John Stein is a CFA® charterholder with 16 years of industry experience. He is currently with Arax Advisory Partners, LLC and previously worked at Schechter Investment Advisors, LLC for ten years. He also receives referral fees for clients he refers to other investment advisory firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors, 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 tailored asset allocation to meet client objectives, including the use of performance-based fee structures and private fund management.

Andrew Lampela is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. His work history includes positions at Fratarcangeli Wealth Management and Jackson National. Thurston Springer Advisors serves individuals across wealth levels, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm offers tailored financial planning, portfolio management, and fiduciary services using a variety of discretionary and non-discretionary investment strategies.

Loran Coffman is a financial advisor with RFG Advisory, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 34 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Coffman is also the owner and founder of Route Financial Group, a registered investment advisory business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, typically managing assets on a discretionary basis using a combination of active and passive models with a focus on risk management.

Cameron Roehl is a CFP® professional with 12 years of industry experience, currently serving at Plante Moran Financial Advisors since 2013. He holds a Series 65 registration and is based in Clinton Township, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and offers both discretionary and non-discretionary portfolio management, managing approximately $25 billion in assets as of the end of 2025.

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

John Cruse is a financial advisor with Capital Analysts in Royal Oak, MI, holding a Series 66 designation and six years of industry experience. He has previously worked at United Shore and has been with Lincoln Investment since 2019. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, supporting advisors in providing custom portfolios and consultation services.

Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2012. Based in Southfield, MI, he holds Series 63 and Series 65 licenses. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage approximately $25 billion in assets through both discretionary and non-discretionary arrangements.

Malachi Cattanach is a financial advisor at Thurston Springer Advisors with a Series 66 credential. He has one year of industry experience, including his current role at Fratarcangeli Wealth Management and prior work at Area Home Services. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides a range of financial planning, portfolio management, and fiduciary services through discretionary and non-discretionary programs, employing various investment strategies including buy-and-hold and tactical approaches.

Michael Bauer is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 24 years of industry experience, including roles at Raymond James Financial Services and Wells Fargo Advisors. Bauer is also an owner of BMR Retirement, a non-variable insurance business based in Grosse Pointe, MI. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, customized investment approach and serves over 10,000 clients with approximately $9.9 billion in assets under management.

Marc Schechter is a financial advisor at Arax Advisory Partners with one year of experience at the firm and over a decade in the industry. He previously operated Schechter Investment Advisors from 2013 to 2025. Schechter is involved in managing a private fund that pursues venture capital and private-equity strategies. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Adelaina Welch is a financial advisor at Fortis Capital Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and KMG Fiduciary Partners. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting using a combination of discretionary management, advisor-specific styles, and model portfolios that incorporate passive, active, tactical, and ESG-oriented strategies.

Erik Kokeny is a financial advisor at Kovack Advisors, Inc. in Troy, MI, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Advisors since 2009, previously working at Kovack Securities beginning in 2007. He also serves as a trustee of his mother's revocable living trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using both internally developed and third-party investment models supported by Envestnet technology.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to joining Arax, he was with Gries Financial LLC for five years, Rehmann Capital Advisory Group for three years, and operated Samrah Advisory Services for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a network of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Karen Noonan is a financial advisor with Secure Asset Management, L.L.C., holding a Series 65 designation and 12 years of industry experience. She has been with Secure Asset Management since 2016 and is also affiliated with Secure Investors Group, KRN Properties, LLC, and Great Lakes Financial & Tax Services. Outside of her advisory role, she is an independent life and health insurance sales agent operating as a sole proprietor. 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 mix of fundamental, technical, and cyclical analysis within discretionary strategies and utilizes third-party money managers and held-away account management to support client portfolios.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.

Thomas Williams is a financial advisor at Financial Gravity Family Office Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Hochfelder & Weber, P.C. Williams is also the managing partner of Advisant Financial LLC, where he oversees day-to-day operations focused on tax planning and compliance. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.