Christopher Kramer is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Outside of his advisory role, he is a partner in Blizzard Falls Entertainment, a film and television business based in Rochester Hills, MI. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, and institutional investors. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Craig Conley is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, with eight years of industry experience. He holds a Series 65 credential and has worked at Secure Investors Group and Secure Asset Management since 2017. Additionally, Conley is the owner of Son Life Incorporated, a business involved with assets under management and life insurance products since 1987. 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 with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Peter Wargo is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Barber Financial Group, Mutual Securities, Inc., National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and management team, offering discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions through affiliated entities.

Ryan Sheffer is a CFP® with 20 years of experience, currently serving as an advisor at Advance Capital Management Inc since 2005. He is also the owner of BAGGS PARTNERS, LLC, a real estate development business, and VanSheffer Ventures, which focuses on property development in Byron Center, MI. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an Investment Committee to guide portfolio construction and employing a range of strategies such as direct indexing and alternative investments.

Joshua Lanesky is a CFP® professional at JMG Financial Group Ltd with five years of industry experience. Prior to joining JMG Financial Group in 2021, he worked at NCS Construction for one year and spent nine years at Plante Moran. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations, employing a planning-based, long-term investment approach that includes strategic asset allocation and tactical adjustments approved by an investment committee. The firm also offers in-house tax consulting and advises on private investment fund opportunities.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.

Hovig Danealian is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Cypress Partners, LLC, CFOx Advisory, Brose Group, Oakland University, Meijer, and Cousino Senior High School. Plante Moran Financial Advisors serves a diverse client base, including high-net-worth individuals, institutions, trusts, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm uses a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, managing a significant mix of assets within the larger Plante Moran enterprise.

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

John Reeber is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with diversified portfolios tailored to client objectives.

Robert Forte is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2016. He holds the Series 65 designation and is based in Southfield, Michigan. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage both discretionary and non-discretionary portfolios.

Kasey Styrna is a financial advisor at Plante Moran Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Plante Moran since 2013. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, trusts, estates, and charitable organizations. The firm uses a range of analytical approaches and proprietary models to develop strategic asset allocations and manages both discretionary and non-discretionary portfolios.

Fred Sultan is a financial advisor with American Independent Securities Group, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 13 years at L.M. Kohn & Company prior to joining his current firm. Additionally, he is licensed as an insurance agent, selling life, variable annuity, and accident/health insurance on a part-time basis. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers and TAMPs, and offers an optional third-party estate-planning service.

Bradley Feldman is a financial advisor at Arax Advisory Partners in Birmingham, MI, holding Series 65 and Series 63 licenses with five years of industry experience. He has also been a registered representative at Kingswood Capital Partners, LLC since 2021 and serves as a senior wealth advisor at Robert Schechter & Associates, LLC. Arax Advisory Partners is a multi-team wealth manager with more than 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Paul Ragheb is a financial advisor at Azimuth Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and tailored fixed-income solutions, managing portfolios on a primarily discretionary basis while accommodating client-specific mandates and a range of investment instruments.

David Kurschat is a CFP® professional affiliated with Creative Financial Designs, Inc., with three years of industry experience. His work history includes roles at Covenant Financial Group and TRIGO Global Quality Solutions, as well as involvement in financial planning and tax preparation activities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and affiliated services in insurance and tax.

Brandon Hess is a financial advisor at Cyndeo Wealth Partners with four years of industry experience. He holds a Series 65 designation and has a background as an attorney, serving as general counsel for business clients through his law firm, Hess Law Group, PC, where he has worked since 2003. Prior to joining Cyndeo Wealth Partners, he was involved with Vision Collision Center, LLC. Cyndeo Wealth Partners advises individuals, families, corporations, and business owners, providing portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion and offers customized investment strategies utilizing firm-developed models, third-party managers, and a broad range of asset classes, including alternatives and digital assets.

Christopher Bokmuller is a financial advisor with Packerland Brokerage Services, Inc. in Clinton Township, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, PKS Advisory Services, LLC, Michigan Securities, Inc., and MI Advisors. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through a variety of managed and fee-based programs. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Christine Fogg is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. Her prior work includes roles at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and advisory services supported by an in-house investment management and research team.

Caterina Defalco is a CFP® with 20 years of industry experience, currently serving at Advisory Services Network since 2012 and Argentora Wealth Management since 1995. She holds a Series 63 license and has additional roles including licensed insurance agent and financial industry consultant. Outside of finance, she is an author and president of several ventures focused on French cuisine and culture, including writing books and producing related media. Advisory Services Network is an independent enterprise firm with over 200 advisors serving individuals, families, corporations, and charitable organizations. The firm offers customized portfolio management, financial planning, and retirement-plan consulting through a diverse range of investment strategies and account management options.

Jeffrey Perry is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quest Commonwealth and Comcast. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm delivers tailored advice through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing strategies.