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 12 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has been with the firm since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

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.

Richard Grucz is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with SagePoint Financial since 2011. Outside of his advisory role, he is also a licensed insurance agent. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with an emphasis on operational features like ongoing model monitoring and automatic investment processes.

Sandra Kerr is a CFP® professional affiliated with Perigon Wealth Management, LLC, with 32 years of industry experience. She has worked at Perigon since 2023 and previously held roles at Lumin Financial, LLC, and Baron Wealth Management, LLC. Kerr is also a licensed insurance agent, conducting insurance sales and consulting on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees unaffiliated sub-advisors and TAMPs, with a focus on individualized portfolio construction and ongoing monitoring.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 66 designation. He has 14 years of industry experience and has previously worked at firms including Gainplan LLC and Viridian Equity Partners. Outside of his advisory role, he owns and operates non-investment businesses related to travel memberships and referral services. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment process emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and investment policy reviews.

Jeremy Kedzior is a CFA® charterholder with 13 years at Plante Moran Financial Advisors and a total of 7 years in the industry. He is based in Southfield, MI. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Michael Guillery is a financial advisor with Lifemark Securities Corp. in Trenton, MI, holding Series 65 and Series 63 credentials and possessing 24 years of industry experience. His prior work includes roles at Intervest International Equities Corp, Q3 Asset Management, and as a self-employed advisor. He is also the owner of Lighthouse Tax and Investment Planning, where he sells insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and utilizes platform tools such as Unified Managed Accounts and Advisor as Portfolio Manager programs, with client accounts managed on both discretionary and non-discretionary bases.

Dan Brown is a financial advisor at CoreCap Advisors with a Series 65 designation. He has been with CoreCap Advisors and related entities since 2018. Prior to joining CoreCap, he worked at Consillo and Fleece & Thank You. Outside of his advisory role, he is involved with M & O Marketing, LLC. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, and individual securities.

Michael Orsatti is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Empower Financial Services, The Huntington Investment Company, and Huntington National Bank. He is also involved with LoVasco Consulting Group, where he serves as a Financial Wellness Adviser providing educational and advisory services to participants in employer-sponsored retirement plans. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services that include investment management, retirement plan consulting, financial planning, and insurance advisory.

David Howard is a financial advisor with CoreCap Advisors holding the PFS™ designation and Series 63 and 65 licenses, with 28 years of industry experience. He has worked at CoreCap Investments, LPL Financial, and the Center For Wealth Planning, among others. Howard is president and a 40% owner of Financial Fitness, Inc., and is also active as an insurance agent. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party managers to serve its clients.

Kevin Benson is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2004 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 including individuals, institutions, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.

Ryan Theisen is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Advance Capital Management, Inc. since 2014 and also worked at the University of Michigan - Dearborn from 2013 to 2018. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Victor Hicks III is a financial advisor at Perigon Wealth Management, LLC with a CFP® designation and Series 63 license. He has experience working at BMO Financial Group, Citigroup Global Markets Inc., and SGH Wealth Management prior to joining Perigon. His industry experience totals six years, beginning in 2016. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, regular monitoring, and serves as both sponsor and overseer of its wrap program and sub-advisor relationships.

Connor Faix is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds a Series 65 credential and has been with Advance Capital Management since 2025. Prior to his advisory role, he held positions in the insurance industry and various educational institutions. 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 a committee-driven investment approach with a focus on mutual funds, ETFs, direct indexing, alternative investments, and crypto-related strategies.

Lamindy Brandon Joseph is a CFP® with 20 years of industry experience and is currently affiliated with CL Wealth Management LLC. He has held roles at Noir Private Wealth, LLC and Cabot Lodge Securities, and has served as a part-time instructor at the University of Phoenix since 2010, teaching finance, economics, and business courses. He is also managing partner of Centurion Wealth Management and managing member of Centurion Financial Advisers, which provides financial planning, insurance solutions, tax preparation, and CFO services for nonprofits. CL Wealth Management LLC offers portfolio advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis and manages accounts on both discretionary and non-discretionary bases.

Jordan Paholak is a financial advisor with ON Investment Management Company in Novi, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Integrity Investment Planning Group, W&S Brokerage Services, and Western & Southern Life. Outside of investment advising, he also engages in life insurance sales as a financial representative with Integrity Investment Planning Group. ON Investment Management Company is an SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary strategies.

Michael Tindall Jr. is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC, with eight years of industry experience. He previously worked at Ford Motor Company for eight years before joining Advisory Services Network, LLC, where he has been employed since 2018. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.