Bryan Bradford is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at several firms including Ceterea Advisor Networks and Voya Financial Advisors, and is involved in multiple business ventures such as ownership of an automotive accessory manufacturing company and facilitation of a local business networking group. Bradford also serves as Vice President of the Greenhills Property Owner Association, overseeing road maintenance and by-law enforcement. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and businesses. The firm employs a blended investment approach, combining tactical asset allocation and multi-manager diversification, and is noted for its high client-to-advisor ratio and institutional and intermediary roles.

Roger Welshans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been a senior partner at Cornerstone Financial Services, focusing on insurance and annuity sales, for the past 10 years. Welshans currently serves clients through CoreCap Advisors, where he has worked for a decade. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, individual equities and bonds, and selective use of options or short sales.

Patrick Simasko is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2016. In addition to his advisory role, he is an attorney specializing in estate planning at Simasko Law and is involved in insurance and annuity sales through Simasko Financial. 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 employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Nathan Rumler is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with two years of industry experience. He has worked at Plante Moran since 2023 and has prior experience in various roles including at Rally House and Executive Wealth Management. Outside of financial advising, Rumler has held positions related to university recreation and the restaurant industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models and manages a mix of discretionary and non-discretionary portfolios.

Paul Messiter is a CFP® with 18 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent authorized to sell life, health, and annuity insurance products. United Capital Financial Advisors offers financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, incorporates ESG and faith-based customization, and provides client-facing technology and reporting tools.

Alexander Pushman is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. He has worked at Foguth Wealth Management since 2023 and has prior experience with Truadvice, LLC, Brookstone Capital Management, and Clark Companies Inc. Pushman is also the owner of an insurance-related business focused on annuities and life insurance. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management and financial planning, emphasizing exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based investment analysis.

Lisa Spitler is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Voya Financial Advisors, Inc. and Bradford Financial Advisors. Outside of advising, she is involved in substitute teaching at local schools and provides spiritual counseling. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, co-advised private wealth solutions, and niche offerings such as 1031 exchange consulting.

Steven Levine is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked with GLP Investment Services and GLP & Associates since the late 1990s. Levine is also president of SRL Retirement Investments, Inc., where he develops investment strategies and manages insurance sales. 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 offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Cynthia Mulonas is a financial advisor at Thurston Springer Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Advisors for seven years before joining Thurston Springer Financial. Thurston Springer Advisors serves a wide range of clients, including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, from buy-and-hold to active tactical approaches, delivered through discretionary and non-discretionary programs.

Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.

Joshua Alpert is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2013. Prior to this, he has operated Alpert Retirement Advising since 2007. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals—including high-net-worth and accredited investors—as well as retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Steven Privette is a CFP® professional with 15 years of experience in the financial industry. He is currently affiliated with Wealthcare Advisory Partners LLC and LPL Financial, having previously worked at Edward Jones for 12 years. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics, combining both passive and active investment strategies tailored to client preferences.

Max Murphy is a CFP®-credentialed financial advisor with four years of industry experience. He is currently affiliated with Highpoint Planning Partners and has previously worked at firms including LPL Financial LLC, The Vanguard Group, Inc., and Plante Moran Financial Advisors. HighPoint Advisor Group serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and utilizes fundamental analysis to construct client investment policies across various asset classes and investment platforms.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at LPL Financial and Fisher Retirement Services. He also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning approach supported by proprietary technology and quantitative measures.

Lowell Weiss is a CFP® with 16 years of experience in the financial services industry. He currently works at Elevation Point Wealth Partners, LLC, and previously spent 16 years with Raymond James & Associates. Outside of his advisory role, he rents Disney Vacation Club points to interested parties. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, employing a model portfolio investment approach with tactical asset allocation and integration of insurance distribution and annuity servicing.

William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services 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 and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

Kade Peterson is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Foguth Wealth Management, he worked at Equitable Advisors for two years. Outside of his advisory role, Kade occasionally works as an Uber driver on weekends. 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 using exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds the Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise with access to integrated financial services.

Douglass Burgdorf is a CFP® professional with 27 years of industry experience, currently serving at KCD Financial, Inc. since 2007. He is a partner in H & B Financial Group, Inc., focusing on insurance sales, and owns Burgdorf Financial Services, Inc., which provides financial planning and investment management. Additionally, he contributes voluntarily to marketing and business development for Cedar River Technologies/Waggle IOT. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors, serving individuals—including high-net-worth clients—corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and access to third-party management programs, combining advisory and broker-dealer services with licensed insurance agency operations.