Jaime Eckels is a CFP® and Series 65 licensed financial advisor with 17 years of industry experience. She has been with Plante Moran Financial Advisors since 1999 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 that includes individuals, institutional clients, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and frequently employs third-party managers and alternative investments.

Kelly Atkins is a Series 65-licensed advisor with HighPoint Planning Partners in Troy, MI, with three years of industry experience. Prior to his financial advisory career, he worked at General Motors for 35 years. HighPoint Planning Partners 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, and retirement plan advisory, utilizing fundamental analysis and diversified investment approaches across various asset classes.

Scott Kolesky 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 worked with Kovack Advisors and Kovack Securities since 2007. Outside of his advisory role, he serves as an assistant wrestling coach at Bloomfield Hills Brother Rice High School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. His prior roles include positions at Personal Capital Advisors, Empower Advisory Group, and Northwestern Mutual. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools like direct indexing and tax-loss harvesting while operating as a fiduciary.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and with 15 years of industry experience. He has worked at Asset Allocation Strategies since 2016 and has been associated with GLP Investment Services and GLP & Associates since 2009. Outside of advising, he is involved as a member of Five Lakes Property Services, which manages short-term rental properties. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plans and plan-sponsor investment policy reviews.

Ryan Fedricks is a CFP® and CFA® with 13 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the firm since 2010. He is also a partner at Plante & Moran, PLLC, a role unrelated to investment advisory. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and often employs third-party managers and alternative investments.

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 at Capital Analysts with Series 63 and Series 65 licenses and 45 years of industry experience. He has held roles at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities. Turchetti is also involved in offering insurance products including life, health, long-term care, and disability income. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and proprietary investment models.

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 Series 66 credentialed financial advisor with 18 years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

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® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2023. His prior experience includes roles at Northwestern Mutual and the Financial Planning Association of Michigan, as well as working in valuation and teaching positions. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with proprietary equity market valuation, often employing third-party managers and alternative investments.

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 licenses and bringing 28 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously at Walnut Street Securities and Valic Financial Advisors. In addition to his advisory role, he maintains an insurance representative position focused on servicing legacy fixed insurance accounts. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a network of independent advisors and in-house investment management, utilizing proprietary screening processes and providing both discretionary and non-discretionary services.

Karl Schwartz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Bank of America, Lincoln Financial, Allianz Global Investors, AQR Investments, BlackRock Investments, and John Hancock Distributors. He is the owner of Jackavery, Inc., a pass-through entity related to his compensation structure. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm manages over $13 billion in assets and offers a broad range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Dylan Demkowicz is a CFP®-designated financial advisor with Plante Moran Financial Advisors in Southfield, MI, where he has worked since 2017, accumulating seven years of industry experience. Prior to joining Plante Moran, he was affiliated with the University of Missouri from 2013 to 2018. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, and offers both discretionary and non-discretionary portfolio management.

Matthew Moretuzzo is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Auburn Hills, MI. His prior work includes roles at Saginaw Township Water Department and Oakland University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

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 20 years of industry experience, currently affiliated with Mariner Independent. He has worked at Fortitude Financial Partners and Mariner Platform Solutions since 2024 and was previously with Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives who utilize firm-built model portfolios, customized discretionary portfolios, and a broad range of investment tools.

Bryant Rivera is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining Fiduciary Financial Advisors, he worked at Aebi Schmidt Group, Thermo King, General Motors, and the University of Puerto Rico, Mayaguez. He is the sole owner of MCP Financial Services, a tax-related business in which he dedicates time during tax season. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutions. The firm combines strategic asset allocation with tactical adjustments and utilizes a variety of investment approaches, including the use of third-party managers and private alternative funds.