Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

John Cruse is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Lincoln Investment since 2019 and previously spent five years with United Shore. He is affiliated with Capital Analysts, a multi-team firm serving a diverse client base that includes individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through custom portfolios, third-party managers, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.

Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Detroit Financial, as self-employed, and at EYEBLOC LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of almost 300 investment adviser representatives, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services.

Muata Mahluli is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Facet. He has worked at Facet Wealth since 2020 and has prior experience at Charles Schwab and TIAA-CREF. Mahluli serves on the Board of Directors for The Detroit Recovery Project, a nonprofit focused on supporting individuals and communities affected by co-occurring mental illness and substance use disorders. Facet is a multi-team firm serving individual members across a wide range of wealth levels through tiered subscription-based financial planning and implementation services. The firm delivers holistic financial advice using a Total Financial Life Resources framework and offers discretionary investment management primarily through ETFs, with fixed subscription fees rather than percentage-based asset management charges.

Andrew Harr is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been affiliated with Lincoln Investment since 2010. In addition to his advisory role, he serves as a trainer for newly appointed insurance agents at Consolidated Financial, focusing on the 403(b) market with an emphasis on suitability and product knowledge. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. 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 combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Southfield, MI. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis, managing a majority of its assets on a non-discretionary basis with client collaboration on discretionary authority.

David Sawchuk is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. Sawchuk serves as a member of the Taymouth Township Zoning Board of Appeals. Capital Analysts provides portfolio management and advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house investment management team and offers custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Scott Butler is a CFP® credentialed financial advisor with 22 years of industry experience, currently with CoreCap Advisors in Southfield, MI. He has held roles at CoreCap Advisors and related entities since 2018 and previously worked at Cambridge Investment Research Advisors. Outside of advisory work, Butler presents financial education seminars as an educator with the Society for Financial Awareness (SOFA). CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and bonds, with additional oversight of sub-advisors and tax-efficient services.

Malachi Cattanach is a financial advisor at Blackridge Asset Management, LLC with a Series 66 designation and one year of industry experience. Prior to joining Fratarcangeli Wealth Management in 2025, he worked for Area Home Services for 11 years. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning and portfolio management services, utilizing third-party money managers and custom asset-allocation models, with a notable sub-advisory service offering to unaffiliated registered investment advisers.

Gavin Schmidtmann 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 previously worked at Aurora Securities Inc., Oakland Hills Country Club, Country Club of Lansing, and Ferris State University. Schmidtmann is also licensed as an insurance agent, offering fixed insurance products through Secure Investors Group. Secure Asset Management, LLC 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 focuses on serving individuals and plan-level consulting rather than traditional corporate clients.

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Avery Markos is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of his advisory role, he is involved in independent insurance sales through Wealth Trac Financial. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning services to individuals, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes a variety of investment vehicles, including mutual funds, ETFs, equities, and fixed income.

Jonathan Sawchuk is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Investment and Endless Possibilities. Outside of advisory activities, he is the organizer and sole proprietor of Sawchuk Solutions, LLC, a holding company for tax and accounting purposes related to his compensation journaling. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to manage portfolios using proprietary models and offers discretionary and non-discretionary portfolio management along with advisor-managed custom portfolios.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses with 56 years of industry experience. Prior to joining Elevation Point in 2025, he worked for Raymond James & Associates for 26 years. He is also a partner in The Steady Climb LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities through model portfolio strategies that incorporate tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Craig Tanis is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments since 2019. Prior to that, he was with The KR Group from 2016 to 2018. In addition to his advisory role, Tanis is an independent insurance agent selling health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, 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 including mutual funds, ETFs, equities, and fixed income.

Julie Goldsmith is a CFP® with 38 years of experience, currently serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 and has maintained a long tenure with the firm. Outside of advisory work, she is Co-President of the Kelly Green Meadow Condominium Association and is involved in insurance sales through J Weil Goldsmith & Associates, LLC. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who utilize model portfolios and third-party managers on an approved platform, offering discretionary management and ongoing financial planning support.

Mitchell Sehi is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Pruco Securities, and Equitable Advisors. Outside of advising, he has worked in the hospitality industry as a server at Ocean Prime. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses with investment advisory and financial planning services. The firm utilizes a goals-based financial advising approach supported by proprietary software and behavioral economics, employing both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Marc Schechter is a financial advisor at Arax Advisory Partners with one year of experience at the firm and over a decade in the industry. He previously operated Schechter Investment Advisors from 2013 to 2025. Schechter is involved in managing a private fund that pursues venture capital and private-equity strategies. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.