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 at Thurston Springer Advisors with a Series 66 designation and two years of industry experience. She has previously worked at Wells Fargo Advisors and several businesses in the food and hospitality sector. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and foundations, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies from buy-and-hold to more active approaches involving technical and fundamental analysis.

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® professional with four years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior experience includes roles at Doeren Mayhew and self-employment, along with an operations manager position at Upright Health & Wellness, Inc. outside the investment field. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a range of individual and institutional clients. The firm employs a mix of fundamental, technical, and cyclical analysis supported by an internal equity valuation model, managing both discretionary and non-discretionary portfolios.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with four 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 and manages an advertising website directory focused on Asian stores. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management with tailored asset allocations and employs a broad range of investment instruments, including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Michael Lopus is a CFP® professional with 17 years of industry experience, currently serving at Plante Moran Financial Advisors. He has been with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. Outside of his advisory work, he is a partner at Plante & Moran, PLLC, a non-investment-related role. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios.

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® professional with 15 years of experience in the financial services industry. He is currently affiliated with Kovack Advisors, Inc. and Kovack Securities, Inc. Prior to this, he held roles at AE Financial Services, Oliver Lagore Vanvalin Investment Group, PNC Investments, and JPMorgan Chase. Outside of his advisory work, he serves on the board of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Aaron Hodari is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history includes roles at Schechter Investment Advisors, Kingswood Capital Partners, and Niagara International Capital Limited. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to implement client objectives and employs performance-based fee structures for certain qualified investors and private funds.

Benjamin Upward is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Six Forks, Synchronicity Investments Ltd, and several other firms specializing in investment and governance from 2015 through 2023. Azimuth Capital Management advises individuals, trusts, foundations, banks, and municipal entities, providing discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm’s approach combines quantitative and qualitative analysis with model-based equity strategies and customized fixed-income 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.

Brad Bell is a Series 65-credentialed financial advisor at Perigon Wealth Management, LLC with two years of industry experience. Prior to joining Perigon, he worked at Lumin Financial, LLC and The Northwestern Mutual Life Insurance Company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, distinguishing itself by explicitly servicing banking and thrift institutions.

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.

William Gough is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Azimuth Capital Management since 2013, currently serving at Azimuth Capital Investment Management LLC. The firm provides discretionary and nondiscretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. Azimuth employs a combination of quantitative, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and offers access to affiliated private investment vehicles and related credit, cash management, and insurance solutions.

Nancy Bartolameolli is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 15 years of industry experience. She has worked at Virtue Capital Management since 2025 and previously at Retirement Wealth Advisors and Motiv8 Investments. She is also the owner of WOODCREST Financial Group, an insurance sales and investment advisory business. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a blend of active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to tailor portfolios according to clients’ objectives and risk tolerances.

Jeremy Goldstein is a financial advisor at Secure Asset Management, L.L.C. with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior firms include Aurora Securities and Foresters Equity. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a client-specific investment approach using a mix of fundamental, technical, and cyclical analysis across a range of asset classes and emphasizes equitable allocation among clients.

Erin Farley is a Certified Financial Planner (CFP®) and holds a Series 65 license with 10 years of industry experience. She has worked at Azimuth Capital Management since 2025 and previously spent nine years at Plante Moran Financial Advisors. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services along with limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis to manage equity, balanced, and customized fixed-income portfolios while providing access to affiliated private investment vehicles and credit solutions.

Derek Van Solkema is a CFP® professional with 14 years of industry experience, currently serving at Advance Capital Management Inc. since 2015. He is also involved in real estate development as the owner of BAGGS Partners, LLC. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, operates a Recommended List of funds and model portfolios, and offers specialized retirement services including a Chief Retirement Officer program.