Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has one year of industry experience, including prior roles at Detroit Financial and Eyebloc LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Muata Mahluli is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Facet. He has worked at Facet Wealth since 2020 and has prior experience at Charles Schwab and TIAA-CREF. Mahluli serves on the Board of Directors for The Detroit Recovery Project, a nonprofit focused on supporting individuals and communities affected by co-occurring mental illness and substance use disorders. Facet is a multi-team firm serving individual members across a wide range of wealth levels through tiered subscription-based financial planning and implementation services. The firm delivers holistic financial advice using a Total Financial Life Resources framework and offers discretionary investment management primarily through ETFs, with fixed subscription fees rather than percentage-based asset management charges.

Andrew Harr is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Lincoln Investment since 2010. Outside of his advisory role, he serves as a trainer for newly appointed insurance agents at Consolidated Financial, focusing on the 403(b) market, suitability, and product knowledge. Capital Analysts provides portfolio management and advisory services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes an in-house Investment Management & Research team to support investment decisions and offers a variety of discretionary and non-discretionary programs with access to third-party managers.

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2012. Based in Southfield, MI, he holds Series 63 and Series 65 licenses. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage approximately $25 billion in assets through both discretionary and non-discretionary arrangements.

Christopher Barnas is a Certified Financial Planner® with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Detroit, MI since 2013. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, operating as part of the broader Plante Moran enterprise with affiliated trust, insurance, and real estate advisory services.

David Sawchuk is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. He serves as a member of the Taymouth Township Zoning Board of Appeals, a governmental position. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with a range of advisory services tailored to different client needs.

Scott Butler is a CFP® credentialed financial advisor with 22 years of industry experience, currently with CoreCap Advisors in Southfield, MI. He has held roles at CoreCap Advisors and related entities since 2018 and previously worked at Cambridge Investment Research Advisors. Outside of advisory work, Butler presents financial education seminars as an educator with the Society for Financial Awareness (SOFA). CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and bonds, with additional oversight of sub-advisors and tax-efficient services.

Malachi Cattanach is a financial advisor at Thurston Springer Advisors with a Series 66 credential. He has one year of industry experience, including his current role at Fratarcangeli Wealth Management and prior work at Area Home Services. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides a range of financial planning, portfolio management, and fiduciary services through discretionary and non-discretionary programs, employing various investment strategies including buy-and-hold and tactical approaches.

Gavin Schmidtmann is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has previously worked at Aurora Securities Inc., Oakland Hills Country Club, Country Club of Lansing, and Ferris State University. Schmidtmann is also licensed as an insurance agent, offering fixed insurance products through Secure Investors Group. 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 serving individuals and plan-level consulting rather than traditional corporate clients.

Michael Bauer is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 24 years of industry experience, including roles at Raymond James Financial Services and Wells Fargo Advisors. Bauer is also an owner of BMR Retirement, a non-variable insurance business based in Grosse Pointe, MI. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, customized investment approach and serves over 10,000 clients with approximately $9.9 billion in assets under management.

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Avery Markos is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of his advisory role, he is involved in independent insurance sales through Wealth Trac Financial. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning services to individuals, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes a variety of investment vehicles, including mutual funds, ETFs, equities, and fixed income.

Jonathan Sawchuk is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Endless Possibilities, as well as served at Renaissance Charter School at Crown Point. Outside his advisory role, he is the organizer and sole proprietor of Sawchuk Solutions, LLC. Capital Analysts serves a wide range of clients including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary screening tools, with a notable affiliation with Lincoln Investment and a model that accommodates advisors' outside business activities.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses with 56 years of industry experience. Prior to joining Elevation Point in 2025, he worked for Raymond James & Associates for 26 years. He is also a partner in The Steady Climb LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities through model portfolio strategies that incorporate tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Craig Tanis is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments since 2019. Prior to that, he was with The KR Group from 2016 to 2018. In addition to his advisory role, Tanis is an independent insurance agent selling health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Julie Goldsmith is a CFP® professional with 38 years of experience at Mutual of Omaha Investor Services, Inc., where she has worked since 1987. She holds a Series 63 license and serves as co-president of the Kelly Green Meadow Condominium Association. She is also an insurance agent with J Weil Goldsmith & Associates, LLC, focusing on life, health, and annuity insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and third-party money manager relationships. The firm primarily delivers solutions via a platform relationship with Envestnet and offers both discretionary and non-discretionary investment options.

Mitchell Sehi is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Pruco Securities, and Equitable Advisors. Outside of advising, he has worked in the hospitality industry as a server at Ocean Prime. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses with investment advisory and financial planning services. The firm utilizes a goals-based financial advising approach supported by proprietary software and behavioral economics, employing both passive and active investment strategies alongside dynamic rebalancing when appropriate.