Jeffrey Johnson is a financial advisor at IP Financial Advisory Services LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Wells Fargo Clearing. Johnson is also involved with The Johnson Group Financial, a registered branch office. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants, providing personalized and discretionary portfolio management solutions.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and typically exercises discretionary trading authority while maintaining custody with external custodians.

Keith Inman is a financial advisor at Signal Advisors Wealth, LLC with eight years of industry experience. He previously worked at Raymond James & Associates, Bank of America, Merrill, Santander Securities, and Santander Bank. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies through a top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds a Series 65 credential and has experience working at Morgan Stanley and in various educational roles, including at the University of Detroit Mercy and Eisenhower High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, and government entities. The firm integrates fundamental, technical, and cyclical analysis with proprietary models and employs both discretionary and non-discretionary portfolio management approaches.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Marc Janca is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Kovack Advisors, Inc. and has previously worked at firms including AE Financial Services, PNC Investments, and J.P. Morgan Securities. Janca serves as a board member of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process supported by Envestnet, utilizing internal models and third-party managers to manage diversified portfolios across multiple custodians.

Michael Iley is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at M Holdings Securities since 2017 and also serves as Managing Director of LoVasco Consulting Group, where he provides ongoing and project consulting to retirement plan sponsors. His prior experience includes roles at Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Vincent Asaro is a financial advisor with Dynamic, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Dynamic Wealth Advisors since 2013. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology, operational support, and research resources to both clients and unaffiliated registered investment advisers.

Leonard Nowak III is a CFP® professional based in Rochester Hills, MI, with 16 years of experience in financial advising. He is currently with Advisors Capital Management, LLC, where he has worked since 2022, following prior roles at Mainstay Capital Management, EF Legacy Securities, Edelman Financial Services, and Portfolio Solutions. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down macro analysis and bottom-up security selection across customized private accounts and model strategies, managing over $8 billion in assets and operating on a scale that includes intermediary services and affiliated business ventures.

Nancy Bartolameolli is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, Motiv8 Investments LLC, and Woodcrest Financial Group. Bartolameolli is also the owner of Woodcrest Financial Group, where she is involved in insurance sales and investment advisory services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, third-party manager due diligence, sub-advisory services, and ERISA/qualified plan support, using tactical, strategic, and dynamic investment approaches through a multi-team model.

Jeremy Goldstein is a financial advisor at Secure Asset Management, L.L.C. with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior firms include Aurora Securities and Foresters Equity. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a client-specific investment approach using a mix of fundamental, technical, and cyclical analysis across a range of asset classes and emphasizes equitable allocation among clients.

Kevin Woehler is a financial advisor with PKS Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 25 years of industry experience. Prior to joining PKS Advisory Services in 2024, he worked at Purshe Kaplan Sterling Investments from 2020 and at Michigan Securities, Inc. from 2004. He also serves as an insurance agent providing advice through his own agencies. PKS Advisory Services offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including no-load mutual funds, ETFs, independent managers, and alternative investments, with ongoing monitoring and periodic reviews.

Anida Venniro is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Benjamin Kusner is a financial advisor with Fortis Capital Advisors, LLC in Birmingham, MI. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Fortis Capital Advisors in 2026, he worked at KMG Fiduciary Partners, Morgan Stanley, UBS Financial Services, and KeyBanc Capital Markets Inc. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management, financial planning, and consulting services, employing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Cooper Harbowy is an advisor at Modern Wealth Management, LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience working at Chipotle and in various educational roles. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 credentials and eight years of industry experience. His background includes roles at several firms such as Bond New York, Equitable Advisors, and TD Ameritrade, along with experience in real estate from positions at Four22 Realty and WTA Realty. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis and focuses on a client mix of individuals and plan-level consulting rather than traditional corporate business.

Wendy Steadman is a financial advisor at American Independent Securities Group, LLC with 25 years of industry experience. She holds the Series 65 and Series 66 designations and was previously with L.M. Kohn & Company for 13 years. Outside of her advisory role, she is involved with the Windermere Island Foundation, where she assists with administrative tasks and website management. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and estate-planning services.

Ainsley Ellison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. She has been with Plante Moran Financial Advisors for ten years. 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 combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and frequently employs third-party managers and alternative investments.

Antonio Trivelloni is a financial advisor with The Partners Wealth Management in Mount Clemens, MI, holding a Series 65 credential and 16 years of industry experience. His career includes leadership roles at Trivelloni Asset Management, Llc (formerly North Harbor Advisors) and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of customized portfolios and model-based management, incorporating both internally developed and third-party models through its Amplify Platform.