Matthew Moretuzzo is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. He has been with Plante Moran in various capacities since 2021. His background also includes roles at Saginaw Township Water Department and teaching experience at Heritage High School and Oakland University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, 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.

Robin Runco is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IP Financial Advisory Services since 2021 and concurrently at The Johnson Financial Group since 2019. Outside of his advisory roles, he is involved with The Johnson Group Financial, a financial services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and refers clients to third-party investment advisors while providing a broad range of services beyond traditional investment advisory programs.

George Wells is a financial advisor at Wealth Watch Advisors, Inc with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Cirrus Capital, BLACK OAK CAPITAL, FAMILY 1ST FINANCIAL dba LEGACY OF AMERICA, and Versaille Capital Advisors. Outside of his advisory role, Wells is also an owner and consultant at ShiftMethods, providing consulting and sales training services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through approved third-party model managers and offers financial planning, consulting, and solicitation services, with an emphasis on a combination of quantitative, qualitative, and technical analysis.

Ronald Wiitala is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Virtue Capital Management, LLC since 2018 and previously worked at Horter Investment Management, LLC. He is also the owner of Witala Financial Services and serves as an independent agent offering gold and silver through National Gold Consultants. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients. The firm provides portfolio management, financial planning, third-party manager selection, and retirement education, using model-driven strategies with a focus on economic data and active due diligence.

Zachary Smith is a financial advisor at Savvy with nine years of industry experience. He holds a Series 65 designation and has worked at ThePARTNERS Wealth Management and Trivelloni Asset Management prior to joining Savvy. Outside of financial advising, he serves as Corporate Safety Director at De-Cal, Inc. and is the owner and president of Divine Safety, LLC, a safety consulting firm specializing in OSHA compliance. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

William Bean is a CFP® and holds a Series 65 license with 16 years of industry experience. He is currently with Plante Moran Financial Advisors and has been with the broader Plante Moran organization since 2007, including serving as a partner at Plante & Moran PLLC. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm uses a range of analytical methods and a proprietary equity valuation model to guide portfolio management and operates within the Plante Moran enterprise, providing access to integrated services such as trust, real-estate advisory, and insurance products.

Emilio Donato is a financial advisor at Plante Moran Financial Advisors in Auburn Hills, MI, holding a Series 65 license with less than one year of industry experience. His prior work includes roles in both education and the corporate sector, including positions at Oakland University and Cummins-Meritor. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and manages a substantial mix of discretionary and non-discretionary assets.

Marc Bullock is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. Outside of his advisory role, he serves as an assistant wrestling coach at Troy High School and acts as a successor trustee for a family trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Jeffrey Johnson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes roles at Innovation Partners LLC, The Johnson Group Financial, J.W. Cole Financial, and Wells Fargo Clearing. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates a range of services including actuarial analysis, benefits consulting, and risk management alongside traditional investment advisory programs.

Philip Fluegge is a financial advisor at Spire Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Spire since 2018 following a brief tenure at FSC Securities Corp. Outside of his advisory role, he is a member and agent of PNF Holdings LLC, which is involved with GBU Life, a fraternal organization offering fixed annuities. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions including advisor-led, model portfolio, and sub-advised strategies.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Brittany Reid is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior experience includes roles at Doeren Mayhew and self-employment, along with an operations manager position at Upright Health & Wellness, Inc. outside the investment field. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a range of individual and institutional clients. The firm employs a mix of fundamental, technical, and cyclical analysis supported by an internal equity valuation model, managing both discretionary and non-discretionary portfolios.

Marc Janca is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Kovack Advisors, Inc. and Kovack Securities, Inc. Prior to this, he held roles at AE Financial Services, Oliver Lagore Vanvalin Investment Group, PNC Investments, and JPMorgan Chase. Outside of his advisory work, he serves on the board of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Nolan Eriksen is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with First Command Brokerage Services, Inc. as well as the Department of Defense. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors in about 140 offices. The firm provides investment advisory and financial planning services across various platforms, combining firm models, third-party sub-advisers, and customizable allocations for discretionary and non-discretionary account management.

Vincent Asaro is a financial advisor with Dynamic, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Dynamic Wealth Advisors since 2013. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology, operational support, and research resources to both clients and unaffiliated registered investment advisers.

Leonard Nowak III is a CFP® professional based in Rochester Hills, MI, with 16 years of experience in financial advising. He is currently with Advisors Capital Management, LLC, where he has worked since 2022, following prior roles at Mainstay Capital Management, EF Legacy Securities, Edelman Financial Services, and Portfolio Solutions. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down macro analysis and bottom-up security selection across customized private accounts and model strategies, managing over $8 billion in assets and operating on a scale that includes intermediary services and affiliated business ventures.

Daniel Mcwilliams is a financial advisor at PKS Advisory Services, LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Michigan Securities, Inc. He serves as treasurer for Boy Scout Troop 1491. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Melissa Hintz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Merrill and J.P. Morgan, and she holds a notary public position through which she may perform notary services for clients. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing over $13 billion in client assets. The firm offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary arrangements.

Brett Kunkle is a CFP® professional with Plante Moran Financial Advisors in Auburn Hills, MI, and has three years of industry experience. His background includes work at Plante Moran Financial Advisors since 2020, as well as roles outside finance in landscape design and the food service industry. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

Douglas Featherstone Jr. is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities and Alerus Financial. Featherstone also serves as a Senior Internal Wholesaler at MissionSquare Retirement. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.