Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. 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, individualized approach with a long-term investment horizon, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

Jaime Eckels is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 1999 and as a partner at Plante & Moran, PLLC. He is based in Auburn Hills, MI. Plante Moran Financial Advisors, LLC 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 and manager selection, using a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kelly Atkins is a financial advisor at HighPoint Planning Partners with a Series 65 designation and two years of industry experience. Prior to joining HighPoint Advisor Group, LLC, Atkins worked at General Motors for 35 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across various securities and program solutions.

Scott Kolesky is a financial advisor with Kovack Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kovack Advisors since 2008 and Kovack Securities, Inc. since 2007. Outside of his advisory work, Kolesky serves as an assistant wrestling coach at Bloomfield Hills Brother Rice High School. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals—including high-net-worth clients—families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm employs customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 63 and Series 65 designations. He has 15 years of industry experience and has been with Asset Allocation Strategies since 2016. Goldner is also associated with GLP Investment Services and GLP & Associates, where he engages in life insurance and annuity sales. Asset Allocation Strategies, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs quantitative techniques such as mean-variance optimization and the Black-Litterman framework to develop strategic, goal-based allocations implemented through model portfolios, ETFs, and approved third-party managers.

Ryan Fedricks is a CFP® and CFA® with 12 years of industry experience. He is currently a partner at Plante & Moran, PLLC and has been with Plante Moran Financial Advisors since 2010. Plante Moran Financial Advisors, LLC 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 and manager selection, using a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Jeffrey Lido is a CFP® with 22 years of industry experience, currently serving at Advance Capital Management Inc since 2003. He holds the Series 63 designation and works out of Southfield, MI. 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, with investment decisions guided by an Investment Committee and a focus on tailored risk management.

Thomas Turchetti is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. He is also licensed to offer life, health, long-term care, and disability income insurance products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house investment management and research team.

Richard Elias IV is a CFP® with 11 years of industry experience, currently serving at Arax Advisory Partners. He has previously worked at Robert Schechter and Associates and Schechter Investment Advisors. Elias also functions as an Investment Analyst at Robert Schechter & Associates, where he contributes during securities trading hours. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Robert Roux is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Lincoln Investment before joining Capital Analysts. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides various advisory solutions through model portfolios, custom strategies, and third-party managers.

Matthew Erickson is a financial advisor at RWA Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Polaris Wealth Advisory Group, Renaissance Capital Management, and Legacy Planning & Associates. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combining fundamental and quantitative methods along with customized fixed income and cash management.

Austin Mc Kay is a CFP® and holds a Series 65 license, currently with Plante Moran Financial Advisors. He has two years of industry experience, including prior roles at Northwestern Mutual and the Financial Planning Association of Michigan. His background also includes work in valuation and serving as an educator at Clarkston High School. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional investors, focusing on investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and proprietary models to manage a significant mix of discretionary and non-discretionary assets, supported by affiliated entities providing integrated financial services.

Ted Haddad is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases, fundamental, and technical analysis to create portfolios tailored to client objectives, utilizing individual securities, mutual funds, and ETFs, and offers access to private investment vehicles through its affiliation with Focus Financial Partners.

Timothy Narva is a financial advisor with Capital Analysts, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Lincoln Investment Planning since 2013. In addition to his advisory role, he maintains involvement in insurance-related activities, servicing existing fixed insurance accounts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management team that employs proprietary screening processes and model portfolios.

Karl Schwartz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Lincoln Financial Distributors, Allianz Global Investors, AQR Investments, and BlackRock Investments. He is also the owner of Jackavery, Inc., a pass-through entity related to his Kestra compensation. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and a range of investment solutions, supporting both discretionary and non-discretionary approaches across multiple advisory platforms.

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.

Matthew Moretuzzo is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Plante Moran Financial Advisors since 2021. Prior to his advisory role, he worked at the Saginaw Township Water Department and taught at Heritage High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

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.

Patrick Shaw is a CFP® with 19 years of experience in the financial services industry. He is currently with Mariner Independent and Fortitude Financial Partners. His prior roles include positions at Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisers and a combination of in-house and third-party resources.