Steven Grogan is a CFP®-credentialed financial advisor at Savvy with 16 years of industry experience. He has worked previously at Commonwealth Financial Network and Sii, and he is also the owner of Datum Point Tools, Inc., an industrial tool distribution business. Grogan serves as a director of Connect Macomb, a local non-profit Chamber of Commerce organization. Savvy Advisors provides comprehensive financial planning and investment management services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based portfolios supported by quantitative models and integrates advanced technology, including artificial intelligence tools, to enhance client service and communications.

Thomas Meissner is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Vanderbilt Advisory Services, Vanderbilt Securities, and NEXT Financial Group. Outside of advising, he serves as a referee and holds a promotional role with LVZ Advisors. Blackridge Asset Management offers financial planning, investment management, and consulting services through a network of advisers. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, utilizing a range of portfolio management strategies and affiliated platforms.

Douglas Coursen is a CFP® with 16 years of experience and is affiliated with Plante Moran Financial Advisors, LLC, where he has worked since 2009. He is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes 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 advisory services.

Devin Cragin is a financial advisor at Azimuth Capital Management with a Series 65 designation and seven years of experience at the firm. Prior to joining Azimuth, he was self-employed for six years. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities with discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis, using proprietary equity screening databases and model-based equity strategies alongside customized fixed-income portfolios to serve its clients.

Dylan Truancelewis is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and DELRAY Systems LLC. Outside of advising, he has a teaching background at Oakland University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC in Sterling Heights, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Gibbs, Hayes worked at MipPro Wealth Management Inc and has a background that includes roles at Orfin & Associates and non-financial positions at Culvers and Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients through an advisor-directed Model Management program using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He has been with Plante Moran since 2025 and has prior experience at Herbert Financial Group and Dorian Ford. His background includes roles in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation in its investment process and offers both discretionary and non-discretionary portfolio management.

Natasha Sparks is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill, Arieli Capital, and Major Biddles. Outside of her advisory role, she hosts a family-owned vacation rental cabin. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing a range of investment strategies from buy-and-hold to active approaches like Tactical Momentum and Earnings Momentum models.

Tyler Gerling is a Series 66-licensed financial advisor with one year of industry experience. He has worked at Fratacangeli Wealth Management since 2025 and previously held roles at Stellantis. Tyler’s background also includes time as a full-time student and work with College Hunks. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment approaches from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Christopher Schwarzkoff is an advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Financial Securities since 2021, following a prior role at GWFS Equities, Inc. from 2016 to 2020. Schwarzkoff is also involved with Diversified Retirement Services, engaged in the solicitation and placement of fixed insurance products. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of 118 investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and services, allowing IARs to tailor investment strategies and provide fiduciary plan management while supporting niche offerings such as 1031 exchange consulting and co-advised private wealth portfolios.

Terry Lindner is a financial advisor at Van Clemens Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked in various roles including at Waddell & Reed, Inc. He also serves as CEO of the Financial Advisor Training Institute, a nonprofit dedicated to training new financial advisors through a certification program. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm tailors advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and incorporates a blend of portfolio theory with fundamental and technical analysis.

Kalomira Zangoulos is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at SagePoint Financial for eight years before joining her current firm. Outside of her advisory role, she is a sales associate at Brookstone Realty. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

William Kumm V is a financial advisor with Level Four Advisory Services holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Commonwealth before joining Level Four. He is also associated with Financial Independence LLC, where he serves as an advisor assistant. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, and fiduciary services using model portfolios and a combination of firm-sponsored and third-party platforms.

Suzana Bogoevska is a financial advisor with IHT Wealth Management LLC, holding CFP® and CFA® designations and bringing 16 years of industry experience. She worked previously at Portfolio Solutions, LLC before joining IHT Wealth Management in 2021. Outside of her advisory role, she is involved with Venice Wealth Partners LLC, which operates in advisory and insurance business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of fiduciary and consulting services through a network of over 150 advisors.

Mark Corombos is a CFP® professional with 16 years of experience, currently with Plante Moran Financial Advisors and P&M Holding Group, where he is a partner in a non-investment-related capacity. He has been associated with Plante Moran Financial Advisors since 1998 and with P&M Holding Group since 2012. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Elizabeth Larson is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Michigan Timber & Truss prior to her current roles. Larson serves as a mentor for other advisors and is a board member and secretary for Gigi's Playhouse, a nonprofit organization. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers various institutional and intermediary services.

Ronald Lenihan is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and SeaCrest Investment Management since 2006. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools as decision support.

Eric Somsel Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Founders Financial Securities LLC since 2021. He previously worked at Securian Financial Advisors of the Great Lakes, Minnesota Life, and Securian Financial Services Inc. from 2016 to 2021. Outside of financial advising, Somsel has been active as a hockey referee in Lansing, MI. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, offering a range of advisory platforms including managed portfolios, third-party manager access, and 1031 exchange consulting, with over $4 billion in client assets under management. The firm allows its advisors to operate under individualized investment philosophies while providing oversight and fiduciary services.