Eric Giosa is a financial advisor with Capital Analysts in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He has worked with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, he serves as a high school ice hockey coach at Detroit Catholic Central High School. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, with advisors able to provide customized portfolios or select third-party managers based on client needs.

Kasey Styrna is a financial advisor at Plante Moran Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Plante Moran since 2013. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, trusts, estates, and charitable organizations. The firm uses a range of analytical approaches and proprietary models to develop strategic asset allocations and manages both discretionary and non-discretionary portfolios.

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.

Joshua Goodridge is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Brighthouse Financial, Ameriprise Financial Services, and CUNA Brokerage Services. Outside of his advisory role, he is active as a licensed Realtor in San Antonio, Texas. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services alongside participant advice.

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.

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.

Gregory Zink is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 credential and five years of industry experience. He has been a Principal and Accountant at MRPR CPAs & Advisors since 1985. Zink serves as a Board Member and Treasurer for Kiwanis Club Detroit #1, a nonprofit organization. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through designated custodians.

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.

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.

Peter Frawley is the president of Overwatch Advisors, LLC, with 21 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments, LLC since 2012. Overwatch Advisors serves other investment advisers and institutional clients as a subadviser, focusing on equities and exchange-traded funds through tactical portfolio management that combines charting, fundamental, quantitative, and technical analysis. The firm manages client mandates on a discretionary basis and employs both long-term and short-term trading strategies.

Emily Lydey is a CFP® and Series 65 registered financial advisor with Plante Moran Financial Advisors, based in Southfield, MI. She has five years of industry experience and has worked at Plante Moran Financial Advisors since 2019 with a brief tenure at Jackson National Life. Prior to her advisory career, she was affiliated with The Andersons and Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary valuation models to manage both discretionary and non-discretionary portfolios.

Scott Sabuda is a CFP® with three years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Southfield, MI. His prior work includes roles at Two Men and a Truck and Total Party Planning LLC. 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 integrated services supported by affiliated entities within the Plante Moran enterprise.

Patrick Patton is a CFP® professional with three years of experience, currently serving at Plante Moran Financial Advisors since 2022. His prior roles include positions at Aptive Environmental, First Nation Group, Franciscan University, and the U.S. House of Representatives. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad client base, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and manage portfolios through both discretionary and non-discretionary arrangements.

Michael Hohf is a CFP® with 18 years of industry experience, currently serving as an advisor at Advance Capital Management Inc since 2007. He holds a directorship at Michigan First Credit Union, where he oversees policies and membership growth. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutions, offering discretionary portfolio management and financial planning with an investment approach guided by a committee-approved list of mutual funds and ETFs.

Jeffrey Jones is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Strategic Advisers. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and engages sub-advisors and third-party asset managers to support its services.

Aaron Damlo is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work experience with Jackson National and Alta Marketing. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Zachary Williams is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Gibbs Wealth Management, LLC. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs strategic asset allocation and diversified investment strategies across multiple asset classes.

Jerome Garrett is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2010 and has extensive experience with Consolidated Financial Corp. since 1989, where he is also involved in fixed annuity and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team that utilizes proprietary screening methods and offers various advisory models and customized portfolios.