Alexander Rasky Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include nine years at Legend Equities Corp. and nine years with Lincoln Investment. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jared Vandenberg is a CFP® professional with 12 years of experience in financial advising. He has been with Advance Capital Services since 2013. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, managing approximately $4.5 billion in assets across over 6,800 clients with a team of 29 advisors.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Andrew Nedeljkovic is a CFA® charterholder and financial advisor with Plante Moran Financial Advisors, based in Southfield, MI. He has approximately four years of experience at Plante Moran Financial Advisors and prior roles in mortgage lending and the construction industry. 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 employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Robert Baird is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. His current roles include positions at both CoreCap Advisors and Cornerstone Financial Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on long-term, relationship-oriented investment strategies utilizing mutual funds, ETFs, equities, and bonds.

Neil Chidester is a financial advisor with CoreCap Advisors in Southfield, MI. He holds the Series 65 designation and has eight years of industry experience, including 13 years at Hantz Financial Services, Inc. Chidester also works as a Financial and Tax Strategist at Wealth Trac Financial, providing tax and financial planning services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to various third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Mark Wayton is a CFP® professional with 20 years of industry experience, currently advising at Advance Capital Management Inc since 2011. He holds Series 63 and Series 65 licenses. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $4.5 billion in assets across more than 6,800 clients and offers a range of investment strategies including direct indexing, alternative investments, and crypto-related approaches.

Brett Mills is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2014, following an 11-year tenure at Senior Benefits Group. Mills is also an independent insurance agent selling fixed products and health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations, employing a relationship-oriented approach with a long-term investment horizon.

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.

Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors since 2014. In addition to his advisory role, he serves as president of Cooper, Adel, Vu Financial, where he is involved in the sales of long-term care insurance and annuities. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Ronald Guevarra is a financial advisor at CoreCap Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2013. He is also CEO of First Financial Group USA, Inc., a life and health insurance sales company, and owns businesses including a wellness clinic and a real estate enterprise. CoreCap Advisors provides discretionary investment and portfolio management along with financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors.

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and four years of industry experience. Prior to joining Plante Moran Financial Advisors in 2022, Cartier worked at Plante Moran from 2017 to 2022 and at Phoenix Advisors, LLC from 2016 to 2017. 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 employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

Andrew Barber is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020. Prior to that, he held positions including roles at the University of Michigan and Comcast. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combined fundamental, technical, and cyclical investment approach and manages a majority of assets on a non-discretionary basis.

Michael Pesendorfer is a financial advisor at Capital Analysts with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following 21 years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Chad Theisen is a CFP®-designated financial advisor at Advance Capital Management Inc with five years of industry experience. He has worked at Advance Capital Management since 2016, with a brief period at Michigan State University and MSU Greenline. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm focuses on financial planning and portfolio management using mutual funds and ETFs, employs a recommended list of screened investments, and offers specialized retirement services, including a Chief Retirement Officer program.

Monish Verma is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Verma is also president and director of the Island Lake Shores Association homeowners association. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Oliver Lee is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with CoreCap Advisors since 2014 and previously worked at Envision Investment Advisors. Lee has additional business activities including investment consulting with Oliver D. Lee Inc. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and diversified strategies involving mutual funds, ETFs, equities, and bonds.