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.

Marc Schechter is a financial advisor at Arax Advisory Partners with one year of experience at the firm and over a decade in the industry. He previously operated Schechter Investment Advisors from 2013 to 2025. Schechter is involved in managing a private fund that pursues venture capital and private-equity strategies. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including 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, and is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Dino Berri is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at LPL Financial LLC, Michigan Educational Credit Union, and multiple other financial services firms. Berri is also an independent insurance agent specializing in fixed and indexed annuity sales and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing strategy.

Adelaina Welch is a financial advisor at Fortis Capital Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and KMG Fiduciary Partners. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting using a combination of discretionary management, advisor-specific styles, and model portfolios that incorporate passive, active, tactical, and ESG-oriented strategies.

Erik Kokeny is a financial advisor at Kovack Advisors, Inc. in Troy, MI, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Advisors since 2009, previously working at Kovack Securities beginning in 2007. He also serves as a trustee of his mother's revocable living trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using both internally developed and third-party investment models supported by Envestnet technology.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to joining Arax, he was with Gries Financial LLC for five years, Rehmann Capital Advisory Group for three years, and operated Samrah Advisory Services for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a network of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Karen Noonan is a financial advisor with Secure Asset Management, L.L.C., holding a Series 65 designation and 12 years of industry experience. She has been with Secure Asset Management since 2016 and is also affiliated with Secure Investors Group, KRN Properties, LLC, and Great Lakes Financial & Tax Services. Outside of her advisory role, she is an independent life and health insurance sales agent operating as a sole proprietor. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and utilizes third-party money managers and held-away account management to support client portfolios.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.

Tetyana Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI. She holds Series 63 and Series 65 designations and has 16 years of industry experience, having worked at Berthel Fisher since 2009. In addition to her advisory role, she is licensed to solicit insurance products. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and investment strategies, delivered by approximately 100 independent investment adviser representatives.

James Simasko is a financial advisor at CoreCap Advisors with four years of industry experience. He holds a Series 65 designation and has a legal career spanning over three decades as a partner and attorney at Simasko Law P.C., specializing in estate planning, probate, and Medicaid law. Simasko also operates Simasko Financial, focusing on insurance and annuity sales, serving a client base closely aligned with his advisory practice. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals, 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, often incorporating sub-advisors and third-party asset managers.

Michael Sharber is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 license and nine years of industry experience. He previously worked at Bank of America and Merrill before joining Kestra in 2022. Outside of his advisory role, he serves as Managing Partner at Polaris Private Wealth and owns Sharber Investments Inc., both entities involved in providing investment and financial advisory services. Kestra Private Wealth Services, LLC offers investment advisory through a network of independent advisors and multi-advisor teams, serving individuals and institutions. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms within a model that supports both discretionary and non-discretionary arrangements.

Keith Murphy is a financial advisor at HighPoint Planning Partners with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with HighPoint Advisor Group since 2015, also maintaining a long-term association with LPL Financial since 1998. Murphy has involvement in a separate business entity, Murphy Wealth Management LLC, which is classified as not investment related. HighPoint Advisor Group serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and utilizes fundamental analysis to construct tailored investment policies across a range of securities and third-party platforms.

Taylor Young is a Series 65-licensed advisor with Alera Investment Advisors, LLC, based in Rochester, MI, and has two years of industry experience. He has worked at Alera Investment Advisors since 2024 and operates an insurance agency, Rick Young Insurance Services, since 2014. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates insurance and pension consulting platforms into its services.

Ryan Shuchman is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with CoreCap Advisors, CoreCap Investments, and Cliff Corp since 2018, and previously worked at P&M Corporate Finance, LLC from 2008 to 2017. Outside of his advisory role, Shuchman is involved in managing rental real estate and investing in distressed properties and real estate notes. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a generally long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers as part of its strategy.

Keith Harder is a CFP® professional with 27 years of experience in financial advising. He has been with Rehmann Financial since 2000 and currently works at Rehmann Wealth. He serves on the board of the Rehmann Foundation, providing advice to its finance committee. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, supported by an in-house investment team and a range of portfolio options.