Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.

Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CoreCap Advisors since 2014. Outside of his advisory role, he serves as president of Cooper, Adel, Vu Financial, where he is involved in the sales of long-term care insurance and annuities. 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 employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, individual equities, and bonds, and provides services such as tax-efficient asset location and opportunistic rebalancing.

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He has been with Plante Moran since 2025 and has prior experience at Herbert Financial Group and Dorian Ford. His background includes roles in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation in its investment process and offers both discretionary and non-discretionary portfolio management.

Natasha Sparks is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill, Arieli Capital, and Major Biddles. Outside of her advisory role, she hosts a family-owned vacation rental cabin. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, utilizing a range of investment strategies from buy-and-hold to active approaches like Tactical Momentum and Earnings Momentum models.

Ronald Guevarra is a financial advisor at CoreCap Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2013. He is also CEO of First Financial Group USA, Inc., a life and health insurance sales company, and owns businesses including a wellness clinic and a real estate enterprise. CoreCap Advisors provides discretionary investment and portfolio management along with financial planning services 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 a range of investment vehicles and sub-advisors.

Andrew Barber is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020. Prior to that, he held positions including roles at the University of Michigan and Comcast. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combined fundamental, technical, and cyclical investment approach and manages a majority of assets on a non-discretionary basis.

Michael Pesendorfer is a financial advisor at Capital Analysts with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and previously spent 21 years at Legend Equities Corporation. Capital Analysts serves retail and institutional clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Tyler Gerling is a Series 66-licensed financial advisor with one year of industry experience. He has worked at Fratacangeli Wealth Management since 2025 and previously held roles at Stellantis. Tyler’s background also includes time as a full-time student and work with College Hunks. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment approaches from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Chad Theisen is a CFP®-designated financial advisor at Advance Capital Management Inc with five years of industry experience. He has worked at Advance Capital Management since 2016, with a brief period at Michigan State University and MSU Greenline. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm focuses on financial planning and portfolio management using mutual funds and ETFs, employs a recommended list of screened investments, and offers specialized retirement services, including a Chief Retirement Officer program.

Monish Verma is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Verma is also president and director of the Island Lake Shores Association homeowners association. Summit Financial, LLC is a 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, combining discretionary and consultative services tailored to client needs.

Terry Lindner is a financial advisor at Van Clemens Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked in various roles including at Waddell & Reed, Inc. He also serves as CEO of the Financial Advisor Training Institute, a nonprofit dedicated to training new financial advisors through a certification program. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm tailors advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and incorporates a blend of portfolio theory with fundamental and technical analysis.

Gregg Huxley Jr. is a financial advisor at Secure Asset Management, L.L.C. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at several firms including SCF Investment Advisors, Inc. and Cantella & CO., Inc. In addition to his advisory role, he is a licensed real estate broker assisting clients with property transactions. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on client-specific investment policies while maintaining custody with external custodians.

Oliver Lee is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with CoreCap Advisors since 2014. Prior to that, he worked at Envision Investment Advisors. Outside of CoreCap, he is involved with Telluride Financial Inc. and operates Oliver D. Lee Inc., an investment consulting business. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to sub-advisors, with a relationship-oriented, long-term investment approach focused on a diversified range of securities.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002 and joined Asset Allocation Strategies in 2016. Outside of his advisory roles, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach emphasizes strategic asset allocation using quantitative techniques and offers advanced portfolio financing strategies alongside traditional portfolio management.

Christopher Leonard is a financial advisor at CoreCap Advisors with two years of industry experience. Prior to joining CoreCap in 2024, he spent 29 years at Home Depot. He is also involved with Cornerstone Financial Services as a financial advisor and agent, focusing on insurance and annuity sales. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach and provides tax-efficient asset location and oversight of sub-advisors through multiple custodial platforms.

Jason Fannon is a financial advisor with CoreCap Advisors in Southfield, MI, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 25 years of industry experience, including roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. He also serves as an agent and financial advisor at Cornerstone Financial Services, focusing on insurance and annuity sales. 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 employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates third-party asset managers and tax-efficient strategies.

Victor Hicks II is a CFP® professional with 16 years of experience in financial advisory services. He currently works at Perigon Wealth Management, LLC and previously spent 13 years at Lumin Financial, LLC. Victor is also a licensed insurance agent, with activities related to insurance sales and consulting conducted on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight, notably serving banking institutions and managing wrap-fee programs and sub-advisor relationships.

Madison Hammel is a financial advisor at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked at Consolidated Financial and Lincoln Investment since 2016. Outside of her advisory role, she is the owner and managing member of Portfolio Projector LLC, a real estate planning business focused on evaluating real estate portfolios. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by a proprietary mutual fund screening process and a nationwide network of independent advisors.

Benjimin June is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Outside of his advisory role, he is involved in business development and manufacturing at Alpha Intelligence Inc., a consumer packaged goods company he has supported since 2015, and also works as a delivery driver and a site capture specialist. 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 emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.