Andrew Harr is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been affiliated with Lincoln Investment since 2010. In addition to his advisory role, he serves as a trainer for newly appointed insurance agents at Consolidated Financial, focusing on the 403(b) market with an emphasis on suitability and product knowledge. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Southfield, MI. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis, managing a majority of its assets on a non-discretionary basis with client collaboration on discretionary authority.

Christopher Barnas is a CFP® with 11 years of industry experience and has been with Plante Moran Financial Advisors since 2013. He holds the Series 65 designation and is based in Detroit, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

David Sawchuk is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. Sawchuk serves as a member of the Taymouth Township Zoning Board of Appeals. Capital Analysts provides portfolio management and advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house investment management team and offers custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Scott Butler is a CFP® credentialed financial advisor with 22 years of industry experience, currently with CoreCap Advisors in Southfield, MI. He has held roles at CoreCap Advisors and related entities since 2018 and previously worked at Cambridge Investment Research Advisors. Outside of advisory work, Butler presents financial education seminars as an educator with the Society for Financial Awareness (SOFA). CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and bonds, with additional oversight of sub-advisors and tax-efficient services.

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Mary Hanson Kent is a financial advisor with Bison Wealth, LLC in Canton, MI, holding a Series 65 designation. She has been with Bison Wealth since 2025, with prior experience at Raymond James and Village Global. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, financial planning, and a turnkey asset management platform for unaffiliated advisers, utilizing both traditional and alternative investments alongside option-based overlay strategies.

Avery Markos is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of his advisory role, he is involved in independent insurance sales through Wealth Trac Financial. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning services to individuals, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes a variety of investment vehicles, including mutual funds, ETFs, equities, and fixed income.

Jonathan Sawchuk is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Investment and Endless Possibilities. Outside of advisory activities, he is the organizer and sole proprietor of Sawchuk Solutions, LLC, a holding company for tax and accounting purposes related to his compensation journaling. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to manage portfolios using proprietary models and offers discretionary and non-discretionary portfolio management along with advisor-managed custom portfolios.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses with 56 years of industry experience. Prior to joining Elevation Point in 2025, he worked for Raymond James & Associates for 26 years. He is also a partner in The Steady Climb LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities through model portfolio strategies that incorporate tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Craig Tanis is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments since 2019. Prior to that, he was with The KR Group from 2016 to 2018. In addition to his advisory role, Tanis is an independent insurance agent selling health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, 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 including mutual funds, ETFs, equities, and fixed income.

Julie Goldsmith is a CFP® with 38 years of experience, currently serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 and has maintained a long tenure with the firm. Outside of advisory work, she is Co-President of the Kelly Green Meadow Condominium Association and is involved in insurance sales through J Weil Goldsmith & Associates, LLC. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who utilize model portfolios and third-party managers on an approved platform, offering discretionary management and ongoing financial planning support.

Marc Schechter is a financial advisor at Arax Advisory Partners with one year of experience at the firm and over a decade in the industry. He previously operated Schechter Investment Advisors from 2013 to 2025. Schechter is involved in managing a private fund that pursues venture capital and private-equity strategies. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Dino Berri is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at multiple firms, including LPL Financial LLC and Oak Ridge Private Wealth. In addition to his advisory role, Berri is an independent insurance agent focusing on fixed and indexed annuity sales and life insurance. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives, employing model portfolios, asymmetric rebalancing, and third-party sub-advisers.

Adelaina Welch is a financial advisor at Fortis Capital Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and KMG Fiduciary Partners. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting using a combination of discretionary management, advisor-specific styles, and model portfolios that incorporate passive, active, tactical, and ESG-oriented strategies.

Erik Kokeny is a financial advisor at Kovack Advisors, Inc. in Troy, MI, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Advisors since 2009, previously working at Kovack Securities beginning in 2007. He also serves as a trustee of his mother's revocable living trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using both internally developed and third-party investment models supported by Envestnet technology.

Karen Noonan is a financial advisor with Secure Asset Management, L.L.C., holding a Series 65 designation and 12 years of industry experience. She has been with Secure Asset Management since 2016 and is also affiliated with Secure Investors Group, KRN Properties, LLC, and Great Lakes Financial & Tax Services. Outside of her advisory role, she is an independent life and health insurance sales agent operating as a sole proprietor. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and utilizes third-party money managers and held-away account management to support client portfolios.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.