Michael Iley is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at M Holdings Securities since 2017 and also serves as Managing Director of LoVasco Consulting Group, where he provides ongoing and project consulting to retirement plan sponsors. His prior experience includes roles at Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

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.

Elizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She also provides insurance advice as a fixed insurance agent. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments.

Nancy Bartolameolli is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 15 years of industry experience. She has worked at Virtue Capital Management since 2025 and previously at Retirement Wealth Advisors and Motiv8 Investments. She is also the owner of WOODCREST Financial Group, an insurance sales and investment advisory business. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a blend of active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to tailor portfolios according to clients’ objectives and risk tolerances.

Kevin Woehler is a financial advisor with PKS Advisory Services, LLC and holds Series 66 and Series 63 designations. He has 24 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Michigan Securities, Inc. Woehler also operates Woehler Financial Group, where he provides insurance advice as a licensed agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a range of investment strategies tailored to client risk tolerance and time horizon, including no-load mutual funds, ETFs, independent managers, model portfolios, and alternative investments, while employing third-party models and conducting ongoing portfolio monitoring.

Anida Venniro is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Cooper Harbowy is an advisor at Modern Wealth Management, LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience working at Chipotle and in various educational roles. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Ainsley Ellison is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where she has worked since 2016. She has nine years of industry experience. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individual, institutional, and high-net-worth clients. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary portfolio management, supporting integrated services through its affiliations within the Plante Moran enterprise.

Antonio Trivelloni is a financial advisor with The Partners Wealth Management in Mount Clemens, MI, holding a Series 65 credential and 16 years of industry experience. His career includes leadership roles at Trivelloni Asset Management, Llc (formerly North Harbor Advisors) and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of customized portfolios and model-based management, incorporating both internally developed and third-party models through its Amplify Platform.

James Chapman is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Detroit, MI, holding a Series 66 designation and seven years of industry experience. He is also affiliated with Lovasco Consulting Group, where he provides consulting services related to 401(k) plans, fiduciary responsibilities, and employee education. His work history includes positions at Northpointe Capital and Level One Bank. M HOLDINGS SECURITIES, Inc. serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent firms. The firm offers a variety of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and third-party sub-advisors.

Joseph Abbott is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Jones Retirement Advisors, Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, Quicken Loans, Culvers, and McDonald's. Outside of advisory activities, he is also involved in insurance as an agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, utilizing fundamental analysis and various investment vehicles to construct portfolios.

Michelle Tomei is a financial advisor at Capital Analysts with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment and Legend Advisory Corporation. Tomei is also an active member and chair of the South Lyon Educational Foundation board, where she participates in event planning and fundraising activities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management using in-house model portfolios, third-party managers, and fiduciary advisory services.

Brendan Walsh is a financial advisor with M Holdings Securities, Inc. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. Walsh has worked with M Holdings since 2012 and has been with Catalyst Solutions Group, Inc. since 2015. M Holdings Securities, Inc. serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services nationwide through independent Member Firms and Financial Professionals. The firm provides investment management, retirement plan consulting, financial planning, and insurance advisory services, using a combination of in-house portfolio management and third-party sub-advisors.

Christopher Balcerowiak is a CFP® with 39 years of industry experience, currently serving at The Fiduciary Alliance since 2023. His prior experience includes positions at Ameriprise Financial Services, Inc. and Creative Retirement Solutions Group. Outside of advisory work, he owns a business called C & C Estates LLC and is active in insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a combination of fundamental and technical analyses, with options for third-party manager allocation.

Kyle Akers is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Modern Wealth Management, LLC and has held roles at Barber Financial Group, Mutual Securities, and Osiwala & Associates Strategic Investment Services. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services including discretionary investment management, tax and estate planning, and insurance solutions.

Christopher Kramer is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Outside of his advisory role, he is a partner in Blizzard Falls Entertainment, a film and television business based in Rochester Hills, MI. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, and institutional investors. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Peter Wargo is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Barber Financial Group, Mutual Securities, Inc., National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and management team, offering discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions through affiliated entities.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.

Michael Ulle is a CFP® and Series 66-licensed financial advisor at Plante Moran Financial Advisors with four years of industry experience. Prior to joining Plante Moran in 2023, he worked at Fidelity Investments and Ernst and Young. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, employing a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models. The firm serves a diverse client base including high-net-worth individuals, trusts, charitable organizations, and financial institutions, managing both discretionary and non-discretionary assets.

John Reeber is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with diversified portfolios tailored to client objectives.