Steven Cook is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. His prior roles include long-term positions at Lincoln Investment Planning Inc and multiple life insurance companies. Outside of advisory work, Mr. Cook is involved in teaching and department chair responsibilities at Allen Park Public Schools and participates in insurance sales and a web-based fixed annuity business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm provides investment management through an in-house team and third-party managers, utilizing a proprietary mutual fund screening process and maintaining institutional relationships to support a range of financial products and services.

John Cruse is a financial advisor with Capital Analysts in Royal Oak, MI, holding a Series 66 designation and six years of industry experience. He previously worked at Lincoln Investment from 2019 to present and United Shore from 2015 to 2020. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Andrew Harr is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Lincoln Investment since 2010. In addition to his advisory role, Harr contracts as a trainer for newly appointed insurance agents, focusing on the 403(b) market, suitability, and product knowledge. Capital Analysts serves retail and institutional clients, including high-net-worth individuals and organizations, providing portfolio management, custom model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management through an in-house team and third-party managers, employing a proprietary mutual fund screening process called CAPSL.

Eric Dahlberg is a CFA® charterholder at Plante Moran Financial Advisors with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and works with third-party managers, primarily on a non-discretionary basis.

Gerard Taylor is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors. Taylor is also the owner of Taylor & Associates, LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Sawchuk is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. Outside of his advisory work, he serves as a member of the Taymouth Township Zoning Board of Appeals. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-led programs.

Scott Butler is a CFP® credentialed financial advisor with 22 years of industry experience, currently with CoreCap Advisors in Southfield, MI. He has held roles at CoreCap Advisors and related entities since 2018 and previously worked at Cambridge Investment Research Advisors. Outside of advisory work, Butler presents financial education seminars as an educator with the Society for Financial Awareness (SOFA). CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and bonds, with additional oversight of sub-advisors and tax-efficient services.

Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds the Series 66 and Series 65 designations and has worked at firms including Commonwealth Financial Network, LPL Financial, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach utilizing centrally managed sleeves, customizable models, and both discretionary and non-discretionary authority.

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Mary Hanson Kent is a financial advisor at Bison Wealth, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Raymond James and Village Global. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Avery Markos is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of his advisory role, he is involved in independent insurance sales through Wealth Trac Financial. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning services to individuals, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes a variety of investment vehicles, including mutual funds, ETFs, equities, and fixed income.

Craig Tanis is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments since 2019. Prior to that, he was with The KR Group from 2016 to 2018. In addition to his advisory role, Tanis is an independent insurance agent selling health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Julie Goldsmith is a CFP® with 39 years of industry experience, serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 registration and works out of Plymouth, MI. Outside of her advisory role, she is Co-President of a condominium association and works as an insurance agent focusing on life, health, and annuity lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and third-party money manager relationships through platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering integrated financial solutions.

Dino Berri is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at LPL Financial LLC, Michigan Educational Credit Union, and multiple other financial services firms. Berri is also an independent insurance agent specializing in fixed and indexed annuity sales and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing strategy.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.

James Simasko is a financial advisor at CoreCap Advisors with four years of industry experience. He holds a Series 65 designation and has a legal career spanning over three decades as a partner and attorney at Simasko Law P.C., specializing in estate planning, probate, and Medicaid law. Simasko also operates Simasko Financial, focusing on insurance and annuity sales, serving a client base closely aligned with his advisory practice. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes a range of investment vehicles, often incorporating sub-advisors and third-party asset managers.

Ryan Shuchman is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with CoreCap Advisors, CoreCap Investments, and Cliff Corp since 2018, and previously worked at P&M Corporate Finance, LLC from 2008 to 2017. Outside of his advisory role, Shuchman is involved in managing rental real estate and investing in distressed properties and real estate notes. 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 approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers as part of its strategy.

Adam Broka is a CFA® charterholder with 6 years of industry experience. He has been with Plante Moran Financial Advisors since 2014. Plante Moran Financial Advisors, LLC offers 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 combined fundamental, technical, and cyclical analysis investment process and utilizes both discretionary and non-discretionary portfolio advisory services.

Adam Rosier is a financial advisor with Strategic Blueprint, LLC in Northville, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management, financial planning, and consulting services through a network of independent advisory representatives.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.