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.

Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 28 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Walters Financial Group dating back to 1998. Outside of his advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house model portfolios, third-party managers, and integrated solutions with affiliated entities.

Vadim Chernyak is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Southfield, MI, where he has worked since 2011. Hantz Financial Services serves a diverse client base including 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, supported by affiliated entities such as a trust bank and in-house tax and business consulting services.

Cameron Schneider 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 since 2021, following seven 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 integrates centralized investment resources and offers tailored wealth solutions through a combination of discretionary and non-discretionary management.

Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Prior to her advisory role, she has also worked at Kmart Corporation since 2007. 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 incorporating asset allocation and tax-aware strategies, and operates a broad range of affiliated financial services including mortgage brokerage and insurance.

David Wohlberg is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at City Wide Facility Solutions and Dana Incorporated and has experience in academic and sports-related organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, various model portfolios, and operates as a broker-dealer and insurance agency. Its investment approach includes strategic and tactical asset management overseen by an Investment Management & Research team, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Joseph Mc Allister is a financial advisor at Oppenheimer with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Sterling Wealth Management, Inc. and Hantz Financial Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, with a mix of discretionary and non-discretionary management.

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.

Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 an advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at United Wholesale Mortgage and Raymond James Financial, as well as teaching experience at Northwood University, De La Salle Collegiate, and St. Lawrence Catholic School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers expanded implementation capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage origination businesses.

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. His previous roles include positions at Triad Hybrid Solutions, Triad Advisors, Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. He is the owner of G&P Financial LLC, where he provides comprehensive financial advisory services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.

Kelly Murray is a financial advisor at Hantz Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz since 1999. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and related financial services.

Daniel Schutz is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to his current role, he worked at Secure Asset Management, L.L.C., Secure Financial Group, and Nepc, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Dane Colberg is a financial advisor with Valic Financial Advisors in Novi, MI, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Agia, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. He is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors and significant discretionary assets under management.