Ted Haddad is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases, fundamental, and technical analysis to create portfolios tailored to client objectives, utilizing individual securities, mutual funds, and ETFs, and offers access to private investment vehicles through its affiliation with Focus Financial Partners.

Steven Carpenter is a financial advisor at Creative Financial Designs, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has held diverse roles including media content creation within financial education as the founder of Covenant Media Network. His professional background also includes executive and ownership positions in several financial and business consulting entities. Creative Financial Designs serves individual clients across various wealth levels, as well as corporate, institutional, and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside financial planning, using asset-class model allocations and a risk-based approach supported by third-party research and an Executive Investment Committee.

Karl Schwartz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Lincoln Financial Distributors, Allianz Global Investors, AQR Investments, and BlackRock Investments. He is also the owner of Jackavery, Inc., a pass-through entity related to his Kestra compensation. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and a range of investment solutions, supporting both discretionary and non-discretionary approaches across multiple advisory platforms.

Matthew Moretuzzo is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Plante Moran Financial Advisors since 2021. Prior to his advisory role, he worked at the Saginaw Township Water Department and taught at Heritage High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Robin Runco is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IP Financial Advisory Services since 2021 and concurrently at The Johnson Financial Group since 2019. Outside of his advisory roles, he is involved with The Johnson Group Financial, a financial services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and refers clients to third-party investment advisors while providing a broad range of services beyond traditional investment advisory programs.

Ronald Wiitala is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Virtue Capital Management, LLC since 2018 and previously worked at Horter Investment Management, LLC. He is also the owner of Witala Financial Services and serves as an independent agent offering gold and silver through National Gold Consultants. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients. The firm provides portfolio management, financial planning, third-party manager selection, and retirement education, using model-driven strategies with a focus on economic data and active due diligence.

John Dreshaj is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has been with Plante Moran Financial Advisors since 2013. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation and manager selection, using various analytical approaches and managing a majority of its assets on a non-discretionary basis.

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 financial advisor at Savvy with nine years of industry experience. He holds a Series 65 designation and has worked at ThePARTNERS Wealth Management and Trivelloni Asset Management prior to joining Savvy. Outside of financial advising, he serves as Corporate Safety Director at De-Cal, Inc. and is the owner and president of Divine Safety, LLC, a safety consulting firm specializing in OSHA compliance. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Mark Van Faussien is a financial advisor at Azimuth Capital Management with 15 years of industry experience. He holds a Series 65 credential and has been with Azimuth since 2013. Van Faussien serves as a trustee for the Mount Elliott Cemetery Association, where he is involved in governing overall business and capital plans. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative, fundamental, and technical analysis to construct customized portfolios using individual securities, mutual funds, and ETFs, and it is affiliated with Focus Financial Partners, offering access to private investment vehicles and related financial solutions.

Daniel Mcenroe is a CFA® charterholder with 15 years of industry experience. He has worked at Azimuth Capital Management and its affiliated entities since 2004. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and is affiliated with Focus Financial Partners, offering clients access to private investment vehicles and related credit and insurance solutions.

William Bean is a CFP® and holds a Series 65 license, with 15 years of industry experience. He has been with Plante Moran Financial Advisors since 2007 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model to guide investment decisions.

Emilio Donato is a Series 65 licensed financial advisor at Plante Moran Financial Advisors with experience including roles at Cummins-Meritor and teaching positions at Oakland University, Rochester High School, and West Middle School. He has been with Plante Moran Financial Advisors since 2024. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, and manages a significant portion of its assets on a non-discretionary basis.

Marc Bullock is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. Outside of his advisory role, he serves as an assistant wrestling coach at Troy High School and acts as a successor trustee for a family trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Steven Privette is a CFP® professional with 15 years of experience in the financial industry. He is currently affiliated with Wealthcare Advisory Partners LLC and LPL Financial, having previously worked at Edward Jones for 12 years. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics, combining both passive and active investment strategies tailored to client preferences.

Max Murphy is a CFP® certified financial advisor with four years of industry experience, currently with HighPoint Planning Partners. He has previously worked at LPL Financial LLC and The Vanguard Group, among other firms. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach to portfolio construction, utilizing various investment vehicles and third-party platforms to deliver discretionary asset management and financial planning services.

Jeffrey Johnson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes roles at Innovation Partners LLC, The Johnson Group Financial, J.W. Cole Financial, and Wells Fargo Clearing. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates a range of services including actuarial analysis, benefits consulting, and risk management alongside traditional investment advisory programs.

Philip Fluegge is a financial advisor at Spire Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Spire since 2018 following a brief tenure at FSC Securities Corp. Outside of his advisory role, he is a member and agent of PNF Holdings LLC, which is involved with GBU Life, a fraternal organization offering fixed annuities. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions including advisor-led, model portfolio, and sub-advised strategies.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Christina Chodorowski is a financial advisor at Thurston Springer Advisors with one year of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Hantz Tax and Business, and several food service businesses. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts on a discretionary basis.