Daniel Mchugh is a CFP® and PFS™ credentialed advisor at Advance Capital Management Inc with 15 years of industry experience. He has been with Advance Capital Management since 2010. Outside of his advisory role, he is involved as an investor in mortgage investing ventures through Academy Financial Gamma, LLC and Academy Financial Zeta, LLC. 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 utilizes a range of strategies including direct indexing and alternative investments.

Robert Kleber is a CFP® and Series 63 credentialed advisor at Advance Capital Management Inc with 27 years of industry experience. He has been with Advance Capital Management and its affiliated entity, Advance Capital Services, since 1997. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and offers a range of strategies including direct indexing, alternative investments, and crypto-related approaches.

Stephen Layman is a CFP® with 24 years of industry experience. He is associated with Asset Allocation Strategies, LLC since 2011 and has held roles at GLP Investment Services, LLC and GLP and Associates since the early 2000s. He is also involved in insurance and annuity sales through Layman Financial LLC and as an insurance agent at GLP & Associates. 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 utilizes a strategic asset allocation process with quantitative techniques and offers services including employer-sponsored retirement account advice and portfolio financing options.

Paul Joseph is a Series 65-licensed financial advisor with Corecap Advisors, based in Williamston, MI, and has nine years of industry experience. He has worked at Joseph & Joseph since 2010. Outside of his advisory role, he is a principal of an accounting firm and a partner in a law firm, real estate firm, gym, and bakery. Corecap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and fixed income, often utilizing sub-advisors and third-party asset managers.

Rany Tallou is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with CoreCap Investments and Azoury & Associates since 2015. In addition to his advisory role, he serves as an independent agent selling life insurance, disability insurance, and annuities. 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, individual equities, and fixed income.

David Muncie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with CoreCap Advisors and CoreCap Investments since 2016. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, self-directed retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a 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 investment strategy.

Russell Harris is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Apogee Wealth Management, Brookstone Capital Management, and J.P. Morgan Securities. Outside of his advisory work, Harris serves as Lead Educator and board member for the nonprofit Financial Educators Network, also known as Apogee Wealth Academy. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and access to third-party managers. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Thomas Maxey is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been involved with several firms, including Lincoln Investment, Great American Advisors, Inc., and Consolidated Financial Corp. Outside of advisory work, Maxey is engaged in entrepreneurial activities such as operating CD Busters, a web-based platform offering fixed annuities. Capital Analysts serves a diverse client base that includes 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 combination of discretionary and non-discretionary investment management.

Kevin Arends is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and also maintains roles with GLP Investment Services, LLC, GLP & Associates, and Advocacy Alliance Agency LLC. Outside of investment advising, he is active in life insurance and annuity sales through GLP & Associates and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. 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’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional services including plan-sponsor investment policy reviews and portfolio financing strategies.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. 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, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Dana Underwood is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based options, supported by proprietary technology and research.

Steven Lusky is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 credential and 14 years of industry experience. He is also the vice president of Preferred Underwriters, an insurance agency, a role he has held since 1997. Lusky’s work history includes concurrent positions at both Asset Allocation Strategies and GLP Investment Services. 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 a strategic asset allocation process using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.

Mark Dixon is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has worked with Plante Moran since 1991 and is also a partner at Plante & Moran PLLC, where he assists in some management aspects of the firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Alexander Guys is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 credential and has one year of experience in his current advisory role, with prior positions at Plante Moran and Comerica Bank. Before entering financial services, he worked at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He previously worked at Huntington National Bank for 17 years and spent four years at AE Financial Services and Oliver Lagore Vanvalin Investment Group. He is also a licensed insurance agent. Procyon serves a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental analysis-driven, offering both discretionary and non-discretionary portfolio management alongside retirement-plan advisory and consulting services.

Richard Barden is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with his current firm since 2011. Outside of his advisory role, he is a 50% owner of a family farming business, Barden Farm and Farm Markets, where he allocates significant time during the growing season. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, including both non‑high-net-worth and high-net-worth clients, as well as plan sponsors and trustees. The firm’s investment approach focuses on strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Joseph Koch is a CFP® professional with 39 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, having previously been with B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in managing a hunting property and lodge through Cornwell Properties, LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

David Judge is a financial advisor with Advisory Services Network, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, Judge is a professional musician involved in performance, recording, and teaching guitar, keyboard, and vocals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across various asset classes.

Darren Woolson is a financial advisor at Asset Allocation Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Morgan Stanley and Ameriprise Financial Services. He also serves as Director of Compliance at Asset Allocation Strategies, overseeing compliance matters. 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 a strategic asset allocation process using quantitative techniques and offers services including portfolio financing and third-party manager relationships.

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. 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, individualized approach with a long-term investment horizon, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.