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.

Steven Levine is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with GLP Investment Services and GLP & Associates since the late 1990s. Outside of his advisory role, Levine is president of SRL Retirement Investments, Inc., an insurance sales business focused on developing investment strategies. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs quantitative asset-allocation methods and offers discretionary and non-discretionary portfolio management using proprietary and third-party models.

Cynthia Mulonas is a financial advisor at Thurston Springer Advisors with 28 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for seven years. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, and charitable institutions, offering services such as financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies, including Tactical Momentum and Earnings Momentum processes, and manages accounts primarily on a discretionary basis.

Joshua Alpert is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2013. Prior to this, he has operated Alpert Retirement Advising since 2007. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals—including high-net-worth and accredited investors—as well as retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at LPL Financial and Fisher Retirement Services. He also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning approach supported by proprietary technology and quantitative measures.

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.

Lowell Weiss is a CFP® with 16 years of experience in the financial services industry. He currently works at Elevation Point Wealth Partners, LLC, and previously spent 16 years with Raymond James & Associates. Outside of his advisory role, he rents Disney Vacation Club points to interested parties. 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 business entities, employing a model portfolio investment approach with tactical asset allocation and integration of insurance distribution and annuity servicing.

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.

William Revoir is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and has prior experience with ChangePath, Global Financial Private Capital, Quest Commonwealth, and his own firm, William J. Revoir & Associates. He is also involved with Quest Commonwealth, LLC, where he conducts life insurance and annuity sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked at L.M. Kohn & Company for nine years and spent two years at Brother Rice High School. He is involved in investment-related entrepreneurial ventures as the sole member of Cherocci Investments, LLC and as a co-member of North Financial LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse clientele, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and financial planning through an open architecture platform, managing most assets on a non-discretionary basis and offering multiple implementation pathways including insurance products.

Prasad Mohan is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schechter Investment Advisors and Bank of America. Outside of his advisory role, Mohan serves as treasurer for the Metropolitan Lofts Condominium Association. Arax Advisory Partners is an SEC-registered, 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, institutions, and retirement plans, offering services such as financial planning, portfolio management, and retirement plan consulting.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutional clients, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management 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 typically exercises discretionary trading authority while maintaining custody with external custodians.

Keith Inman is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. He previously worked at Raymond James & Associates, Bank of America, Merrill, Santander Securities, and Beacon Payments. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

Douglass Burgdorf is a CFP® with 26 years of industry experience, currently serving as an advisor at KCD Financial, Inc. since 2007. He is a partner at H & B Financial Group, Inc., which focuses on insurance sales, and owns Burgdorf Financial Services, Inc., providing financial planning and investment management. Additionally, he contributes to marketing and business development for Cedar River Technologies/Waggle IOT on a voluntary basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and strategies, offering both discretionary and non-discretionary advisory services, and provides access to third-party managed accounts.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Kenny Goldner is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at ASSET ALLOCATION STRATEGIES since 2019 and has been associated with GLP Investment Services and GLP & Associates since 2017. Outside of his advisory role, he is involved in life insurance and fixed/index annuity sales and servicing. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party managed model portfolios, using quantitative asset-allocation techniques, and serves approximately 3,859 clients with about $767 million in assets under advisement.

Bianca Candela is a financial advisor at Plante Moran Financial Advisors in Detroit, MI, holding a Series 65 designation. She has experience working with Plante Moran Financial Advisors and Morgan Stanley, as well as roles in education at the University of Detroit Mercy and various schools from 2015 to 2023. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary portfolios, with access to affiliated services such as trust banking, insurance, and real estate advisory through the broader Plante Moran enterprise.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, 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 programs, blending discretionary and consultative services tailored to client preferences.