Dylan Demkowicz is a CFP® with seven years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2017. He has a background that includes time at the University of Missouri. 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 employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through both discretionary and non-discretionary arrangements.

Luis Cely is a CFA® charterholder at Advance Capital Management Inc with one year of industry experience. Prior to joining Advance Capital Management, he worked at the City of Detroit for eight years and had brief roles at Seizert Capital Partners and a period of unemployment. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a Recommended List and model portfolios tailored to client needs, incorporating direct indexing, alternative assets, and limited cryptocurrency exposure, with oversight of sub-advisors and discretionary management.

Robert Romain is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Investments, LLC and CoreCap Advisors, LLC since 2015, as well as R F Romain and Associates Inc since 2010. He is also a licensed independent insurance agent specializing in fixed insurance products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, 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 mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers with annual oversight.

Robert David Jr. is a financial advisor with Advisory Services Network holding Series 65 and Series 66 credentials and 19 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services using various securities and third-party managers, supporting both discretionary and non-discretionary engagements.

Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.

Anthony Lajeunesse is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.

Melissa De Rozario is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with Lincoln Investment LLC since 2017 and has prior experience at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory services, she owns and operates two e-commerce businesses focused on merchant processing for online sellers. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to guide portfolio management and offers a variety of discretionary and non-discretionary investment options, with a notable affiliation with Lincoln Investment and customized advisor services.

Sangmin Kim is a CFP® with eight years of industry experience, currently advising at CreativeOne Wealth, LLC. He has worked at firms including Charles Schwab & Co., Inc., and founded Wise Wealth Stewardship. In addition to his advisory role, he is an independent associate with LegalShield, providing prepaid legal services. CreativeOne Wealth, LLC offers fee-based asset management and financial planning to individuals, corporations, and other RIAs, utilizing proprietary models and third-party managers across a range of investment strategies including ETFs, mutual funds, and private investments.

Brian Kirby is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plante Moran Financial Advisors since 2016. In addition to his advisory role, Kirby serves as a Business Development Manager at Plante Moran PLLC, an affiliated accounting and business consulting firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Michael Beyersdorf is a Series 65-licensed advisor at CreativeOne Wealth, LLC with two years of industry experience. Before entering financial advising, he worked for 30 years at Ford Motor Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Jacob Mitchell is a Series 66-licensed financial advisor with six years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Wealth Management and previously worked at Ally Invest Advisors, LPL Financial, and Focus Financial Group. Outside of his advisory role, he serves as a Retirement Plans Specialist for MissionSquare, a Delaware non-profit focused on assisting state and local governments with retirement plans. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Roger Welshans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been a senior partner at Cornerstone Financial Services, focusing on insurance and annuity sales, for the past 10 years. Welshans currently serves clients through CoreCap Advisors, where he has worked for a decade. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, individual equities and bonds, and selective use of options or short sales.

Wanda Warsinski is a financial advisor at St. Bernard Financial Services, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she is involved in health-related sales activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services with a focus on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering a combination of fee-based and commission-based solutions.

Patrick Simasko is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2016. In addition to his advisory role, he is an attorney specializing in estate planning at Simasko Law and is involved in insurance and annuity sales through Simasko Financial. 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 often engages sub-advisors and third-party asset managers.

Nathan Rumler is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with two years of industry experience. He has worked at Plante Moran since 2023 and has prior experience in various roles including at Rally House and Executive Wealth Management. Outside of financial advising, Rumler has held positions related to university recreation and the restaurant industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models and manages a mix of discretionary and non-discretionary portfolios.

Steven Levine is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked with GLP Investment Services and GLP & Associates since the late 1990s. Levine is also president of SRL Retirement Investments, Inc., where he develops investment strategies and manages insurance sales. 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 offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Joshua Alpert is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2013. Prior to this, he has operated Alpert Retirement Advising since 2007. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals—including high-net-worth and accredited investors—as well as retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at LPL Financial and Fisher Retirement Services. He also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning approach supported by proprietary technology and quantitative measures.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds the Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise with access to integrated financial services.

Kenny Goldner is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asset Allocation Strategies since 2019 and is also associated with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advising, he is involved in life insurance and annuity sales and servicing through 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’s investment process emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.