Hovig Danealian is a financial advisor at Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cypress Partners, LLC, CFOx Advisory, Brose Group, Oakland University, Meijer, and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individual and institutional clients. The firm utilizes fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Michael Ulle is a CFP®-designated financial advisor at Plante Moran Financial Advisors with four years of industry experience. He has worked previously at Fidelity Investments and Ernst & Young. Outside of his financial advising career, he has held roles in recreational and hospitality settings, including at Island Lake Boathouse and Tanglewood Golf Club. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, operating within a larger enterprise that provides integrated financial and trust services.

John Reeber is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with diversified portfolios tailored to client objectives.

Robert Forte is a CFP® and Series 65–licensed financial advisor at Plante Moran Financial Advisors in Southfield, MI, with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers portfolio advisory services, strategic asset allocation, and investment policy development using fundamental, technical, and proprietary equity valuation models.

Omar Baadarani is a financial advisor at Sequent Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Sequent Planning in 2025. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—as well as retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers using a structured risk framework and diversified investment approaches.

Eric Giosa is a financial advisor with Capital Analysts who holds a Series 66 credential and has 11 years of industry experience. He has been associated with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, he coaches ice hockey at Detroit Catholic Central High School. 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 supported by an in-house investment management and research team, utilizing proprietary screening processes and a range of customizable investment solutions.

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Plante Moran since 2013, including concurrent work with Plante Moran Insurance Agency. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm focuses on strategic asset allocation and manager selection, employing a range of analytical methods and managing a significant portion of assets on a non-discretionary basis.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors to manage client portfolios.

Stephanie Scully is a financial advisor at Corecap Advisors with four years of industry experience. She holds a Series 65 designation and has worked concurrently at Simasko Financial and Simasko Law since 2015, where she assists with estate planning signings, appointments, seminars, and life insurance and annuity applications. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, and fixed income, often engaging sub-advisors and third-party asset managers.

Alex Tanner is a financial advisor with Summit Financial, LLC, holding a Series 65 credential. He has been with Summit Financial since 2026 and has no prior industry experience. 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 services, combining discretionary and consultative approaches across various programs and platforms.

Brandon Hess is a financial advisor at Cyndeo Wealth Partners with four years of industry experience. He holds a Series 65 designation and has a background as an attorney, serving as general counsel for business clients through his law firm, Hess Law Group, PC, where he has worked since 2003. Prior to joining Cyndeo Wealth Partners, he was involved with Vision Collision Center, LLC. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion and offers customized investment strategies utilizing firm-developed models, third-party managers, and a broad range of asset classes, including alternatives and digital assets.

Christine Fogg is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes 18 years at Legend Equities Corporation and nine years at Lincoln Investment. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes and offers multiple service options including automated rebalancing and tax-aware strategies.

Jacqueline Venier is a CFP® professional with 16 years of experience, currently serving at Plante Moran Financial Advisors since 2006 and as a partner at Plante & Moran, PLLC. She is based in Detroit, MI. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and other entities. The firm focuses on strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model to guide investment decisions.

David Howard is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Simasko Financial, CoreCap Investments, LLC, and CoreCap Advisors, LLC since 2016. In addition to his advisory role, he assists clients with individual and tax returns during tax season. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and 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 a range of third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Joe Dahm is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Asset Allocation Strategies since 2010 and concurrently with GLP Investment Services, LLC and GLP and Associates since 2001. Outside of his advisory roles, Dahm is involved with two non-investment businesses focused on record keeping and copy editing. Asset Allocation Strategies, LLC serves individual retail clients, including high-net-worth individuals, and plan sponsors by managing personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset allocation methods and ETFs to construct diversified, tax-efficient portfolios.

Gregory Zink is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 credential and five years of industry experience. He has been a Principal and Accountant at MRPR CPAs & Advisors since 1985. Zink serves as a Board Member and Treasurer for Kiwanis Club Detroit #1, a nonprofit organization. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through designated custodians.

Steven Azoury is a financial advisor at CoreCap Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has been with CoreCap Investments, LLC since 2015. Outside of his advisory role, he operates as an independent insurance agent through Azoury & Associates and Azoury Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a broad range of clients, including high-net-worth individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and makes use of mutual funds, ETFs, individual equities, fixed income, and third-party asset managers.

Ronald Thompson Sr. is a financial advisor at CoreCap Advisors with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he serves as president and attorney at Thompson Stewart, P.C., where he provides legal services including estate planning, corporate law, family law, and civil litigation. CoreCap Advisors offers 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, fixed income, and selectively options or short sales after client discussion.

Peter Frawley is the president of Overwatch Advisors, LLC, with 21 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments, LLC since 2012. Overwatch Advisors serves other investment advisers and institutional clients as a subadviser, focusing on equities and exchange-traded funds through tactical portfolio management that combines charting, fundamental, quantitative, and technical analysis. The firm manages client mandates on a discretionary basis and employs both long-term and short-term trading strategies.

Mark Carpenter Frere is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Michigan Solar. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary mutual-fund screening processes.