Erik Kokeny is a financial advisor with Kovack Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Kovack Advisors since 2009 and Kovack Securities since 2007. Kokeny serves as a trustee for a revocable living trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Arax Advisory Partners, where he has worked since 2026. His previous roles include positions at Gries Financial LLC, Rehmann Capital Advisory Group, and his own firm, Samrah Advisory Services. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services with a focus on discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Karen Noonan is a financial advisor with Secure Asset Management, L.L.C., holding a Series 65 designation and 12 years of industry experience. She has been with Secure Asset Management since 2016 and is also affiliated with Secure Investors Group, KRN Properties, LLC, and Great Lakes Financial & Tax Services. Outside of her advisory role, she is an independent life and health insurance sales agent operating as a sole proprietor. 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 within discretionary strategies and utilizes third-party money managers and held-away account management to support client portfolios.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.

Tetyana Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI. She holds Series 63 and Series 65 designations and has 16 years of industry experience, having worked at Berthel Fisher since 2009. In addition to her advisory role, she is licensed to solicit insurance products. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and investment strategies, delivered by approximately 100 independent investment adviser representatives.

Thomas Williams is a financial advisor at Financial Gravity Family Office Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Hochfelder & Weber, P.C. Williams is also the managing partner of Advisant Financial LLC, where he oversees day-to-day operations focused on tax planning and compliance. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Steven Dolinski is a financial advisor with PKS Advisory Services, LLC in Auburn Hills, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Michigan Advisors, Inc. and Michigan Securities, Inc., in addition to work experience outside finance at Detroit Receiving Hospital and other healthcare organizations. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a range of strategies and third-party models to tailor portfolios based on client risk tolerance and time horizon.

James Simasko is a financial advisor at CoreCap Advisors with four years of industry experience. He holds a Series 65 designation and has a legal career spanning over three decades as a partner and attorney at Simasko Law P.C., specializing in estate planning, probate, and Medicaid law. Simasko also operates Simasko Financial, focusing on insurance and annuity sales, serving a client base closely aligned with his advisory practice. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, serving individuals, 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, often incorporating sub-advisors and third-party asset managers.

Michael Sharber is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Bank of America and Merrill before joining Kestra in 2022. Sharber is also managing partner of Polaris Private Wealth, focusing on insurance and investment advisory services, and owner of Sharber Investments Inc. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and specialized offerings.

Keith Murphy is a financial advisor at HighPoint Planning Partners with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with HighPoint Advisor Group since 2015, also maintaining a long-term association with LPL Financial since 1998. Murphy has involvement in a separate business entity, Murphy Wealth Management LLC, which is classified as not investment related. HighPoint Advisor Group serves a broad 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 utilizes fundamental analysis to construct tailored investment policies across a range of securities and third-party platforms.

Taylor Young is a Series 65-licensed advisor with Alera Investment Advisors, LLC, based in Rochester, MI, and has two years of industry experience. He has worked at Alera Investment Advisors since 2024 and operates an insurance agency, Rick Young Insurance Services, since 2014. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates insurance and pension consulting platforms into its services.

Ryan Shuchman is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with CoreCap Advisors, CoreCap Investments, and Cliff Corp since 2018, and previously worked at P&M Corporate Finance, LLC from 2008 to 2017. Outside of his advisory role, Shuchman is involved in managing rental real estate and investing in distressed properties and real estate notes. 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 approach with a generally 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 strategy.

Keith Harder is a CFP® professional with 27 years of experience in financial advising. He has been with Rehmann Financial since 2000 and currently works at Rehmann Wealth. He serves on the board of the Rehmann Foundation, providing advice to its finance committee. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, supported by an in-house investment team and a range of portfolio options.

Raymond Fortin is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining MissionSquare in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2020. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Jennifer Shammamy is a CFP® and holds a Series 65 license with 14 years of industry experience. She is currently with KCD Financial, Inc. and has previously worked at H&B Financial Group, Hoover & Associates, and Fabian Wealth Strategies, Inc. Outside of her advisory role, she assists with administrative tasks and estate signings at a law firm on a limited, volunteer basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, providing a range of asset management and financial planning services through both proprietary and third-party platforms.

Alan Gieleghem is a CFP® certificant with eight years of industry experience. He is currently with Kingsview Wealth Management, LLC and Kingsview Partners LLC, where he has worked since 2024. His prior experience includes six years at Edward Jones and ten years with the Troy School District. Kingsview Wealth Management is a multi-advisor SEC-registered firm that serves individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services using a combination of in-house strategies and third-party managers, and it also sponsors affiliated exchange-traded funds.

Adam Broka is a CFA® charterholder with 7 years of industry experience. He has been with Plante Moran Financial Advisors in Southfield, MI since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Adam Rosier is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, employing customizable, goal-based strategies with both discretionary and non-discretionary management options.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.

Sandra Kerr is a CFP® with 33 years of industry experience. She is currently with Perigon Wealth Management, LLC and has held prior roles at firms including Lumin Financial, Baron Wealth Management, and Henrickson Nauta Wealth Advisors. Outside of her advisory work, she is a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm’s investment approach focuses on individualized portfolio construction aligned with client goals, time horizon, and risk tolerance, along with active oversight of sub-advisors and wrap-fee programs.