Daniel Orfin is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He has worked at MipPro Wealth Management Inc. and Gibbs Wealth Management since 2024 and has operated Orfin and Associates Inc. since 2000. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed model management program, utilizing third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on client financial situations, goals, and risk tolerance.

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.

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.

Sanhita Bhattacharya is a financial advisor at Arax Advisory Partners with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Santander Securities, and First Republic. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with notable use of performance-based fee arrangements and carried interest structures for qualified investors.

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.

Patrick Hannon is a CFP® and holds a Series 66 license with 15 years of experience in financial advisory. He has been with RWA Wealth Partners since 2026, following 12 years at Planning Alternatives, Ltd. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and employs a diverse range of investment vehicles, combining fundamental and quantitative methods alongside customized fixed income and cash management strategies.

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.

Joshua Lanesky is a CFP® professional at JMG Financial Group Ltd with five years of industry experience. Prior to joining JMG Financial Group in 2021, he worked at NCS Construction for one year and spent nine years at Plante Moran. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations, employing a planning-based, long-term investment approach that includes strategic asset allocation and tactical adjustments approved by an investment committee. The firm also offers in-house tax consulting and advises on private investment fund opportunities.

Brian Hamlin is a financial advisor at Capital Analysts with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Lincoln Investment Planning since 2014. Outside of his advisory role, Hamlin is involved in the sale of insurance and fixed products through his ownership of Briham Development. 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, providing access to third-party managers and various portfolio options.

Samuel Kastamo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including independent painting work. Kastamo also owns Kastamo Financial LLC, an advisory and insurance services business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, and offers a platform that includes tailored suitability assessments and regular portfolio rebalancing.

Dylan Schalmo is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked with CoreCap Advisors and CoreCap Investments since 2019. Additionally, he serves as Director of Trading at Cooper, Adel, Vu Financial, LLC, where he sells life and annuity products. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented approach focused on long-term investment strategies.

Hovig Danealian is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Cypress Partners, LLC, CFOx Advisory, Brose Group, Oakland University, Meijer, and Cousino Senior High School. Plante Moran Financial Advisors serves a diverse client base, including high-net-worth individuals, institutions, trusts, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm uses a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, managing a significant mix of assets within the larger Plante Moran enterprise.

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Robert Forte is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2016. He holds the Series 65 designation and is based in Southfield, Michigan. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage both discretionary and non-discretionary portfolios.

Thomas Kaufman is an advisor at HBW Advisory Services LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2013, with prior roles at HBW Securities LLC and Cetera Advisor Networks LLC. He is also the owner of TMK Financial Services LLC, a tax and accounting business. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and multi-manager diversification, and serves a large client base with a mix of retail, institutional, and intermediary relationships.

Eric Giosa is a financial advisor with Capital Analysts in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He has worked with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, he serves as a high school ice hockey coach at Detroit Catholic Central High School. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, with advisors able to provide customized portfolios or select third-party managers based on client needs.