Bradley Lott is a financial advisor at American Independent Securities Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L.M. Kohn & Company for 11 years. Outside of his advisory role, he is licensed to sell life, variable annuity, and accident/health insurance. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach and offers both discretionary and non-discretionary account management tailored to client objectives and risk tolerance.

Robin Runco is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IP Financial Advisory Services since 2021 and concurrently at The Johnson Financial Group since 2019. Outside of his advisory roles, he is involved with The Johnson Group Financial, a financial services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and refers clients to third-party investment advisors while providing a broad range of services beyond traditional investment advisory programs.

Robert Romain is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Investments, LLC and CoreCap Advisors, LLC since 2015, as well as R F Romain and Associates Inc since 2010. He is also a licensed independent insurance agent specializing in fixed insurance products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, 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 incorporates sub-advisors and third-party asset managers with annual oversight.

Michael Cave is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Secure Asset Management and its affiliated entities since 2000. 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 variety of investment strategies guided by written Investment Policy Statements and utilizes third-party money managers and platforms to support client accounts.

Robert David Jr. is a financial advisor with Advisory Services Network, holding Series 65 and Series 66 registrations and totaling 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies to client objectives.

Steven Fronrath is a CFP® professional with 8 years of industry experience, currently advising at Highpoint Planning Partners in Troy, MI. His prior roles include positions at LPL Financial and the Detroit Symphony Orchestra. Outside of finance, he holds a one-third ownership in a rock cover band, If Walls Could Talk, LLC. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations, offering discretionary asset management and comprehensive financial planning. The firm employs fundamental analysis to construct diversified portfolios and utilizes multiple platforms to deliver consolidated advisory services.

Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.

Jay Hack is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Elevation Point Wealth Partners, LLC, and previously spent 19 years at Raymond James & Associates. Hack serves on the board of Temple Israel, a charitable nonprofit organization. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing over $8 billion in assets, serving individuals, retirement plans, trusts, and business entities. The firm employs model portfolios with tactical asset allocation and incorporates third-party managers, integrating insurance distribution and annuity servicing within its advisory services.

Scott Loney is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Innovation Partners LLC, LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on non-high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority to implement customized investment strategies and referring clients to third-party investment advisors.

George Wells is a financial advisor at Wealth Watch Advisors, Inc with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Cirrus Capital, BLACK OAK CAPITAL, FAMILY 1ST FINANCIAL dba LEGACY OF AMERICA, and Versaille Capital Advisors. Outside of his advisory role, Wells is also an owner and consultant at ShiftMethods, providing consulting and sales training services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through approved third-party model managers and offers financial planning, consulting, and solicitation services, with an emphasis on a combination of quantitative, qualitative, and technical analysis.

Melissa De Rozario is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her career includes roles at Lincoln Investment LLC and Morgan Stanley, where she worked from 2015 to 2017. Outside of her advisory work, she is the sole owner and operator of two e-commerce businesses focused on merchant processing for online sellers. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management.

Sangmin Kim is a CFP® with eight years of industry experience, currently advising at CreativeOne Wealth, LLC. He has worked at firms including Charles Schwab & Co., Inc., and founded Wise Wealth Stewardship. In addition to his advisory role, he is an independent associate with LegalShield, providing prepaid legal services. CreativeOne Wealth, LLC offers fee-based asset management and financial planning to individuals, corporations, and other RIAs, utilizing proprietary models and third-party managers across a range of investment strategies including ETFs, mutual funds, and private investments.

Brian Kirby is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plante Moran since 2009, serving in both their financial advisory and accounting business development roles. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutional investors, and sovereign wealth funds. The firm employs a proprietary investment process that integrates fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio services.

Michael Beyersdorf is a Series 65-licensed advisor at CreativeOne Wealth, LLC with two years of industry experience. Before entering financial advising, he worked for 30 years at Ford Motor Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies that include ETFs, mutual funds, options, and private investments.

Robert Dopke is a financial advisor at Highpoint Planning Partners with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Highpoint Advisor Group since 2015, following a long tenure at LPL Financial, LLC beginning in 1996. 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 provides discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis to construct diversified investment portfolios.

Jacob Mitchell is a Series 66-licensed financial advisor with six years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Wealth Management and previously worked at Ally Invest Advisors, LPL Financial, and Focus Financial Group. Outside of his advisory role, he serves as a Retirement Plans Specialist for MissionSquare, a Delaware non-profit focused on assisting state and local governments with retirement plans. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Roger Welshans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been a senior partner at Cornerstone Financial Services, focusing on insurance and annuity sales, for the past 10 years. Welshans currently serves clients through CoreCap Advisors, where he has worked for a decade. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, individual equities and bonds, and selective use of options or short sales.

Wanda Warsinski is a financial advisor at St. Bernard Financial Services, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she is involved in health-related sales activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services with a focus on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering a combination of fee-based and commission-based solutions.

Patrick Simasko is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2016. In addition to his advisory role, he is an attorney specializing in estate planning at Simasko Law and is involved in insurance and annuity sales through Simasko Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Mark Van Faussien is a financial advisor at Azimuth Capital Management with 15 years of industry experience. He holds a Series 65 credential and has been with Azimuth since 2013. Van Faussien serves as a trustee for the Mount Elliott Cemetery Association, where he is involved in governing overall business and capital plans. 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, fundamental, and technical analysis to construct customized portfolios using individual securities, mutual funds, and ETFs, and it is affiliated with Focus Financial Partners, offering access to private investment vehicles and related financial solutions.