Zachary Williams is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Gibbs Wealth Management, LLC. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs strategic asset allocation and diversified investment strategies across multiple asset classes.

Jeffrey Bonynge is a financial advisor with Secure Asset Management, L.L.C. in Troy, Michigan. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Aurora Securities, Alt Fund Distributors, Managed Asset Portfolios, and Edward Jones, as well as seven years at The Rivera Cafe. 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 applies a blend of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on equitable allocation of opportunities while maintaining client assets with external custodians.

Jacob Sansom is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CoreCap Investments, CoreCap Advisors, Cooper, Adel, Vu Financial, and Cambridge Investment Research Advisors. In addition to advisory work, he oversees the creation of client tax returns through Cooper Adel Vu Tax Services. 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, focusing on mutual funds, ETFs, equities, and bonds, with additional services including tax-efficient asset location and opportunistic rebalancing.

Patrick Patin is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2023. Previously, he spent seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a future minority owner of Tiger Software, a stock ranking software business undergoing modernization to a cloud platform. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that emphasizes both advisor-led monitoring and client trade approvals.

Jeffrey Klauenberg is a financial advisor at CoreCap Advisors with 43 years of industry experience. He has been affiliated with CoreCap Investments and CoreCap Advisors since 2014 and has operated Klauenberg Retirement Solutions since 1983. In addition to his advisory work, he is involved in insurance sales, including life, long-term care, and health insurance, and is connected to tax preparation services. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Karen Kittrell is a CFP® with five years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. Prior to joining Soltis, she worked at Future Benefits Corporation from 2016 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Gerald Malone II is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Advance Capital Management and Advance Capital Services since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Emily Cely is a financial advisor at Advance Capital Management Inc with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024. Prior to this, she has worked at Advance Capital Services since 2014. 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, utilizing an Investment Committee to guide decisions and providing a range of strategies including direct indexing, alternative investments, and crypto-related options.

Brett Deeter is a Series 66-licensed financial advisor at Oppenheimer in Wyandotte, MI, with 11 years of industry experience. He has been with Oppenheimer & Co since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

James Dziadziola is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Oppenheimer since 2006, following a brief tenure at Raymond James & Associates. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a focus on asset allocation, manager selection, and customized consulting and retirement planning.

Emilyann Rubio is a financial advisor with Oppenheimer, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Comerica Securities, Morgan Stanley, and World Asset Management before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Candice Schultz is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience, all with Hantz since 2000. Outside of her advisory role, she is the owner of C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, as well as Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology solutions such as Direct Indexing with automated tax-loss harvesting.

Richard Chadwick II is a CFP® professional with 28 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1998. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-enabled trading and tax strategies.

Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citizens Securities and affiliated entities since 2014. Outside of advising, he also serves as a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed accounts while maintaining broker-dealer and insurance agency operations.

Gary Pryka is a CFP® with 35 years of experience in the financial industry. He has been with Private Advisor Group, LLC since 2013 and previously worked at Fidelity from 2010 to 2013. In addition to his advisory role, he serves on the board of the Hough Family Foundation and is a member of a popular music group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies through both direct management and third-party managers.

David Johnston is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has 11 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse range of clients including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory services with brokerage, mortgage, and insurance product distribution.

Audrey Wilcoxson is a financial advisor with Rockefeller Financial LLC based in Birmingham, MI. She holds the Series 66 designation and has two years of industry experience. Her prior work includes roles at Merrill and Community First Bank of Indiana. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating both as an investment advisor and a registered broker-dealer with a broad range of investment and banking capabilities.

Cameron Kapfhamer is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2017. Outside of his advisory role, Kapfhamer is also active as a real estate agent with Arterra Realty Michigan, LLC. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm provides financial planning and wealth management through ETF-based model portfolios, third-party managers, and other strategies, while combining advisory, brokerage, mortgage, and insurance services within a single enterprise.

Andrew Bass is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation along with Series 65 and Series 66 licenses. Prior to joining Focus Partners Wealth, he worked at Kovitz Investment Group Partners, LLC and spent over a decade at Telemus Capital and its affiliated entities. He is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a currently inactive consulting and tax advisory business. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to client-specific risk and tax considerations.