Jaime Eckels is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 1999 and as a partner at Plante & Moran, PLLC. He is based in Auburn Hills, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, using a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kelly Atkins is a financial advisor at HighPoint Planning Partners with a Series 65 designation and two years of industry experience. Prior to joining HighPoint Advisor Group, LLC, Atkins worked at General Motors for 35 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across various securities and program solutions.

Scott Kolesky is a financial advisor with Kovack Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kovack Advisors since 2008 and Kovack Securities, Inc. since 2007. Outside of his advisory work, Kolesky serves as an assistant wrestling coach at Bloomfield Hills Brother Rice High School. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Ryan Fedricks is a CFP® and CFA® with 12 years of industry experience. He is currently a partner at Plante & Moran, PLLC and has been with Plante Moran Financial Advisors since 2010. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, using a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Richard Elias IV is a CFP® with 11 years of industry experience, currently serving at Arax Advisory Partners. He has previously worked at Robert Schechter and Associates and Schechter Investment Advisors. Elias also functions as an Investment Analyst at Robert Schechter & Associates, where he contributes during securities trading hours. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Matthew Erickson is a financial advisor at RWA Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Polaris Wealth Advisory Group, Renaissance Capital Management, and Legacy Planning & Associates. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combining fundamental and quantitative methods along with customized fixed income and cash management.

Ted Haddad is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases, fundamental, and technical analysis to create portfolios tailored to client objectives, utilizing individual securities, mutual funds, and ETFs, and offers access to private investment vehicles through its affiliation with Focus Financial Partners.

Steven Carpenter is a financial advisor with Creative Financial Designs, Inc. based in Shelby Township, MI. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. In addition to his advisory role, Carpenter is involved in various business activities including founding Covenant Media Network, which creates educational media content related to financial and economic topics. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs asset-class model allocations with multiple risk objectives and offers unique features such as Biblically Responsible Investing strategies and a variety of billing options.

Karl Schwartz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Lincoln Financial Distributors, Allianz Global Investors, AQR Investments, and BlackRock Investments. He is also the owner of Jackavery, Inc., a pass-through entity related to his Kestra compensation. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and a range of investment solutions, supporting both discretionary and non-discretionary approaches across multiple advisory platforms.

Matthew Moretuzzo is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Plante Moran Financial Advisors since 2021. Prior to his advisory role, he worked at the Saginaw Township Water Department and taught at Heritage High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Bradley Lott is a financial advisor at American Independent Securities Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L.M. Kohn & Company for 11 years. Outside of his advisory role, he is licensed to sell life, variable annuity, and accident/health insurance. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach and offers both discretionary and non-discretionary account management tailored to client objectives and risk tolerance.

Robin Runco is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IP Financial Advisory Services since 2021 and concurrently at The Johnson Financial Group since 2019. Outside of his advisory roles, he is involved with The Johnson Group Financial, a financial services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and refers clients to third-party investment advisors while providing a broad range of services beyond traditional investment advisory programs.

Michael Cave is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Secure Asset Management and its affiliated entities since 2000. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written Investment Policy Statements and utilizes third-party money managers and platforms to support client accounts.

Steven Fronrath is a CFP® with seven years of industry experience, currently associated with HighPoint Planning Partners. He has worked with HighPoint Advisor Group d/b/a Kennedy Financial Group since 2018 and LPL Financial since 2018. Outside of his advisory work, he holds a one-third ownership in a rock cover band, If Walls Could Talk, LLC. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Brian Tepper is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Leaders Group, Inc. and Lincoln Investment. In addition to his advisory role, Tepper serves as Vice President at Detroit Financial, where he consults clients on fixed life insurance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Ronald Wiitala is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Virtue Capital Management, LLC since 2018 and previously worked at Horter Investment Management, LLC. He is also the owner of Witala Financial Services and serves as an independent agent offering gold and silver through National Gold Consultants. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients. The firm provides portfolio management, financial planning, third-party manager selection, and retirement education, using model-driven strategies with a focus on economic data and active due diligence.

John Dreshaj is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has been with Plante Moran Financial Advisors since 2013. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation and manager selection, using various analytical approaches and managing a majority of its assets on a non-discretionary basis.

Zachary Smith is a financial advisor at Savvy with nine years of industry experience. He holds a Series 65 designation and has worked at ThePARTNERS Wealth Management and Trivelloni Asset Management prior to joining Savvy. Outside of financial advising, he serves as Corporate Safety Director at De-Cal, Inc. and is the owner and president of Divine Safety, LLC, a safety consulting firm specializing in OSHA compliance. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Robert Dopke is a financial advisor at HighPoint Planning Partners with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes over 30 years at LPL Financial and more than a decade with HighPoint Advisor Group. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Mark Van Faussien is a financial advisor at Azimuth Capital Management with 15 years of industry experience. He holds a Series 65 credential and has been with Azimuth since 2013. Van Faussien serves as a trustee for the Mount Elliott Cemetery Association, where he is involved in governing overall business and capital plans. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative, fundamental, and technical analysis to construct customized portfolios using individual securities, mutual funds, and ETFs, and it is affiliated with Focus Financial Partners, offering access to private investment vehicles and related financial solutions.