Patrick Hannon is a CFP® and holds a Series 66 license with 15 years of experience in financial advisory. He has been with RWA Wealth Partners since 2026, following 12 years at Planning Alternatives, Ltd. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and employs a diverse range of investment vehicles, combining fundamental and quantitative methods alongside customized fixed income and cash management strategies.

Ryan Sheffer is a CFP® with 20 years of experience, currently serving as an advisor at Advance Capital Management Inc since 2005. He is also the owner of BAGGS PARTNERS, LLC, a real estate development business, and VanSheffer Ventures, which focuses on property development in Byron Center, MI. 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 portfolio construction and employing a range of strategies such as direct indexing and alternative investments.

Eddison Millington II is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Pinnacle Wealth Management Group, Inc., Private Client Services LLC, and SEI Investments. Millington also operates as an Investment Adviser Representative at Pinnacle Wealth Management Group and is a licensed insurance agent involved in insurance sales. B. Riley Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers various investment programs and manages approximately $4.21 billion in assets through around 173 advisors.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advisory work, he is an insurance agent involved in the sale of insurance and fixed products through Consolidated Financial Corp and Briham Development. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Samuel Kastamo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including independent painting work. Kastamo also owns Kastamo Financial LLC, an advisory and insurance services business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, and offers a platform that includes tailored suitability assessments and regular portfolio rebalancing.

Dylan Schalmo is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked with CoreCap Advisors and CoreCap Investments since 2019. Additionally, he serves as Director of Trading at Cooper, Adel, Vu Financial, LLC, where he sells life and annuity products. 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 approach focused on long-term investment strategies.

Hovig Danealian is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Cypress Partners, CFOx Advisory, and Brose Group. Danealian also has experience in education, having worked at Oakland University and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model to support its investment decisions.

Michael Ulle is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Plante Moran Financial Advisors since 2023 and previously held roles at Fidelity Investments, Ernst and Young, and Wealth Strategies Financial Group. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management services.

Robert Forte is a CFP® and holds a Series 65 license, with nine years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

Omar Baadarani is a financial advisor with Sequent Planning, LLC in Dearborn, MI, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2010 to 2024. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers a range of services including asset management and fiduciary retirement-plan solutions, utilizing diversified manager exposures and tax-aware strategies delivered by a network of independent adviser representatives.

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Plante Moran Financial Advisors and its affiliated insurance agency since 2013, following three years at Charles Schwab. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors to manage client portfolios.

Stephanie Scully is a financial advisor at Corecap Advisors with four years of industry experience. She holds a Series 65 designation and has worked concurrently at Simasko Financial and Simasko Law since 2015, where she assists with estate planning signings, appointments, seminars, and life insurance and annuity applications. 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, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, and fixed income, often engaging sub-advisors and third-party asset managers.

Alex Tanner is a financial advisor with Summit Financial, LLC, holding a Series 65 credential. He has been with Summit Financial since 2026 and has no prior industry experience. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches across various programs and platforms.

Jacqueline Venier is a CFP® professional with 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2006 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

David Howard is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Simasko Financial, CoreCap Investments, LLC, and CoreCap Advisors, LLC since 2016. In addition to his advisory role, he assists clients with individual and tax returns during tax season. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to a range of third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Joe Dahm is a financial advisor at Asset Allocation Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with GLP Investment Services and GLP & Associates since 2001. Outside of his advisory work, he is involved with DAHM Editorial Services, LLC, a copy editing business. 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 employs strategic asset allocation using advanced quantitative techniques and offers additional services such as 529 plan assistance and investment policy reviews.

Steven Azoury is a financial advisor at CoreCap Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has been with CoreCap Investments, LLC since 2015. Outside of his advisory role, he operates as an independent insurance agent through Azoury & Associates and Azoury Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a broad range of clients, including high-net-worth individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and makes use of mutual funds, ETFs, individual equities, fixed income, and third-party asset managers.

Jeffrey Perry is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quest Commonwealth and Comcast. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm delivers tailored advice through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing strategies.

Ronald Thompson Sr. is a financial advisor at CoreCap Advisors with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he serves as president and attorney at Thompson Stewart, P.C., where he provides legal services including estate planning, corporate law, family law, and civil litigation. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales after client discussion.