Peter Wargo is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Barber Financial Group, Mutual Securities, Inc., National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and management team, offering discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions through affiliated entities.

Ryan Sheffer is a CFP® with 20 years of experience, currently serving as an advisor at Advance Capital Management Inc since 2005. He is also the owner of BAGGS PARTNERS, LLC, a real estate development business, and VanSheffer Ventures, which focuses on property development in Byron Center, MI. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an Investment Committee to guide portfolio construction and employing a range of strategies such as direct indexing and alternative investments.

Joshua Lanesky is a CFP® professional with five years of experience at JMG Financial Group LTD. Prior to joining JMG, he worked at NCS Construction for one year and Plante Moran for nine years. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors and employs an investment committee that emphasizes strategic asset allocation alongside tactical adjustments.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Hamlin also engages in insurance and fixed product sales through his roles with Consolidated Financial Corp and Briham Development. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through model and custom portfolios, access to third-party managers, and retirement plan advisory services. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes.

Dylan Schalmo is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked with CoreCap Advisors and CoreCap Investments since 2019. Additionally, he serves as Director of Trading at Cooper, Adel, Vu Financial, LLC, where he sells life and annuity products. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented approach focused on long-term investment strategies.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.

Hovig Danealian is a financial advisor at Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cypress Partners, LLC, CFOx Advisory, Brose Group, Oakland University, Meijer, and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individual and institutional clients. The firm utilizes fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Robert Forte is a CFP® and Series 65–licensed financial advisor at Plante Moran Financial Advisors in Southfield, MI, with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers portfolio advisory services, strategic asset allocation, and investment policy development using fundamental, technical, and proprietary equity valuation models.

Eric Giosa is a financial advisor with Capital Analysts who holds a Series 66 credential and has 11 years of industry experience. He has been associated with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, he coaches ice hockey at Detroit Catholic Central High School. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, utilizing proprietary screening processes and a range of customizable investment solutions.

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Plante Moran since 2013, including concurrent work with Plante Moran Insurance Agency. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm focuses on strategic asset allocation and manager selection, employing a range of analytical methods and managing a significant portion of assets on a non-discretionary basis.

Fred Sultan is a financial advisor with American Independent Securities Group, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 13 years at L.M. Kohn & Company prior to joining his current firm. Additionally, he is licensed as an insurance agent, selling life, variable annuity, and accident/health insurance on a part-time basis. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers and TAMPs, and offers an optional third-party estate-planning service.

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.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors to manage client portfolios.

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.

Stephanie Scully is a financial advisor at Corecap Advisors with four years of industry experience. She holds a Series 65 designation and has worked concurrently at Simasko Financial and Simasko Law since 2015, where she assists with estate planning signings, appointments, seminars, and life insurance and annuity applications. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, and fixed income, often engaging sub-advisors and third-party asset managers.

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.

Kyle Tessmar is a financial advisor at MDRN Capital with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, United Wholesale Mortgage, and Mortgage Pros. Outside of advisory services, he is also an insurance agent with MDRN Insurance, LLC. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, employing both fundamental and technical analysis with a primarily long-term investment focus.

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.