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.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at GLP & Associates, Inc., Viridian Equity Partners, and Gainplan LLC. Outside of his advisory role, Pagano owns and operates businesses focused on selling travel club memberships and providing referral services to CPA firms. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and supplements portfolio management with financing options tailored to clients' liquidity and risk profiles.

David Camilleri is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory work, Mr. Camilleri is a certified public accountant with Butala Simmons, Camilleri & Baranski PC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework.

Jeremy Kedzior is a CFA® charterholder with 7 years of industry experience, currently serving with Plante Moran Financial Advisors in Southfield, MI. He has been with Plante Moran Financial Advisors since 2013. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Brandon Kennedy is a financial advisor with Highpoint Planning Partners in Troy, MI. He holds a Series 66 designation and has 21 years of industry experience. Kennedy has been associated with Highpoint Advisor Group, operating as Kennedy Financial Group, since 2015 and has worked with LPL Financial since 2008. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis across a range of investment types and utilizing multiple advisory platforms.

Christopher Burke II is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently serves as an advisor at Azimuth Capital Management and has prior experience at firms including M Holdings Securities, Mainstay Capital Management, and Merrill. Burke is also associated with LoVasco Consulting Group. Azimuth Capital Management advises individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services along with personalized financial planning. The firm uses a combination of quantitative and qualitative analysis with model-based equity strategies and customized fixed-income construction, managing accounts primarily on a discretionary basis.

Rebecca Kindig is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with CX Institutional, LLC and previously worked at Tfg Advisers LLC and Michigan Financial Companies. Rebecca also has experience at Graff Chevrolet and Central Michigan University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology to enhance reporting and tax efficiency.

Dan Brown is a financial advisor at CoreCap Advisors with a Series 65 designation. He has been with CoreCap Advisors and related entities since 2018. Prior to joining CoreCap, he worked at Consillo and Fleece & Thank You. Outside of his advisory role, he is involved with M & O Marketing, LLC. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, and individual securities.

Brian Thomas is a financial advisor at International Assets Investment Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Kestra Investment Services and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as one of the chairmen for an annual charitable golf outing and is the owner of a pass-through entity related to his Kestra revenue. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, individual securities, and fixed income, while also offering financial planning and access to third-party money managers.

Vincent Panizzi is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Advisors Capital Management, LLC. His prior roles include positions at Mainstay Capital Management, Sequoia Financial Advisors, and GHD Wealth Management. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management through customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8.1 billion in discretionary assets, operating as a sub-advisor for numerous intermediaries.

David Howard is a financial advisor with CoreCap Advisors holding the PFS™ designation and Series 63 and 65 licenses, with 28 years of industry experience. He has worked at CoreCap Investments, LPL Financial, and the Center For Wealth Planning, among others. Howard is president and a 40% owner of Financial Fitness, Inc., and is also active as an insurance agent. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party managers to serve its clients.

David Kaiser is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has served at LPL Financial since 2012 and has been involved with Wealthcare Advisory Partners LLC since 2018. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kevin Benson is a CFP® and CFA® with 16 years of experience in financial advisory. He has been with Plante Moran Financial Advisors since 2004 and is also a partner at Plante & Moran, PLLC. 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 employs a combination of fundamental, technical, and cyclical analysis supported by proprietary valuation models and frequently utilizes third-party managers and alternative investments.

Scott Montgomery is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has held roles at LPL Financial for over two decades and is also a certified public accountant at Montgomery, Wiethorn, Burke, Mackinder & Dye, CPA's P.C. in Farmington Hills, MI. In addition to his advisory work, Mr. Montgomery is a licensed insurance agent and maintains a full-time accounting position. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating proprietary software, behavioral economics, and both passive and active investment strategies.

Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.