Solomon Lamacchio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He also provides investment advisory services through Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment delivery options, combining large-scale advisory operations with various non-advisory financial products.

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

David Volante is a financial advisor with IPI Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with IPI Wealth Management and Investment Planners Inc since 2015. Outside of his advisory role, he is president of Volante Financial Group, LLC, a company used for tax purposes and bill paying. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, operating an open-architecture platform with proprietary risk-based models and an outsourced-agent operational framework.

Jacob Black is a CFP® professional with four years of experience in financial advising. He currently works at Foguth Wealth Management, LLC and previously held roles at Blue Jay Financial Group and Hurlow Wealth Management Group. Outside of advising, he serves on the Defiance Rotary Club Board and owns a small business that sells wooden pallets. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Jaime Eckels is a CFP® and Series 65 licensed financial advisor with 17 years of industry experience. She has been with Plante Moran Financial Advisors since 1999 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutional clients, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and frequently employs third-party managers and alternative investments.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and with 15 years of industry experience. He has worked at Asset Allocation Strategies since 2016 and has been associated with GLP Investment Services and GLP & Associates since 2009. Outside of advising, he is involved as a member of Five Lakes Property Services, which manages short-term rental properties. 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 plans and plan-sponsor investment policy reviews.

Ryan Fedricks is a CFP® and CFA® with 13 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the firm since 2010. He is also a partner at Plante & Moran, PLLC, a role unrelated to investment advisory. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and often employs third-party managers and alternative investments.

Jeffrey Lido is a CFP® with 22 years of industry experience, currently serving at Advance Capital Management Inc since 2003. He holds the Series 63 designation and works out of Southfield, MI. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, with investment decisions guided by an Investment Committee and a focus on tailored risk management.

Robert Roux is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Roux is based in Farmington Hills, Michigan. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Austin Mc Kay is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2023. His prior experience includes roles at Northwestern Mutual and the Financial Planning Association of Michigan, as well as working in valuation and teaching positions. Plante Moran Financial Advisors, LLC 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’s investment approach integrates fundamental, technical, and cyclical analysis with proprietary equity market valuation, often employing third-party managers and alternative investments.

Kevin Beazley is a Series 65-licensed financial advisor at Foguth Wealth Management, LLC with five years of industry experience. His previous roles include positions at truAdvice, LLC, Brookstone Capital Management, and Foguth Financial Group. In addition to his advisory work, he is an independent insurance agent providing insurance and fixed annuity services. 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, financial planning, and retirement plan consulting, utilizing tailored investment strategies that emphasize exchange-traded products and a blend of analytical approaches.

Ted Haddad is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases, fundamental, and technical analysis to create portfolios tailored to client objectives, utilizing individual securities, mutual funds, and ETFs, and offers access to private investment vehicles through its affiliation with Focus Financial Partners.

Michael Tommy is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2022, including roles at MSU Federal Credit Union and SGH Wealth Management before joining Foguth Wealth Management. His background also includes experience at Oakland University and Macomb Community College. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, with an investment approach that emphasizes tailored plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Karl Schwartz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, Lincoln Financial Distributors, Allianz Global Investors, AQR Investments, Blackrock Investments, and John Hancock Distributors. Outside of advisory work, he owns a pass-through entity related to his Kestra compensation. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in assets under management as of 2025. The firm offers a broad range of investment products and specialized services, with a structure that supports discretionary and non-discretionary accounts across various platforms.

Dylan Demkowicz is a CFP®-designated financial advisor with Plante Moran Financial Advisors in Southfield, MI, where he has worked since 2017, accumulating seven years of industry experience. Prior to joining Plante Moran, he was affiliated with the University of Missouri from 2013 to 2018. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, and offers both discretionary and non-discretionary portfolio management.

Matthew Moretuzzo is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Auburn Hills, MI. His prior work includes roles at Saginaw Township Water Department and Oakland University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Luis Cely is a CFA® charterholder affiliated with Advance Capital Management Inc in Southfield, MI, with two years of industry experience. His previous roles include eight years with the City of Detroit and positions at Seizert Capital Partners and Advance Capital Management. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm constructs tailored model portfolios and employs strategies including direct indexing and alternative assets, serving over 7,000 clients with a majority employee-owned structure.

Patrick Shaw is a CFP® with 20 years of industry experience, currently affiliated with Mariner Independent. He has worked at Fortitude Financial Partners and Mariner Platform Solutions since 2024 and was previously with Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives who utilize firm-built model portfolios, customized discretionary portfolios, and a broad range of investment tools.

Bryant Rivera is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining Fiduciary Financial Advisors, he worked at Aebi Schmidt Group, Thermo King, General Motors, and the University of Puerto Rico, Mayaguez. He is the sole owner of MCP Financial Services, a tax-related business in which he dedicates time during tax season. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutions. The firm combines strategic asset allocation with tactical adjustments and utilizes a variety of investment approaches, including the use of third-party managers and private alternative funds.

Robert Romain is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Investments, LLC and CoreCap Advisors, LLC since 2015, as well as R F Romain and Associates Inc since 2010. He is also a licensed independent insurance agent specializing in fixed insurance products. 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 and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers with annual oversight.