James Speir is a Series 65-licensed advisor with 14 years of industry experience. He is affiliated with Corecap Advisors and has worked at Convergence Financial Advisors since 2012 and at Speir Financial since 2002. In addition to his advisory work, he is an independent insurance agent. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a variety of investment vehicles and frequently working with sub-advisors and third-party asset 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 30 years of experience in the financial services industry. She has been with Founders Financial Securities LLC since 2011 and also operates Jardon Consulting, providing financial planning, investment advice, and insurance sales. Her background includes engagements at T & G Financial and leadership roles in multiple business ventures, including bookkeeping through Perennial Resources, LLC. Founders Financial Securities LLC serves individual investors, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, allowing its advisors to customize investment strategies with discretionary or non-discretionary management, including niche offerings such as 1031 exchange consulting and co-advised private wealth portfolios.

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.

Paul Joseph is a Series 65-licensed financial advisor with Corecap Advisors, based in Williamston, MI, and has nine years of industry experience. He has worked at Joseph & Joseph since 2010. Outside of his advisory role, he is a principal of an accounting firm and a partner in a law firm, real estate firm, gym, and bakery. Corecap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and fixed income, often utilizing sub-advisors and third-party asset managers.

Rany Tallou is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with CoreCap Investments and Azoury & Associates since 2015. In addition to his advisory role, he serves as an independent agent selling life insurance, disability insurance, and annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

David Muncie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with CoreCap Advisors and CoreCap Investments since 2016. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, self-directed retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers as part of its investment strategy.

Jonathan Arntz is a CFP® with 35 years of industry experience. He is currently a partner at SEIA and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors, among others. He holds an insurance license and is involved in insurance sales and service related to financial planning. SEIA is an SEC-registered, multi-team firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic and tactical asset allocation and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Mark Dixon is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has worked with Plante Moran since 1991 and is also a partner at Plante & Moran PLLC, where he assists in some management aspects of the firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Alexander Guys is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 credential and has one year of experience in his current advisory role, with prior positions at Plante Moran and Comerica Bank. Before entering financial services, he worked at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Empower Advisory Group, Personal Capital Advisors, LPL Financial, and Gerber Kawasaki Wealth & Investment Management. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated monitoring.

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.

Austin Mc Kay is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2023. His prior experience includes roles at Northwestern Mutual and the Financial Planning Association of Michigan, as well as working in valuation and teaching positions. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with proprietary equity market valuation, often employing third-party managers and alternative investments.

Justin Halvorson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with four years of industry experience. His prior work includes roles at Michigan State University, Uber, and Mulder Management. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analyses, typically managing a majority of assets on a non-discretionary basis.

Dylan Demkowicz is a CFP®-designated financial advisor with Plante Moran Financial Advisors in Southfield, MI, where he has worked since 2017, accumulating seven years of industry experience. Prior to joining Plante Moran, he was affiliated with the University of Missouri from 2013 to 2018. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, and offers both discretionary and non-discretionary portfolio management.

Luis Cely is a CFA® charterholder affiliated with Advance Capital Management Inc in Southfield, MI, with two years of industry experience. His previous roles include eight years with the City of Detroit and positions at Seizert Capital Partners and Advance Capital Management. 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 constructs tailored model portfolios and employs strategies including direct indexing and alternative assets, serving over 7,000 clients with a majority employee-owned structure.

Jason Egli is a financial advisor at Savvy with 17 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Savvy in 2026, he worked at Long Investment Advisory for 17 years and has been associated with California Financial Network, Inc. and Rate Net for over two decades. Outside of advising, he is involved with Reformation Heritage Books. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based solutions supplemented by quantitative models and integrates proprietary and third-party technology alongside human oversight in its client service approach.