Dylan Truancelewis is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and DELRAY Systems LLC. Outside of advising, he has a teaching background at Oakland University. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Brett Mills is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2014, following an 11-year tenure at Senior Benefits Group. Mills is also an independent insurance agent selling fixed products and health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations, employing a relationship-oriented approach with a long-term investment horizon.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC in Sterling Heights, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Gibbs, Hayes worked at MipPro Wealth Management Inc and has a background that includes roles at Orfin & Associates and non-financial positions at Culvers and Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients through an advisor-directed Model Management program using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, 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, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.

Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CoreCap Advisors since 2014. Guilfoyle is also president of Cooper, Adel, Vu Financial, where he oversees sales of long-term care insurance and annuities. 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.

Juliane Lee is a CFP® with 42 years of industry experience currently affiliated with Capital Analysts. She has worked at Lincoln Investment since 2010 and previously at MM Ascend Life Investor Services, LLC. Outside of her advisory role, she serves as treasurer for a local condominium association. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors.

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He has been with Plante Moran since 2025 and has prior experience at Herbert Financial Group and Dorian Ford. His background includes roles in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation in its investment process and offers both discretionary and non-discretionary portfolio management.

Natasha Sparks is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill, Arieli Capital, and Major Biddles. Outside of her advisory role, she hosts a family-owned vacation rental cabin. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing a range of investment strategies from buy-and-hold to active approaches like Tactical Momentum and Earnings Momentum models.

Ronald Guevarra is a financial advisor at CoreCap Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2013. He is also CEO of First Financial Group USA, Inc., a life and health insurance sales company, and owns businesses including a wellness clinic and a real estate enterprise. CoreCap Advisors provides discretionary investment and portfolio management along with financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors.

Andrew Barber is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020. Prior to that, he held positions including roles at the University of Michigan and Comcast. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combined fundamental, technical, and cyclical investment approach and manages a majority of assets on a non-discretionary basis.

Michael Pesendorfer is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes 21 years at Legend Equities Corporation followed by nine years at Lincoln Investment. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, and institutional entities, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Tyler Gerling is a Series 66-licensed financial advisor with one year of industry experience. He has worked at Fratacangeli Wealth Management since 2025 and previously held roles at Stellantis. Tyler’s background also includes time as a full-time student and work with College Hunks. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment approaches from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Chad Theisen is a CFP®-designated financial advisor at Advance Capital Management Inc with five years of industry experience. He has worked at Advance Capital Management since 2016, with a brief period at Michigan State University and MSU Greenline. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm focuses on financial planning and portfolio management using mutual funds and ETFs, employs a recommended list of screened investments, and offers specialized retirement services, including a Chief Retirement Officer program.

Monish Verma is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Verma is also president and director of the Island Lake Shores Association homeowners association. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Terry Lindner is a financial advisor at Van Clemens Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked in various roles including at Waddell & Reed, Inc. He also serves as CEO of the Financial Advisor Training Institute, a nonprofit dedicated to training new financial advisors through a certification program. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm tailors advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and incorporates a blend of portfolio theory with fundamental and technical analysis.

Gregg Huxley Jr. is a financial advisor at Secure Asset Management, L.L.C. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Secure Asset Management since 2023, previously serving at SCF Investment Advisors and Forthright Capital. Outside of advising, he is a licensed real estate broker assisting clients with property transactions and holds a life insurance license. 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. The firm employs a mix of fundamental, technical, and cyclical analysis within its discretionary strategies and frequently utilizes third-party money managers and trading signals.

Oliver Lee is a financial advisor with CoreCap Advisors, holding Series 65 and Series 66 designations and 12 years of industry experience. He has been with CoreCap Advisors since 2014. Outside of his advisory role, he is involved in fixed insurance through Telluride Financial Inc. and investment consulting via Oliver D. Lee Inc. CoreCap Advisors serves individual, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selectively options or short sales.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002 and joined Asset Allocation Strategies in 2016. Outside of his advisory roles, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach emphasizes strategic asset allocation using quantitative techniques and offers advanced portfolio financing strategies alongside traditional portfolio management.