Bruce Maginn is a financial advisor with CoreCap Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2017 and has been associated with Guardian Life Insurance Company since 2002, including 15 years at Park Avenue Securities. Outside of his advisory role, Maginn is co-owner of Solomon Financial, an insurance sales and financial planning business. CoreCap Advisors provides discretionary investment and portfolio management as well as 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, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Mark Eriksen is a financial advisor with Prospera Financial Services, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Cetera Advisor Networks, Summit Financial Group, LPL, and Wells Fargo Advisors. He serves as a non-compensated board member of the Detroit Regional Chamber. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms including those sponsored by Prospera and various third-party providers.

Thomas Williams is a CFP® and Series 65-registered financial advisor with six years of industry experience. He currently works at CX Institutional, LLC and previously held roles at Tfg Advisors, Jackson National Life Insurance, Michigan State University, and Farmington Public Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Joshua Foley is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles, including positions in the food service and lighting industries. Outside of advising, he has been associated with Indianwood Golf & Country Club since 2024. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios and a range of platform and sub-advisor options.

Travis Veenhuis is a CFP® professional with three years of industry experience, currently with Zhang Financial. His prior experience includes roles at SGH Wealth Management and a work history connected to Kalamazoo College. Zhang Financial is a multi-advisor, fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a combination of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

Connor Sturgess is a CFP® with eight years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Raymond James Financial Services and Concurrent Advisors. He is also involved with Financial Independence, LLC, supporting financial advisory services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios and sub-advisors through multiple custodian platforms.

Shoumya Saha is a financial advisor with Asset Allocation Strategies, LLC, holding Series 65 and Series 63 credentials and 17 years of industry experience. Saha's prior work includes roles at GLP Investment Services, LLC, and GLP and Associates Inc. Outside of advising, Saha is involved in life insurance and fixed/index annuity sales as an insurance agent. 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 utilizes advanced asset allocation models and a range of strategies, including portfolio financing and synthetic borrowing, to tailor investment approaches.

John Stein is a CFA® charterholder and registered investment advisor with 16 years of industry experience. He currently serves at Arax Advisory Partners and previously worked with Schechter Investment Advisors and Telemus-affiliated firms. Stein also receives referral fees for investment advisory clients he refers to Telemus and Chicago Partners Wealth Advisors. Arax Advisory Partners offers wealth management and advisory services to a wide range of clients, including individuals, family offices, institutions, and businesses. The firm utilizes a combination of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics, managing assets on a fiduciary basis.

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Stefan Ropp is a financial advisor at Asset Allocation Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with GLP Investment Services, LLC and GLP & Associates, LLC since 2017. Outside of advisory services, he is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both individual investors and institutional clients. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and employer retirement account advisory.

Steven Cook is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with firms including Lincoln Investment Planning and multiple life insurance companies over several decades. Outside of advising, he is involved in education as a teacher and department chair at Allen Park Public Schools and participates in various insurance sales and related entrepreneurial ventures. 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, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and an in-house investment management team utilizing a proprietary fund screening process.

Andrew Lampela is a financial advisor with Thurston Springer Advisors and holds the Series 66 designation. He has two years of industry experience, including roles at Fratarcangeli Wealth Management and Jackson National. 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 and portfolio management using a blend of fundamental, technical, and cyclical investment analysis, and supports both buy-and-hold and active strategies.

Loran Coffman is a financial advisor at RFG Advisory, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

John Cruse is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and United Shore. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has one year of industry experience, including prior roles at Detroit Financial and Eyebloc LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Muata Mahluli is a CFP® professional with 28 years of industry experience, currently serving at Facet Wealth since 2020. His prior roles include positions at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA-CREF, Morgan Stanley, and Merrill. Mahluli serves on the Board of Directors for The Detroit Recovery Project, a nonprofit focused on supporting individuals and communities affected by co-occurring mental illness and substance use disorders. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations emphasizing ETFs and uses technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

Andrew Harr is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2010. Outside of advising, he contracts as a trainer for newly appointed insurance agents, focusing on the 403(b) market and product suitability. Capital Analysts serves a diverse client base including retail investors, high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. 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 combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Eric Dahlberg is a CFA® charterholder at Plante Moran Financial Advisors with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and works with third-party managers, primarily on a non-discretionary basis.