Mary Hanson Kent is a financial advisor with Bison Wealth, LLC in Canton, MI, holding a Series 65 designation. She has been with Bison Wealth since 2025, with prior experience at Raymond James and Village Global. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, financial planning, and a turnkey asset management platform for unaffiliated advisers, utilizing both traditional and alternative investments alongside option-based overlay strategies.

Avery Markos is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of his advisory role, he is involved in independent insurance sales through Wealth Trac Financial. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning services to individuals, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes a variety of investment vehicles, including mutual funds, ETFs, equities, and fixed income.

Jonathan Sawchuk is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Endless Possibilities, as well as served at Renaissance Charter School at Crown Point. Outside his advisory role, he is the organizer and sole proprietor of Sawchuk Solutions, LLC. Capital Analysts serves a wide range of clients including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary screening tools, with a notable affiliation with Lincoln Investment and a model that accommodates advisors' outside business activities.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses with 56 years of industry experience. Prior to joining Elevation Point in 2025, he worked for Raymond James & Associates for 26 years. He is also a partner in The Steady Climb LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities through model portfolio strategies that incorporate tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Craig Tanis is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments since 2019. Prior to that, he was with The KR Group from 2016 to 2018. In addition to his advisory role, Tanis is an independent insurance agent selling health and life insurance. 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 plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Julie Goldsmith is a CFP® professional with 38 years of experience at Mutual of Omaha Investor Services, Inc., where she has worked since 1987. She holds a Series 63 license and serves as co-president of the Kelly Green Meadow Condominium Association. She is also an insurance agent with J Weil Goldsmith & Associates, LLC, focusing on life, health, and annuity insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and third-party money manager relationships. The firm primarily delivers solutions via a platform relationship with Envestnet and offers both discretionary and non-discretionary investment options.

Marc Schechter is a financial advisor at Arax Advisory Partners with one year of experience at the firm and over a decade in the industry. He previously operated Schechter Investment Advisors from 2013 to 2025. Schechter is involved in managing a private fund that pursues venture capital and private-equity strategies. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Dino Berri is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at LPL Financial LLC, Michigan Educational Credit Union, and multiple other financial services firms. Berri is also an independent insurance agent specializing in fixed and indexed annuity sales and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing strategy.

Adelaina Welch is a financial advisor at Fortis Capital Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and KMG Fiduciary Partners. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting using a combination of discretionary management, advisor-specific styles, and model portfolios that incorporate passive, active, tactical, and ESG-oriented strategies.

Karen Noonan is a financial advisor with Secure Asset Management, L.L.C., holding a Series 65 designation and 12 years of industry experience. She has been with Secure Asset Management since 2016 and is also affiliated with Secure Investors Group, KRN Properties, LLC, and Great Lakes Financial & Tax Services. Outside of her advisory role, she is an independent life and health insurance sales agent operating as a sole proprietor. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and utilizes third-party money managers and held-away account management to support client portfolios.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.

James Simasko is a financial advisor at CoreCap Advisors with four years of industry experience. He holds a Series 65 designation and has a legal career spanning over three decades as a partner and attorney at Simasko Law P.C., specializing in estate planning, probate, and Medicaid law. Simasko also operates Simasko Financial, focusing on insurance and annuity sales, serving a client base closely aligned with his advisory practice. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes a range of investment vehicles, often incorporating sub-advisors and third-party asset managers.

Ryan Shuchman is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with CoreCap Advisors, CoreCap Investments, and Cliff Corp since 2018, and previously worked at P&M Corporate Finance, LLC from 2008 to 2017. Outside of his advisory role, Shuchman is involved in managing rental real estate and investing in distressed properties and real estate notes. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers as part of its strategy.

Jennifer Shammamy is a CFP® with 14 years of industry experience. She is currently with Kcd Financial, Inc. and has previously worked at H&B Financial Group and Hoover & Associates. Outside of her advisory role, she assists a law firm by answering phones and occasionally witnessing estate signings on a volunteer basis. Kcd Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individual and institutional clients, offering tailored investment strategies and access to third-party management programs.

Adam Broka is a CFA® charterholder with 12 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has been with the firm since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Adam Rosier is a financial advisor with Strategic Blueprint, LLC in Northville, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management, financial planning, and consulting services through a network of independent advisory representatives.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.

Richard Grucz is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with SagePoint Financial since 2011. Outside of his advisory role, he is also a licensed insurance agent. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with an emphasis on operational features like ongoing model monitoring and automatic investment processes.

Sandra Kerr is a CFP® professional affiliated with Perigon Wealth Management, LLC, with 32 years of industry experience. She has worked at Perigon since 2023 and previously held roles at Lumin Financial, LLC, and Baron Wealth Management, LLC. Kerr is also a licensed insurance agent, conducting insurance sales and consulting on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees unaffiliated sub-advisors and TAMPs, with a focus on individualized portfolio construction and ongoing monitoring.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 66 designation. He has 14 years of industry experience and has previously worked at firms including Gainplan LLC and Viridian Equity Partners. Outside of his advisory role, he owns and operates non-investment businesses related to travel memberships and referral services. Asset Allocation Strategies provides 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 models and offers supplemental services such as 529 plan assistance and investment policy reviews.