Jeremy Goldstein is a financial advisor at Secure Asset Management, L.L.C. with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior firms include Aurora Securities and Foresters Equity. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a client-specific investment approach using a mix of fundamental, technical, and cyclical analysis across a range of asset classes and emphasizes equitable allocation among clients.

Erin Farley is a Certified Financial Planner (CFP®) and holds a Series 65 license with 10 years of industry experience. She has worked at Azimuth Capital Management since 2025 and previously spent nine years at Plante Moran Financial Advisors. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services along with limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis to manage equity, balanced, and customized fixed-income portfolios while providing access to affiliated private investment vehicles and credit solutions.

Melissa Hintz is a financial advisor at Kestra Private Wealth Services, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, J.P. Morgan Securities, and JP MORGAN Chase Bank NA. Outside of her advisory role, she is a Notary Public. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts across multiple platforms.

Andrew Moss is a financial advisor with Elevation Point Wealth Partners, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including roles at Merrill, Bank of America, and Purshe Kaplan Sterling Investments. Moss is also a director of the Western Golf Association, where he supports scholarship funding through the Evans Scholars program. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, employing a model portfolio approach with tactical asset allocation across various fund types and third-party managers.

Brett Kunkle is a CFP® professional with three years of experience, currently advising at Plante Moran Financial Advisors in Auburn Hills, MI. He has been with Plante Moran Financial Advisors since 2020, with prior work experience including roles outside the financial industry. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals and institutions. The firm employs a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Alan Freeman is a CFA® charterholder with 15 years of industry experience, currently serving at Azimuth Capital Management. He has been with the Azimuth firms since 2005, including Azimuth Capital Management and Azimuth Capital Investment Management LLC. 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 databases with fundamental and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, while also offering access to affiliated private investment vehicles and credit, cash management, and insurance solutions.

Anida Venniro is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Douglas Featherstone Jr. is a financial advisor with Missionsquare Retirement in Oxford, MI, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Alerus Financial, and CG Advisory Services. He currently serves as a Senior Internal Wholesaler at MissionSquare Retirement. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services delivered through multiple channels. The firm uses investment advice and model portfolios developed by Morningstar Investment Management, applying a range of quantitative and qualitative methods tailored to individual participant information.

Benjamin Kusner is a financial advisor with Fortis Capital Advisors, LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at KMG Fiduciary Partners and Morgan Stanley. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a mix of discretionary management styles and strategies—including passive, active, tactical, and ESG options—and manages $1.615 billion in discretionary assets as of December 31, 2025.

Owen Crabtree is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include positions at TFG Advisers and The Heathers Club of Bloomfield Hills, as well as experience in various other industries. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain-focused options.

Cooper Harbowy is an advisor at Modern Wealth Management, LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience working at Chipotle and in various educational roles. 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 offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Secure Financial Group, Secure Investors Group, Aurora Securities, 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 for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

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.

Christopher Williams is an advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has held various roles since 2016, including positions with the American Hockey League and USA Hockey. Williams’s background includes experience with New York Life and self-employment prior to joining Foundations Investment Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

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.

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 with HighPoint Planning Partners in Troy, MI. He holds a Series 65 designation and has worked in the financial services industry since 2016, including roles at Knights of Columbus Insurance and Quicken Loans. Abbott also works as an insurance agent outside of his advisory duties. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a range of investment strategies and custodial platforms to tailor solutions for its clients.

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.