Dylan Demkowicz is a CFP® with seven years of experience in financial advisory. He has been with Plante Moran Financial Advisors since 2017, with a brief gap in 2018. Prior to his financial advisory career, he was affiliated with the University of Missouri for five years. Plante Moran Financial Advisors serves a diverse client base, including individual and institutional clients such as high-net-worth individuals, banks, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services, employing a range of analytical methods and managing both discretionary and non-discretionary asset portfolios.

Luis Cely is a CFA® charterholder at Advance Capital Management Inc with one year of industry experience. Prior to joining Advance Capital Management, he worked at the City of Detroit for eight years and had brief roles at Seizert Capital Partners and a period of unemployment. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a Recommended List and model portfolios tailored to client needs, incorporating direct indexing, alternative assets, and limited cryptocurrency exposure, with oversight of sub-advisors and discretionary management.

Bradley Lott is a financial advisor at American Independent Securities Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L.M. Kohn & Company for 11 years. Outside of his advisory role, he is licensed to sell life, variable annuity, and accident/health insurance. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach and offers both discretionary and non-discretionary account management tailored to client objectives and risk tolerance.

Robert Romain is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Investments, LLC and CoreCap Advisors, LLC since 2015, as well as R F Romain and Associates Inc since 2010. He is also a licensed independent insurance agent specializing in fixed insurance products. 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 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 incorporates sub-advisors and third-party asset managers with annual oversight.

Michael Cave is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Secure Asset Management and its affiliated entities since 2000. 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 variety of investment strategies guided by written Investment Policy Statements and utilizes third-party money managers and platforms to support client accounts.

Robert David Jr. is a financial advisor with Advisory Services Network holding Series 65 and Series 66 credentials and 19 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services using various securities and third-party managers, supporting both discretionary and non-discretionary engagements.

Steven Fronrath is a CFP® with seven years of industry experience, currently associated with HighPoint Planning Partners. He has worked with HighPoint Advisor Group d/b/a Kennedy Financial Group since 2018 and LPL Financial since 2018. Outside of his advisory work, he holds a one-third ownership in a rock cover band, If Walls Could Talk, LLC. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.

Jay Hack is a CFP® professional with 19 years of industry experience. He is affiliated with Elevation Point Wealth Partners, LLC and has prior experience at Raymond James & Associates. Hack serves as a board member for Temple Israel, a charitable organization. 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, and business entities, employing model portfolios with tactical asset allocation and integrating insurance distribution and annuity servicing into its advisory services.

Scott Loney is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Innovation Partners LLC, LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on non-high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority to implement customized investment strategies and referring clients to third-party investment advisors.

Brian Tepper is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Leaders Group, Inc. and Lincoln Investment. In addition to his advisory role, Tepper serves as Vice President at Detroit Financial, where he consults clients on fixed life insurance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 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.

Melissa De Rozario is a financial advisor with Capital Analysts based in Royal Oak, MI. She holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to joining Capital Analysts, she worked at Lincoln Investment LLC, Morgan Stanley Private Bank, and Morgan Stanley. Outside of her advisory role, she is the sole owner and operator of two e-commerce businesses that assist with merchant processing for online sellers. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes an in-house investment management team and proprietary screening processes to manage discretionary portfolios, while offering various advisory and portfolio management services tailored to client needs.

John Dreshaj is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He has been with Plante Moran Financial Advisors since 2013. 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 and manager selection, using various analytical approaches and managing a majority of its assets on a non-discretionary basis.

John Swegles III is a financial advisor at Nfsg Corporation with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors, LLC, Wells Fargo Clearing, and NewBridge Securities Corporation. Outside of his advisory role, he operates an ongoing insurance business, John Swegles Insurance, based in Michigan. Nfsg Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers diversified portfolio management and uses both internal research and third-party asset managers to guide investment decisions.

Patrick Kelly is a Series 65-licensed financial advisor with 11 years of industry experience. He is associated with Signal Advisors Wealth, LLC, where he has worked since 2019, and he also co-founded Function Plus, a non-investment business. Additionally, he is involved with Kelly Capital Partners, an insurance-related business. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment process focusing on tactical asset allocation, sector rotation, and a relative growth/value framework, utilizing fundamental, quantitative, and technical analysis across various asset classes.

Brian Kirby is a financial advisor with Plante Moran Financial Advisors and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been with Plante Moran Financial Advisors since 2016. In addition to his advisory role, he serves as a Business Development Manager at Plante Moran PLLC, an affiliated accounting and business consulting firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, using a combination of fundamental, technical, and cyclical analysis along with proprietary equity market valuation models.

Eugene Lovasco is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 licenses and 47 years of industry experience. He has served at M Holdings since 2013 and is also President and CEO of Lovasco Consulting Group. Outside of his advisory work, he serves on the boards of the Detroit Symphony Orchestra, Henry Ford Hospital, Rocky Produce Company, and the Detroit Athletic Club Foundation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services through a network of independent financial professionals.

Michael Beyersdorf is a Series 65-licensed advisor at CreativeOne Wealth, LLC with two years of industry experience. Before entering financial advising, he worked for 30 years at Ford Motor Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Robert Dopke is a financial advisor at HighPoint Planning Partners with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes over 30 years at LPL Financial and more than a decade with HighPoint Advisor Group. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Jacob Mitchell is a Series 66 licensed financial advisor with six years of industry experience. He currently works with MissionSquare Retirement and MissionSquare Wealth Management, having previously held roles at Ally Invest Advisors, LPL Financial, and other firms. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice developed by Morningstar Investment Management and supported by a multi-team advisory structure.