Armani Zori is a CFP® and CFA® charterholder with nine years of experience in the financial advisory industry. He has been with Plante Moran Financial Advisors since 2017 and previously held roles at Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, and offers both discretionary and non-discretionary portfolio management solutions.

Timothy Zimcosky is a CFP® professional with 46 years of experience in financial advisory. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kalos Capital, Inc. and Kalos Management. He also serves as president of Zimco Capital, a financial planning firm offering services including securities, mutual funds, and REITs. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team and affiliated broker-dealer, offering a range of investment strategies and retirement plan consulting.

Jason Steeno is a financial advisor at CoreCap Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap Advisors since 2020, with prior experience at Regal Securities and Scottrade, Inc. 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 follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Carla Stamps is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked at Summit Financial, LLC since 2023 and previously held positions at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory role, she is actively involved in charitable organizations focused on youth mentoring and community development, serving as secretary of Empowered Minds, Inc. and vice president of MicroMissions. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Erin Nordloh is a financial advisor at Summit Financial, LLC with 14 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Clearing, Raymond James & Associates, Inc., and Voya Financial Advisors. In addition to her role at Summit Financial, she is involved with Great Lakes Private Wealth as a Wealth Relationship Manager. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate client preferences and provides access to alternative investments and retirement plan advisory services.

Paul Jude is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 license and has worked at Soltis Investment Advisors since 2021. Prior to that, he was with HBKS Wealth Advisors for one year and TIAA-CREF from 2016 to 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals—including high-net-worth clients—as well as institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a broad range of asset types.

James Chapman is a financial advisor with M HOLDINGS SECURITIES, Inc. in Detroit, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Lovasco Consulting Group since 2018, where he provides 401(k) plan reviews, investment advice, fiduciary management, and employee education. His prior roles include positions at Northpointe Capital and Level One Bank. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, delivering investment management through portfolio managers and third-party sub-advisors, and provides ongoing client monitoring and regular reviews.

Michelle Tomei is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior work includes roles at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and OSAIC. She serves as Chair and Board Member of the South Lyon Educational Foundation and provides life insurance and annuity products through B&P Financial Services. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network. The firm combines discretionary and non-discretionary investment management with proprietary mutual fund screening and collaborates with institutional partners such as Lincoln Investment and Pershing/BNY.

Brendan Walsh is a financial advisor with M Holdings Securities, Inc. based in Detroit, MI. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. He has been affiliated with M Holdings Securities since 2012 and with Catalyst Solutions Group, Inc. since 2015. M Holdings Securities serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Jacob Pennington is a financial advisor at CoreCap Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Park National Bank and Cooper, Adel, Vu Financial. Outside of his advisory work, he is involved with More Life Church. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services 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 frequently engages sub-advisors and third-party asset managers.

Sean Mcdonnell is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Advance Capital Management Inc. He has been with Advance Capital Management since 2011. Prior to his financial advisory career, he was involved with All Night DJs from 1999 to 2016. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and manages approximately $4.5 billion in assets across more than 6,800 clients.

Norman Bald is a financial advisor at CoreCap Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap since 2020, following prior roles at The Leaders Group Inc and Ameriprise Financial Services. Outside of his advisory work, he is involved in marketing through M&O Marketing and serves as a successor trustee for a family trust. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

John Rafferty is a financial advisor at CoreCap Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The O.N. Equity Sales Company, Park Avenue Securities, and Ohio National Financial Services. Outside of his advisory role, he writes and publishes articles about his experiences raising children with special needs. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, self-directed 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 variety of investment vehicles and sub-advisors, and offers tax-efficient asset location and rebalancing services.

Bryan Baines Jr. is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2015. He has 10 years of industry experience. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Patrick Hannon is a CFP® and holds a Series 66 license with 15 years of experience in financial advisory. He has been with RWA Wealth Partners since 2026, following 12 years at Planning Alternatives, Ltd. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and employs a diverse range of investment vehicles, combining fundamental and quantitative methods alongside customized fixed income and cash management strategies.

Ryan Sheffer is a CFP® with 20 years of experience, currently serving as an advisor at Advance Capital Management Inc since 2005. He is also the owner of BAGGS PARTNERS, LLC, a real estate development business, and VanSheffer Ventures, which focuses on property development in Byron Center, MI. 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 an Investment Committee to guide portfolio construction and employing a range of strategies such as direct indexing and alternative investments.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advisory work, he is an insurance agent involved in the sale of insurance and fixed products through Consolidated Financial Corp and Briham Development. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Dylan Schalmo is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked with CoreCap Advisors and CoreCap Investments since 2019. Additionally, he serves as Director of Trading at Cooper, Adel, Vu Financial, LLC, where he sells life and annuity products. 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 approach focused on long-term investment strategies.

Hovig Danealian is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Cypress Partners, CFOx Advisory, and Brose Group. Danealian also has experience in education, having worked at Oakland University and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model to support its investment decisions.

Michael Ulle is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Plante Moran Financial Advisors since 2023 and previously held roles at Fidelity Investments, Ernst and Young, and Wealth Strategies Financial Group. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management services.