Allison Ardingo is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, Cetera Advisors, and Triad Advisors. She also serves as an associate wealth coordinator for G&P Financial in Troy, MI. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Brent Formosa is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has a background that includes roles at Viron Therapeutics in laboratory research and administrative support with Wayne State University’s Department of Physiology. At Hantz Financial Services since 2022, he also contributes to non-investment-related research and support activities outside his advisory work. 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 focuses on diversified, ETF-centered model portfolios with asset allocation and rebalancing, enhanced by access to third-party SMA managers and tax-aware strategies, while maintaining a broad range of affiliated financial services.

Kelsey Whelan is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Arbor Point Advisors, Securities America, Inc., FSC Securities Corp, National Planning Corporation, and Financial Independence. Outside of her advisory work, she is involved with Bowser Fitness, LLC. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Joshua Barron is a financial advisor with Integrated Wealth Concepts LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners, LLC. Outside of advisory services, he has worked as a legal consultant and notary. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors offering discretionary investment management, financial planning, and consulting. The firm constructs customized portfolios using mutual funds, ETFs, equities, and fixed income with a long-term approach and employs both internal management and third-party asset managers.

Jessica Vucinaj is a financial advisor with The Huntington Investment Company in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been with Huntington and its affiliates since 2014. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture model. Its programs include multiple wrap-fee strategies managed through third-party and affiliate model providers, with custodial services via National Financial Services.

Samir Shah is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 integrated strategies across affiliated teams, providing tailored solutions such as Executive Wealth and Private Family Office support.

Jared Remesz is a CFP® with 10 years of industry experience, currently serving at OSAIC Advisory Services, LLC. His career includes roles at Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services, among others. He is involved in additional wealth advisory activities through Bloomfield Hills Advisory and JPR Wealth Management, LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and organizations. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Mary Ales is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. She is currently with Osaic Advisory Services, LLC and has prior experience at firms including SageView Advisory Group, Cetera Advisors, and First Allied Securities. In addition to her advisory role, she provides insurance policy services and supports wealth advisory through Bloomfield Hills Advisory. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Andrew Psilis is a financial advisor with PNC Wealth Management in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments to recommend portfolios managed by PNC or third-party strategists, with investments in mutual funds and ETFs and annual rebalancing.

Aaron McDonald is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities, where he currently serves. McDonald is also involved with McDonald Money LLC and Medfinity Financial, both financial services ventures. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory relationships, financial planning, and retirement-plan consulting, implementing investment strategies through proprietary models, third-party managers, and digital advice platforms.

Timothy Jervis is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office offerings and Executive Wealth programs. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging an extensive ecosystem of affiliated Goldman Sachs entities to deliver comprehensive investment solutions.

Carl Rankin is a financial advisor with TIAA-CREF in Troy, Michigan, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at TIAA-CREF since 2018 and was previously with Scottrade Investment Management and Scottrade, Inc. from 2008 to 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm separates its planning services from ongoing discretionary management and operates as an adviser to a donor-advised fund within a vertically integrated structure.

Jacki Popadich is a CFP® and ChFC® with 33 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.

Stephen Japowicz is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior experience includes roles at United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied, as well as teaching at Walsh College. 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 wealth management solutions through an integrated financial services platform.

Giulio Isom is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2021. Prior to his financial services career, he held positions at Lifetime Fitness, Gander Outdoors, and Aqua Tots. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides access to various managed account programs and third-party portfolio managers through the Passageway platform, with a range of strategies including mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

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.