Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.

Brian Tepper is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Leaders Group, Inc. and Lincoln Investment. In addition to his advisory role, Tepper serves as Vice President at Detroit Financial, where he consults clients on fixed life insurance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 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.

Melissa De Rozario is a financial advisor with Capital Analysts based in Royal Oak, MI. She holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining Capital Analysts, she worked at Lincoln Investment LLC, Morgan Stanley Private Bank, and Morgan Stanley. Outside of her advisory role, she is the sole owner and operator of two e-commerce businesses that assist with merchant processing for online sellers. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes an in-house investment management team and proprietary screening processes to manage discretionary portfolios, while offering various advisory and portfolio management services tailored to client needs.

John Dreshaj is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has been with Plante Moran Financial Advisors since 2013. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation and manager selection, using various analytical approaches and managing a majority of its assets on a non-discretionary basis.

Brian Kirby is a financial advisor with Plante Moran Financial Advisors and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been with Plante Moran Financial Advisors since 2016. In addition to his advisory role, he serves as a Business Development Manager at Plante Moran PLLC, an affiliated accounting and business consulting firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, using a combination of fundamental, technical, and cyclical analysis along with proprietary equity market valuation models.

Zachary Smith is a financial advisor at Savvy with nine years of industry experience. He holds a Series 65 designation and has worked at ThePARTNERS Wealth Management and Trivelloni Asset Management prior to joining Savvy. Outside of financial advising, he serves as Corporate Safety Director at De-Cal, Inc. and is the owner and president of Divine Safety, LLC, a safety consulting firm specializing in OSHA compliance. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Robert Dopke is a financial advisor at HighPoint Planning Partners with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes over 30 years at LPL Financial and more than a decade with HighPoint Advisor Group. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Jacob Mitchell is a Series 66 licensed financial advisor with six years of industry experience. He currently works with MissionSquare Retirement and MissionSquare Wealth Management, having previously held roles at Ally Invest Advisors, LPL Financial, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Roger Welshans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been a senior partner at Cornerstone Financial Services, focusing on insurance and annuity sales, for the past 10 years. Welshans currently serves clients through CoreCap Advisors, where he has worked for a decade. 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 third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, individual equities and bonds, and selective use of options or short sales.

Wanda Warsinski is a financial advisor at St. Bernard Financial Services, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she is involved in health-related sales activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services with a focus on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering a combination of fee-based and commission-based solutions.

Patrick Simasko is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2016. In addition to his advisory role, he is an attorney specializing in estate planning at Simasko Law and is involved in insurance and annuity sales through Simasko Financial. 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 often engages sub-advisors and third-party asset managers.

Mark Van Faussien is a financial advisor at Azimuth Capital Management with 15 years of industry experience. He holds a Series 65 credential and has been with Azimuth since 2013. Van Faussien serves as a trustee for the Mount Elliott Cemetery Association, where he is involved in governing overall business and capital plans. 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, fundamental, and technical analysis to construct customized portfolios using individual securities, mutual funds, and ETFs, and it is affiliated with Focus Financial Partners, offering access to private investment vehicles and related financial solutions.

Nathan Rumler is a CFP® and holds a Series 65 license with two years of experience in the financial advisory industry. He is currently with Plante Moran Financial Advisors and has prior work experience across various sectors including retail, wealth management, and university recreation. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, using various analytical methods and a proprietary equity market valuation model, and manages a significant portion of its assets on a non-discretionary basis.

Jill Lowther is a financial advisor at Secure Asset Management, L.L.C. in Troy, Michigan, with 15 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked previously at CoreCap Investments and Primerica Financial Services. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, offering pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individual and plan-level consulting rather than traditional corporate clients.

Daniel Mcenroe is a CFA® charterholder with 15 years of industry experience. He has worked at Azimuth Capital Management and its affiliated entities since 2004. 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, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and is affiliated with Focus Financial Partners, offering clients access to private investment vehicles and related credit and insurance solutions.

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.

William Bean is a CFP® and holds a Series 65 license, with 15 years of industry experience. He has been with Plante Moran Financial Advisors since 2007 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model to guide investment decisions.

Emilio Donato is a Series 65 licensed financial advisor at Plante Moran Financial Advisors with experience including roles at Cummins-Meritor and teaching positions at Oakland University, Rochester High School, and West Middle School. He has been with Plante Moran Financial Advisors since 2024. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, and manages a significant portion of its assets on a non-discretionary basis.

Marc Bullock is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. Outside of his advisory role, he serves as an assistant wrestling coach at Troy High School and acts as a successor trustee for a family trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

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.