cash management platform MAESTRO/Financial Oxygen, which serves corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on its Passageway platform, which includes mutual fund, ETF, SMA, and direct-indexing options.

Cort Wagenberg is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 65 and Series 63 designations and three years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Zacks Investment Management from 2022 to 2025 and has held roles at Bectran, Daxton Hotel, and Incore Capital Management. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Adam Tamburro is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The AYCO Company, L.P./Mercer Allied and United Shore Financial Services. He has been with Goldman Sachs since 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes both strategic and tactical allocation models and integrates resources across Goldman Sachs affiliates to provide a comprehensive suite of services.

Brett Burzynski is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at AE Wealth Management since 2018. In addition to his advisory role, he is the owner and president of Burzynski Group Retirement Solutions, an insurance sales business, and serves as president and director of My Josephine, Inc., a marketing organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that combines internally managed and third-party models tailored by advisors under discretionary authority.