Tetyana Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI. She holds Series 63 and Series 65 designations and has 16 years of industry experience, having worked at Berthel Fisher since 2009. In addition to her advisory role, she is licensed to solicit insurance products. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and investment strategies, delivered by approximately 100 independent investment adviser representatives.

Steven Dolinski is a financial advisor with PKS Advisory Services, LLC in Auburn Hills, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Michigan Advisors, Inc. and Michigan Securities, Inc., in addition to work experience outside finance at Detroit Receiving Hospital and other healthcare organizations. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a range of strategies and third-party models to tailor portfolios based on client risk tolerance and time horizon.

James Simasko is a financial advisor at CoreCap Advisors with four years of industry experience. He holds a Series 65 designation and has a legal career spanning over three decades as a partner and attorney at Simasko Law P.C., specializing in estate planning, probate, and Medicaid law. Simasko also operates Simasko Financial, focusing on insurance and annuity sales, serving a client base closely aligned with his advisory practice. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes a range of investment vehicles, often incorporating sub-advisors and third-party asset managers.

Michael Sharber is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2022. Prior to that, he held roles at Bank of America and Merrill. Sharber is a managing partner at Polaris Private Wealth and the owner of Sharber Investments Inc., both of which provide investment and financial advisory services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms, while overseeing advisor recommendations within its approved menus.

Keith Murphy is a financial advisor at HighPoint Planning Partners with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with HighPoint Advisor Group since 2015, also maintaining a long-term association with LPL Financial since 1998. Murphy has involvement in a separate business entity, Murphy Wealth Management LLC, which is classified as not investment related. HighPoint Advisor Group serves a broad 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 utilizes fundamental analysis to construct tailored investment policies across a range of securities and third-party platforms.

Ryan Shuchman is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with CoreCap Advisors, CoreCap Investments, and Cliff Corp since 2018, and previously worked at P&M Corporate Finance, LLC from 2008 to 2017. Outside of his advisory role, Shuchman is involved in managing rental real estate and investing in distressed properties and real estate notes. 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 approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers as part of its strategy.

Raymond Fortin is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining MissionSquare in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2020. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Nathan Garrigus is a CFP® professional affiliated with Gibbs Wealth Management, LLC in Livonia, MI. He has been in the financial advisory industry since 2024, with prior experience at Custom Wealth Solutions and Comerica Bank. He holds the Series 66 license and is currently part of a multi-team firm with 68 advisors. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Jennifer Shammamy is a CFP® and holds a Series 65 license with 14 years of industry experience. She is currently with KCD Financial, Inc. and has previously worked at H&B Financial Group, Hoover & Associates, and Fabian Wealth Strategies, Inc. Outside of her advisory role, she assists with administrative tasks and estate signings at a law firm on a limited, volunteer basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, providing a range of asset management and financial planning services through both proprietary and third-party platforms.

Adam Broka is a CFA® charterholder with 7 years of industry experience. He has been with Plante Moran Financial Advisors in Southfield, MI since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Adam Rosier is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and 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 a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, employing customizable, goal-based strategies with both discretionary and non-discretionary management options.

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® with 33 years of industry experience. She is currently with Perigon Wealth Management, LLC and has held prior roles at firms including Lumin Financial, Baron Wealth Management, and Henrickson Nauta Wealth Advisors. Outside of her advisory work, she is a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm’s investment approach focuses on individualized portfolio construction aligned with client goals, time horizon, and risk tolerance, along with active oversight of sub-advisors and wrap-fee programs.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at GLP & Associates, Inc., Viridian Equity Partners, and Gainplan LLC. Outside of his advisory role, Pagano owns and operates businesses focused on selling travel club memberships and providing referral services to CPA firms. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and supplements portfolio management with financing options tailored to clients' liquidity and risk profiles.

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 7 years of industry experience, currently serving with Plante Moran Financial Advisors in Southfield, MI. He has been with Plante Moran Financial Advisors since 2013. 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 combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Christopher Burke II is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently serves as an advisor at Azimuth Capital Management and has prior experience at firms including M Holdings Securities, Mainstay Capital Management, and Merrill. Burke is also associated with LoVasco Consulting Group. Azimuth Capital Management advises individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services along with personalized financial planning. The firm uses a combination of quantitative and qualitative analysis with model-based equity strategies and customized fixed-income construction, managing accounts primarily on a discretionary basis.

Rebecca Kindig is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with CX Institutional, LLC and previously worked at Tfg Advisers LLC and Michigan Financial Companies. Rebecca also has experience at Graff Chevrolet and Central Michigan University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology to enhance reporting and tax efficiency.

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.