Ronald Wiitala is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is the owner of WITALA Financial Services and serves as an independent agent for National Gold Consultants. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches tailored to client goals and risk tolerance.

Zachary Smith is a financial advisor at Savvy with nine years of industry experience. He holds a Series 65 designation and has worked at ThePARTNERS Wealth Management and Trivelloni Asset Management prior to joining Savvy. Outside of financial advising, he serves as Corporate Safety Director at De-Cal, Inc. and is the owner and president of Divine Safety, LLC, a safety consulting firm specializing in OSHA compliance. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Robert Dopke is a financial advisor at Highpoint Planning Partners with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Highpoint Advisor Group since 2015, following a long tenure at LPL Financial, LLC beginning in 1996. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis to construct diversified investment portfolios.

Mark Van Faussien is a financial advisor at Azimuth Capital Management with 15 years of industry experience. He holds a Series 65 credential and has been with Azimuth since 2013. Van Faussien serves as a trustee for the Mount Elliott Cemetery Association, where he is involved in governing overall business and capital plans. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative, fundamental, and technical analysis to construct customized portfolios using individual securities, mutual funds, and ETFs, and it is affiliated with Focus Financial Partners, offering access to private investment vehicles and related financial solutions.

Jill Lowther is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her prior work includes positions at CoreCap Investments and Primerica Financial Services. 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 client-specific investment approach incorporating fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation while maintaining custody with external custodians.

Daniel Mcenroe is a CFA® charterholder with 15 years of industry experience. He has worked at Azimuth Capital Management and its affiliated entities since 2004. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and is affiliated with Focus Financial Partners, offering clients access to private investment vehicles and related credit and insurance solutions.

William Bean is a CFP® and holds a Series 65 license, with 16 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the Plante Moran enterprise since 2007. Bean is also a partner at Plante & Moran PLLC in Southfield, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Emilio Donato is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. Prior to his current role, he held positions at Cummins-Meritor and has worked in education-related roles at Oakland University, Rochester High School, and West Middle School. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

Cynthia Mulonas is a financial advisor at Thurston Springer Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Merrill. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management using a range of investment strategies, including both buy-and-hold and active models.

Marc Bullock is a financial advisor with Kovack Advisors, Inc. in Rochester, Michigan, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Kovack Advisors since 2015 and previously worked at Resource Horizons Investment Advisory, Inc. and L.M. Kohn & Company. Outside of his advisory role, Bullock serves as an assistant wrestling coach at Troy High School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs using a combination of proprietary models and third-party managers.

Steven Privette is a CFP® professional with 15 years of experience in the financial industry. He is currently affiliated with Wealthcare Advisory Partners LLC and LPL Financial, having previously worked at Edward Jones for 12 years. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics, combining both passive and active investment strategies tailored to client preferences.

Max Murphy is a CFP® professional with five years of industry experience, currently advising at HighPoint Planning Partners. He has previously worked at firms including LPL Financial LLC, The Vanguard Group, and Plante Moran Financial Advisors. Murphy operates an independent advisory business through HighPoint Advisor Group, LLC. 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 utilizes a range of investment vehicles and third-party platforms to implement personalized portfolio strategies.

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.

Lowell Weiss is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Elevation Point, he worked at Raymond James & Associates for 16 years. Outside of his advisory role, he rents Disney Vacation Club points to interested individuals and rental companies. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including proprietary model portfolios and third-party managers.

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.

William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

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.