Rany Tallou is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with CoreCap Investments and Azoury & Associates since 2015. In addition to his advisory role, he serves as an independent agent selling life insurance, disability insurance, and annuities. 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, individual equities, and fixed income.

Mark Mueller is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Titan Wealth Advisors, Sigma Financial Corporation, and Aurora Securities, among others. Outside of advisory work, he is involved with the Wayne County Youth and Senior Education Fund. 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 range of investment approaches, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party money managers and platforms for held-away account management.

Chad Wotton is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Secure Asset Management, L.L.C. in Bloomfield Hills, MI since 2025. Prior to joining Secure Asset Management, he worked at Gainplan, LLC for ten years. Outside of his advisory role, he is also licensed as an insurance agent. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a range of investment analyses and offers portfolio management with a focus on individual and plan-level consulting rather than traditional corporate clients.

Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.

David Muncie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with CoreCap Advisors and CoreCap Investments since 2016. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, self-directed retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized 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 as part of its investment strategy.

Sylvia Yousif Matti is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Detroit Financial and GLP & Associates. In addition to her advisory work, she is involved in insurance sales as a life insurance producer with Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, offering services through a large network of affiliated offices and investment adviser representatives.

Russell Harris is a financial advisor with Bison Wealth, LLC in Canton, MI, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Brookstone Capital Management. Harris is also involved as a lead educator and board member of Financial Educators Network, a nonprofit focused on providing financial education. Bison Wealth serves a broad client base including high net worth individuals, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.

Thomas Maxey is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked with several firms over his career, including Lincoln Investment and Great American Advisors, Inc. Outside of his advisory work, Maxey is involved in entrepreneurial ventures such as CD Busters, a web-based business focused on fixed annuities for certificate of deposit holders. 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 both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Kevin Arends is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and also maintains roles with GLP Investment Services, LLC, GLP & Associates, and Advocacy Alliance Agency LLC. Outside of investment advising, he is active in life insurance and annuity sales through GLP & Associates and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. 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 model portfolios, with additional services including plan-sponsor investment policy reviews and portfolio financing strategies.

Andrew Grove is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services through a variety of investment approaches.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. 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, utilizing mutual funds, ETFs, equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Steven Lusky is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 credential and 14 years of industry experience. He is also the vice president of Preferred Underwriters, an insurance agency, a role he has held since 1997. Lusky’s work history includes concurrent positions at both Asset Allocation Strategies and GLP Investment Services. 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 employs a strategic asset allocation process using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.

Benson Onyegbula Jr. is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial and Edward Jones. Outside of advising, he is a licensed real estate agent assisting clients with residential and commercial properties. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individuals rather than traditional corporate clients.

Mark Dixon is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has worked with Plante Moran since 1991 and is also a partner at Plante & Moran PLLC, where he assists in some management aspects of the firm. 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 utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Chris Cochran Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Creative Financial Designs and cfd Investments since 2014. Outside of his advisory role, he is actively involved as an insurance agent through a sole proprietorship. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Stefanie Jenkins is a financial advisor at Arax Advisory Partners with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley, Bank of America, Cannon Financial Strategists, and Blasingame, Burch, Garrard and Ashley. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a mix of internal teams, external managers, model portfolios, and traditional and alternative investments, supported by AI tools and third-party analytics.

Alexander Guys is a financial advisor with Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 credential and has one year of experience in his current advisory role, with prior positions at Plante Moran and Comerica Bank. Before entering financial services, he worked at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at AE Financial Services, Oliver Lagore Vanvalin Investment Group, and Huntington National Bank. He is also a licensed insurance agent. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in client assets using a combination of internal portfolio construction, access to independent managers, and AI-supported research.

Michael Schmidtke is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Planning Alternatives LTD and EFG Asset Management. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a combination of fundamental and technical analysis within a structured investment process and primarily constructs portfolios using mutual funds and ETFs.

Richard Barden is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with his current firm since 2011. Outside of his advisory role, he is a 50% owner of a family farming business, Barden Farm and Farm Markets, where he allocates significant time during the growing season. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, including both non‑high-net-worth and high-net-worth clients, as well as plan sponsors and trustees. The firm’s investment approach focuses on strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.