Sylvia Yousif Matti is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Detroit Financial and GLP & Associates. In addition to her advisory work, she is involved in insurance sales as a life insurance producer with Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, offering services through a large network of affiliated offices and investment adviser representatives.

Russell Harris is a financial advisor with Bison Wealth, LLC in Canton, MI, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Brookstone Capital Management. Harris is also involved as a lead educator and board member of Financial Educators Network, a nonprofit focused on providing financial education. Bison Wealth serves a broad client base including high net worth individuals, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Kevin Arends is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and also maintains roles with GLP Investment Services, LLC, GLP & Associates, and Advocacy Alliance Agency LLC. Outside of investment advising, he is active in life insurance and annuity sales through GLP & Associates and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. 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’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional services including plan-sponsor investment policy reviews and portfolio financing strategies.

Andrew Grove is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services through a variety of investment approaches.

Anthony Endress is a Series 66-licensed financial advisor at Foguth Wealth Management, LLC with four years of industry experience. He previously worked at Hantz Financial Services for nine years before joining Foguth Wealth Management. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes exchange-traded products and applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis to construct tailored investment plans.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. 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, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Alexander Dysarz is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at Foguth Financial Group, United Wholesale Mortgage, and the U.S. House of Representatives. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, utilizing a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis in constructing tailored investment plans.

Steven Lusky is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 credential and 14 years of industry experience. He is also the vice president of Preferred Underwriters, an insurance agency, a role he has held since 1997. Lusky’s work history includes concurrent positions at both Asset Allocation Strategies and GLP Investment Services. 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 a strategic asset allocation process using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.

Matthew Mackey is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. Prior to joining the firm, he worked at Intel Corporation for several years. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm emphasizes tailored investment plans that incorporate exchange-traded products and a variety of analytical approaches, managing approximately $1.07 billion across a multi-advisor team.

Mark Dixon is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has worked with Plante Moran since 1991 and is also a partner at Plante & Moran PLLC, where he assists in some management aspects of the firm. 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 utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Matthew Foguth is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foguth Financial Group since 2018. Prior to his financial career, he was employed at Serve Pro and Little Caesars. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies focusing on exchange-traded products and combines various analytical approaches in managing approximately $1.07 billion across a multi-advisor team.

Alexander Guys is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 credential and has one year of experience in his current advisory role, with prior positions at Plante Moran and Comerica Bank. Before entering financial services, he worked at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Huntington National Bank, AE Financial Services, LLC, and Oliver Lagore Vanvalin Investment Group, Inc. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and institutional clients. The firm provides investment management, financial planning, and advisory services with a focus on fundamental analysis and long-term orientation, managing approximately $9.2 billion in assets across a team of 54 advisors.

Michael Schmidtke is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Planning Alternatives LTD and EFG Asset Management. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a combination of fundamental and technical analysis within a structured investment process and primarily constructs portfolios using mutual funds and ETFs.

Ryan Schacht is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has been with Founders Financial Securities and Great Lakes Financial since 2006. Outside of his advisory role, he is involved with Great Lakes Financial Services Group, where he sells fixed insurance products and markets health insurance to individuals and groups. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Richard Barden is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with his current firm since 2011. Outside of his advisory role, he is a 50% owner of a family farming business, Barden Farm and Farm Markets, where he allocates significant time during the growing season. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, including both non‑high-net-worth and high-net-worth clients, as well as plan sponsors and trustees. The firm’s investment approach focuses on strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

David Judge is a financial advisor with Advisory Services Network, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, Judge is a professional musician involved in performance, recording, and teaching guitar, keyboard, and vocals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across various asset classes.

Darren Woolson is a financial advisor at Asset Allocation Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Morgan Stanley and Ameriprise Financial Services. He also serves as Director of Compliance at Asset Allocation Strategies, overseeing compliance matters. 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 a strategic asset allocation process using quantitative techniques and offers services including portfolio financing and third-party manager relationships.

David Sowerby is a CFA® charterholder with 27 years of industry experience. He is currently with Ancora Private Wealth Advisors, LLC and has held roles at Ancora Advisors, Inverness Securities LLC, and Loomis Sayles companies. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension, profit-sharing, and 401(k) plans. The firm’s investment approach combines top-down macro assessment with fundamental equity analysis and fixed-income structuring, employing a mix of individual securities, mutual funds, ETFs, alternative investments, and private placements.

Jason Pivoz is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Integrated Wealth Concepts, LLC and LPL Financial. In addition to his advisory work, Mr. Pivoz holds a CPA position at Blue and Co, LLC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.