Brett Kunkle is a CFP® professional with Plante Moran Financial Advisors in Auburn Hills, MI, and has three years of industry experience. His background includes work at Plante Moran Financial Advisors since 2020, as well as roles outside finance in landscape design and the food service industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

Alan Freeman is a CFA® charterholder with 15 years of industry experience, currently serving at Azimuth Capital Management. He has been with the Azimuth firms since 2005, including Azimuth Capital Management and Azimuth Capital Investment Management LLC. 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 with fundamental and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, while also offering access to affiliated private investment vehicles and credit, cash management, and insurance solutions.

Anida Venniro is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Douglas Featherstone Jr. is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities and Alerus Financial. Featherstone also serves as a Senior Internal Wholesaler at MissionSquare Retirement. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Benjamin Kusner is a financial advisor with Fortis Capital Advisors, LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at KMG Fiduciary Partners and Morgan Stanley. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a mix of discretionary management styles and strategies—including passive, active, tactical, and ESG options—and manages $1.615 billion in discretionary assets as of December 31, 2025.

Owen Crabtree is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include positions at TFG Advisers and The Heathers Club of Bloomfield Hills, as well as experience in various other industries. 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 and offers specialized strategy portfolios including ESG and blockchain-focused options.

Cooper Harbowy is an advisor at Modern Wealth Management, LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience working at Chipotle and in various educational roles. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at Secure Financial Group, Secure Investors Group, Aurora Securities, Inc., Four22 Realty, WTA Realty, and Bond New York. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes client-specific investment policies and equitable allocation of opportunities.

Wendy Steadman is a financial advisor with American Independent Securities Group, LLC in Troy, MI, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has been with L.M. Kohn & Company since 2012. Outside of her advisory role, she is involved with the Windermere Island Foundation, a nonprofit, where she performs administrative duties including website management. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and access to third-party managers and estate-planning services.

Anthony Chisolm is a CFP®-certified financial advisor with nine years of industry experience. He has worked at several firms, including Schechter Investment Advisors, LLC, and Raymond James & Associates, before joining Arax Advisory Partners in 2025. He also engages in insurance consulting and sells fixed insurance products through Robert Schechter & Associates, LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves a diverse client base, including individuals, high-net-worth clients, family offices, and institutions, offering customized portfolio management and comprehensive financial planning services.

Leland Proshek is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Chart Advisors LLC since 2014 and is the owner of Chart Advisors Inc., a tax and insurance planning business. 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 individualized client service rather than traditional corporate relationships.

Daniel Orfin is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He has worked at MipPro Wealth Management Inc. and Gibbs Wealth Management since 2024 and has operated Orfin and Associates Inc. since 2000. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed model management program, utilizing third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on client financial situations, goals, and risk tolerance.

Joseph Abbott is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Jones Retirement Advisors, Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, Quicken Loans, Culvers, and McDonald's. Outside of advisory activities, he is also involved in insurance as an agent. 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 operates a wrap-fee program, utilizing fundamental analysis and various investment vehicles to construct portfolios.

Kristen Howard is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding a Series 66 designation and seven years of industry experience. She has previously worked at Wells Fargo Advisors, Bank of America N.A., Merrill, Quicken Loans, and Famous Footwear. Thurston Springer Advisors serves a broad client base including individuals, corporations, retirement plans, foundations, and trusts. The firm provides financial planning, estate-planning facilitation, and portfolio management through various discretionary and non-discretionary programs, employing investment strategies ranging from buy-and-hold to more active tactical approaches.

Kyle Akers is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Modern Wealth Management, LLC and has held roles at Barber Financial Group, Mutual Securities, and Osiwala & Associates Strategic Investment Services. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services including discretionary investment management, tax and estate planning, and insurance solutions.

Ian Eriksen is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Jackson National Life Distributors, Summit Financial Group, and Cetera Advisor Networks. Outside of his advisory work, Eriksen serves as an assistant football coach at Clarkston Community School. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and models.

Sanhita Bhattacharya is a financial advisor at Arax Advisory Partners with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Santander Securities, and First Republic. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with notable use of performance-based fee arrangements and carried interest structures for qualified investors.

Christopher Kramer is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Outside of his advisory role, he is a partner in Blizzard Falls Entertainment, a film and television business based in Rochester Hills, MI. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, and institutional investors. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Craig Conley is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, with eight years of industry experience. He holds a Series 65 credential and has worked at Secure Investors Group and Secure Asset Management since 2017. Additionally, Conley is the owner of Son Life Incorporated, a business involved with assets under management and life insurance products since 1987. 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 with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Peter Wargo is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Barber Financial Group, Mutual Securities, Inc., National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and management team, offering discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions through affiliated entities.