Daniel Mccarty is a financial advisor at CoreCap Advisors with three years of industry experience. He holds a Series 66 designation and has worked at CoreCap Investments, LLC since 2016. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach with a focus on mutual funds, ETFs, individual equities and bonds, and manages multiple affiliated entities and fee-sharing arrangements.

Bradley Boogren is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2004, serving in various roles including Financial Consultant, VP Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, he was a Field Director at Northwestern Mutual Financial from 2001 to 2004. Throughout his career, Bradley has focused on building long-lasting relationships with clients and assisting them through the financial and retirement planning process. He utilizes a range of planning tools and strategies to help clients improve their financial situations and work towards financial security. Outside of his professional work, Bradley enjoys activities such as beach outings, boating, camping, music, outdoor adventures, and traveling.

Justin Rolnitzky is a financial advisor at Asset Allocation Strategies, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Asset Allocation Strategies, GLP & Associates, and GLP Investment Services since 2012. In addition to his advisory role, he works as a licensed insurance agent focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach supported by quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Lara Mazek is a CFP® professional at Advance Capital Management Inc with 11 years of industry experience. She has been with Advance Capital Services since 2015. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, employing a screening process for investment selection and offering specialized retirement services, including a “Chief Retirement Officer” program.

Craig Rumler is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has held a leadership role as COO at M & O Marketing, LLC since 2021. His prior experience includes roles at Bloomfield Hills Financial and Southwest Detroit Environmental Vision. 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 follows a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Patrick Cummins is a CFP® professional with five years of experience, currently serving at Advance Capital Management, Inc. in Southfield, MI. His work history includes multiple roles within Advance Capital Management as well as positions at Grand Valley State University and Mercantile Bank of Michigan. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, alongside specialized retirement services and a model portfolio approach tailored to clients' risk tolerances and tax circumstances.

Daniel Milan is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with CoreCap Advisors and CoreCap Investments since 2016. Outside of his advisory role, Milan is an attorney and managing partner at his own law firm, and he co-founded CCP, LLC, which supports payments and business expenses for Cornerstone Financial Services. He also manages a commercial lending brokerage and consulting firm and oversees a family investment entity focused on minority passive investments in privately held Michigan companies. 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 takes a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and frequently uses sub-advisors and third-party asset managers.

Austin Dahm is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Asset Allocation Strategies since 2012 and also serves as an insurance agent with GLP & Associates, where he has worked since 2011. Outside of his advisory roles, Dahm is president of HRI, Inc., a professional services company based in Holland, MI. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm implements a strategic asset allocation process using quantitative techniques and model portfolios, serving both non-high-net-worth and high-net-worth clients.

Katie Gushen is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at AAFMAA Wealth Management & Trust, LLC and Blue Chip Partners, Inc. among other roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, with a focus on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

Gregory Mackenzie is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. since 2004. In addition to his advisory role, he is a self-employed grain farmer, working seasonally in the spring and fall. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers services including direct indexing, alternative investments, and crypto-related strategies.

Benjamin Hall is a financial advisor at Advance Capital Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Advance Capital Management, he worked at Michigan State University and was involved with MI-Combat from 2018 to 2023. 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’s investment decisions are guided by an Investment Committee and include strategies such as direct indexing, alternative investments, and crypto-related approaches.

Thomas Lampert is a CFP® and ChFC® with 35 years of industry experience. He has been with Founders Financial Securities LLC since 2012 and previously worked at Archer Huntley Financial Services, Inc. Outside of his advisory role, he is the owner and president of Poet of Light LLC, a poetry book business. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and insurance, utilizing multiple advisory platforms and a combination of in-house and third-party asset management solutions.

Maria Wilczewski is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America, N.A. for seven years before joining John Hancock and its affiliated entities in 2019. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to generate generally framed recommendations, with implementation decisions left to clients, and operates with a technology-assisted service model supporting a high client load per advisor.

Brian Cvetkovski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Innovation Partners LLC and MML Investors Services. In addition to his advisory work, he operates independent businesses focused on fixed life, health, and disability insurance as well as employee benefits through Cvetkovski Financial LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolios and discretionary management, with a focus on non-high-net-worth investors and retirement plan participants.

Christopher Kostiz is a financial advisor at Advance Capital Management Inc with 31 years of industry experience. He has been with Advance Capital Management and its affiliated entities since 1993. Kostiz holds Series 63 and Series 65 designations. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, individualized financial planning, and retirement-plan consulting, utilizing an Investment Committee-driven approach with a focus on mutual funds, ETFs, and alternative investments.

John Lesser is a CFP® and CFA® with 18 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has held multiple roles within the Plante Moran enterprise, including positions in corporate finance, real estate investment advisory, trust services, and insurance agency operations. He is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors serves a diverse client base ranging from individuals to institutions, offering investment advisory, financial planning, and estate-planning services. The firm employs a mix of fundamental, technical, and cyclical analysis supported by proprietary equity valuation models, managing both discretionary and non-discretionary portfolios.

Gary Haapala is a CFP® with 12 years of experience in the financial industry. He is currently an advisor at Wealthcare Advisory Partners LLC and previously worked at Arbor Trust Wealth Advisors, LLC for 11 years. Outside of his advisory role, he is a member and 25% owner of MCAH LLC, a group home rental business. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets and serves individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term oriented portfolios.

Christopher Williams is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with Foundations Investment Advisors since 2026 and has prior experience with Quest Commonwealth, New York Life, and various professional sports organizations including the NCAA, American Hockey League, ECHL, and USA Hockey. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, and offers services through a broad network of affiliated offices using model portfolios and an asymmetric rebalancing strategy.

Armani Zori is a CFP®, CFA®, and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2017. His prior experience includes roles at Michigan State University. Plante Moran Financial Advisors offers 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 utilizes fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through both discretionary and non-discretionary arrangements.