Loran Coffman is a financial advisor at RFG Advisory, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His previous roles include positions at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Consultants, among others. In addition to his advisory work, he has been involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses asset-class model allocations aligned with risk objectives and offers features such as Biblically Responsible Investing and various billing arrangements.

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has one year of industry experience, including prior roles at Detroit Financial and Eyebloc LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Muata Mahluli is a CFP® professional with 28 years of industry experience, currently serving at Facet Wealth since 2020. His prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA-CREF, Morgan Stanley, and Merrill. Mahluli serves on the Board of Directors for The Detroit Recovery Project, a nonprofit focused on supporting individuals and communities affected by co-occurring mental illness and substance use disorders. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations emphasizing ETFs and uses technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Malachi Cattanach is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Area Home Services for eleven years. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services tailored to client goals with a range of active and passive investment strategies.

Gavin Schmidtmann is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has previously worked at Aurora Securities Inc., Oakland Hills Country Club, Country Club of Lansing, and Ferris State University. Schmidtmann is also licensed as an insurance agent, offering fixed insurance products through Secure Investors Group. Secure Asset Management, LLC 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 focuses on serving individuals and plan-level consulting rather than traditional corporate clients.

Jonathan Sawchuk is a Series 66-licensed advisor with five years of industry experience. He has worked at Lincoln Investment since 2020 and previously at Endless Possibilities and Renaissance Charter School at Crown Point. Outside of his advisory role, he operates Sawchuk Solutions, LLC, a holding company for tax-related purposes, and is involved in fixed insurance sales through Consolidated Financial. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and firm-managed programs.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 26 years. Hack is a partner in The Steady Climb LLC. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various accounts and model strategies that blend strategic and tactical asset allocation across multiple investment vehicles.

Mitchell Sehi is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Mass Mutual Investors Services and LPL Financial. Outside of his advisory work, he also works in the hospitality industry as a server at Ocean Prime. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and incorporates both passive and active investment strategies alongside dynamic rebalancing.

Marc Schechter is a financial advisor at Arax Advisory Partners with one year of experience at the firm and over 12 years in the industry. He previously operated Schechter Investment Advisors from 2013 to 2025. Outside of Arax, Schechter is involved in managing various private investment entities and holds leadership roles in several family and private fund investment companies. Arax Advisory Partners provides wealth management and advisory services to a diverse clientele, including individuals, family offices, institutions, and businesses. The firm combines in-house portfolio teams, external managers, and alternative investments with tools for managing held-away retirement assets, supporting both discretionary and non-discretionary strategies.

Adelaina Welch is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Smith Barney LLC and KMG Fiduciary Partners. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning through a variety of strategies, including passive, active, tactical, and ESG-aware approaches.

Erik Kokeny is a financial advisor with Kovack Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Kovack Advisors since 2009 and Kovack Securities since 2007. Kokeny serves as a trustee for a 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 individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Arax Advisory Partners, where he has worked since 2026. His previous roles include positions at Gries Financial LLC, Rehmann Capital Advisory Group, and his own firm, Samrah Advisory Services. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services with a focus on discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

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.

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.

Thomas Williams is a financial advisor at Financial Gravity Family Office Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Hochfelder & Weber, P.C. Williams is also the managing partner of Advisant Financial LLC, where he oversees day-to-day operations focused on tax planning and compliance. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

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.

Michael Sharber is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Bank of America and Merrill before joining Kestra in 2022. Sharber is also managing partner of Polaris Private Wealth, focusing on insurance and investment advisory services, and owner of Sharber Investments Inc. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and specialized offerings.