Sherise Steele is a financial advisor with United Capital Financial Advisors in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Integrity Alliance, Cetera, Sageview Advisory Group, and LPL Financial. She serves as a board member for the Black Alumni Collective Inc. and a local homeowners association, contributing to their organizational and community activities. United Capital provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolio options and operates a broad affiliate network alongside technology and advisory services for independent investment advisors.

Josiah Sherk is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bofa Securities, Inc. and Mercantile Bank of Michigan. Secure Asset Management primarily serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, frequently incorporating third-party money managers and held-away account management through a third-party platform.

Kristie Waldorf is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including UBS Financial Services and Morgan Stanley. Outside of her advisory role, she is involved with DBC America LLC as a liquor demonstration representative. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and private fund advisory, employing both in-house and external managers alongside traditional and alternative investments.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at L.M. Kohn & Company for nine years before joining his current firm in 2025. Outside of his advisory role, he is involved in investment-related businesses as a principal in Cherocci Investments, LLC and North Financial LLC, both of which provide investment advice. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, with a focus on both discretionary and non-discretionary portfolio management. The firm supports multiple platforms and incorporates third-party managers and estate-planning services.

Prasad Mohan is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Schechter Investment Advisors and Bank of America. Mohan serves as treasurer of a condominium association, assisting with budgeting and regulatory enforcement. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments through in-house teams and external managers.

Jeffrey Johnson is a financial advisor at IP Financial Advisory Services LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Wells Fargo Clearing. Johnson is also involved with The Johnson Group Financial, a registered branch office. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants, providing personalized and discretionary portfolio management solutions.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Kellogg Company and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both 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 a proprietary equity market valuation model and utilizes third-party managers and alternative investments.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management 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 typically exercises discretionary trading authority while maintaining custody with external custodians.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. 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 that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Christina Chodorowski is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Hantz Tax and Business, as well as experience in the restaurant industry. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment analysis techniques and discretionary management programs tailored to client goals.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering 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.

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of four years in the financial industry. Her prior experience includes roles at Doeren Mayhew and self-employment, alongside operational responsibilities at Upright Health & Wellness, Inc. She is based in Auburn Hills, MI. Plante Moran Financial Advisors serves a diverse client base including private individuals, institutional clients, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services using a combination of fundamental, technical, and cyclical analysis integrated with a proprietary equity market valuation model.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns Website Directory-Asianstores.net, where he manages advertising and approves new advertisers. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management utilizing proprietary and third-party models, alongside consulting and plan services, and features a distinctive adviser network supported by its corporate affiliations and an array of investment options.

Michael Lopus is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been affiliated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. Outside of his advisory role, he is a partner at Plante & Moran, PLLC in a non-investment capacity. Plante Moran Financial Advisors, LLC 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 comprehensive investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary market valuation model.

Terra Hohf is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. She previously worked at Advance Capital Services for 10 years. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and manages portfolios with a focus on risk tolerance, incorporating strategies such as direct indexing, alternative investments, and crypto-related options.

Marc Janca is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Kovack Advisors, Inc. and has previously worked at firms including AE Financial Services, PNC Investments, and J.P. Morgan Securities. Janca serves as a board member of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process supported by Envestnet, utilizing internal models and third-party managers to manage diversified portfolios across multiple custodians.

Aaron Hodari is a CFP® certificant with 14 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Schechter Investment Advisors, Kingswood Capital Partners, Chalice Capital Partners, Niagara International Capital, and Robert Schechter & Associates. His background includes roles in financial planning, investment advising, and private fund management. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a combination of in-house portfolio teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Benjamin Upward is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 65 and Series 63 designations and has worked at multiple firms, including Synchronicity Investments Ltd, ChainLogic Fund LP, and Robinson Capital Management, LLC. His career includes involvement with several investment and governance-related entities. Azimuth Capital Management provides discretionary and nondiscretionary investment supervisory services to individuals, trusts, foundations, banks, and municipal entities. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and customized fixed-income approaches, managing equity, balanced, and fixed-income portfolios while offering related cash, credit, and insurance solutions.

Vincent Asaro is a financial advisor with Dynamic, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Dynamic Wealth Advisors since 2013. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology, operational support, and research resources to both clients and unaffiliated registered investment advisers.