Max Murphy is a CFP® certified financial advisor with four years of industry experience, currently with HighPoint Planning Partners. He has previously worked at LPL Financial LLC and The Vanguard Group, among other firms. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis approach to portfolio construction, utilizing various investment vehicles and third-party platforms to deliver discretionary asset management and financial planning services.

Sherise Steele is a financial advisor with United Capital Financial Advisors in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Integrity Alliance, Cetera, Sageview Advisory Group, and LPL Financial. She serves as a board member for the Black Alumni Collective Inc. and a local homeowners association, contributing to their organizational and community activities. United Capital provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolio options and operates a broad affiliate network alongside technology and advisory services for independent investment advisors.

Lowell Weiss is a CFP® with 16 years of experience in the financial services industry. He currently works at Elevation Point Wealth Partners, LLC, and previously spent 16 years with Raymond James & Associates. Outside of his advisory role, he rents Disney Vacation Club points to interested parties. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, employing a model portfolio investment approach with tactical asset allocation and integration of insurance distribution and annuity servicing.

Josiah Sherk is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bofa Securities, Inc. and Mercantile Bank of Michigan. Secure Asset Management primarily serves individual clients, including 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 uses a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, frequently incorporating third-party money managers and held-away account management through a third-party platform.

Kristie Waldorf is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she is involved with DBC America LLC, where she participates in marketing and liquor demonstrations. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management with third-party models and external managers, offering customized asset allocation and multiple fee structures, including performance-based arrangements for qualified investors and private funds.

William Revoir is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and has prior experience with ChangePath, Global Financial Private Capital, Quest Commonwealth, and his own firm, William J. Revoir & Associates. He is also involved with Quest Commonwealth, LLC, where he conducts life insurance and annuity sales. 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 offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked at L.M. Kohn & Company for nine years and spent two years at Brother Rice High School. He is involved in investment-related entrepreneurial ventures as the sole member of Cherocci Investments, LLC and as a co-member of North Financial LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse clientele, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and financial planning through an open architecture platform, managing most assets on a non-discretionary basis and offering multiple implementation pathways including insurance products.

Prasad Mohan is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schechter Investment Advisors and Bank of America. Outside of his advisory role, Mohan serves as treasurer for the Metropolitan Lofts Condominium Association. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services such as financial planning, portfolio management, and retirement plan consulting.

Jeffrey Johnson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes roles at Innovation Partners LLC, The Johnson Group Financial, J.W. Cole Financial, and Wells Fargo Clearing. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates a range of services including actuarial analysis, benefits consulting, and risk management alongside traditional investment advisory programs.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and typically exercises discretionary trading authority while maintaining custody with external custodians.

Douglass Burgdorf is a CFP® with 26 years of industry experience, currently serving as an advisor at KCD Financial, Inc. since 2007. He is a partner at H & B Financial Group, Inc., which focuses on insurance sales, and owns Burgdorf Financial Services, Inc., providing financial planning and investment management. Additionally, he contributes to marketing and business development for Cedar River Technologies/Waggle IOT on a voluntary basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and strategies, offering both discretionary and non-discretionary advisory services, and provides access to third-party managed accounts.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, blending discretionary and consultative services tailored to client preferences.

Christina Chodorowski is a financial advisor at Thurston Springer Advisors with one year of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Hantz Tax and Business, and several food service businesses. 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 variety of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts on a discretionary basis.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering 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.

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of three years in the financial industry. Her prior experience includes roles at Doeren Mayhew and as a self-employed advisor. Outside of finance, she serves as an operations manager for Upright Health & Wellness, Inc. on a limited basis. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide its investment decisions, managing a significant portion of its assets on a non-discretionary basis.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns and manages an advertising website directory focused on Asian stores. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management with tailored asset allocations and employs a broad range of investment instruments, including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Terra Hohf is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. She previously worked at Advance Capital Services for 10 years. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and manages portfolios with a focus on risk tolerance, incorporating strategies such as direct indexing, alternative investments, and crypto-related options.

Marc Janca is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Kovack Advisors, Inc. and Kovack Securities, Inc. Prior to this, he held roles at AE Financial Services, Oliver Lagore Vanvalin Investment Group, PNC Investments, and JPMorgan Chase. Outside of his advisory work, he serves on the board of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.