Christopher Williams is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with Foundations Investment Advisors since 2026 and has prior experience with Quest Commonwealth, New York Life, and various professional sports organizations including the NCAA, American Hockey League, ECHL, and USA Hockey. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, and offers services through a broad network of affiliated offices using model portfolios and an asymmetric rebalancing strategy.

Armani Zori is a CFP®, CFA®, and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2017. His prior experience includes roles at Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through both discretionary and non-discretionary arrangements.

Timothy Zimcosky is a CFP® professional with 46 years of experience in financial advisory. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kalos Capital, Inc. and Kalos Management. He also serves as president of Zimco Capital, a financial planning firm offering services including securities, mutual funds, and REITs. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team and affiliated broker-dealer, offering a range of investment strategies and retirement plan consulting.

Jason Steeno is a financial advisor at CoreCap Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap Advisors since 2020, with prior experience at Regal Securities and Scottrade, Inc. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Carla Stamps is a Series 66 registered advisor with 27 years of industry experience. She has worked at Summit Financial, LLC since 2023, following seven years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as secretary for Empowered Minds, Inc., a nonprofit focused on youth mentoring and personal development, and volunteers as vice president for MicroMissions, a charitable organization supporting underserved populations locally and internationally. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Erin Nordloh is a financial advisor at Summit Financial, LLC with 14 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Clearing, Raymond James & Associates, Inc., and Voya Financial Advisors. In addition to her role at Summit Financial, she is involved with Great Lakes Private Wealth as a Wealth Relationship Manager. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate client preferences and provides access to alternative investments and retirement plan advisory services.

Paul Jude is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 license and has worked at Soltis Investment Advisors since 2021. Prior to that, he was with HBKS Wealth Advisors for one year and TIAA-CREF from 2016 to 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals—including high-net-worth clients—as well as institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a broad range of asset types.

Timothy Alfieri is a financial advisor with Foguth Wealth Management, LLC., holding a Series 66 credential and nine years of industry experience. He previously worked at CreativeOne Wealth and USA Financial Securities and has been affiliated with the Hudson Agency for ten years. Alfieri is independently licensed to sell insurance and annuity products through various insurance companies associated with Foguth Financial Group. 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, focusing on tailored investment plans that incorporate exchange-traded products and a variety of analytical approaches.

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.

Jacob Pennington is a financial advisor at CoreCap Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Park National Bank and Cooper, Adel, Vu Financial. Outside of his advisory work, he is involved with More Life Church. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Nicholas Calvaneso is a financial advisor at Foguth Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has been involved in various financial services roles since 2012. In addition to his advisory work, he serves as president of Calvaneso and Associates INC., a firm focused on insurance products such as life insurance and fixed annuities. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm emphasizes exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis to construct tailored investment plans and model portfolios.

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 with Thurston Springer Advisors in Bloomfield Hills, MI, holding a Series 66 designation and seven years of industry experience. She has previously worked at Wells Fargo Advisors, Bank of America N.A., Merrill, Quicken Loans, and Famous Footwear. Thurston Springer Advisors serves a broad client base including individuals, corporations, retirement plans, foundations, and trusts. The firm provides financial planning, estate-planning facilitation, and portfolio management through various discretionary and non-discretionary programs, employing investment strategies ranging from buy-and-hold to more active tactical approaches.

Norman Bald is a financial advisor at CoreCap Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap since 2020, following prior roles at The Leaders Group Inc and Ameriprise Financial Services. Outside of his advisory work, he is involved in marketing through M&O Marketing and serves as a successor trustee for a family trust. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as 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 third-party sub-advisors, employing a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

John Rafferty is a financial advisor at CoreCap Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The O.N. Equity Sales Company, Park Avenue Securities, and Ohio National Financial Services. Outside of his advisory role, he writes and publishes articles about his experiences raising children with special needs. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, self-directed retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a variety of investment vehicles and sub-advisors, and offers tax-efficient asset location and rebalancing services.

Wendy Morin is a financial advisor with Foguth Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America and Merrill for four years and spent 27 years at Utica Community Schools. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with a multi-advisor team managing approximately $1.07 billion. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, using tailored investment strategies that emphasize exchange-traded products and a combination of analytical approaches.

Ian Eriksen is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Jackson National Life Distributors, Summit Financial Group, and Cetera Advisor Networks. Outside of his advisory work, Eriksen serves as an assistant football coach at Clarkston Community School. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and models.

Bryan Baines Jr. is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds the CFP® and Series 65 designations and has been with Plante Moran since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutional clients, and charitable organizations. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary portfolio management.

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.

James Tietema is a financial advisor at Foguth Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, LLC, Ameriprise Financial Services, Inc., and Minnesota Life Insurance Co. Outside of his advisory role, he teaches and mentors athletes in wrestling. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, focusing on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.