Brett Kunkle is a CFP® professional with Plante Moran Financial Advisors in Auburn Hills, MI, and has three years of industry experience. His background includes work at Plante Moran Financial Advisors since 2020, as well as roles outside finance in landscape design and the food service industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

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.

Daniel Mccarty is a financial advisor at CoreCap Advisors with three years of industry experience. He holds a Series 66 designation and has worked at CoreCap Investments, LLC since 2016. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach with a focus on mutual funds, ETFs, individual equities and bonds, and manages multiple affiliated entities and fee-sharing arrangements.

Bradley Boogren is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2004, serving in various roles including Financial Consultant, VP Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, he was a Field Director at Northwestern Mutual Financial from 2001 to 2004. Throughout his career, Bradley has focused on building long-lasting relationships with clients and assisting them through the financial and retirement planning process. He utilizes a range of planning tools and strategies to help clients improve their financial situations and work towards financial security. Outside of his professional work, Bradley enjoys activities such as beach outings, boating, camping, music, outdoor adventures, and traveling.

Justin Rolnitzky is a financial advisor at Asset Allocation Strategies, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Asset Allocation Strategies, GLP & Associates, and GLP Investment Services since 2012. In addition to his advisory role, he works as a licensed insurance agent focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach supported by quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

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.

Lara Mazek is a CFP® professional at Advance Capital Management Inc with 11 years of industry experience. She has been with Advance Capital Services since 2015. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, employing a screening process for investment selection and offering specialized retirement services, including a “Chief Retirement Officer” program.

Craig Rumler is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has held a leadership role as COO at M & O Marketing, LLC since 2021. His prior experience includes roles at Bloomfield Hills Financial and Southwest Detroit Environmental Vision. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm follows a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Patrick Cummins is a CFP® professional with five years of experience, currently serving at Advance Capital Management, Inc. in Southfield, MI. His work history includes multiple roles within Advance Capital Management as well as positions at Grand Valley State University and Mercantile Bank of Michigan. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, alongside specialized retirement services and a model portfolio approach tailored to clients' risk tolerances and tax circumstances.

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.

Daniel Milan is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with CoreCap Advisors and CoreCap Investments since 2016. Outside of his advisory role, Milan is an attorney and managing partner at his own law firm, and he co-founded CCP, LLC, which supports payments and business expenses for Cornerstone Financial Services. He also manages a commercial lending brokerage and consulting firm and oversees a family investment entity focused on minority passive investments in privately held Michigan companies. 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 takes a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and frequently uses sub-advisors and third-party asset managers.

Austin Dahm is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Asset Allocation Strategies since 2012 and also serves as an insurance agent with GLP & Associates, where he has worked since 2011. Outside of his advisory roles, Dahm is president of HRI, Inc., a professional services company based in Holland, MI. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm implements a strategic asset allocation process using quantitative techniques and model portfolios, serving both non-high-net-worth and high-net-worth clients.

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

Gregory Mackenzie is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. since 2004. In addition to his advisory role, he is a self-employed grain farmer, working seasonally in the spring and fall. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers services including direct indexing, alternative investments, and crypto-related strategies.

Benjamin Hall is a financial advisor at Advance Capital Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Advance Capital Management, he worked at Michigan State University and was involved with MI-Combat from 2018 to 2023. 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’s investment decisions are guided by an Investment Committee and include strategies such as direct indexing, alternative investments, and crypto-related approaches.

Brian Cvetkovski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Innovation Partners LLC and MML Investors Services. In addition to his advisory work, he operates independent businesses focused on fixed life, health, and disability insurance as well as employee benefits through Cvetkovski Financial LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolios and discretionary management, with a focus on non-high-net-worth investors and retirement plan participants.

Christopher Kostiz is a financial advisor at Advance Capital Management Inc with 31 years of industry experience. He has been with Advance Capital Management and its affiliated entities since 1993. Kostiz holds Series 63 and Series 65 designations. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, individualized financial planning, and retirement-plan consulting, utilizing an Investment Committee-driven approach with a focus on mutual funds, ETFs, and alternative investments.

John Lesser is a CFP® and CFA® with 18 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has held multiple roles within the Plante Moran enterprise, including positions in corporate finance, real estate investment advisory, trust services, and insurance agency operations. He is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors serves a diverse client base ranging from individuals to institutions, offering investment advisory, financial planning, and estate-planning services. The firm employs a mix of fundamental, technical, and cyclical analysis supported by proprietary equity valuation models, managing both discretionary and non-discretionary portfolios.

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.