Brian Kirby is a financial advisor with Plante Moran Financial Advisors and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been with Plante Moran Financial Advisors since 2016. In addition to his advisory role, he serves as a Business Development Manager at Plante Moran PLLC, an affiliated accounting and business consulting firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, using a combination of fundamental, technical, and cyclical analysis along with proprietary equity market valuation models.

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.

Eugene Lovasco is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses and 47 years of industry experience. He has served at M Holdings since 2013 and is also President and CEO of Lovasco Consulting Group. Outside of his advisory work, he serves on the boards of the Detroit Symphony Orchestra, Henry Ford Hospital, Rocky Produce Company, and the Detroit Athletic Club Foundation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services through a network of independent financial professionals.

Robert Dopke is a financial advisor at HighPoint Planning Partners with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes over 30 years at LPL Financial and more than a decade with HighPoint Advisor Group. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Jacob Mitchell is a Series 66 licensed financial advisor with six years of industry experience. He currently works with MissionSquare Retirement and MissionSquare Wealth Management, having previously held roles at Ally Invest Advisors, LPL Financial, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Wanda Warsinski is a financial advisor at St. Bernard Financial Services, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she is involved in health-related sales activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services with a focus on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering a combination of fee-based and commission-based solutions.

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.

Christopher Schuppe is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked with firms including Valic Financial Advisors and currently serves as a consultant for LoVasco Consulting Group, advising retirement plan fiduciaries on governance, investment selection, and employee education. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management options.

Nathan Rumler is a CFP® and holds a Series 65 license with two years of experience in the financial advisory industry. He is currently with Plante Moran Financial Advisors and has prior work experience across various sectors including retail, wealth management, and university recreation. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, using various analytical methods and a proprietary equity market valuation model, and manages a significant portion of its assets on a non-discretionary basis.

Jill Lowther is a financial advisor at Secure Asset Management, L.L.C. in Troy, Michigan, with 15 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked previously at CoreCap Investments and Primerica Financial Services. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, offering pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate clients.

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.

James Roumell is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Legend Equities Corporation for nine years before joining Lincoln Investment, where he has been since 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

William Bean is a CFP® and holds a Series 65 license, with 15 years of industry experience. He has been with Plante Moran Financial Advisors since 2007 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model to guide investment decisions.

Emilio Donato is a Series 65 licensed financial advisor at Plante Moran Financial Advisors with experience including roles at Cummins-Meritor and teaching positions at Oakland University, Rochester High School, and West Middle School. He has been with Plante Moran Financial Advisors since 2024. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, and manages a significant portion of its assets on a non-discretionary basis.

Marc Bullock is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. Outside of his advisory role, he serves as an assistant wrestling coach at Troy High School and acts as a successor trustee for a family trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

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® certified financial advisor with four years of industry experience, currently with HighPoint Planning Partners. He has previously worked at LPL Financial LLC and The Vanguard Group, among other firms. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach to portfolio construction, utilizing various investment vehicles and third-party platforms to deliver discretionary asset management and financial planning services.

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.

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 previously worked at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she is involved with DBC America LLC, where she participates in marketing and liquor demonstrations. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management with third-party models and external managers, offering customized asset allocation and multiple fee structures, including performance-based arrangements for qualified investors and private funds.