Alexander Winnie is a Series 65-registered financial advisor with Plante Moran Financial Advisors in Ann Arbor, MI, with two years of industry experience. His background includes roles at CG Financial Services and eBUYMEDIA, as well as academic involvement at Michigan State University. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and manages both discretionary and non-discretionary portfolios.

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.

Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CoreCap Advisors since 2014. Guilfoyle is also president of Cooper, Adel, Vu Financial, where he oversees sales of long-term care insurance and annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach.

Ronald Guevarra is a financial advisor at CoreCap Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2013. He is also CEO of First Financial Group USA, Inc., a life and health insurance sales company, and owns businesses including a wellness clinic and a real estate enterprise. CoreCap Advisors provides discretionary investment and portfolio management along with financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors.

Gabriel Sandler is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He has previously worked at Wolverine Tax and Financial LLC and Capstone Tax & Financial, Inc. Sandler is also an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach across multiple asset classes and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Andrew Barber is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. His prior experience includes roles at the University of Michigan, Comcast, and Palatine Hill Wealth Management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individual, institutional, and charitable organizations. The firm employs a range of analytical methods and manages a mix of discretionary and non-discretionary assets, operating within the larger Plante Moran enterprise with access to affiliated trust, insurance, broker-dealer, and real-estate advisory services.

Chad Theisen is a CFP® with four years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. He has held roles at Advance Capital Management since 2016, with additional experience at Michigan State University and MSU Greenline. 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 employs an Investment Committee to guide decisions and offers a range of strategies including direct indexing and alternative investments, managing approximately $4.5 billion in assets across more than 6,800 clients.

Monish Verma is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Verma is also president and director of the Island Lake Shores Association homeowners association. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

William Ulle IV is a CFP® with six years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2018. Prior to joining the firm, he worked at Enterprise Rent-A-Car and studied at Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a variety of clients, including individuals, institutions, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Oliver Lee is a financial advisor with CoreCap Advisors, holding Series 65 and Series 66 designations and 12 years of industry experience. He has been with CoreCap Advisors since 2014. Outside of his advisory role, he is involved in fixed insurance through Telluride Financial Inc. and investment consulting via Oliver D. Lee Inc. CoreCap Advisors serves individual, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selectively options or short sales.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002 and joined Asset Allocation Strategies in 2016. Outside of his advisory roles, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach emphasizes strategic asset allocation using quantitative techniques and offers advanced portfolio financing strategies alongside traditional portfolio management.

Christopher Leonard is a financial advisor at CoreCap Advisors with two years of industry experience. Prior to joining CoreCap in 2024, he spent 29 years at Home Depot. He is also involved with Cornerstone Financial Services as a financial advisor and agent, focusing on insurance and annuity sales. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach and provides tax-efficient asset location and oversight of sub-advisors through multiple custodial platforms.

Jason Fannon is a financial advisor with CoreCap Advisors in Southfield, MI, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 25 years of industry experience, including roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. He also serves as an agent and financial advisor at Cornerstone Financial Services, focusing on insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates third-party asset managers and tax-efficient strategies.

Victor Hicks II is a CFP® professional with 16 years of experience in financial advisory services. He currently works at Perigon Wealth Management, LLC and previously spent 13 years at Lumin Financial, LLC. Victor is also a licensed insurance agent, with activities related to insurance sales and consulting conducted 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 emphasizes individualized portfolio construction and ongoing oversight, notably serving banking institutions and managing wrap-fee programs and sub-advisor relationships.

Madison Hammel is a financial advisor at Capital Analysts with 10 years of industry experience. She holds the Series 66 designation and has worked with Consolidated Financial and Lincoln Investment since 2016. In addition to her advisory role, she is a partner in a financial services business specializing in insurance and fixed annuities and owns a real estate-related company focused on evaluating real estate portfolios. 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 through various programs and employs an in-house investment and research team to support investment decisions.

Benjimin June is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 66, 65, and 63 licenses. Outside of his advisory role, he is involved in Alpha Intelligence Inc., a consumer packaged goods business, and works as a delivery driver and site capture specialist. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced quantitative asset allocation techniques and offers supplemental services including 529 assistance and plan-sponsor investment policy reviews.

Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.

J Otterbein is a financial advisor at ON Investment Management Company with 40 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory role, he is a life insurance sales representative. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides access to third-party investment programs and manages both discretionary and non-discretionary assets through a dual-registration broker-dealer model.

Elizabeth Budweg is a financial advisor at CoreCap Advisors with a Series 65 credential and three years of industry experience. She has worked at CoreCap Advisors and Skolnik Retirement Solutions since 2022 and previously held positions at Bonefish Systems and Ohio State University. Outside of her advisory role, she serves as an executive producer at Skolnik Retirement Solutions, focusing on the sale of insurance and annuity products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing various investment vehicles and sub-advisors to manage client portfolios.