Brendan Walsh is a financial advisor with M Holdings Securities, Inc. based in Detroit, MI. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. He has been affiliated with M Holdings Securities since 2012 and with Catalyst Solutions Group, Inc. since 2015. M Holdings Securities serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Jacob Pennington is a financial advisor at CoreCap Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Park National Bank and Cooper, Adel, Vu Financial. Outside of his advisory work, he is involved with More Life Church. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services 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 frequently engages sub-advisors and third-party asset managers.

Sean Mcdonnell is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Advance Capital Management Inc. He has been with Advance Capital Management since 2011. Prior to his financial advisory career, he was involved with All Night DJs from 1999 to 2016. 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 employs an Investment Committee to guide decisions and manages approximately $4.5 billion in assets across more than 6,800 clients.

Norman Bald is a financial advisor at CoreCap Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap since 2020, following prior roles at The Leaders Group Inc and Ameriprise Financial Services. Outside of his advisory work, he is involved in marketing through M&O Marketing and serves as a successor trustee for a family trust. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

John Rafferty is a financial advisor at CoreCap Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The O.N. Equity Sales Company, Park Avenue Securities, and Ohio National Financial Services. Outside of his advisory role, he writes and publishes articles about his experiences raising children with special needs. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, self-directed 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 variety of investment vehicles and sub-advisors, and offers tax-efficient asset location and rebalancing services.

Bryan Baines Jr. is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2015. He has 10 years of industry experience. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Patrick Hannon is a CFP® and holds a Series 66 license with 15 years of experience in financial advisory. He has been with RWA Wealth Partners since 2026, following 12 years at Planning Alternatives, Ltd. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and employs a diverse range of investment vehicles, combining fundamental and quantitative methods alongside customized fixed income and cash management strategies.

Ryan Sheffer is a CFP® with 20 years of experience, currently serving as an advisor at Advance Capital Management Inc since 2005. He is also the owner of BAGGS PARTNERS, LLC, a real estate development business, and VanSheffer Ventures, which focuses on property development in Byron Center, 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, utilizing an Investment Committee to guide portfolio construction and employing a range of strategies such as direct indexing and alternative investments.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advisory work, he is an insurance agent involved in the sale of insurance and fixed products through Consolidated Financial Corp and Briham Development. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Dylan Schalmo is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked with CoreCap Advisors and CoreCap Investments since 2019. Additionally, he serves as Director of Trading at Cooper, Adel, Vu Financial, LLC, where he sells life and annuity products. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented approach focused on long-term investment strategies.

Hovig Danealian is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Cypress Partners, CFOx Advisory, and Brose Group. Danealian also has experience in education, having worked at Oakland University and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model to support its investment decisions.

Michael Ulle is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Plante Moran Financial Advisors since 2023 and previously held roles at Fidelity Investments, Ernst and Young, and Wealth Strategies Financial Group. 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 combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management services.

Robert Forte is a CFP® and holds a Series 65 license, with nine years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2016. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

Omar Baadarani is a financial advisor with Sequent Planning, LLC in Dearborn, MI, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2010 to 2024. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers a range of services including asset management and fiduciary retirement-plan solutions, utilizing diversified manager exposures and tax-aware strategies delivered by a network of independent adviser representatives.

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Plante Moran Financial Advisors and its affiliated insurance agency since 2013, following three years at Charles Schwab. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors to manage client portfolios.

Stephanie Scully is a financial advisor at Corecap Advisors with four years of industry experience. She holds a Series 65 designation and has worked concurrently at Simasko Financial and Simasko Law since 2015, where she assists with estate planning signings, appointments, seminars, and life insurance and annuity applications. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, and fixed income, often engaging sub-advisors and third-party asset managers.

Brandon Hess is a financial advisor at Cyndeo Wealth Partners with four years of industry experience. He holds a Series 65 designation and has a background as an attorney, serving as general counsel for business clients through his law firm, Hess Law Group, PC, where he has worked since 2003. Prior to joining Cyndeo Wealth Partners, he was involved with Vision Collision Center, LLC. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion and offers customized investment strategies utilizing firm-developed models, third-party managers, and a broad range of asset classes, including alternatives and digital assets.

Jacqueline Venier is a CFP® professional with 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2006 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

David Howard is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Simasko Financial, CoreCap Investments, LLC, and CoreCap Advisors, LLC since 2016. In addition to his advisory role, he assists clients with individual and tax returns during tax season. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to a range of third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.