Steven Dolinski is a financial advisor with PKS Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Purshe Kaplan Sterling Investments and PKS Advisory Services since 2020, and previously with Michigan Advisors, Inc. and Michigan Securities, Inc. Dolinski also has experience outside finance, including a role at Detroit Receiving Hospital since 2018. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, offering tailored portfolios that utilize mutual funds, ETFs, independent managers, and individual securities through a combination of fundamental and technical analysis.

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.

Raymond Fortin is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining MissionSquare in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2020. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Jennifer Shammamy is a CFP® with 14 years of industry experience. She is currently with Kcd Financial, Inc. and has previously worked at H&B Financial Group and Hoover & Associates. Outside of her advisory role, she assists a law firm by answering phones and occasionally witnessing estate signings on a volunteer basis. Kcd Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individual and institutional clients, offering tailored investment strategies and access to third-party management programs.

Alan Gieleghem is a CFP® and holds a Series 66 license, currently serving as an advisor at Kingsview Wealth Management, LLC with eight years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for six years and spent ten years with the Troy School District. Kingsview Wealth Management serves a broad mix of clients, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, retirement plan consulting, and access to third‑party managers and alternative investments.

Adam Broka is a CFA® charterholder with 12 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has been with the firm since 2014. 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 alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.

Sandra Kerr is a CFP® professional affiliated with Perigon Wealth Management, LLC, with 32 years of industry experience. She has worked at Perigon since 2023 and previously held roles at Lumin Financial, LLC, and Baron Wealth Management, LLC. Kerr is also a licensed insurance agent, conducting insurance sales and consulting on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees unaffiliated sub-advisors and TAMPs, with a focus on individualized portfolio construction and ongoing monitoring.

Larry Woods is a CFP® with 40 years of industry experience, currently serving at Calton & Associates, Inc. since 2019. He previously worked for Capital Financial Services, Inc. for 15 years and has been involved with Woods Financial Services/Magellan Investment Advisory Group, LLC since 1989. Outside of advisory work, he owns and operates a tax preparation and traditional life insurance business for senior clients. Calton & Associates provides portfolio management, financial planning, and retirement plan consulting to individual investors, trusts, estates, and other retail clients. The firm offers a variety of investment programs and combines advisory services with commission-based brokerage and insurance products.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 66 designation. He has 14 years of industry experience and has previously worked at firms including Gainplan LLC and Viridian Equity Partners. Outside of his advisory role, he owns and operates non-investment businesses related to travel memberships and referral services. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment process emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and investment policy reviews.

David Camilleri is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory work, Mr. Camilleri is a certified public accountant with Butala Simmons, Camilleri & Baranski PC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework.

Jeremy Kedzior is a CFA® charterholder with 13 years at Plante Moran Financial Advisors and a total of 7 years in the industry. He is based in Southfield, MI. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, 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.

Brandon Kennedy is a financial advisor with Highpoint Planning Partners in Troy, MI. He holds a Series 66 designation and has 21 years of industry experience. Kennedy has been associated with Highpoint Advisor Group, operating as Kennedy Financial Group, since 2015 and has worked with LPL Financial since 2008. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis across a range of investment types and utilizing multiple advisory platforms.

Christopher Burke II is a financial advisor at Azimuth Capital Management with 14 years of industry experience. He holds the CFP® designation and securities licenses Series 66 and Series 63. His work history includes roles at Azimuth Capital Management since 2023, M Holdings Securities, Lovasco Consulting Group, and Mainstay Capital Management. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities by providing discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and customized fixed-income construction, managing primarily discretionary accounts but also accommodating nondiscretionary mandates and various investment instruments based on client objectives.

Rebecca Kindig is a CFP® professional with seven years of industry experience. She is currently with CX Institutional, LLC and previously worked at Tfg Advisers LLC and Michigan Financial Companies. Her background also includes roles at Graff Chevrolet and Central Michigan University. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach across various asset classes and integrates financial planning and third-party technology into client solutions.