Christine Mc Cafferty is a financial advisor at CoreCap Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Brokers International Financial Services and Forethought Investment Group. Outside of her advisory role, she is an insurance agent involved in Medicare health insurance sales through Advantage Benefits Retirement Services, LLC. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, and institutional clients. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

Aaron Wooster is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors since 2016. Wooster is also an independent agent and partner at Jackson Kennedy, where he sells annuities, fixed indexed annuities, and life insurance products. 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 uses a relationship-oriented approach with a long-term investment horizon, employing mutual funds, ETFs, individual equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Brian Mackey is a CFA® charterholder with three years of industry experience. He is currently with Arax Advisory Partners and has prior experience at Schechter Investment Advisors, Hutchinson & Walter, Harbus Capital, and Adviser Investments. Outside of advisory roles, he serves as Chief Operating Officer at Robert Schechter & Associates, managing accounting and marketing functions. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and is noted for its use of performance-based fee arrangements and its broader institutional footprint.

Jared Vandenberg is a CFP® professional with 12 years of experience in financial advising. He has been with Advance Capital Services since 2013. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, managing approximately $4.5 billion in assets across over 6,800 clients with a team of 29 advisors.

Ramona Pearson is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with firms including Planners Alliance LLC and has maintained her own CPA firm, Ramona H. Pearson CPA P.C., since 1988. Outside of her advisory role, she serves as a principal of Business Office Consultants, LLC, providing outsourced CFO services, and participates as a board member of the Wedgewood Homeowners Association. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement plan solutions. The firm’s centralized Investment Team employs a fund-of-funds strategy with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Andrew Nedeljkovic is a CFA® charterholder at Plante Moran Financial Advisors with one year of industry experience. He has held positions at Plante Moran Financial Advisors since 2022 and previously worked at CrossCountry Mortgage and Hardrock Concrete. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm offers strategic asset allocation, portfolio management, and a range of advisory services using fundamental, technical, and proprietary equity analysis.

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. 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 model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

Douglas Coursen is a financial advisor at Plante Moran Financial Advisors with 16 years of industry experience. He holds the CFP® designation and Series 65 license. He has been with Plante Moran Financial Advisors since 2009 and is also a partner at P&M Holding Group, LLP. 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 variety of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the Plante Moran enterprise that enable integrated financial services.

Robert Baird is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. His current roles include positions at both CoreCap Advisors and Cornerstone Financial Services. 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 offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on long-term, relationship-oriented investment strategies utilizing mutual funds, ETFs, equities, and bonds.

Michael Fenster is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is licensed to sell life insurance, annuities, and health insurance through Magellan Financial and Lifetime Financial Growth. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing.

Devin Cragin is a financial advisor at Azimuth Capital Management with a Series 65 designation and seven years of experience at the firm. Prior to joining Azimuth, he was self-employed for six years. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities with discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis, using proprietary equity screening databases and model-based equity strategies alongside customized fixed-income portfolios to serve its clients.

Neil Chidester is a financial advisor at Corecap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Hantz Financial Services, Inc. since 2009. Outside of his advisory role, he is involved with Wealth Trac Financial as a financial and tax strategist, focusing on tax and financial planning. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.

Mark Wayton is a CFP® professional with 20 years of industry experience, currently advising at Advance Capital Management Inc since 2011. He holds Series 63 and Series 65 licenses. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $4.5 billion in assets across more than 6,800 clients and offers a range of investment strategies including direct indexing, alternative investments, and crypto-related approaches.

Dylan Truancelewis is a financial advisor at Thurston Springer Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and DELRAY Systems LLC. He has concurrent involvement with Oakland University. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit entities. The firm provides tailored advisory services through a variety of discretionary and non-discretionary programs, employing multiple investment strategies ranging from buy-and-hold to active tactical approaches.

Brett Mills is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2014, following an 11-year tenure at Senior Benefits Group. Mills is also an independent insurance agent selling fixed products and health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations, employing a relationship-oriented approach with a long-term investment horizon.

Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.

Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CoreCap Advisors since 2014. Guilfoyle is also president of Cooper, Adel, Vu Financial, where he oversees sales of long-term care insurance and annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach.

Juliane Lee is a CFP® and Series 63 credentialed financial advisor with 42 years of industry experience. She is affiliated with Capital Analysts and has worked at Lincoln Investment since 2010. Outside of her advisory role, she serves as treasurer for a condominium association and manages fixed investment activities through Michigan Benefit Financial. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, offering customized portfolios and access to third-party managers.