Fred Sultan is a financial advisor with American Independent Securities Group, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 13 years at L.M. Kohn & Company prior to joining his current firm. Additionally, he is licensed as an insurance agent, selling life, variable annuity, and accident/health insurance on a part-time basis. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers and TAMPs, and offers an optional third-party estate-planning service.

Michael Myers is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Sanctuary Securities, and Sanctuary Advisors. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes client-specific investment policies and equitable allocation of opportunities.

Bradley Feldman is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Schechter Investment Advisors and Kingswood Capital Partners. Feldman is also involved as a senior wealth advisor at Robert Schechter & Associates, where he places life insurance and annuity policies for high net worth individuals. Arax Advisory Partners provides wealth management and advisory services to individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by internal teams and third-party resources.

Paul Ragheb is a financial advisor at Azimuth Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and tailored fixed-income solutions, managing portfolios on a primarily discretionary basis while accommodating client-specific mandates and a range of investment instruments.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors to manage client portfolios.

Stephanie Scully is a financial advisor at Corecap Advisors with four years of industry experience. She holds a Series 65 designation and has worked concurrently at Simasko Financial and Simasko Law since 2015, where she assists with estate planning signings, appointments, seminars, and life insurance and annuity applications. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, and fixed income, often engaging sub-advisors and third-party asset managers.

Alex Tanner is a financial advisor with Summit Financial, LLC, holding a Series 65 credential. He has been with Summit Financial since 2026 and has no prior industry experience. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches across various programs and platforms.

Mark Improta is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Merrill. Outside of his advisory work, he is involved in business consulting through Volci Consulting and Forte Funding, focusing on lending for residential and commercial properties. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active momentum models.

Richard Davis is a financial advisor with Arax Advisory Partners in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at Transcend Capital Advisors, UBS Financial Services, and Goldman Sachs Wealth Services. Arax Advisory Partners serves a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses, offering comprehensive wealth management and advisory services. The firm combines in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics, and has grown through recent consolidations and acquisitions to a platform of over 200 advisors.

David Howard is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Simasko Financial, CoreCap Investments, LLC, and CoreCap Advisors, LLC since 2016. In addition to his advisory role, he assists clients with individual and tax returns during tax season. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to a range of third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Caterina Defalco is a CFP® with 20 years of industry experience, currently serving at Advisory Services Network since 2012 and Argentora Wealth Management since 1995. She holds a Series 63 license and has additional roles including licensed insurance agent and financial industry consultant. Outside of finance, she is an author and president of several ventures focused on French cuisine and culture, including writing books and producing related media. Advisory Services Network is an independent enterprise firm with over 200 advisors serving individuals, families, corporations, and charitable organizations. The firm offers customized portfolio management, financial planning, and retirement-plan consulting through a diverse range of investment strategies and account management options.

Joe Dahm is a financial advisor at Asset Allocation Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with GLP Investment Services and GLP & Associates since 2001. Outside of his advisory work, he is involved with DAHM Editorial Services, LLC, a copy editing business. 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 strategic asset allocation using advanced quantitative techniques and offers additional services such as 529 plan assistance and investment policy reviews.

Steven Azoury is a financial advisor at CoreCap Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has been with CoreCap Investments, LLC since 2015. Outside of his advisory role, he operates as an independent insurance agent through Azoury & Associates and Azoury Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a broad range of clients, including high-net-worth individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and makes use of mutual funds, ETFs, individual equities, fixed income, and third-party asset managers.

Jeffrey Perry is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quest Commonwealth and Comcast. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm delivers tailored advice through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing strategies.

Ronald Thompson Sr. is a financial advisor at CoreCap Advisors with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he serves as president and attorney at Thompson Stewart, P.C., where he provides legal services including estate planning, corporate law, family law, and civil litigation. CoreCap Advisors offers 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, fixed income, and selectively options or short sales after client discussion.

Peter Frawley is the president of Overwatch Advisors, LLC, with 21 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments, LLC since 2012. Overwatch Advisors serves other investment advisers and institutional clients as a subadviser, focusing on equities and exchange-traded funds through tactical portfolio management that combines charting, fundamental, quantitative, and technical analysis. The firm manages client mandates on a discretionary basis and employs both long-term and short-term trading strategies.

Jason Spencer is a financial advisor at Secure Asset Management, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and LPL Financial. Spencer also maintains an ongoing role with Brighton Wealth Management. Secure Asset Management provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation of investment opportunities while maintaining client custody with external custodians.

William Gibbons Jr. is a financial advisor at Wealthcare Advisory Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at LPL Financial since 2002. In addition to his advisory role, Mr. Gibbons serves as a board member and treasurer of the Lapeer County Community Foundation, where he participates in finance and donor development committees and collaborates with external accounting firms. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, combining both passive and active investment strategies alongside quantitative and fundamental analysis.

Emily Lydey is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2020. Her prior work includes roles at Jackson National Life and The Andersons. Plante Moran Financial Advisors 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 employs a blend of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model in managing assets, with a significant portion managed on a non-discretionary basis.

Matthew Harbarcuk is a financial advisor with Elevation Point Wealth Partners, LLC and holds a Series 66 license. He has 15 years of industry experience, with prior roles at Purshe Kaplan Sterling Investments, Transcend Wealth Collective, Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. In addition to his advisory work, he spends a portion of his time involved in insurance sales. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various strategies, including separately managed accounts and model portfolios, integrating both strategic and tactical asset allocation.