Ryan Erdmann is a CFP® with Plante Moran Financial Advisors, where he has worked since 2017. He has seven years of industry experience, including prior roles at Michigan State University. Plante Moran Financial Advisors serves a diverse client base that includes high-net-worth individuals, institutions, trusts, estates, and charitable organizations. The firm provides portfolio advisory, financial planning, and consulting services, employing a blend of fundamental, technical, and proprietary equity valuation approaches.

Daniel Mccarty is a financial advisor at CoreCap Advisors with three years of industry experience. He holds a Series 66 designation and has worked at CoreCap Investments, LLC since 2016. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach with a focus on mutual funds, ETFs, individual equities and bonds, and manages multiple affiliated entities and fee-sharing arrangements.

Justin Rolnitzky is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with ASSET ALLOCATION STRATEGIES and affiliated firms GLP & Associates and GLP Investment Services since 2012. In addition to his advisory role, he works as an insurance agent specializing in life insurance and fixed/index annuity sales. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm manages both personal and employer-sponsored retirement accounts, employing proprietary and third-party model portfolios with quantitative asset allocation techniques to deliver discretionary and non-discretionary portfolio management.

Benjamin Kusner is a financial advisor with Fortis Capital Advisors, LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at KMG Fiduciary Partners and Morgan Stanley. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a mix of discretionary management styles and strategies—including passive, active, tactical, and ESG options—and manages $1.615 billion in discretionary assets as of December 31, 2025.

Lara Mazek is a CFP® professional at Advance Capital Management Inc with 11 years of industry experience. She has been with Advance Capital Services since 2015. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, employing a screening process for investment selection and offering specialized retirement services, including a “Chief Retirement Officer” program.

Craig Rumler is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has held a leadership role as COO at M & O Marketing, LLC since 2021. His prior experience includes roles at Bloomfield Hills Financial and Southwest Detroit Environmental Vision. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm follows a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Patrick Cummins is a CFP® professional with five years of experience, currently serving at Advance Capital Management, Inc. in Southfield, MI. His work history includes multiple roles within Advance Capital Management as well as positions at Grand Valley State University and Mercantile Bank of Michigan. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, alongside specialized retirement services and a model portfolio approach tailored to clients' risk tolerances and tax circumstances.

Daniel Milan is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with CoreCap Advisors and CoreCap Investments since 2016. Outside of his advisory role, Milan is an attorney and managing partner at his own law firm, and he co-founded CCP, LLC, which supports payments and business expenses for Cornerstone Financial Services. He also manages a commercial lending brokerage and consulting firm and oversees a family investment entity focused on minority passive investments in privately held Michigan companies. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm takes a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and frequently uses sub-advisors and third-party asset managers.

Austin Dahm is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Asset Allocation Strategies since 2012 and is also affiliated with GLP & Associates and GLP Investment Services. Outside of advisory roles, Dahm serves as president of HRI, Inc., a professional services corporation based in Holland, MI. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset-allocation techniques and commonly incorporates ETFs for diversification and tax efficiency.

Gregory Mackenzie is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. since 2004. In addition to his advisory role, he is a self-employed grain farmer, working seasonally in the spring and fall. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers services including direct indexing, alternative investments, and crypto-related strategies.

Benjamin Hall is a financial advisor at Advance Capital Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Advance Capital Management, he worked at Michigan State University and was involved with MI-Combat from 2018 to 2023. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment decisions are guided by an Investment Committee and include strategies such as direct indexing, alternative investments, and crypto-related approaches.

Brian Cvetkovski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Innovation Partners LLC and MML Investors Services. In addition to his advisory work, he operates independent businesses focused on fixed life, health, and disability insurance as well as employee benefits through Cvetkovski Financial LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolios and discretionary management, with a focus on non-high-net-worth investors and retirement plan participants.

Christopher Kostiz is a financial advisor at Advance Capital Management Inc with 31 years of industry experience. He has been with Advance Capital Management and its affiliated entities since 1993. Kostiz holds Series 63 and Series 65 designations. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, individualized financial planning, and retirement-plan consulting, utilizing an Investment Committee-driven approach with a focus on mutual funds, ETFs, and alternative investments.

John Lesser is a CFP® and CFA® with 17 years of experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has been with the Plante Moran enterprise since 1996, holding roles across multiple affiliated entities including Corporate Finance, Real Estate Investment Advisors, Trust, and Insurance Agency. He 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, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis within a distinctive organizational structure integrated with affiliated entities.

Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Secure Financial Group, Secure Investors Group, Aurora Securities, Four22 Realty, WTA Realty, and Bond New York. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

Christopher Williams is an advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has held various roles since 2016, including positions with the American Hockey League and USA Hockey. Williams’s background includes experience with New York Life and self-employment prior to joining Foundations Investment Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Armani Zori is a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining Plante Moran in 2017, Zori spent time at Michigan State University from 2013 to 2016. Plante Moran Financial Advisors serves a diverse client base including individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary assets, supported by affiliations within the broader Plante Moran enterprise.

Timothy Zimcosky is a CFP® professional with 46 years of experience in financial advisory. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kalos Capital, Inc. and Kalos Management. He also serves as president of Zimco Capital, a financial planning firm offering services including securities, mutual funds, and REITs. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team and affiliated broker-dealer, offering a range of investment strategies and retirement plan consulting.

Jason Steeno is a financial advisor at CoreCap Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap Advisors since 2020, with prior experience at Regal Securities and Scottrade, Inc. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Anthony Chisolm is a CFP®-certified financial advisor with nine years of industry experience. He has worked at several firms, including Schechter Investment Advisors, LLC, and Raymond James & Associates, before joining Arax Advisory Partners in 2025. He also engages in insurance consulting and sells fixed insurance products through Robert Schechter & Associates, LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves a diverse client base, including individuals, high-net-worth clients, family offices, and institutions, offering customized portfolio management and comprehensive financial planning services.