Matthew Harbarcuk is a financial advisor with Elevation Point Wealth Partners, LLC and holds a Series 66 license. He has 15 years of industry experience, with prior roles at Purshe Kaplan Sterling Investments, Transcend Wealth Collective, Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. In addition to his advisory work, he spends a portion of his time involved in insurance sales. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various strategies, including separately managed accounts and model portfolios, integrating both strategic and tactical asset allocation.

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.

Jill Trivelloni is a financial advisor at The Partners Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in various veterinary-related roles for over a decade. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services, offering both customized portfolios and model-based management through a multi-team approach.

Michael Hohf is a CFP® with 18 years of industry experience, currently serving as an advisor at Advance Capital Management Inc since 2007. He holds a directorship at Michigan First Credit Union, where he oversees policies and membership growth. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutions, offering discretionary portfolio management and financial planning with an investment approach guided by a committee-approved list of mutual funds and ETFs.

Randall Joseph is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Secure Asset Management and affiliated firms since 2010. In addition to advisory services, he serves as a sales manager for insurance products at Secure Investors Group. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on individual clients and plan-level consulting rather than traditional corporate accounts.

Timothy Bogert is a financial advisor with Prosperity Capital Advisors in Rochester, MI, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including 20 years at LPL Financial. Outside of advising, Mr. Bogert is a licensed insurance agent offering fixed insurance products and is involved in real estate investment activities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and serves in various intermediary roles such as TAMP and sub-advisor services.

Jeffrey Jones is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Strategic Advisers. 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 approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and engages sub-advisors and third-party asset managers to support its services.

Sterling Herrmann Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Vanguard Advisers, Prime Capital Investment Advisors, Liberty Wealth Advisors, Bank of America, and Merrill. Outside of his advisory work, he has a minority involvement with CHHSZ Holdings, LLC, an investment-related limited liability company. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across various wealth levels, using technology-driven processes and model-based asset allocations focused on ETFs. The firm’s approach integrates comprehensive financial life planning with a flat-fee model, distinguishing it within the multi-team advisory space.

Jerome Garrett 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 worked at Lincoln Investment since 2010 and Consolidated Financial Corp. since 1989, where he is also involved in fixed annuity and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, using a proprietary mutual fund screening process to construct tax-aware and rebalanced model portfolios.

Timothy Dowd is a Series 65 registered advisor with 11 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has previously worked at Golden State Equity Partners, Polaris Greystone Financial Group, LLC, and Greystone Financial Group, Inc. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing discretionary management, third-party managers, and platform solutions tailored to client objectives.

Jeffrey Bonynge is a financial advisor with Secure Asset Management, L.L.C. in Troy, Michigan. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Aurora Securities, Alt Fund Distributors, Managed Asset Portfolios, and Edward Jones, as well as seven years at The Rivera Cafe. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm applies a blend of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on equitable allocation of opportunities while maintaining client assets with external custodians.

Jacob Sansom is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CoreCap Investments, CoreCap Advisors, Cooper, Adel, Vu Financial, and Cambridge Investment Research Advisors. In addition to advisory work, he oversees the creation of client tax returns through Cooper Adel Vu Tax Services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and long-term, focusing on mutual funds, ETFs, equities, and bonds, with additional services including tax-efficient asset location and opportunistic rebalancing.

Patrick Patin is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2023. Previously, he spent seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a future minority owner of Tiger Software, a stock ranking software business undergoing modernization to a cloud platform. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that emphasizes both advisor-led monitoring and client trade approvals.

Jeffrey Klauenberg is a financial advisor at CoreCap Advisors with 43 years of industry experience. He has been affiliated with CoreCap Investments and CoreCap Advisors since 2014 and has operated Klauenberg Retirement Solutions since 1983. In addition to his advisory work, he is involved in insurance sales, including life, long-term care, and health insurance, and is connected to tax preparation services. 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, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Gerald Malone II is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Advance Capital Management and Advance Capital Services since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Jeffrey Carless is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Burnham & Flower and Thrivent Financial. Outside of his advisory role, he is a partner in MiCar, a consulting business, and a silent partner in Rhythm n Jump Dance Academy, a dance studio. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Emily Cely is a financial advisor at Advance Capital Management Inc with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024. Prior to this, she has worked at Advance Capital Services since 2014. 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 decisions and providing a range of strategies including direct indexing, alternative investments, and crypto-related options.

Morgan Golich is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at SageView Advisory Group, Cetera, and First Allied Advisory Services. He is also involved as an associate wealth advisor with Bloomfield Hills Advisory. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and institutional platform integrations.

James Dziadziola is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Oppenheimer since 2006, following a brief tenure at Raymond James & Associates. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a focus on asset allocation, manager selection, and customized consulting and retirement planning.