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Hovig D

Series 65

Southfield, MI

Plante Moran financial advisors

Hovig Danealian is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Cypress Partners, CFOx Advisory, and Brose Group. Danealian also has experience in education, having worked at Oakland University and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model to support its investment decisions.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sharon V

Series 63, Series 66

Bloomfield Hills, MI

Madison Avenue Securities, LLC

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Robert F

CFP®, Series 65

Southfield, MI

Plante Moran financial advisors

Robert Forte is a CFP® and holds a Series 65 license, with nine years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kasey S

Series 63, Series 66

Southfield, MI

Plante Moran financial advisors

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Plante Moran Financial Advisors and its affiliated insurance agency since 2013, following three years at Charles Schwab. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Fred S

Series 63, Series 65

Troy, MI

American Independent Securities Group, LLC

Fred Sultan is a financial advisor with American Independent Securities Group, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 13 years at L.M. Kohn & Company prior to joining his current firm. Additionally, he is licensed as an insurance agent, selling life, variable annuity, and accident/health insurance on a part-time basis. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers and TAMPs, and offers an optional third-party estate-planning service.

Options & derivatives strategies
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Michael M

Series 63, Series 65

Troy, MI

Secure Asset Management, L.L.C.

Michael Myers is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Sanctuary Securities, and Sanctuary Advisors. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes client-specific investment policies and equitable allocation of opportunities.

Income planning Options & derivatives strategies
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Bradley F

Series 65, Series 63

Birmingham, MI

Arax Advisory Partners

Bradley Feldman is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Schechter Investment Advisors and Kingswood Capital Partners. Feldman is also involved as a senior wealth advisor at Robert Schechter & Associates, where he places life insurance and annuity policies for high net worth individuals. Arax Advisory Partners provides wealth management and advisory services to individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by internal teams and third-party resources.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Paul R

Series 63, Series 65

Bloomfield Hills, MI

Azimuth Capital Management

Paul Ragheb is a financial advisor at Azimuth Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and tailored fixed-income solutions, managing portfolios on a primarily discretionary basis while accommodating client-specific mandates and a range of investment instruments.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired
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David K

CFP®, Series 66

Shelby Township, MI

Creative Financial Designs, Inc.

David Kurschat is a CFP® professional affiliated with Creative Financial Designs, Inc., with three years of industry experience. His work history includes roles at Covenant Financial Group and TRIGO Global Quality Solutions, as well as involvement in financial planning and tax preparation activities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and affiliated services in insurance and tax.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Mark I

Series 66, Series 65

Bloomfield Hills, MI

Thurston Springer Advisors

Mark Improta is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Merrill. Outside of his advisory work, he is involved in business consulting through Volci Consulting and Forte Funding, focusing on lending for residential and commercial properties. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active momentum models.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Brandon H

Series 65

Grosse Pointe Park, MI

Cyndeo Wealth Partners

Brandon Hess is a financial advisor at Cyndeo Wealth Partners with four years of industry experience. He holds a Series 65 designation and has a background as an attorney, serving as general counsel for business clients through his law firm, Hess Law Group, PC, where he has worked since 2003. Prior to joining Cyndeo Wealth Partners, he was involved with Vision Collision Center, LLC. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion and offers customized investment strategies utilizing firm-developed models, third-party managers, and a broad range of asset classes, including alternatives and digital assets.

Business ownership considerations Business exit / sale strategy Wealth management Family Business Founder/Business Owner Executive
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Richard D

Series 63, Series 66

Bloomfield Hills, MI

Arax Advisory Partners

Richard Davis is a financial advisor with Arax Advisory Partners in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at Transcend Capital Advisors, UBS Financial Services, and Goldman Sachs Wealth Services. Arax Advisory Partners serves a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses, offering comprehensive wealth management and advisory services. The firm combines in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics, and has grown through recent consolidations and acquisitions to a platform of over 200 advisors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Christopher B

Series 63, Series 65

Sterling Heights, MI

Packerland Brokerage Services, Inc.

Christopher Bokmuller is a financial advisor at Packerland Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments and MI Advisors. Outside of his advisory role, he is involved with Bokmuller Retirement Services, focusing on insurance and investment-related activities. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers through a variety of account structures.

Retirement income strategy Options & derivatives strategies Wealth management
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Caterina D

CFP®, Series 63

Troy, MI

Advisory Services Network

Caterina Defalco is a CFP® with 20 years of industry experience, currently serving at Advisory Services Network since 2012 and Argentora Wealth Management since 1995. She holds a Series 63 license and has additional roles including licensed insurance agent and financial industry consultant. Outside of finance, she is an author and president of several ventures focused on French cuisine and culture, including writing books and producing related media. Advisory Services Network is an independent enterprise firm with over 200 advisors serving individuals, families, corporations, and charitable organizations. The firm offers customized portfolio management, financial planning, and retirement-plan consulting through a diverse range of investment strategies and account management options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Brian B

Series 63, Series 65

Detroit, MI

Signal Advisors Wealth, LLC

Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Jason S

Series 66

Troy, MI

Secure Asset Management, L.L.C.

Jason Spencer is a financial advisor at Secure Asset Management, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and LPL Financial. Spencer also maintains an ongoing role with Brighton Wealth Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation of investment opportunities while maintaining client custody with external custodians.

Income planning Options & derivatives strategies
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Emily L

CFP®, Series 65

Southfield, MI

Plante Moran financial advisors

Emily Lydey is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior work includes roles at Jackson National Life and The Andersons. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model in managing assets, with a significant portion managed on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan T

Series 63, Series 65

Auburn Hills, MI

Kestra Private Wealth Services, LLC

Jonathan Teal is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He is the owner of Teal Capital Incorporated and Polaris Private Wealth, the latter providing investment management and insurance services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount management and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Shawn G

Series 66

Auburn Hills, MI

Kestra Private Wealth Services, LLC

Shawn Glasgow is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Shawn serves as a firefighter for the City of Lapeer and is a managing partner at Polaris Private Wealth LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary accounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Scott S

CFP®, Series 65

Southfield, MI

Plante Moran financial advisors

Scott Sabuda is a CFP®-credentialed financial advisor with Plante Moran Financial Advisors in Southfield, MI, bringing three years of industry experience. His background includes roles at Plante Moran and previous entrepreneurial experience with Total Party Planning LLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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