Dylan Schalmo is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked with CoreCap Advisors and CoreCap Investments since 2019. Additionally, he serves as Director of Trading at Cooper, Adel, Vu Financial, LLC, where he sells life and annuity products. 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 approach focused on long-term investment strategies.

Hovig Danealian is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Cypress Partners, LLC, CFOx Advisory, Brose Group, Oakland University, Meijer, and Cousino Senior High School. Plante Moran Financial Advisors serves a diverse client base, including high-net-worth individuals, institutions, trusts, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm uses a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, managing a significant mix of assets within the larger Plante Moran enterprise.

Paul Sullivan is a CFP® with 24 years of industry experience, currently affiliated with Foguth Wealth Management, LLC. He has worked with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Brokerage Services LLC since 2010. Sullivan is also an independent insurance agent through Foguth Financial Group, where he may recommend insurance products as part of client financial plans. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, utilizing tailored investment strategies that include exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Robert Forte is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2016. He holds the Series 65 designation and is based in Southfield, Michigan. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage both discretionary and non-discretionary portfolios.

Chad Barrios is a financial advisor at Foguth Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, Charles Schwab, and USAA. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing tailored investment plans with exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Eric Giosa is a financial advisor with Capital Analysts in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He has worked with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, he serves as a high school ice hockey coach at Detroit Catholic Central High School. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, with advisors able to provide customized portfolios or select third-party managers based on client needs.

Kasey Styrna is a financial advisor at Plante Moran Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Plante Moran since 2013. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, trusts, estates, and charitable organizations. The firm uses a range of analytical approaches and proprietary models to develop strategic asset allocations and manages both discretionary and non-discretionary portfolios.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors to manage client portfolios.

Andrew Knapp is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with one year of industry experience. His background includes roles at Hill Island Financial LLC and nearly a decade at Wm. B. Eerdmans Publishing Co. prior to entering the financial advisory field. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm employs tailored investment strategies emphasizing exchange-traded products and integrates fundamental, technical, cyclical, and Modern Portfolio Theory analyses in portfolio management.

Stephanie Scully is a financial advisor at Corecap Advisors with four years of industry experience. She holds a Series 65 designation and has worked concurrently at Simasko Financial and Simasko Law since 2015, where she assists with estate planning signings, appointments, seminars, and life insurance and annuity applications. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, and fixed income, often engaging sub-advisors and third-party asset managers.

Alex Tanner is a financial advisor with Summit Financial, LLC, holding a Series 65 credential. He has been with Summit Financial since 2026 and has no prior industry experience. 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 services, combining discretionary and consultative approaches across various programs and platforms.

James Katikos is a financial advisor at Foguth Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Foguth Wealth Management in 2024, he worked at Morgan Stanley and E*TRADE in various roles between 2014 and 2023. Outside of his advisory work, he is the owner of Kalyvest, LLC, a real estate business. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Thaddeus Schlaud is a CFP® and holds a Series 66 designation, with 13 years of experience in financial advising. He has worked at Secure Asset Management, L.L.C. since 2025 and previously spent 10 years at Gainplan LLC. Outside of advising, he owns Clarkston Party Rental, a business unrelated to finance. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs strategies guided by written Investment Policy Statements and utilizes a combination of fundamental, technical, and cyclical analysis alongside third-party managers and held-away account management.

David Howard is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Simasko Financial, CoreCap Investments, LLC, and CoreCap Advisors, LLC since 2016. In addition to his advisory role, he assists clients with individual and tax returns during tax season. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to a range of third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Joe Dahm is a financial advisor at Asset Allocation Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with GLP Investment Services and GLP & Associates since 2001. Outside of his advisory work, he is involved with DAHM Editorial Services, LLC, a copy editing business. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using advanced quantitative techniques and offers additional services such as 529 plan assistance and investment policy reviews.

Kenneth Voog is a Series 66-licensed financial advisor at Foguth Wealth Management, LLC with 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Fisher Investments, Calamos Financial Services, Bank of America, and Merrill. He took a one-year sabbatical between 2023 and 2024. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm employs tailored investment plans and model portfolios that focus on exchange-traded products and combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Gregory Zink is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 credential and five years of industry experience. He has been a Principal and Accountant at MRPR CPAs & Advisors since 1985. Zink serves as a Board Member and Treasurer for Kiwanis Club Detroit #1, a nonprofit organization. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through designated custodians.

Steven Azoury is a financial advisor at CoreCap Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has been with CoreCap Investments, LLC since 2015. Outside of his advisory role, he operates as an independent insurance agent through Azoury & Associates and Azoury Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a broad range of clients, including high-net-worth individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and makes use of mutual funds, ETFs, individual equities, fixed income, and third-party asset managers.

Jeffrey Perry is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quest Commonwealth and Comcast. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm delivers tailored advice through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing strategies.

Ronald Thompson Sr. is a financial advisor at CoreCap Advisors with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he serves as president and attorney at Thompson Stewart, P.C., where he provides legal services including estate planning, corporate law, family law, and civil litigation. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales after client discussion.