Ryan Theisen is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Advance Capital Management, Inc. since 2014 and also worked at the University of Michigan - Dearborn from 2013 to 2018. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Victor Hicks III is a financial advisor at Perigon Wealth Management, LLC with a CFP® designation and Series 63 license. He has experience working at BMO Financial Group, Citigroup Global Markets Inc., and SGH Wealth Management prior to joining Perigon. His industry experience totals six years, beginning in 2016. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, regular monitoring, and serves as both sponsor and overseer of its wrap program and sub-advisor relationships.

Connor Faix is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds a Series 65 credential and has been with Advance Capital Management since 2025. Prior to his advisory role, he held positions in the insurance industry and various educational institutions. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a focus on mutual funds, ETFs, direct indexing, alternative investments, and crypto-related strategies.

Michael Tindall Jr. is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC, with eight years of industry experience. He previously worked at Ford Motor Company for eight years before joining Advisory Services Network, LLC, where he has been employed since 2018. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Vincent Vitale is a CFA® charterholder and Series 63 licensee with 13 years of industry experience. He has been with Advance Capital Management Inc since 2011. Outside of his advisory role, he serves as president of the CFA Society of Detroit, overseeing the execution of its strategic mission and managing its programming and budget. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and manages approximately $4.5 billion in assets across over 6,800 clients.

Anne Karlow is a CFP® professional with 29 years of industry experience, currently affiliated with Founders Financial Securities LLC since 2011. She also owns Jardon Consulting, providing financial planning, investment advice, and insurance services. Additionally, she is involved in bookkeeping through Perennial Resources, which she co-owns. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised wealth management solutions.

Daniel Mchugh is a CFP® and PFS™ credentialed advisor at Advance Capital Management Inc with 15 years of industry experience. He has been with Advance Capital Management since 2010. Outside of his advisory role, he is involved as an investor in mortgage investing ventures through Academy Financial Gamma, LLC and Academy Financial Zeta, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and utilizes a range of strategies including direct indexing and alternative investments.

Robert Kleber is a CFP® and Series 63 credentialed advisor at Advance Capital Management Inc with 27 years of industry experience. He has been with Advance Capital Management and its affiliated entity, Advance Capital Services, since 1997. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and offers a range of strategies including direct indexing, alternative investments, and crypto-related approaches.

Katrina Wilson is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. She also serves as a Compliance Manager for BMR Retirement Group LLC, a role focused on RIA compliance. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a team of roughly 240 advisors.

Jonathan Arntz is a CFP® with 35 years of experience in the financial services industry. He is currently with SEIA, where he has worked since 2024. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Arntz also holds an insurance license and is engaged in insurance sales and service consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset allocation and tactical adjustments, using both discretionary and non-discretionary investment management approaches.

Mark Dixon is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors. He has been with Plante Moran since 1991 and also holds a partnership role at Plante & Moran PLLC, where he assists in firm management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the broader Plante Moran enterprise that offer integrated financial services.

Alexander Guys is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. He has worked at Plante Moran since 2024 and previously held multiple roles at Comerica Bank as well as experience at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with proprietary equity valuation models to manage portfolios through both discretionary and non-discretionary arrangements.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals—including high-net-worth clients—families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm employs customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Jeffrey Lido is a CFP® with 22 years of industry experience, currently serving at Advance Capital Management Inc since 2003. He holds the Series 63 designation and works out of Southfield, MI. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, with investment decisions guided by an Investment Committee and a focus on tailored risk management.

Thomas Turchetti is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory role, he offers insurance products including life, health, long-term care, and disability income. Capital Analysts serves a wide range of clients, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers various advisory arrangements tailored to client needs.

Austin Mc Kay is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Plante Moran Financial Advisors and previously was with Northwestern Mutual and the Financial Planning Association of Michigan. He also has experience working at Michigan State University and in valuation and recreational roles. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements, serving clients with customized strategies and integrated services through its affiliated entities.

Justin Halvorson is a CFP® and Series 65-registered advisor with Plante Moran Financial Advisors, based in Detroit, MI. He has four years of industry experience and has worked at Plante Moran Financial Advisors since 2021. His prior roles include positions at Michigan State University, Uber, and Mulder Management. Plante Moran Financial Advisors serves individual and institutional clients with investment advisory, financial planning, and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage a diverse range of portfolios through discretionary and non-discretionary arrangements.

Dylan Demkowicz is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2017. He has a background that includes time at the University of Missouri. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through both discretionary and non-discretionary arrangements.

Luis Cely is a CFA® charterholder at Advance Capital Management Inc with one year of industry experience. Prior to joining Advance Capital Management, he worked at the City of Detroit for eight years and had brief roles at Seizert Capital Partners and a period of unemployment. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a Recommended List and model portfolios tailored to client needs, incorporating direct indexing, alternative assets, and limited cryptocurrency exposure, with oversight of sub-advisors and discretionary management.

Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.