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, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes 18 years at Legend Equities Corporation and nine years at Lincoln Investment. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes and offers multiple service options including automated rebalancing and tax-aware strategies.

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 with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Quest Commonwealth for eight years and Comcast for eleven years. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm serves a diverse client base with portfolio management, financial planning, retirement-plan support, and sub-advisory services, employing model portfolios and third-party sub-advisers across various custodial platforms.

Mark Carpenter Frere is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment and Michigan Solar. 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, utilizing an in-house investment management team and proprietary mutual-fund screening processes.

Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Jason Spencer is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Independent Financial Partners, Brighton Wealth Management, and LPL Financial. Secure Asset Management primarily serves individual clients, including both non‑HNW and high‑net‑worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written Investment Policy Statements and utilizes third‑party managers and platforms for account management.

William Gibbons Jr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wealthcare Advisory Partners and Integrated Wealth Concepts, as well as LPL Financial since 2002. Outside of advisory roles, he serves as a board member and treasurer for the Lapeer County Community Foundation and holds a full-time position as a Certified Public Accountant at Mattina, Kent & Gibbons, P.C. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative investment platforms.

Emily Lydey is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior work includes roles at Jackson National Life and The Andersons. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, serving high-net-worth individuals, institutions, and various business entities.

Jonathan Teal is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is the owner of TEAL CAPITAL INCORPORATED and Polaris Private Wealth, the latter providing investment management and insurance services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities with a range of advisory and financial planning services.

Shawn Glasgow is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and Bank of America. Outside of his advisory role, Glasgow serves as a firefighter for the City of Lapeer. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and retirement services, supporting advisor-led portfolio management across multiple platforms with supervisory oversight.

Matthew Harbarcuk is an investment advisor representative at Elevation Point Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, Transcend Wealth Collective, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he conducts limited insurance sales activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and business entities, using model portfolios with tactical asset allocation across multiple investment vehicles and incorporating insurance distribution and annuity servicing within its advisory services.

Scott Sabuda is a CFP® and Series 65-registered financial advisor with Plante Moran Financial Advisors, bringing two years of industry experience. His background includes roles at Plante Moran and prior work with Two Men and a Truck and Total Party Planning LLC. He also has experience in education, having worked at Eastern Michigan University and Taylor Preparatory High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio management alongside access to alternative investments.

Patrick Patton is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with three years of industry experience. His prior roles include positions at Aptive Environmental, First Nation Group, and the US House of Representatives. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, managing a majority of its assets on a non-discretionary basis.

Clark Harris is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at Sigma Planning Corporation and Titan Wealth Advisors, LLC. Outside of advising, he owns 24th Street Car Guys & Girls, LLC, a real estate holding firm. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with discretionary strategies, often employing third-party money managers and managing held-away employer accounts.

Eric Spencer is a financial advisor at Secure Asset Management, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Secure Investors Group and Secure Asset Management since 2015. 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 discretionary strategies and frequently uses third-party money managers and trading signals.