Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.

David Muncie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with CoreCap Advisors and CoreCap Investments since 2016. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, self-directed retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a 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 investment strategy.

Sylvia Yousif Matti is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Detroit Financial and GLP & Associates. In addition to her advisory work, she is involved in insurance sales as a life insurance producer with Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, offering services through a large network of affiliated offices and investment adviser representatives.

Andrew Grove is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services through a variety of investment approaches.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, 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 often works with sub-advisors and third-party asset managers.

Benson Onyegbula Jr. is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial and Edward Jones. Outside of advising, he is a licensed real estate agent assisting clients with residential and commercial properties. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individuals rather than traditional corporate clients.

Mark Dixon is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has worked with Plante Moran since 1991 and is also a partner at Plante & Moran PLLC, where he assists in some management aspects of the firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Stefanie Jenkins is a financial advisor at Arax Advisory Partners with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley, Bank of America, Cannon Financial Strategists, and Blasingame, Burch, Garrard and Ashley. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a mix of internal teams, external managers, model portfolios, and traditional and alternative investments, supported by AI tools and third-party analytics.

Alexander Guys is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 credential and has one year of experience in his current advisory role, with prior positions at Plante Moran and Comerica Bank. Before entering financial services, he worked at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

Michael Schmidtke is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Planning Alternatives LTD and EFG Asset Management. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a combination of fundamental and technical analysis within a structured investment process and primarily constructs portfolios using mutual funds and ETFs.

Raymond Comiskey III is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at EDM Financial Advisors since 2021 and previously held roles at Securian Financial Advisors of the Great Lakes, Securian Financial Services Inc., and Minnesota Life. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment platforms and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

David Sowerby is a CFA® charterholder with 27 years of industry experience. He is currently with Ancora Private Wealth Advisors, LLC and has held roles at Ancora Advisors, Inverness Securities LLC, and Loomis Sayles companies. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension, profit-sharing, and 401(k) plans. The firm’s investment approach combines top-down macro assessment with fundamental equity analysis and fixed-income structuring, employing a mix of individual securities, mutual funds, ETFs, alternative investments, and private placements.

Steven Berner is a CFP® professional with 32 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Kmg Fiduciary Partners, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of his advisory role, he is a silent partner in a business that provides specialized hockey lessons to youth. Fortis Capital Advisors is a multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and planning services using a mix of passive, active, tactical, and ESG-aware strategies, incorporating third-party sub-advisors and specialist approaches.

Jason Pivoz is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Integrated Wealth Concepts, LLC and LPL Financial. In addition to his advisory work, Mr. Pivoz holds a CPA position at Blue and Co, LLC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Solomon Lamacchio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He also provides investment advisory services through Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment delivery options, combining large-scale advisory operations with various non-advisory financial products.

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, 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, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

Jaime Eckels is a CFP® and Series 65 licensed financial advisor with 17 years of industry experience. She has been with Plante Moran Financial Advisors since 1999 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutional clients, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and frequently employs third-party managers and alternative investments.

Kelly Atkins is a Series 65-licensed advisor with HighPoint Planning Partners in Troy, MI, with three years of industry experience. Prior to his financial advisory career, he worked at General Motors for 35 years. HighPoint Planning Partners 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, and retirement plan advisory, utilizing fundamental analysis and diversified investment approaches across various asset classes.

Scott Kolesky is a financial advisor with Kovack Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2007. Outside of his advisory role, he serves as an assistant wrestling coach at Bloomfield Hills Brother Rice High School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Empower Advisory Group, Personal Capital Advisors, LPL Financial, and Gerber Kawasaki Wealth & Investment Management. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated monitoring.