Ross Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at CincyTech and Pine Lake Capital. His background also includes roles at Miami University and Heeney-Sundquist Funeral Home. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Mary Hanson Kent is a financial advisor at Bison Wealth, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Raymond James and Village Global. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Avery Markos is a financial advisor at CoreCap Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors since 2020. Markos also operates an independent insurance sales business through Wealth Trac Financial. CoreCap Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors with a relationship-oriented, long-term investment approach.

Carson Stoltz is an investment advisor at Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at Concorde Asset Management since 2022 and has been involved with Clear Direction Investments since 2019. Outside of investment advising, Stoltz is involved as a referral representative for legal and identity insurance services and serves as a trustee for a family client. Concorde Asset Management provides portfolio management and financial planning services to individual, corporate, and retirement-plan clients, utilizing model-based strategies and a combination of proprietary and third-party platforms. The firm offers discretionary and non-discretionary investment management and ERISA retirement-plan advisory services.

Jonathan Sawchuk is a Series 66-licensed advisor with five years of industry experience. He has worked at Lincoln Investment since 2020 and previously at Endless Possibilities and Renaissance Charter School at Crown Point. Outside of his advisory role, he operates Sawchuk Solutions, LLC, a holding company for tax-related purposes, and is involved in fixed insurance sales through Consolidated Financial. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and firm-managed programs.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 26 years. Hack is a partner in The Steady Climb LLC. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various accounts and model strategies that blend strategic and tactical asset allocation across multiple investment vehicles.

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® with 39 years of industry experience, serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 registration and works out of Plymouth, MI. Outside of her advisory role, she is Co-President of a condominium association and works as an insurance agent focusing on life, health, and annuity lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and third-party money manager relationships through platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering integrated financial solutions.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Dino Berri is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LPL Financial LLC and Oak Ridge Private Wealth. He is also an independent insurance agent involved in fixed and indexed annuity sales as well as life insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients including individuals, high-net-worth individuals, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary management approaches, supported by third-party sub-advisers and custodians.

Cathryn Porter is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at several firms, including CMP Tax Management LLC and Cetera Advisor Networks. In addition to her advisory role, she serves as office manager at Bradford Financial Advisors LLC and works as an insurance agent selling fixed insurance products. HBW Advisory Services primarily serves individual clients, as well as businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary asset management, financial planning, and consulting services, utilizing third-party managers and model portfolios to implement tactical and multi-manager strategies aimed at managing downside risk.

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.

Salvatore Giamarese is a financial advisor at Foguth Wealth Management, LLC with Series 65 and Series 66 licenses. He has 15 years of industry experience, including a tenure at Fidelity Investments from 2011 to 2026, before joining Foguth Wealth Management and Foguth Financial Group in 2026. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

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.

Nathan Garrigus is a CFP® professional affiliated with Gibbs Wealth Management, LLC in Livonia, MI. He has been in the financial advisory industry since 2024, with prior experience at Custom Wealth Solutions and Comerica Bank. He holds the Series 66 license and is currently part of a multi-team firm with 68 advisors. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Jennifer Shammamy is a CFP® and holds a Series 65 license with 14 years of industry experience. She is currently with KCD Financial, Inc. and has previously worked at H&B Financial Group, Hoover & Associates, and Fabian Wealth Strategies, Inc. Outside of her advisory role, she assists with administrative tasks and estate signings at a law firm on a limited, volunteer basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, providing a range of asset management and financial planning services through both proprietary and third-party platforms.

Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation with three years of industry experience. He previously worked at Sequent Planning LLC and concurrently serves with the Northville Township Police Department. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Adam Rosier is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and 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 a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, employing customizable, goal-based strategies with both discretionary and non-discretionary management options.

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.