Lisa Stella is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Center for Financial Planning Inc and has prior experience at Raymond James and Merrill. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages nearly $2 billion in assets and focuses on strategic asset allocation and diversification through a documented suitability process and regular portfolio reviews.

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 worked previously at Wells Fargo Clearing and Comerica Securities. Soule has been with Integrated Investment Consultants since 2015. Integrated Investment Consultants manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm offers discretionary and non-discretionary investment management, wealth management, and consulting, using a process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

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.

Hannah Huehn is a CERTIFIED FINANCIAL PLANNER™ practitioner with five years of industry experience. She has been with Plante Moran Financial Advisors since 2018, with previous roles including work at Michigan State University and Adient. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and commonly utilizes third-party managers and alternative investments.

Kirk Dedenbach is a financial advisor with Plante Moran Financial Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Comerica Securities, and Comerica Bank. He is also associated with Plante Moran’s real estate and insurance advisory arms. Plante Moran Financial Advisors serves a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. 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 uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market valuation models and frequently employs third-party managers and alternative investments.

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.

Joseph Henderson is a CFP® professional with 19 years of experience in the financial industry. He has worked at Johnson Investment Counsel, Inc. since 2019 and previously spent 10 years at Vintage Financial Services, LLC. Located in Livonia, MI, he holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension consulting, and offers model portfolio services through third-party platforms, employing a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies.

Ronald Thompson is a financial advisor at CoreCap Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Financial Strategies Group and New York Life Insurance Company. In addition to his advisory role, he is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and long-term, utilizing mutual funds, ETFs, equities, bonds, and selected options strategies.

Christine Mc Cafferty is a financial advisor at CoreCap Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with firms including Brokers International Financial Services and Forethought Investment Group. Outside of her advisory role, she is involved in insurance sales focusing on Medicare-Health Insurance through Advantage Benefits Retirement Services, LLC. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds, while managing multiple ownership and affiliate relationships that influence its service offerings.

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 in Birmingham, MI, and previously worked at Schechter Investment Advisors and Adviser Investments. Outside of advisory work, he serves as Chief Operating Officer for Schechter Wealth Services, overseeing accounting and marketing functions. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm uses a mix of in-house portfolio teams, external managers, and alternative investments, and supports clients with comprehensive financial planning and retirement consulting.

Jonathan Arntz is an associate advisor at SEIA with two years of industry experience. He previously worked at Cedar Brook Group for four years and was self-employed in construction for nine years. Outside of advising, he is involved in property management through BDD Unlimited LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured six-step process.

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. His prior work includes nine years at Lincoln Investment and nine years at Legend Equities Corp. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its service offerings.

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®-credentialed financial advisor at Savvy with 16 years of industry experience. He has worked previously at Commonwealth Financial Network and Sii, and he is also the owner of Datum Point Tools, Inc., an industrial tool distribution business. Grogan serves as a director of Connect Macomb, a local non-profit Chamber of Commerce organization. Savvy Advisors provides comprehensive financial planning and investment management services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based portfolios supported by quantitative models and integrates advanced technology, including artificial intelligence tools, to enhance client service and communications.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Andrew Nedeljkovic is a CFA® charterholder and financial advisor with Plante Moran Financial Advisors, based in Southfield, MI. He has approximately four years of experience at Plante Moran Financial Advisors and prior roles in mortgage lending and the construction industry. Plante Moran Financial Advisors 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 blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Shadi Maasri is a financial advisor at Secure Asset Management, L.L.C. with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Merrill Lynch. Maasri also has experience as a licensed insurance agent and is associated with Secure Investors Group and Titan Wealth Advisors. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate clients.