Adam Broka is a CFA® charterholder with 12 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has been with the firm since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, 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.

Adam Rosier is a financial advisor with Strategic Blueprint, LLC in Northville, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management, financial planning, and consulting services through a network of independent advisory representatives.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.

Sandra Kerr is a CFP® professional affiliated with Perigon Wealth Management, LLC, with 32 years of industry experience. She has worked at Perigon since 2023 and previously held roles at Lumin Financial, LLC, and Baron Wealth Management, LLC. Kerr is also a licensed insurance agent, conducting insurance sales and consulting on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees unaffiliated sub-advisors and TAMPs, with a focus on individualized portfolio construction and ongoing monitoring.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 66 designation. He has 14 years of industry experience and has previously worked at firms including Gainplan LLC and Viridian Equity Partners. Outside of his advisory role, he owns and operates non-investment businesses related to travel memberships and referral services. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment process emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and investment policy reviews.

David Camilleri is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory work, Mr. Camilleri is a certified public accountant with Butala Simmons, Camilleri & Baranski PC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework.

Jeremy Kedzior is a CFA® charterholder with 13 years at Plante Moran Financial Advisors and a total of 7 years in the industry. He is based in Southfield, MI. Plante Moran Financial Advisors offers 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 along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Christopher Burke II is a financial advisor at Azimuth Capital Management with 14 years of industry experience. He holds the CFP® designation and securities licenses Series 66 and Series 63. His work history includes roles at Azimuth Capital Management since 2023, M Holdings Securities, Lovasco Consulting Group, and Mainstay Capital Management. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities by providing discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and customized fixed-income construction, managing primarily discretionary accounts but also accommodating nondiscretionary mandates and various investment instruments based on client objectives.

Dan Brown is a financial advisor at CoreCap Advisors with a Series 65 designation. He has been with CoreCap Advisors and related entities since 2018. Prior to joining CoreCap, he worked at Consillo and Fleece & Thank You. Outside of his advisory role, he is involved with M & O Marketing, LLC. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, and individual securities.

Brian Thomas is a financial advisor at International Assets Investment Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Kestra Investment Services and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as one of the chairmen for an annual charitable golf outing and is the owner of a pass-through entity related to his Kestra revenue. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, individual securities, and fixed income, while also offering financial planning and access to third-party money managers.

David Howard is a financial advisor with CoreCap Advisors holding the PFS™ designation and Series 63 and 65 licenses, with 28 years of industry experience. He has worked at CoreCap Investments, LPL Financial, and the Center For Wealth Planning, among others. Howard is president and a 40% owner of Financial Fitness, Inc., and is also active as an insurance agent. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party managers to serve its clients.

David Kaiser is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has served at LPL Financial since 2012 and has been involved with Wealthcare Advisory Partners LLC since 2018. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kevin Benson is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2004 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 including individuals, institutions, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Scott Montgomery is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory roles, Mr. Montgomery is a licensed insurance agent and serves as a certified public accountant with Montgomery, Wiethorn, Burke, Mackinder & Dye, CPA's P.C. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, combining goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics.

Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.

Ryan Theisen is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Advance Capital Management, Inc. since 2014 and also worked at the University of Michigan - Dearborn from 2013 to 2018. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Victor Hicks III is a financial advisor at Perigon Wealth Management, LLC with a CFP® designation and Series 63 license. He has experience working at BMO Financial Group, Citigroup Global Markets Inc., and SGH Wealth Management prior to joining Perigon. His industry experience totals six years, beginning in 2016. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, regular monitoring, and serves as both sponsor and overseer of its wrap program and sub-advisor relationships.

Connor Faix is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds a Series 65 credential and has been with Advance Capital Management since 2025. Prior to his advisory role, he held positions in the insurance industry and various educational institutions. 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 a committee-driven investment approach with a focus on mutual funds, ETFs, direct indexing, alternative investments, and crypto-related strategies.

Lamindy Brandon Joseph is a CFP® with 20 years of industry experience and is currently affiliated with CL Wealth Management LLC. He has held roles at Noir Private Wealth, LLC and Cabot Lodge Securities, and has served as a part-time instructor at the University of Phoenix since 2010, teaching finance, economics, and business courses. He is also managing partner of Centurion Wealth Management and managing member of Centurion Financial Advisers, which provides financial planning, insurance solutions, tax preparation, and CFO services for nonprofits. CL Wealth Management LLC offers portfolio advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis and manages accounts on both discretionary and non-discretionary bases.

Jordan Paholak is a financial advisor with ON Investment Management Company in Novi, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Integrity Investment Planning Group, W&S Brokerage Services, and Western & Southern Life. Outside of investment advising, he also engages in life insurance sales as a financial representative with Integrity Investment Planning Group. ON Investment Management Company is an SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary strategies.