William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at L.M. Kohn & Company for nine years before joining his current firm in 2025. Outside of his advisory role, he is involved in investment-related businesses as a principal in Cherocci Investments, LLC and North Financial LLC, both of which provide investment advice. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, with a focus on both discretionary and non-discretionary portfolio management. The firm supports multiple platforms and incorporates third-party managers and estate-planning services.

Prasad Mohan is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Schechter Investment Advisors and Bank of America. Mohan serves as treasurer of a condominium association, assisting with budgeting and regulatory enforcement. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments through in-house teams and external managers.

Jeffrey Johnson is a financial advisor at IP Financial Advisory Services LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Wells Fargo Clearing. Johnson is also involved with The Johnson Group Financial, a registered branch office. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants, providing personalized and discretionary portfolio management solutions.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management 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 typically exercises discretionary trading authority while maintaining custody with external custodians.

Douglass Burgdorf is a CFP® with 27 years of industry experience, currently serving at KCD Financial, Inc. since 2007. He is a partner in an insurance sales business and owns an independent financial planning and investment management firm, Burgdorf Financial Services, Inc. Additionally, he volunteers in marketing and business development for a technology company. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. 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 that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Christina Chodorowski is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Hantz Tax and Business, as well as experience in the restaurant industry. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment analysis techniques and discretionary management programs tailored to client goals.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of four years in the financial industry. Her prior experience includes roles at Doeren Mayhew and self-employment, alongside operational responsibilities at Upright Health & Wellness, Inc. She is based in Auburn Hills, MI. Plante Moran Financial Advisors serves a diverse client base including private individuals, institutional clients, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services using a combination of fundamental, technical, and cyclical analysis integrated with a proprietary equity market valuation model.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns Website Directory-Asianstores.net, where he manages advertising and approves new advertisers. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management utilizing proprietary and third-party models, alongside consulting and plan services, and features a distinctive adviser network supported by its corporate affiliations and an array of investment options.

Terra Hohf is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. She previously worked at Advance Capital Services for 10 years. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and manages portfolios with a focus on risk tolerance, incorporating strategies such as direct indexing, alternative investments, and crypto-related options.

Marc Janca is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Kovack Advisors, Inc. and has previously worked at firms including AE Financial Services, PNC Investments, and J.P. Morgan Securities. Janca serves as a board member of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process supported by Envestnet, utilizing internal models and third-party managers to manage diversified portfolios across multiple custodians.

Aaron Hodari is a CFP® certificant with 14 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Schechter Investment Advisors, Kingswood Capital Partners, Chalice Capital Partners, Niagara International Capital, and Robert Schechter & Associates. His background includes roles in financial planning, investment advising, and private fund management. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using a combination of in-house portfolio teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Benjamin Upward is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 65 and Series 63 designations and has worked at multiple firms, including Synchronicity Investments Ltd, ChainLogic Fund LP, and Robinson Capital Management, LLC. His career includes involvement with several investment and governance-related entities. Azimuth Capital Management provides discretionary and nondiscretionary investment supervisory services to individuals, trusts, foundations, banks, and municipal entities. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and customized fixed-income approaches, managing equity, balanced, and fixed-income portfolios while offering related cash, credit, and insurance solutions.

Vincent Asaro is a financial advisor with Dynamic, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Dynamic Wealth Advisors since 2013. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology, operational support, and research resources to both clients and unaffiliated registered investment advisers.

Kurt Fillmore is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors since 2013. He is also the founder and president of Wealth Trac Financial, where he provides wealth management and financial planning services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, pension plans, 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.

Leonard Nowak III is a CFP® professional based in Rochester Hills, MI, with 16 years of experience in financial advising. He is currently with Advisors Capital Management, LLC, where he has worked since 2022, following prior roles at Mainstay Capital Management, EF Legacy Securities, Edelman Financial Services, and Portfolio Solutions. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down macro analysis and bottom-up security selection across customized private accounts and model strategies, managing over $8 billion in assets and operating on a scale that includes intermediary services and affiliated business ventures.

Daniel Mcwilliams is a financial advisor at PKS Advisory Services, LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Michigan Securities, Inc. He serves as treasurer for Boy Scout Troop 1491. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.