Avery Ragatzki is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation and five years of industry experience. Prior to joining Baron Wealth Management in 2023, Avery worked at Plante Moran Financial Advisors for multiple periods between 2018 and 2022. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on individualized, ongoing advice and strategic diversified asset allocation, combining internally researched securities with mutual funds, ETFs, and separately managed programs.

Kathryn Gillman is a CFP® professional with 22 years of experience in the financial industry. She has worked at ISTO Advisors, LLC since 2016 and previously held roles at Regal Securities and Fisher Financial Partners. Outside of her advisory role, she serves as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering wealth management, financial planning, and a two-phase “Prosperity” program that incorporates multigenerational coaching. The firm operates under a fiduciary standard, tailoring strategies to client objectives using a broad range of investment options and may utilize third-party sub-advisers.

Dena Soule is a financial advisor at Integrated Investment Consultants, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Integrated Investment Consultants since 2015. The firm serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, wealth management, and retirement plan consulting. Integrated combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and employs a variety of investment vehicles tailored to client risk tolerances and circumstances.

Nicholas Kallabat is a financial advisor with Spartan Wealth Management and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Cadaret, Grant & Co., Inc., and Royal Alliance. Outside of his advisory work, he is a business owner of KA Enterprises of Michigan. Spartan Wealth Management is a multi-advisor firm providing discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, with personalized asset allocation and portfolio strategies.

Jason Recchia is a financial advisor at Strategic Wealth Advisors Group, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Strategic Wealth Advisors Group, he worked at Ameriprise and has diverse experience including roles outside the financial sector. He is also affiliated with University of Detroit Jesuit High School and Academy. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm emphasizes the use of independent sub-advisors for portfolio management and offers ERISA plan services and public educational seminars.

Ethan Siekkinen is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with one year of industry experience. His background includes roles at J Wilson Wealth Management and multiple years working with Rizzo Lawn Care. He has also attended The Ohio State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, overseeing over $25 billion in assets.

Hannah Huehn is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in Southfield, MI. She has seven years of experience with the firm and a total of five years in the industry. Her prior experience includes multiple roles at Michigan State University and a position at Adient. Plante Moran Financial Advisors serves a diverse client base that includes individuals, institutions, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services using a range of analytical approaches and manages both discretionary and non-discretionary assets.

Kirk Dedenbach is a financial advisor at Plante Moran Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Comerica Securities, Comerica Bank, and Ameriprise Financial Services. He is also affiliated with Plante Moran’s real estate investment and insurance agencies. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, and business entities. The firm employs a combination of fundamental, technical, and proprietary equity valuation analyses to manage both discretionary and non-discretionary portfolios.

Carly Purcell is a financial advisor at Advance Capital Management Inc with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024, previously working with Advance Capital Services since 2011. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and manages approximately $4.5 billion in assets across more than 6,800 clients.

Stacy Calder is a financial advisor at Blackridge Asset Management, LLC with 25 years of experience. She holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc. Calder is also a line dance instructor and a weight loss coach through Optavia. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a mix of fundamental, technical, and charting analysis and offers model-based portfolio management through an affiliated turnkey asset management platform.

Ronald Thompson is a financial advisor at CoreCap Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Strategies Group, Daly Merritt Financial Services, and New York Life Insurance. Thompson is also an insurance agent at True North Advisors, where he engages in life insurance and annuity sales. 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 emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, often incorporating sub-advisors and tax-efficient strategies.

Christine Mc Cafferty is a financial advisor at CoreCap Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Brokers International Financial Services and Forethought Investment Group. Outside of her advisory role, she is an insurance agent involved in Medicare health insurance sales through Advantage Benefits Retirement Services, LLC. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, and institutional clients. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

Aaron Wooster is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors since 2016. Wooster is also an independent agent and partner at Jackson Kennedy, where he sells annuities, fixed indexed annuities, and life insurance products. 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 uses a relationship-oriented approach with a long-term investment horizon, employing mutual funds, ETFs, individual equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Brian Mackey is a CFA® charterholder with three years of industry experience. He is currently with Arax Advisory Partners and has prior experience at Schechter Investment Advisors, Hutchinson & Walter, Harbus Capital, and Adviser Investments. Outside of advisory roles, he serves as Chief Operating Officer at Robert Schechter & Associates, managing accounting and marketing functions. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and is noted for its use of performance-based fee arrangements and its broader institutional footprint.

Jonathan Arntz is an associate advisor at SEIA with one year of industry experience. Prior to joining SEIA in 2024, he worked at Cedar Brook Group for four years and was self-employed in construction for nine years. Outside of his advisory role, he is involved in property management through a separate business. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments guided by an in-house Investment Solutions Group and an Investment Committee, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent nine years with Legend Equities Corp. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Jared Vandenberg is a CFP® professional with 12 years of experience in financial advising. He has been with Advance Capital Services since 2013. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, managing approximately $4.5 billion in assets across over 6,800 clients with a team of 29 advisors.

Steven Grogan is a CFP® with 16 years of experience in the financial services industry. He currently works at Savvy and has held prior roles at Commonwealth Financial Network and Sii. Grogan is also the owner of Datum Point Tools, Inc., an industrial tool distribution business, and serves as a director of Connect Macomb, a local non-profit Chamber of Commerce organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Ramona Pearson is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with firms including Planners Alliance LLC and has maintained her own CPA firm, Ramona H. Pearson CPA P.C., since 1988. Outside of her advisory role, she serves as a principal of Business Office Consultants, LLC, providing outsourced CFO services, and participates as a board member of the Wedgewood Homeowners Association. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement plan solutions. The firm’s centralized Investment Team employs a fund-of-funds strategy with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Andrew Nedeljkovic is a CFA® charterholder at Plante Moran Financial Advisors with one year of industry experience. He has held positions at Plante Moran Financial Advisors since 2022 and previously worked at CrossCountry Mortgage and Hardrock Concrete. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm offers strategic asset allocation, portfolio management, and a range of advisory services using fundamental, technical, and proprietary equity analysis.