Derek Van Solkema is a CFP® professional with 14 years of industry experience, currently serving at Advance Capital Management Inc. since 2015. He is also involved in real estate development as the owner of BAGGS Partners, LLC. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, operates a Recommended List of funds and model portfolios, and offers specialized retirement services including a Chief Retirement Officer program.

Scott Byrne is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and is also affiliated with GLP and Associates Inc and GLP Investment Services. Outside of his advisory roles, Byrne is a partner in an insurance and consulting firm focused on life insurance sales. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm uses a strategic asset allocation approach supported by quantitative techniques and offers services including employer-sponsored retirement plan advice and portfolio-based financing options.

Jay Ferrans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with CoreCap Advisors and CoreCap Investments since 2016 and also serves as president of JM Financial & Accounting Services, where he offers long-term care and life insurance as well as fixed annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, individual equities, and bonds, while providing discretionary portfolio management, financial planning, and access to third-party sub-advisors.

Alyssa Mc Laughlin is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Stonebridge Financial Partners, Kennedy Financial Group, and Flexible Plan Investments. Before entering the financial sector, she worked in client-facing positions at Hand & Stone Massage & Facial Spa, Inverness Country Club, and Dicks Sporting Goods. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative and qualitative manager selection and maintains a communications program featuring quarterly reviews, market commentary, and client conferences.

Ryan Erdmann is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Plante Moran Financial Advisors since 2017, with additional experience at Michigan State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Daniel Mccarty is a financial advisor at CoreCap Advisors with three years of industry experience. He holds a Series 66 designation and has worked at CoreCap Investments, LLC since 2016. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach with a focus on mutual funds, ETFs, individual equities and bonds, and manages multiple affiliated entities and fee-sharing arrangements.

Justin Rolnitzky is a financial advisor at Asset Allocation Strategies, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Asset Allocation Strategies, GLP & Associates, and GLP Investment Services since 2012. In addition to his advisory role, he works as a licensed insurance agent focusing on life insurance and fixed/index annuity 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 employs a strategic asset allocation approach supported by quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Lara Mazek is a CFP® professional at Advance Capital Management Inc with 11 years of industry experience. She has been with Advance Capital Services since 2015. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, employing a screening process for investment selection and offering specialized retirement services, including a “Chief Retirement Officer” program.

Craig Rumler is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has held a leadership role as COO at M & O Marketing, LLC since 2021. His prior experience includes roles at Bloomfield Hills Financial and Southwest Detroit Environmental Vision. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm follows a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Patrick Cummins is a CFP® professional with five years of experience, currently serving at Advance Capital Management, Inc. in Southfield, MI. His work history includes multiple roles within Advance Capital Management as well as positions at Grand Valley State University and Mercantile Bank of Michigan. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, alongside specialized retirement services and a model portfolio approach tailored to clients' risk tolerances and tax circumstances.

Daniel Milan is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with CoreCap Advisors and CoreCap Investments since 2016. Outside of his advisory role, Milan is an attorney and managing partner at his own law firm, and he co-founded CCP, LLC, which supports payments and business expenses for Cornerstone Financial Services. He also manages a commercial lending brokerage and consulting firm and oversees a family investment entity focused on minority passive investments in privately held Michigan companies. 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 takes a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and frequently uses sub-advisors and third-party asset managers.

Austin Dahm is a financial advisor at Asset Allocation Strategies, LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Asset Allocation Strategies since 2012. In addition to his advisory role, Dahm is president of HRI, Inc., a professional services firm. Asset Allocation Strategies offers 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 models and implements portfolios through ETFs, model portfolios, and third-party managers.

Gregory Mackenzie is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. since 2004. In addition to his advisory role, he is a self-employed grain farmer, working seasonally in the spring and fall. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers services including direct indexing, alternative investments, and crypto-related strategies.

Benjamin Hall is a financial advisor at Advance Capital Management Inc in Southfield, MI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Michigan State University and MI-Combat. Outside of his advisory work, he has experience in the hospitality sector through his time at Sedona Taphouse. Advance Capital Management provides investment advisory and consulting services to a diverse client base including individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, and offers specialized retirement services such as a Chief Retirement Officer program.

Brian Cvetkovski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Innovation Partners LLC and MML Investors Services. In addition to his advisory work, he operates independent businesses focused on fixed life, health, and disability insurance as well as employee benefits through Cvetkovski Financial LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolios and discretionary management, with a focus on non-high-net-worth investors and retirement plan participants.

Christopher Kostiz is a financial advisor at Advance Capital Management Inc with 31 years of industry experience. He has been with Advance Capital Management and its affiliated entities since 1993. Kostiz holds Series 63 and Series 65 designations. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, individualized financial planning, and retirement-plan consulting, utilizing an Investment Committee-driven approach with a focus on mutual funds, ETFs, and alternative investments.

John Lesser is a CFP® and CFA® with 18 years of experience, currently serving as an advisor at Plante Moran Financial Advisors in Southfield, MI. He has held multiple leadership roles within the larger Plante Moran enterprise, including directorships at Plante Moran Trust, Plante Moran Real Estate Investment Advisors, and Plante Moran Corporate Finance. Lesser is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, and it employs both discretionary and non-discretionary portfolio management strategies.

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.