Paul Messiter is a CFP® with 19 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2015 and previously held roles at Stancorp Investment Advisers and Tisch Investment Advisory. Messiter is also a licensed insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a broad affiliate network and a technology platform, FinLife Partners, which supports independent advisors with customized investment solutions.

Alexander Pushman is a financial advisor with Foguth Wealth Management, LLC. He holds a Series 65 license and has five years of industry experience. Prior to joining Foguth Wealth Management in 2023, he worked at truAdvice, LLC and Brookstone Capital Management. Outside of investment advisory services, he is the owner of Clark Companies Inc, an insurance business focused on annuities and life insurance. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion in assets. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a mix of fundamental, technical, cyclical, and Modern Portfolio Theory analyses to create tailored investment plans.

Lisa Spitler is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63, 65, and 66 licenses with nine years of industry experience. Her prior roles include positions at Voya Financial Advisors and Bradford Financial Advisors. Outside of advising, she works as a substitute teacher for grades K-12 at Brighton Area Schools and St. Patrick School, and she provides spiritual counseling through Gentle Strength Spiritual Counseling. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets. The firm supports its advisors with multiple advisory platforms and emphasizes a range of services including retirement guidance, 1031 exchange consulting, and co-advised private wealth solutions.

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 at Wells Fargo Advisors and Merrill. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management using a range of investment strategies, including both buy-and-hold and active models.

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® professional with five years of industry experience, currently advising at HighPoint Planning Partners. He has previously worked at firms including LPL Financial LLC, The Vanguard Group, and Plante Moran Financial Advisors. Murphy operates an independent advisory business through HighPoint Advisor Group, LLC. HighPoint Advisor Group serves a diverse client base 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 a range of investment vehicles and third-party platforms to implement personalized portfolio strategies.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked with LPL Financial since 2007 and operates Fisher Retirement Services, a business active since 1993. Fisher also works as an independent insurance agent selling fixed insurance products. 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 employs a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies and dynamic rebalancing.

Lowell Weiss is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Elevation Point, he worked at Raymond James & Associates for 16 years. Outside of his advisory role, he rents Disney Vacation Club points to interested individuals and rental companies. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including proprietary model portfolios and third-party managers.

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 a Series 65 designation and has prior work experience at Kellogg Company and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and manages a majority of assets on a non-discretionary basis.

Douglass Burgdorf is a CFP® with 27 years of industry experience, currently serving at KCD Financial, Inc. since 2007. He is a partner in an insurance sales business and owns an independent financial planning and investment management firm, Burgdorf Financial Services, Inc. Additionally, he volunteers in marketing and business development for a technology company. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

Kenny Goldner is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asset Allocation Strategies since 2019 and is also associated with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advising, he is involved in life insurance and annuity sales and servicing through GLP & Associates. 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 process emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

Jaxson Barlow is a financial advisor at HBW Advisory Services LLC, holding a Series 66 designation with less than one year of industry experience. Prior to his role in financial advising, he has worked in various customer service and retail positions, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services primarily serves individual clients and also advises businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses risk-tolerance questionnaires and third-party managers to implement discretionary asset management and financial planning services.

Renee Wahl is a financial advisor at Summit Financial, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services and Purshe Kaplan Sterling Investments. Wahl has been with Summit Financial since 2019 through its affiliated entities. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets. The firm serves about 17,800 clients by offering a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Michael Lopus is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been affiliated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. Outside of his advisory role, he is a partner at Plante & Moran, PLLC in a non-investment capacity. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary market valuation model.