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.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 63 and Series 65 designations. He has 15 years of industry experience and has been with Asset Allocation Strategies since 2016. Goldner is also associated with GLP Investment Services and GLP & Associates, where he engages in life insurance and annuity sales. Asset Allocation Strategies, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs quantitative techniques such as mean-variance optimization and the Black-Litterman framework to develop strategic, goal-based allocations implemented through model portfolios, ETFs, and approved third-party managers.

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.

Richard Elias IV is a CFP® with 11 years of industry experience, currently serving at Arax Advisory Partners. He has previously worked at Robert Schechter and Associates and Schechter Investment Advisors. Elias also functions as an Investment Analyst at Robert Schechter & Associates, where he contributes during securities trading hours. 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, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Robert Roux is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Lincoln Investment before joining Capital Analysts. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides various advisory solutions through model portfolios, custom strategies, and third-party managers.

Austin Mc Kay is a CFP® and holds a Series 65 license, currently with Plante Moran Financial Advisors. He has two years of industry experience, including prior roles at Northwestern Mutual and the Financial Planning Association of Michigan. His background also includes work in valuation and serving as an educator at Clarkston High School. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional investors, focusing on investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and proprietary models to manage a significant mix of discretionary and non-discretionary assets, supported by affiliated entities providing integrated financial services.

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.

Timothy Narva is a financial advisor with Capital Analysts, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Lincoln Investment Planning since 2013. In addition to his advisory role, he maintains involvement in insurance-related activities, servicing existing fixed insurance accounts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management team that employs proprietary screening processes and model portfolios.

Karl Schwartz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Lincoln Financial Distributors, Allianz Global Investors, AQR Investments, and BlackRock Investments. He is also the owner of Jackavery, Inc., a pass-through entity related to his Kestra compensation. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and a range of investment solutions, supporting both discretionary and non-discretionary approaches across multiple advisory platforms.

Dylan Demkowicz is a CFP® with seven years of experience in financial advisory. He has been with Plante Moran Financial Advisors since 2017, with a brief gap in 2018. Prior to his financial advisory career, he was affiliated with the University of Missouri for five years. Plante Moran Financial Advisors serves a diverse client base, including individual and institutional clients such as high-net-worth individuals, banks, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services, employing a range of analytical methods and managing both discretionary and non-discretionary asset portfolios.

Luis Cely is a CFA® charterholder at Advance Capital Management Inc with one year of industry experience. Prior to joining Advance Capital Management, he worked at the City of Detroit for eight years and had brief roles at Seizert Capital Partners and a period of unemployment. 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 employs a Recommended List and model portfolios tailored to client needs, incorporating direct indexing, alternative assets, and limited cryptocurrency exposure, with oversight of sub-advisors and discretionary management.

Patrick Shaw is a CFP® with 19 years of experience in the financial services industry. He is currently with Mariner Independent and Fortitude Financial Partners. His prior roles include positions at Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisers and a combination of in-house and third-party resources.

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.

Robert David Jr. is a financial advisor with Advisory Services Network holding Series 65 and Series 66 credentials and 19 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services using various securities and third-party managers, supporting both discretionary and non-discretionary engagements.

Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.

Jay Hack is a CFP® professional with 19 years of industry experience. He is affiliated with Elevation Point Wealth Partners, LLC and has prior experience at Raymond James & Associates. Hack serves as a board member for Temple Israel, a charitable organization. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities, employing model portfolios with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory services.

Scott Loney is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Innovation Partners LLC, LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on non-high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority to implement customized investment strategies and referring clients to third-party investment advisors.

Brian Tepper is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Leaders Group, Inc. and Lincoln Investment. In addition to his advisory role, Tepper serves as Vice President at Detroit Financial, where he consults clients on fixed life insurance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Sangmin Kim is a CFP® with eight years of industry experience, currently advising at CreativeOne Wealth, LLC. He has worked at firms including Charles Schwab & Co., Inc., and founded Wise Wealth Stewardship. In addition to his advisory role, he is an independent associate with LegalShield, providing prepaid legal services. CreativeOne Wealth, LLC offers fee-based asset management and financial planning to individuals, corporations, and other RIAs, utilizing proprietary models and third-party managers across a range of investment strategies including ETFs, mutual funds, and private investments.