Patrick Simasko is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2016. In addition to his advisory role, he is an attorney specializing in estate planning at Simasko Law and is involved in insurance and annuity sales through Simasko Financial. 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 employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Christopher Schuppe is a financial advisor at M HOLDINGS SECURITIES, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Valic Financial Advisors. In addition to his role at M Holdings, Schuppe consults for LoVasco Consulting Group, advising retirement plan fiduciaries on governance, investment selection, and employee education. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining investment management, retirement plan consulting, and financial planning with ongoing client monitoring and support.

Nathan Rumler is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with two years of industry experience. He has worked at Plante Moran since 2023 and has prior experience in various roles including at Rally House and Executive Wealth Management. Outside of financial advising, Rumler has held positions related to university recreation and the restaurant industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models and manages a mix of discretionary and non-discretionary portfolios.

Steven Levine is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked with GLP Investment Services and GLP & Associates since the late 1990s. Levine is also president of SRL Retirement Investments, Inc., where he develops investment strategies and manages insurance 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’s investment approach emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Joshua Alpert is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2013. Prior to this, he has operated Alpert Retirement Advising since 2007. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals—including high-net-worth and accredited investors—as well as retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at LPL Financial and Fisher Retirement Services. He also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning approach supported by proprietary technology and quantitative measures.

William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds the Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise with access to integrated financial services.

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

Douglass Burgdorf is a CFP® professional with 27 years of industry experience, currently serving at KCD Financial, Inc. since 2007. He is a partner in H & B Financial Group, Inc., focusing on insurance sales, and owns Burgdorf Financial Services, Inc., which provides financial planning and investment management. Additionally, he contributes voluntarily to marketing and business development for Cedar River Technologies/Waggle IOT. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors, serving individuals—including high-net-worth clients—corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and access to third-party management programs, combining advisory and broker-dealer services with licensed insurance agency operations.

Kenny Goldner is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asset Allocation Strategies since 2019 and is also associated with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advising, he is involved in life insurance and annuity sales and servicing through GLP & Associates. 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’s investment process emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds the Series 65 designation and has been with Plante Moran since 2024. Her prior experience includes roles at Morgan Stanley and teaching positions at the University of Detroit Mercy and local schools. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm offers investment advisory, financial planning, and estate-planning services, using a mix of fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, 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 programs, blending discretionary and consultative services tailored to client preferences.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns and manages an advertising website directory focused on Asian stores. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management with tailored asset allocations and employs a broad range of investment instruments, including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Michael Lopus is a CFP® professional with 17 years of industry experience, currently serving at Plante Moran Financial Advisors. He has been with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. Outside of his advisory work, he is a partner at Plante & Moran, PLLC, a non-investment-related role. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios.

Terra Hohf is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. She previously worked at Advance Capital Services for 10 years. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and manages portfolios with a focus on risk tolerance, incorporating strategies such as direct indexing, alternative investments, and crypto-related options.

Todd Olson is a financial advisor at Asset Allocation Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Asset Allocation Strategies since 2020. Olson also serves as an insurance agent with GLP & Associates, 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 both non‑high-net-worth and high-net-worth individual investors, as well as plan sponsors and trustees. The firm uses advanced strategic asset allocation models and quantitative techniques implemented through model portfolios, ETFs, and third-party managers.

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.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding a Series 66 license and 10 years of industry experience. He has worked with LPL Financial, LLC since 2015 and operates Fisher Retirement Services LLC. Outside of advisory roles, he is a business owner of The 99 Rise, a non-investment-related venture. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm offers wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses, utilizing a goals-based planning approach combined with an evidence-based investment framework.

Kurt Fillmore is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors since 2013. He is also the founder and president of Wealth Trac Financial, where he provides wealth management and financial planning services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.