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 with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at ASSET ALLOCATION STRATEGIES since 2020 and has been associated with GLP & Associates and GLP Investment Services, LLC since 2014. Olson is also active as an insurance agent, focusing on life insurance and fixed/index annuity sales and servicing. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm manages both personal and employer-sponsored retirement accounts using proprietary and third-party model portfolios, employing quantitative asset-allocation techniques and primarily utilizing ETFs for diversification and tax efficiency.

Michael Iley is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at M Holdings Securities since 2017 and serves as Managing Director of LoVasco Consulting Group, a consulting business focused on retirement plan sponsors. Prior to his current roles, he was with Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, 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.

Brad Bell is a Series 65-credentialed financial advisor at Perigon Wealth Management, LLC with two years of industry experience. Prior to joining Perigon, he worked at Lumin Financial, LLC and The Northwestern Mutual Life Insurance Company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, distinguishing itself by explicitly servicing banking and thrift institutions.

Joshua De Los Santos is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at North Lakeside Partners, LLC and GLP Investment Services, LLC. Outside of advisory work, he serves on the Lake Leann Property Owners Association committee focused on lake quality improvement. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts with a multi-team approach. The firm employs quantitative asset-allocation methods and offers discretionary and non-discretionary portfolio management using proprietary and third-party model portfolios.

Jeffrey Cartwright is an investment advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GLP Investment Services and GLP & Associates. Outside of advisory work, he is also licensed as a life insurance agent, focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs proprietary and third-party model portfolios and uses quantitative asset-allocation techniques to construct diversified portfolios, serving nearly 3,900 clients with approximately $767 million in assets under advisement.

Derek Van Solkema is a CFP® professional with 14 years of industry experience, currently serving at Advance Capital Management Inc. since 2015. He is also involved in real estate development as the owner of BAGGS Partners, LLC. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, operates a Recommended List of funds and model portfolios, and offers specialized retirement services including a Chief Retirement Officer program.

Scott Byrne is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Asset Allocation Strategies since 2011 and also has longstanding roles at GLP and Associates Inc and GLP Investment Services dating back to 2005. Outside of advisory work, Byrne is a partner in a consulting and insurance business where he sells life insurance. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a multi-team approach with 39 advisors and manages portfolios using proprietary and third-party models, incorporating quantitative asset-allocation techniques and primarily utilizing ETFs for diversification and tax efficiency.

Jay Ferrans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with CoreCap Advisors and CoreCap Investments since 2016 and also serves as president of JM Financial & Accounting Services, where he offers long-term care and life insurance as well as fixed annuities. 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 emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, individual equities, and bonds, while providing discretionary portfolio management, financial planning, and access to third-party sub-advisors.

Alyssa Mc Laughlin is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Stonebridge Financial Partners, Kennedy Financial Group, and Flexible Plan Investments. Before entering the financial sector, she worked in client-facing positions at Hand & Stone Massage & Facial Spa, Inverness Country Club, and Dicks Sporting Goods. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative and qualitative manager selection and maintains a communications program featuring quarterly reviews, market commentary, and client conferences.

Ryan Erdmann is a CFP® with Plante Moran Financial Advisors, where he has worked since 2017. He has seven years of industry experience, including prior roles at Michigan State University. Plante Moran Financial Advisors serves a diverse client base that includes high-net-worth individuals, institutions, trusts, estates, and charitable organizations. The firm provides portfolio advisory, financial planning, and consulting services, employing a blend of fundamental, technical, and proprietary equity valuation approaches.

Daniel Mccarty is a financial advisor at CoreCap Advisors with three years of industry experience. He holds a Series 66 designation and has worked at CoreCap Investments, LLC since 2016. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach with a focus on mutual funds, ETFs, individual equities and bonds, and manages multiple affiliated entities and fee-sharing arrangements.

Justin Rolnitzky is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with ASSET ALLOCATION STRATEGIES and affiliated firms GLP & Associates and GLP Investment Services since 2012. In addition to his advisory role, he works as an insurance agent specializing in life insurance and fixed/index annuity sales. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm manages both personal and employer-sponsored retirement accounts, employing proprietary and third-party model portfolios with quantitative asset allocation techniques to deliver discretionary and non-discretionary portfolio management.

Lara Mazek is a CFP® professional at Advance Capital Management Inc with 11 years of industry experience. She has been with Advance Capital Services since 2015. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, employing a screening process for investment selection and offering specialized retirement services, including a “Chief Retirement Officer” program.

Craig Rumler is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has held a leadership role as COO at M & O Marketing, LLC since 2021. His prior experience includes roles at Bloomfield Hills Financial and Southwest Detroit Environmental Vision. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm follows a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Patrick Cummins is a CFP® professional with five years of experience, currently serving at Advance Capital Management, Inc. in Southfield, MI. His work history includes multiple roles within Advance Capital Management as well as positions at Grand Valley State University and Mercantile Bank of Michigan. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, alongside specialized retirement services and a model portfolio approach tailored to clients' risk tolerances and tax circumstances.

Daniel Milan is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with CoreCap Advisors and CoreCap Investments since 2016. Outside of his advisory role, Milan is an attorney and managing partner at his own law firm, and he co-founded CCP, LLC, which supports payments and business expenses for Cornerstone Financial Services. He also manages a commercial lending brokerage and consulting firm and oversees a family investment entity focused on minority passive investments in privately held Michigan companies. 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 takes a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and frequently uses sub-advisors and third-party asset managers.

Austin Dahm is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Asset Allocation Strategies since 2012 and is also affiliated with GLP & Associates and GLP Investment Services. Outside of advisory roles, Dahm serves as president of HRI, Inc., a professional services corporation based in Holland, MI. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset-allocation techniques and commonly incorporates ETFs for diversification and tax efficiency.