Darren Woolson is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Morgan Stanley and Ameriprise Financial Services, Inc. He also serves as the firm's Director of Compliance. Asset Allocation Strategies, LLC provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing quantitative methods and model portfolios within a multi-advisor structure with approximately 39 advisors.

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. 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, individualized approach with a long-term investment horizon, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals—including high-net-worth clients—families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm employs customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 63 and Series 65 designations. He has 15 years of industry experience and has been with Asset Allocation Strategies since 2016. Goldner is also associated with GLP Investment Services and GLP & Associates, where he engages in life insurance and annuity sales. Asset Allocation Strategies, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs quantitative techniques such as mean-variance optimization and the Black-Litterman framework to develop strategic, goal-based allocations implemented through model portfolios, ETFs, and approved third-party managers.

Jeffrey Lido is a CFP® with 22 years of industry experience, currently serving at Advance Capital Management Inc since 2003. He holds the Series 63 designation and works out of Southfield, 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, with investment decisions guided by an Investment Committee and a focus on tailored risk management.

Thomas Turchetti is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. He is also licensed to offer life, health, long-term care, and disability income insurance products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house investment management and research team.

Austin Mc Kay is a CFP® and holds a Series 65 license, currently with Plante Moran Financial Advisors. He has two years of industry experience, including prior roles at Northwestern Mutual and the Financial Planning Association of Michigan. His background also includes work in valuation and serving as an educator at Clarkston High School. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional investors, focusing on investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and proprietary models to manage a significant mix of discretionary and non-discretionary assets, supported by affiliated entities providing integrated financial services.

Timothy Narva is a financial advisor with Capital Analysts, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Lincoln Investment Planning since 2013. In addition to his advisory role, he maintains involvement in insurance-related activities, servicing existing fixed insurance accounts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management team that employs proprietary screening processes and model portfolios.

Justin Halvorson is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Plante Moran Financial Advisors since 2021 and previously held positions at Michigan State University, Uber, and Mulder Management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, manager selection, and uses various analytical methods alongside a proprietary equity market valuation model, managing a significant portion of its assets on a non-discretionary basis.

Dylan Demkowicz is a CFP® with seven years of experience in financial advisory. He has been with Plante Moran Financial Advisors since 2017, with a brief gap in 2018. Prior to his financial advisory career, he was affiliated with the University of Missouri for five years. Plante Moran Financial Advisors serves a diverse client base, including individual and institutional clients such as high-net-worth individuals, banks, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services, employing a range of analytical methods and managing both discretionary and non-discretionary asset portfolios.

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 based in Royal Oak, MI. She holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining Capital Analysts, she worked at Lincoln Investment LLC, Morgan Stanley Private Bank, and Morgan Stanley. Outside of her advisory role, she is the sole owner and operator of two e-commerce businesses that assist with merchant processing for online sellers. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes an in-house investment management team and proprietary screening processes to manage discretionary portfolios, while offering various advisory and portfolio management services tailored to client needs.

Patrick Kelly is a Series 65-licensed financial advisor with 11 years of industry experience. He is associated with Signal Advisors Wealth, LLC, where he has worked since 2019, and he also co-founded Function Plus, a non-investment business. Additionally, he is involved with Kelly Capital Partners, an insurance-related business. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focusing on tactical asset allocation, sector rotation, and a relative growth/value framework, utilizing fundamental, quantitative, and technical analysis across various asset classes.

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 with Plante Moran Financial Advisors and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been with Plante Moran Financial Advisors since 2016. In addition to his advisory role, he 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 a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, using a combination of fundamental, technical, and cyclical analysis along with proprietary equity market valuation models.

Eugene Lovasco is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses and 47 years of industry experience. He has served at M Holdings since 2013 and is also President and CEO of Lovasco Consulting Group. Outside of his advisory work, he serves on the boards of the Detroit Symphony Orchestra, Henry Ford Hospital, Rocky Produce Company, and the Detroit Athletic Club Foundation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services through a network of independent financial professionals.