Randall Joseph is a financial advisor at Secure Asset Management, L.L.C. in Troy, Michigan, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Aurora Securities and Secure Investors Group. In addition to his advisory responsibilities, he serves as a sales manager for insurance products. 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 blend of fundamental, technical, and cyclical analysis across various investment vehicles and emphasizes individualized portfolio management without setting account minimums.

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.

Aaron Damlo is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has worked at firms including Jackson National and Alta Marketing. Damlo’s prior work also includes positions outside finance, such as at Thumper Pond Resort and various educational institutions. Plante Moran Financial Advisors serves a broad client base that includes individuals, high-net-worth clients, banks, and nonprofit organizations. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models.

Jerome Garrett is a financial advisor with Capital Analysts based in Southfield, MI, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with 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 individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, advisor-managed models, and access to third-party managers through an in-house investment management and research team.

Timothy Dowd is a financial advisor at Ascentis Independent Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked at Golden State Equity Partners, Polaris Greystone Financial Group, LLC, and Greystone Financial Group, Inc. Prior to joining Ascentis, he spent six years at Golden State Equity Partners. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management, financial planning, and consulting services, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.

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.

Matthew Ferri is a financial advisor at Madison Avenue Securities, LLC with a Series 66 designation and three years of industry experience. He has served at Madison Avenue Securities since 2022 and concurrently operates the Law Office of Matthew A. Ferri, PLLC as managing attorney since 2008. Outside of his advisory role, he acts as a trustee and conservator for various personal and client-related trusts. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers diverse account platforms and employs various investment strategies through its network of investment adviser representatives.

Jacob Sansom is a financial advisor with CoreCap Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2018 and has also been associated with Cooper, Adel, Vu Financial since 2017. In addition to his advisory role, he oversees client tax return preparation at Cooper Adel Vu Tax Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach focusing on mutual funds, ETFs, equities, and bonds.

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.

Michael Kreza is a CFP® with six years of industry experience, currently with Brighton Jones LLC. His prior roles include positions at Kovitz Investment Group Partners, RWA Wealth Partners, Polaris Greystone Financial Group, and Lumin Financial. He also worked at Michigan State University early in his career. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals, families, and institutions, providing comprehensive wealth management and financial planning services. The firm employs a holistic, balance-sheet approach and offers a range of services including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

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 at OSAIC Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cetera, SageView Advisory Group, and First Allied. In addition to his role at OSAIC, he is an associate wealth advisor at Bloomfield Hills Advisory. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

James Dziadziola is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Melissa Bell is a financial advisor with Citizens Securities, Inc. in Clinton Township, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Emilyann Rubio is a financial advisor at Oppenheimer with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Comerica Securities, Inc., World Asset Management, and Morgan Stanley Smith Barney LLC. Rubio is based in Birmingham, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic asset allocation and various investment strategies tailored to client objectives.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Candice Schultz is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2000. Outside of her advisory role, she is the owner of two businesses—C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, and Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.