Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Emily Lydey is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior work includes roles at Jackson National Life and The Andersons. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, serving high-net-worth individuals, institutions, and various business entities.

Scott Sabuda is a CFP® and Series 65-registered financial advisor with Plante Moran Financial Advisors, bringing two years of industry experience. His background includes roles at Plante Moran and prior work with Two Men and a Truck and Total Party Planning LLC. He also has experience in education, having worked at Eastern Michigan University and Taylor Preparatory High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio management alongside access to alternative investments.

Patrick Patton is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with three years of industry experience. His prior roles include positions at Aptive Environmental, First Nation Group, and the US House of Representatives. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, managing a majority of its assets on a non-discretionary basis.

Michael Hohf is a CFP® with 18 years of industry experience, currently serving as an advisor at Advance Capital Management Inc since 2007. He holds a directorship at Michigan First Credit Union, where he oversees policies and membership growth. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutions, offering discretionary portfolio management and financial planning with an investment approach guided by a committee-approved list of mutual funds and ETFs.

Jeffrey Jones is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Strategic Advisers. 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 approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and engages sub-advisors and third-party asset managers to support its services.

Aaron Damlo is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has worked at firms including Jackson National and Alta Marketing. Damlo’s prior work also includes positions outside finance, such as at Thumper Pond Resort and various educational institutions. Plante Moran Financial Advisors serves a broad client base that includes individuals, high-net-worth clients, banks, and nonprofit organizations. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models.

Zachary Williams is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Gibbs Wealth Management, LLC. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs strategic asset allocation and diversified investment strategies across multiple asset classes.

Jerome Garrett is a financial advisor with Capital Analysts based in Southfield, MI, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Lincoln Investment since 2010 and Consolidated Financial Corp. since 1989, where he is also involved in fixed annuity and life insurance sales. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, advisor-managed models, and access to third-party managers through an in-house investment management and research team.

Jacob Sansom is a financial advisor with CoreCap Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2018 and has also been associated with Cooper, Adel, Vu Financial since 2017. In addition to his advisory role, he oversees client tax return preparation at Cooper Adel Vu Tax Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach focusing on mutual funds, ETFs, equities, and bonds.

Patrick Patin is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Summit Financial in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a combined total of eight years. Outside of his advisory role, he is a future minority owner of TIGER SOFTWARE, a stock ranking software business he is updating to a cloud-based platform. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and serves around 17,800 clients. The firm offers a mix of discretionary and consultative investment management approaches, financial planning, retirement plan advisory, and access to alternative investments.

Jeffrey Klauenberg is a financial advisor at CoreCap Advisors with 43 years of industry experience. He has been affiliated with CoreCap Investments and CoreCap Advisors since 2014 and has operated Klauenberg Retirement Solutions since 1983. In addition to his advisory work, he is involved in insurance sales, including life, long-term care, and health insurance, and is connected to tax preparation services. 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, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Karen Kittrell is a CFP® with five years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. Prior to joining Soltis, she worked at Future Benefits Corporation from 2016 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Gerald Malone II is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Advance Capital Management and Advance Capital Services since 2000. 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 uses an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Emily Cely is a financial advisor at Advance Capital Management Inc with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024. Prior to this, she has worked at Advance Capital Services since 2014. 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 decisions and providing a range of strategies including direct indexing, alternative investments, and crypto-related options.

Brett Deeter is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jeffrey Core is a financial advisor with The Huntington Investment Company in Livonia, MI, holding Series 66 and Series 63 licenses and having 21 years of industry experience. His work history includes roles at Ameriprise, Infinex Investments, Flagstar Bank, and Fifth Third Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party and proprietary models, and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Candice Schultz is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2000. Outside of her advisory role, she is the owner of two businesses—C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, and Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Kyle Glaab is a CFP® with 15 years of industry experience, currently affiliated with SPC. He has worked at Sigma Planning Corporation since 2011 and Sigma Financial Corporation since 2010. Outside of his advisory role, he serves as president of Third Gen Financial, Inc., and operates Individual Financial Planning, LLC. He is also a licensed notary public in Oakland County, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing a range of discretionary and nondiscretionary investment strategies.

Richard Chadwick II is a CFP® professional with 27 years of experience at Hantz Financial Services, Inc., where he has worked since 1999. He holds Series 63 and Series 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.