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.

Jeffrey Perry is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quest Commonwealth and Comcast. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm delivers tailored advice through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing strategies.

Michael Martell is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 10 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 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 direct indexing, combining advisory, broker-dealer, mortgage, and insurance activities in a single enterprise.

Samirian Hill is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Empower Retirement, Charles Schwab Bank, Charles Schwab & Co., Inc., Operation HOPE, W&S Brokerage Services, and WESTERN SOUTHERN Life. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Natalie Gordon is a Series 65-licensed financial advisor with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, investment management, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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, MI. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

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.

Mark Carpenter Frere is a financial advisor with Lincoln Investment in Royal Oak, MI, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Capital Analysts and Michigan Solar. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning and portfolio management through advisor-managed and firm-managed models, supported by an internal Investment Management & Research team and third-party managers.

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 at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Zacks Investment Management and Bectran. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive advisory and brokerage services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies tailored to client objectives.

Thomas Baker is a financial advisor at Lincoln Investment with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment since 2010. In addition to his advisory role, he operates an independent insurance agency specializing in property and casualty, life insurance, and fixed annuities. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an internal Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

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 previously at The Ayco Company, L.P./Mercer Allied, United Shore Financial Services, and The Prudential Insurance Company of America. 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 integrates resources across the Goldman Sachs ecosystem and offers tailored investment strategies supported by proprietary research and a range of client service platforms.

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.

Jeffrey Freeberg is a CFP® and holds a Series 66 designation with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, Action Institute, Gallo Sales Company, and Hillsdale College. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive 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.

Antonio Natale is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including four years at Curian Capital, LLC before joining Hantz Financial Services in 2015. Outside of advisory work, he serves as a board member and consultant for Photon Insights, Inc., a software company, where he advises on sales, distribution, user interface, and revenue. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services alongside private fund management and technology partnerships.

Alex Paul is a CFA® charterholder with 11 years of industry experience. He currently works at Farther and has previously been associated with Asset Allocation Strategies, LLC and GLP Investment Services, LLC. Outside of his advisory role, Paul serves on the Cranbrook Educational Community Board of Governors and participates on its advisory committees, and he is also president of the Birmingham Place Master Association Board of Directors. Farther provides discretionary investment management and advisory services to individual investors, trusts, and estates, employing a Modern Portfolio Theory-based approach with algorithmic rebalancing and a focus on diversified portfolios including ETFs, mutual funds, equities, and fixed income.

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.