Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at Secure Financial Group, Secure Investors Group, Aurora Securities, Inc., Four22 Realty, WTA Realty, and Bond New York. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes client-specific investment policies and equitable allocation of opportunities.

Wendy Steadman is a financial advisor with American Independent Securities Group, LLC in Troy, MI, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has been with L.M. Kohn & Company since 2012. Outside of her advisory role, she is involved with the Windermere Island Foundation, a nonprofit, where she performs administrative duties including website management. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and access to third-party managers and estate-planning services.

Bradford Vannelli is a financial advisor with Arax Advisory Partners in Bloomfield Hills, MI, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill, with current dual registrations at Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. In addition to advisory services, Mr. Vannelli devotes a portion of his time to insurance sales. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers comprehensive advisory and portfolio management services, combining internal management with third-party models and employing performance-based fee structures for certain clients and funds.

Ainsley Ellison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. She has been with Plante Moran Financial Advisors for ten years. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and frequently employs third-party managers and alternative investments.

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.

Antonio Trivelloni is a financial advisor with The Partners Wealth Management in Mount Clemens, MI, holding a Series 65 credential and 16 years of industry experience. His career includes leadership roles at Trivelloni Asset Management, Llc (formerly North Harbor Advisors) and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of customized portfolios and model-based management, incorporating both internally developed and third-party models through its Amplify Platform.

Anthony Chisolm is a CFP®-certified financial advisor with nine years of industry experience. He has worked at several firms, including Schechter Investment Advisors, LLC, and Raymond James & Associates, before joining Arax Advisory Partners in 2025. He also engages in insurance consulting and sells fixed insurance products through Robert Schechter & Associates, LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves a diverse client base, including individuals, high-net-worth clients, family offices, and institutions, offering customized portfolio management and comprehensive financial planning services.

Jeffrey Fratarcangeli is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Prior to joining Thurston Springer Financial in 2023, he worked at Wells Fargo Advisors for nine years and Merrill for six years. He serves as treasurer of the Broward Health Foundation and participates on multiple nonprofit boards. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

Leland Proshek is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Chart Advisors LLC since 2014 and is the owner of Chart Advisors Inc., a tax and insurance planning business. Secure Asset Management, LLC 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 focuses on individualized client service rather than traditional corporate relationships.

Daniel Orfin is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He has worked at MipPro Wealth Management Inc. and Gibbs Wealth Management since 2024 and has operated Orfin and Associates Inc. since 2000. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed model management program, utilizing third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on client financial situations, goals, and risk tolerance.

Joseph Abbott is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Jones Retirement Advisors, Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, Quicken Loans, Culvers, and McDonald's. Outside of advisory activities, he is also involved in insurance as an agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, utilizing fundamental analysis and various investment vehicles to construct portfolios.

Christopher Balcerowiak is a CFP® with 39 years of industry experience, currently serving at The Fiduciary Alliance since 2023. His prior experience includes positions at Ameriprise Financial Services, Inc. and Creative Retirement Solutions Group. Outside of advisory work, he owns a business called C & C Estates LLC and is active in insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a combination of fundamental and technical analyses, with options for third-party manager allocation.

Daniel Henneghan is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including First Republic Investment Management and Modern Wealth Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with mainly discretionary portfolio management overseen by a Chief Investment Officer.

Kristen Howard is a financial advisor at Thurston Springer Advisors with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Bank of America N.A., Merrill, and Quicken Loans. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a range of investment strategies from buy-and-hold to higher-turnover models.

Kyle Akers is a Certified Financial Planner (CFP®) with 17 years of industry experience. He currently serves as an advisor at Modern Wealth Management, LLC and has previously worked with firms including Barber Financial Group, Mutual Securities, and Osiwala & Associates Strategic Investment Services. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and related services for individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized investment committee and a mix of strategic allocation and tactical adjustments.

Sanhita Bhattacharya is a financial advisor at Arax Advisory Partners with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Santander Securities, and First Republic. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with notable use of performance-based fee arrangements and carried interest structures for qualified investors.

Christopher Kramer is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Outside of his advisory role, he is a partner in Blizzard Falls Entertainment, a film and television business based in Rochester Hills, MI. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, and institutional investors. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Craig Conley is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, with eight years of industry experience. He holds a Series 65 credential and has worked at Secure Investors Group and Secure Asset Management since 2017. Additionally, Conley is the owner of Son Life Incorporated, a business involved with assets under management and life insurance products since 1987. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing 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.

Peter Wargo is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Barber Financial Group, Mutual Securities, Inc., National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and management team, offering discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions through affiliated entities.

Joshua Lanesky is a CFP® professional with five years of experience at JMG Financial Group Ltd and a total of 15 years in the financial industry. His prior work includes nine years at Plante Moran and one year at NCS Construction. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers tax consulting, private investment fund advisory, and held-away account management features.