Aaron Damlo is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has worked at firms including Jackson National and Alta Marketing. Damlo’s prior work also includes positions outside finance, such as at Thumper Pond Resort and various educational institutions. Plante Moran Financial Advisors serves a broad client base that includes individuals, high-net-worth clients, banks, and nonprofit organizations. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models.

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.

Jerome Garrett is a financial advisor with Capital Analysts based in Southfield, MI, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Lincoln Investment since 2010 and Consolidated Financial Corp. since 1989, where he is also involved in fixed annuity and life insurance sales. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, advisor-managed models, and access to third-party managers through an in-house investment management and research team.

Thomas Jahncke is a CFP® with over 41 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2023. His prior experience includes seven years at Titan Securities and extensive involvement with Passco Companies, LLC, where he holds a senior leadership role and participates in real estate syndications. Outside of his advisory work, he manages family-owned assets through various LLCs, including a family cottage and mineral rights. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and financial planning. The firm builds tailored portfolios using asset allocation and model-based strategies, leveraging proprietary and third-party platforms, and provides a range of advisory services including ERISA retirement-plan advice.

Jacob Sansom is a financial advisor with CoreCap Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2018 and has also been associated with Cooper, Adel, Vu Financial since 2017. In addition to his advisory role, he oversees client tax return preparation at Cooper Adel Vu Tax Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach focusing on mutual funds, ETFs, equities, and bonds.

Patrick Patin is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Summit Financial in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a combined total of eight years. Outside of his advisory role, he is a future minority owner of TIGER SOFTWARE, a stock ranking software business he is updating to a cloud-based platform. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and serves around 17,800 clients. The firm offers a mix of discretionary and consultative investment management approaches, financial planning, retirement plan advisory, and access to alternative investments.

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.

Rebecca Abel is a CFP® with 25 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She previously spent 15 years at Ameriprise Financial Services, Inc. In addition to her advisory role, she owns Dvine Cookies LLC, a cookie company, and is a partner at the Women's Divorce Resource Circle, where she engages with clients undergoing divorce to assist with financial planning related to divorce proceeds. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various advisory services, including portfolio management, financial planning, and a notable Subscription Advisory Services program that provides ongoing, flat-fee planning alongside client education initiatives.

James Dziadziola is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jeffrey Core is a financial advisor with The Huntington Investment Company in Livonia, MI, holding Series 66 and Series 63 licenses and having 21 years of industry experience. His work history includes roles at Ameriprise, Infinex Investments, Flagstar Bank, and Fifth Third Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party and proprietary models, and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Emilyann Rubio is a financial advisor at Oppenheimer with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Comerica Securities, Inc., World Asset Management, and Morgan Stanley Smith Barney LLC. Rubio is based in Birmingham, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic asset allocation and various investment strategies tailored to client objectives.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Candice Schultz is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2000. Outside of her advisory role, she is the owner of two businesses—C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, and 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 individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Richard Chadwick II is a CFP® professional with 27 years of experience at Hantz Financial Services, Inc., where he has worked since 1999. He holds Series 63 and Series 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked primarily with Citizens Securities and Citizens Bank since 2014. Outside of his advisory role, he is also a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Ronald Eppler is a financial advisor at &PARTNERS with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 13 years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a mix of proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.

Gary Pryka is a CFP® professional with 34 years of industry experience, currently serving at Private Advisor Group, LLC since 2013. He has concurrently worked at LPL Financial during this period. Outside of his advisory role, he is a board member of the Hough Family Foundation and is active as a musician in a popular music group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.