John Dreshaj is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, not-for-profits, and sovereign wealth funds. The firm employs a hybrid investment approach combining fundamental, technical, and cyclical analysis with proprietary equity valuation models and utilizes both discretionary and non-discretionary portfolio management services.

Christopher Bonapace is a CFP® with seven years of industry experience, currently serving as an advisor at Advisory Services Network since 2025. His prior experience includes roles at Ameriprise and Edward Jones, and he also worked at Dorsey Schools before entering financial advising. Outside of his advisory work, he owns and operates OHANA FINANCIAL, LLC, a service company supporting the business income and expenses of his financial practice. Advisory Services Network serves individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting. The firm’s network of independent advisors manages approximately $8.6 billion in client assets using a range of strategies and implementation options tailored to client needs.

Zachary Smith is a Series 65 licensed financial advisor with nine years of industry experience. He has worked at Savvy since 2026 and previously held roles at ThePARTNERS Wealth Management, Trivelloni Asset Management, and Conti Corporation. Outside of finance, he serves as Corporate Safety Director for De-Cal, Inc. and is Owner and President of Divine Safety, LLC, focusing on OSHA compliance in industrial construction and safety consulting. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based investment solutions supplemented by quantitative models and tax-aware strategies, integrating proprietary and third-party technology with human oversight.

Robert Dopke is a financial advisor at Highpoint Planning Partners with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Highpoint Advisor Group since 2015, following a long tenure at LPL Financial, LLC beginning in 1996. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis to construct diversified investment portfolios.

Jill Lowther is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her prior work includes positions at CoreCap Investments and Primerica Financial Services. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a client-specific investment approach incorporating fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation while maintaining custody with external custodians.

Marc Bullock is a financial advisor with Kovack Advisors, Inc. in Rochester, Michigan, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Kovack Advisors since 2015 and previously worked at Resource Horizons Investment Advisory, Inc. and L.M. Kohn & Company. Outside of his advisory role, Bullock serves as an assistant wrestling coach at Troy High School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs using a combination of proprietary models and third-party managers.

Josiah Sherk is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bofa Securities, Inc. and Mercantile Bank of Michigan. Secure Asset Management primarily serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, frequently incorporating third-party money managers and held-away account management through a third-party platform.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at L.M. Kohn & Company for nine years before joining his current firm in 2025. Outside of his advisory role, he is involved in investment-related businesses as a principal in Cherocci Investments, LLC and North Financial LLC, both of which provide investment advice. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, with a focus on both discretionary and non-discretionary portfolio management. The firm supports multiple platforms and incorporates third-party managers and estate-planning services.

Jeffrey Johnson is a financial advisor at IP Financial Advisory Services LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Wells Fargo Clearing. Johnson is also involved with The Johnson Group Financial, a registered branch office. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants, providing personalized and discretionary portfolio management solutions.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and typically exercises discretionary trading authority while maintaining custody with external custodians.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Marc Janca is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Kovack Advisors, Inc. and has previously worked at firms including AE Financial Services, PNC Investments, and J.P. Morgan Securities. Janca serves as a board member of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process supported by Envestnet, utilizing internal models and third-party managers to manage diversified portfolios across multiple custodians.

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.

Nancy Bartolameolli is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, Motiv8 Investments LLC, and Woodcrest Financial Group. Bartolameolli is also the owner of Woodcrest Financial Group, where she is involved in insurance sales and investment advisory services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, third-party manager due diligence, sub-advisory services, and ERISA/qualified plan support, using tactical, strategic, and dynamic investment approaches through a multi-team model.

Jeremy Goldstein is a financial advisor at Secure Asset Management, L.L.C. with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior firms include Aurora Securities and Foresters Equity. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a client-specific investment approach using a mix of fundamental, technical, and cyclical analysis across a range of asset classes and emphasizes equitable allocation among clients.

Peter Potestato is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Founders Financial Securities since 2010. Outside of his advisory role, he is active as an insurance agent specializing in the sale of fixed and equity indexed annuities. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, utilizing a range of advisory programs and innovative delivery methods.

Kevin Woehler is a financial advisor with PKS Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 25 years of industry experience. Prior to joining PKS Advisory Services in 2024, he worked at Purshe Kaplan Sterling Investments from 2020 and at Michigan Securities, Inc. from 2004. He also serves as an insurance agent providing advice through his own agencies. PKS Advisory Services offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, independent managers, and alternative investments, with ongoing monitoring and periodic reviews.

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.