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 is currently with Arax Advisory Partners and previously worked at Schechter Investment Advisors, Foresight Capital Management Advisors, Raymond James & Associates, and Ameriprise Financial Services. Chisolm also engages in insurance consulting and sells fixed insurance products through Schechter Wealth. Arax Advisory Partners provides wealth management and advisory services to a diverse clientele, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, and a combination of traditional and alternative investments.

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. His prior roles include positions at Wells Fargo Advisors and Merrill. He serves as treasurer for the Broward Health Foundation and holds board memberships with several nonprofit organizations. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Leland Proshek is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked extensively with Chart Advisors Inc. since 1999, where he is also the owner of a tax and insurance planning business. Secure Asset Management primarily serves individual clients with personalized financial planning and discretionary investment management, offering pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and focuses on individual and plan-level consulting rather than traditional corporate client 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 Knights of Columbus Insurance and Quicken Loans. Abbott is also licensed as an insurance agent. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Brendan Walsh is a financial advisor with M Holdings Securities, Inc. based in Detroit, MI. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. He has been affiliated with M Holdings Securities since 2012 and with Catalyst Solutions Group, Inc. since 2015. M Holdings Securities serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

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.

Sean Mcdonnell is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Advance Capital Management Inc. He has been with Advance Capital Management since 2011. Prior to his financial advisory career, he was involved with All Night DJs from 1999 to 2016. 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 employs an Investment Committee to guide decisions and manages approximately $4.5 billion in assets across more than 6,800 clients.

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 CFP®-certified financial advisor with 17 years of industry experience. He is currently with Modern Wealth Management, LLC and has held roles at several firms including Mutual Securities, Inc. and Barber Financial Group. Akers is based in Troy, MI. 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 investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a combination of model portfolios and third-party managers.

Sanhita Bhattacharya is a financial advisor at Arax Advisory Partners with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Santander Securities, and IEQ Capital. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, external managers, and a mix of traditional and alternative investments.

Bryan Baines Jr. is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors, where he has worked since 2015. He has 10 years of industry experience. Plante Moran Financial Advisors 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’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Patrick Hannon is a CFP® and holds a Series 66 license with 15 years of experience in financial advisory. He has been with RWA Wealth Partners since 2026, following 12 years at Planning Alternatives, Ltd. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and employs a diverse range of investment vehicles, combining fundamental and quantitative methods alongside customized fixed income and cash management strategies.

Christopher Kramer is a Series 66 licensed advisor with 15 years of industry experience. He has worked at Edward Jones for 13 years before joining Kingsview Wealth Management, LLC and Kingsview Partners LLC in 2024. Kramer is also a partner in Blizzard Falls Entertainment, a film and television business based in Rochester Hills, MI. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management through a combination of internal portfolio management and third-party strategies across various investment products.

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 Series 66 licensed financial advisor with 10 years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Mutual Securities, Inc., Barber Financial Group, LLC, National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Ryan Sheffer is a CFP® with 20 years of experience, currently serving as an advisor at Advance Capital Management Inc since 2005. He is also the owner of BAGGS PARTNERS, LLC, a real estate development business, and VanSheffer Ventures, which focuses on property development in Byron Center, MI. 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 portfolio construction and employing a range of strategies such as direct indexing and alternative investments.

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.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.