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Ryan D
CFP®, Series 66
Troy, MI
RWA Wealth Partners
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 M
Series 63, Series 65, Series 66
Southfield, MI
Corecap Advisors
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 Y
Series 65
Farmington Hills, MI
Foundations Investment Advisors LLC
Sylvia Yousif Matti is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at GLP & Associates and Detroit Financial. In addition to her advisory role, she is active as a life insurance producer with Magellan Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.
Russell H
Series 63, Series 65
Canton, MI
Bison Wealth, LLC
Russell Harris is a financial advisor at Bison Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Apogee Wealth Management and Brookstone Capital Management. Harris is also a lead educator and board member for a nonprofit financial education organization, Apogee Wealth Academy. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments, and provides a turnkey asset management platform to unaffiliated advisers.
Thomas M
Series 63, Series 65
Southfield, MI
Capital Analysts
Thomas Maxey is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at Consolidated Financial Corp., Great American Advisors, Inc., and Lincoln Investment. Maxey is involved in entrepreneurial ventures including owning and overseeing CD Busters, a web-based business focused on fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with a variety of customizable investment services and unique industry affiliations.
Kevin A
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Kevin Arends is an investment advisor at Asset Allocation Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Asset Allocation Strategies since 2011. In addition to his advisory role, he is active as an insurance agent involved in life insurance and annuity sales and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset allocation techniques and typically maintaining custody at Schwab Advisor Services.
Jonathan A
CFP®, Series 63, Series 65
Harper Woods, MI
SEIA
Jonathan Arntz is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Signature Estate & Investment Advisors, LLC (SEIA). His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Arntz holds insurance licenses related to financial planning and is a partner at SEIA. Signature Estate & Investment Advisors, LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process that combines strategic and tactical approaches, providing a range of discretionary and non-discretionary managed-account programs.
Hagen P
Series 65
Southfield, MI
Corecap Advisors
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.
Steven L
Series 66
Farmington, MI
Asset Allocation Strategies, LLC
Steven Lusky is a financial advisor at ASSET ALLOCATION STRATEGIES, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with ASSET ALLOCATION STRATEGIES and GLP Investment Services since 2012. He is also vice president of Preferred Underwriters, an insurance agency, a position he has held since 1997. ASSET ALLOCATION STRATEGIES, LLC serves individual retail clients, including high-net-worth individuals, and plan sponsors by managing personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset allocation techniques and commonly investing in ETFs for diversification and tax efficiency.
Benson O
Series 66
Troy, MI
Secure Asset Management, L.L.C.
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 D
CFP®
Southfield, MI
Plante Moran FInancial Advisors
Mark Dixon is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has been with the Plante Moran enterprise since 1989, working both with Plante Moran Financial Advisors and Plante & Moran PLLC, where he is also a partner involved in some management aspects of the firm. 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, banks, trusts, and estates. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.
Chris C
Series 63, Series 65
Sterling Heights, MI
Creative Financial Designs, Inc.
Chris Cochran Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Creative Financial Designs and cfd Investments since 2014. Outside of his advisory role, he is actively involved as an insurance agent through a sole proprietorship. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.
Stefanie J
Series 66
Birmingham, MI
Arax Advisory Partners
Stefanie Jenkins is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Arax in 2025, she worked at Merrill, Morgan Stanley, Bank of America, Cannon Financial Strategists, and Blasingame, Burch, Garrard and Ashley. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a mix of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives and manages approximately $26.5 billion in assets through over 200 advisors.
Alexander G
Series 65
Southfield, MI
Plante Moran FInancial Advisors
Alexander Guys is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Plante Moran and Comerica Bank, as well as experience at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, estates, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity valuation model and manages a distinctive mix of discretionary and non-discretionary assets.
Daniel L
Series 63, Series 66
Livonia, MI
Procyon
Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AE Financial Services, Oliver Lagore Vanvalin Investment Group, and Huntington National Bank. He is also a licensed insurance agent. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and provides a wide range of advisory and consulting services through an extensive office network and affiliated businesses.
Michael S
Series 65
Bloomfield Hills, MI
Csenge Advisory Group, LLC
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.
Richard B
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Richard Barden is a financial advisor at Asset Allocation Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GLP Investment Services, LLC and GLP and Associates Inc since 1999. Outside of his advisory work, he is a 50% owner and active operator of Barden Farm and Farm Markets, LLC. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs quantitative asset-allocation methods and manages portfolios using proprietary and third-party models, serving nearly 3,900 clients with approximately $767 million in assets under advisement.
David J
Series 63, Series 65
Farmington, MI
Advisory Services Network
David Judge is a financial advisor with Advisory Services Network, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, Judge is a professional musician involved in performance, recording, and teaching guitar, keyboard, and vocals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across various asset classes.
Raymond C
Series 66
Troy, MI
Founders Financial Securities LLC
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.
Darren W
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Darren Woolson is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Morgan Stanley and Ameriprise Financial Services, Inc. He also serves as the firm's Director of Compliance. Asset Allocation Strategies, LLC provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing quantitative methods and model portfolios within a multi-advisor structure with approximately 39 advisors.
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