Douglas Coursen is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors, LLC. He is also a partner at P&M Holding Group, LLP. He has been with Plante Moran Financial Advisors since 2009 and with P&M Holding Group since 2022. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other business entities. The firm employs a comprehensive investment approach that includes strategic asset allocation, manager selection, and a proprietary equity market valuation model, managing a majority of its assets on a non-discretionary basis.

Robert Baird is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. His current roles include positions at both CoreCap Advisors and Cornerstone Financial Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on long-term, relationship-oriented investment strategies utilizing mutual funds, ETFs, equities, and bonds.

Marc Neville is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at LPL Financial, SCF Investment Advisors, and Aurora Securities. Outside of his advisory work, he is an officer of Neville Financial Group, Inc., which provides financial consulting, estate planning, and tax preparation services. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policy statements and periodic reviews, often utilizing third-party money managers and platforms for held-away account management.

Michael Fenster is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. He has a long tenure with Northwestern Mutual and its affiliated entities, as well as involvement with Lifetime Financial Growth and Magellan Financial, where he is licensed to sell life insurance and annuities. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies. The firm operates through a large network of advisors and utilizes various investment strategies, including model portfolios and third-party sub-advisers.

Devin Cragin is a financial advisor at Azimuth Capital Management with a Series 65 designation and seven years of experience at the firm. Prior to joining Azimuth, he was self-employed for six years. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities with discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis, using proprietary equity screening databases and model-based equity strategies alongside customized fixed-income portfolios to serve its clients.

Neil Chidester is a financial advisor at Corecap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Hantz Financial Services, Inc. since 2009. Outside of his advisory role, he is involved with Wealth Trac Financial as a financial and tax strategist, focusing on tax and financial planning. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.

Mark Wayton is a CFP® professional with 20 years of industry experience, currently advising at Advance Capital Management Inc since 2011. He holds Series 63 and Series 65 licenses. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $4.5 billion in assets across more than 6,800 clients and offers a range of investment strategies including direct indexing, alternative investments, and crypto-related approaches.

Dylan Truancelewis is a financial advisor at Thurston Springer Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and DELRAY Systems LLC. In addition to his advisory roles, Dylan has experience in education at Oakland University and has worked in the food service industry. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts through discretionary and non-discretionary agreements.

Brett Mills is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2014, following an 11-year tenure at Senior Benefits Group. Mills is also an independent insurance agent selling fixed products and health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations, employing a relationship-oriented approach with a long-term investment horizon.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC in Sterling Heights, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Gibbs, Hayes worked at MipPro Wealth Management Inc and has a background that includes roles at Orfin & Associates and non-financial positions at Culvers and Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients through an advisor-directed Model Management program using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.

Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CoreCap Advisors since 2014. Guilfoyle is also president of Cooper, Adel, Vu Financial, where he oversees sales of long-term care insurance and annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach.

Juliane Lee is a CFP® certificant with 42 years of industry experience, currently affiliated with Capital Analysts and Lincoln Investment since 2010. She holds a Series 63 designation and serves as a representative in a fixed investment business outside of her primary role. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through model and custom portfolios, access to third-party managers, and ERISA retirement plan advisory services, supported by an in-house Investment Management & Research team.

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 license and one year of industry experience. His prior work includes roles at Herbert Financial Group and Dorian Ford, as well as positions in educational institutions such as Michigan State University and Notre Dame Preparatory High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model and manages both discretionary and non-discretionary portfolios within the larger Plante Moran enterprise.

Natasha Sparks is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc, Bank of America, Arieli Capital, and Major Biddles. Outside of advising, she manages a family-owned vacation rental property. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, combining fundamental and technical analysis across various asset classes.

Ronald Guevarra is a financial advisor at CoreCap Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2013. He is also CEO of First Financial Group USA, Inc., a life and health insurance sales company, and owns businesses including a wellness clinic and a real estate enterprise. CoreCap Advisors provides discretionary investment and portfolio management along with financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors.

Andrew Barber is a CFP® and holds a Series 65 license, with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020. His prior work includes roles at the University of Michigan, Comcast, and Palatine Hill Wealth Management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Michael Pesendorfer is a financial advisor with Capital Analysts based in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team. The firm manages approximately $8.8 billion and features a model allowing advisors to conduct outside business activities alongside advisory services.