Patrick Patin is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Summit Financial in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a combined total of eight years. Outside of his advisory role, he is a future minority owner of TIGER SOFTWARE, a stock ranking software business he is updating to a cloud-based platform. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and serves around 17,800 clients. The firm offers a mix of discretionary and consultative investment management approaches, financial planning, retirement plan advisory, and access to alternative investments.

Jeffrey Klauenberg is a financial advisor at CoreCap Advisors with 43 years of industry experience. He has been affiliated with CoreCap Investments and CoreCap Advisors since 2014 and has operated Klauenberg Retirement Solutions since 1983. In addition to his advisory work, he is involved in insurance sales, including life, long-term care, and health insurance, and is connected to tax preparation services. 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 focused on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Gerald Malone II is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Advance Capital Management and Advance Capital Services since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Jeffrey Carless is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Burnham & Flower and Thrivent Financial. Outside of his advisory role, he is a partner in MiCar, a consulting business, and a silent partner in Rhythm n Jump Dance Academy, a dance studio. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Emily Cely is a financial advisor at Advance Capital Management Inc with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024. Prior to this, she has worked at Advance Capital Services since 2014. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an Investment Committee to guide decisions and providing a range of strategies including direct indexing, alternative investments, and crypto-related options.

Rebecca Abel is a CFP® with 25 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She previously spent 15 years at Ameriprise Financial Services, Inc. In addition to her advisory role, she owns Dvine Cookies LLC, a cookie company, and is a partner at the Women's Divorce Resource Circle, where she engages with clients undergoing divorce to assist with financial planning related to divorce proceeds. 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 strategies through various advisory services, including portfolio management, financial planning, and a notable Subscription Advisory Services program that provides ongoing, flat-fee planning alongside client education initiatives.

Brett Deeter is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

James Dziadziola is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jeffrey Core is a financial advisor with The Huntington Investment Company in Livonia, MI, holding Series 66 and Series 63 licenses and having 21 years of industry experience. His work history includes roles at Ameriprise, Infinex Investments, Flagstar Bank, and Fifth Third Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party and proprietary models, and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Emilyann Rubio is a financial advisor at Oppenheimer with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Comerica Securities, Inc., World Asset Management, and Morgan Stanley Smith Barney LLC. Rubio is based in Birmingham, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic asset allocation and various investment strategies tailored to client objectives.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Candice Schultz is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2000. Outside of her advisory role, she is the owner of two businesses—C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, and Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Richard Chadwick II is a CFP® professional with 27 years of experience at Hantz Financial Services, Inc., where he has worked since 1999. He holds Series 63 and Series 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Gary Pryka is a CFP® professional with 34 years of industry experience, currently serving at Private Advisor Group, LLC since 2013. He has concurrently worked at LPL Financial during this period. Outside of his advisory role, he is a board member of the Hough Family Foundation and is active as a musician in a popular music group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

David Johnston is a Series 65 licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2010. He has 11 years of industry experience. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio management, retirement consulting, and mortgage and insurance services via affiliated agencies.

William Hullinger III is a CFP® professional with nine years of industry experience. He is currently with Farther Finance Advisors and has previously worked at Verity Wealth Partners LLC and Planning Alternatives LTD. Outside of financial advising, he is involved as an LLC member and officer in two non-investment businesses: a real estate company and an online education venture. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Audrey Wilcoxson is a financial advisor at Rockefeller Financial LLC with 2 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Community First Bank of Indiana, STAR Financial Bank, Ashley Homestore, and Indiana Wesleyan University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017. Outside of his advisory role, Cameron works as a real estate agent with Arterra Realty Michigan, LLC. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting affiliates, and insurance and mortgage origination businesses.

Andrew Bass is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 and 66 licenses. His prior experience includes roles at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Bass is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business currently inactive. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management across various strategies and acting as a fiduciary for ERISA and IRA accounts.

Thomas Petruzzello is a financial advisor at Hantz Financial Services, Inc. with Series 66 credentials and one year of experience in the industry. His prior roles include positions at Financial Services of America and Target, as well as work with Michigan State University and other organizations. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm emphasizes model-driven ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a trust bank and in-house tax and business consulting.