James Kraatz is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Blackridge since 2017 and previously held positions at Next Financial Group, Inc., Capital Financial Services, Inc., and JESUP & LAMONT Advisors. Outside of his advisory role, Kraatz owns a fixed insurance business focused on fixed annuities, life, health, disability, and long-term care insurance. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm’s investment approach includes tailored portfolio management with discretionary and non-discretionary options, utilizing affiliated platforms and third-party managers to offer diversified strategies and estate-planning referrals.

John Stein is a CFA® charterholder and registered investment advisor with 16 years of industry experience. He currently serves at Arax Advisory Partners and previously worked with Schechter Investment Advisors and Telemus-affiliated firms. Stein also receives referral fees for investment advisory clients he refers to Telemus and Chicago Partners Wealth Advisors. Arax Advisory Partners offers wealth management and advisory services to a wide range of clients, including individuals, family offices, institutions, and businesses. The firm utilizes a combination of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics, managing assets on a fiduciary basis.

Steven Cook is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with firms including Lincoln Investment Planning and multiple life insurance companies over several decades. Outside of advising, he is involved in education as a teacher and department chair at Allen Park Public Schools and participates in various insurance sales and related entrepreneurial ventures. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and an in-house investment management team utilizing a proprietary fund screening process.

Andrew Lampela is a financial advisor with Thurston Springer Advisors and holds the Series 66 designation. He has two years of industry experience, including roles at Fratarcangeli Wealth Management and Jackson National. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management using a blend of fundamental, technical, and cyclical investment analysis, and supports both buy-and-hold and active strategies.

Patrick Brown is a financial advisor with Lifemark Securities Corp. in Livonia, MI, holding Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at Lifemark since 2018 and Foresters Equity Services from 2015 to 2018. In addition to advising clients, he operates as an independent insurance agent. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering customized programs such as Unified Managed Accounts and Separately Managed Accounts with both discretionary and non-discretionary management options.

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.

Cameron Roehl is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

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.

John Cruse is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and United Shore. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

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.

Andrew Harr is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2010. Outside of advising, he contracts as a trainer for newly appointed insurance agents, focusing on the 403(b) market and product suitability. Capital Analysts serves a diverse client base including retail investors, high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

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.

Eric Dahlberg is a CFA® charterholder at Plante Moran Financial Advisors with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and works with third-party managers, primarily on a non-discretionary basis.

David Sawchuk is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. Outside his advisory roles, he serves as a member of the Taymouth Township Zoning Board of Appeals. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and managed programs.

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.

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.

Avery Markos is a financial advisor at CoreCap Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors since 2020. Markos also operates an independent insurance sales business through Wealth Trac Financial. CoreCap Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors with a relationship-oriented, long-term investment approach.

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.

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.