Marc Neville is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at LPL Financial, SCF Investment Advisors, and Aurora Securities. Outside of his advisory work, he is an officer of Neville Financial Group, Inc., which provides financial consulting, estate planning, and tax preparation services. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policy statements and periodic reviews, often utilizing third-party money managers and platforms for held-away account management.

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.

Dylan Truancelewis is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and DELRAY Systems LLC. Outside of advising, he has a teaching background at Oakland University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC in Sterling Heights, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Gibbs, Hayes worked at MipPro Wealth Management Inc and has a background that includes roles at Orfin & Associates and non-financial positions at Culvers and Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients through an advisor-directed Model Management program using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

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.

Juliane Lee is a CFP® with 42 years of industry experience currently affiliated with Capital Analysts. She has worked at Lincoln Investment since 2010 and previously at MM Ascend Life Investor Services, LLC. Outside of her advisory role, she serves as treasurer for a local condominium association. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors.

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He has been with Plante Moran since 2025 and has prior experience at Herbert Financial Group and Dorian Ford. His background includes roles in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation in its investment process and offers both discretionary and non-discretionary portfolio management.

Natasha Sparks is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill, Arieli Capital, and Major Biddles. Outside of her advisory role, she hosts a family-owned vacation rental cabin. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing a range of investment strategies from buy-and-hold to active approaches like Tactical Momentum and Earnings Momentum models.

Tyler Gerling is a Series 66-licensed financial advisor with one year of industry experience. He has worked at Fratacangeli Wealth Management since 2025 and previously held roles at Stellantis. Tyler’s background also includes time as a full-time student and work with College Hunks. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment approaches from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Terry Lindner is a financial advisor at Van Clemens Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked in various roles including at Waddell & Reed, Inc. He also serves as CEO of the Financial Advisor Training Institute, a nonprofit dedicated to training new financial advisors through a certification program. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm tailors advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and incorporates a blend of portfolio theory with fundamental and technical analysis.

Gregg Huxley Jr. is a financial advisor at Secure Asset Management, L.L.C. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Secure Asset Management since 2023, previously serving at SCF Investment Advisors and Forthright Capital. Outside of advising, he is a licensed real estate broker assisting clients with property transactions and holds a life insurance license. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a mix of fundamental, technical, and cyclical analysis within its discretionary strategies and frequently utilizes third-party money managers and trading signals.

Jordan Smith is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. He also manages a legal practice focused on tax and estate planning and serves as Vice President of advanced design at Robert Schechter & Associates, working on life insurance transactional structures. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and external managers, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

William Kumm V is a financial advisor with Level Four Advisory Services holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Commonwealth before joining Level Four. He is also associated with Financial Independence LLC, where he serves as an advisor assistant. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, and fiduciary services using model portfolios and a combination of firm-sponsored and third-party platforms.

Suzana Bogoevska is a financial advisor with IHT Wealth Management LLC, holding CFP® and CFA® designations and bringing 16 years of industry experience. She worked previously at Portfolio Solutions, LLC before joining IHT Wealth Management in 2021. Outside of her advisory role, she is involved with Venice Wealth Partners LLC, which operates in advisory and insurance business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of fiduciary and consulting services through a network of over 150 advisors.

Mark Corombos is a CFP® professional with 16 years of experience, currently with Plante Moran Financial Advisors and P&M Holding Group, where he is a partner in a non-investment-related capacity. He has been associated with Plante Moran Financial Advisors since 1998 and with P&M Holding Group since 2012. 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 comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kevin Beauchamp is a financial advisor at Arax Advisory Partners with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including Kingswood Capital Partners and Schechter Investment Advisors. Outside of advisory roles, Beauchamp serves as Director of Strategic Partnerships at Robert Schechter & Associates, where he develops relationships with financial advisors, CPAs, attorneys, and money managers. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a combination of internal portfolio management, third-party model integration, and tailored asset allocation. Arax is notable for its performance-based fee arrangements and insurance brokerage activities integrated within its advisory services.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Elizabeth Larson is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Michigan Timber & Truss prior to her current roles. Larson serves as a mentor for other advisors and is a board member and secretary for Gigi's Playhouse, a nonprofit organization. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers various institutional and intermediary services.

Ronald Lenihan is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and SeaCrest Investment Management since 2006. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools as decision support.