Cooper Harbowy is an advisor at Modern Wealth Management, LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience working at Chipotle and in various educational roles. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Brian Cvetkovski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Innovation Partners LLC and MML Investors Services. In addition to his advisory work, he operates independent businesses focused on fixed life, health, and disability insurance as well as employee benefits through Cvetkovski Financial LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolios and discretionary management, with a focus on non-high-net-worth investors and retirement plan participants.

Christopher Kostiz is a financial advisor at Advance Capital Management Inc with 31 years of industry experience. He has been with Advance Capital Management and its affiliated entities since 1993. Kostiz holds Series 63 and Series 65 designations. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, individualized financial planning, and retirement-plan consulting, utilizing an Investment Committee-driven approach with a focus on mutual funds, ETFs, and alternative investments.

John Lesser is a CFP® and CFA® with 17 years of experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has been with the Plante Moran enterprise since 1996, holding roles across multiple affiliated entities including Corporate Finance, Real Estate Investment Advisors, Trust, and Insurance Agency. He 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 including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis within a distinctive organizational structure integrated with affiliated entities.

Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Secure Financial Group, Secure Investors Group, Aurora Securities, Four22 Realty, WTA Realty, and Bond New York. 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 uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

Wendy Steadman is a financial advisor with American Independent Securities Group, LLC in Troy, MI, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has been with L.M. Kohn & Company since 2012. Outside of her advisory role, she is involved with the Windermere Island Foundation, a nonprofit, where she performs administrative duties including website management. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and access to third-party managers and estate-planning services.

Christopher Williams is an advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has held various roles since 2016, including positions with the American Hockey League and USA Hockey. Williams’s background includes experience with New York Life and self-employment prior to joining Foundations Investment Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Armani Zori is a financial advisor at Plante Moran Financial Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to joining Plante Moran in 2017, Zori spent time at Michigan State University from 2013 to 2016. Plante Moran Financial Advisors serves a diverse client base including individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary assets, supported by affiliations within the broader Plante Moran enterprise.

Timothy Zimcosky is a CFP® professional with 46 years of experience in financial advisory. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kalos Capital, Inc. and Kalos Management. He also serves as president of Zimco Capital, a financial planning firm offering services including securities, mutual funds, and REITs. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team and affiliated broker-dealer, offering a range of investment strategies and retirement plan consulting.

Jason Steeno is a financial advisor at CoreCap Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap Advisors since 2020, with prior experience at Regal Securities and Scottrade, Inc. 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 follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Anthony Chisolm is a CFP®-certified financial advisor with nine years of industry experience. He has worked at several firms, including Schechter Investment Advisors, LLC, and Raymond James & Associates, before joining Arax Advisory Partners in 2025. He also engages in insurance consulting and sells fixed insurance products through Robert Schechter & Associates, LLC. 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, and institutions, offering customized portfolio management and comprehensive financial planning services.

Carla Stamps is a Series 66 registered advisor with 27 years of industry experience. She has worked at Summit Financial, LLC since 2023, following seven years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as secretary for Empowered Minds, Inc., a nonprofit focused on youth mentoring and personal development, and volunteers as vice president for MicroMissions, a charitable organization supporting underserved populations locally and internationally. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Erin Nordloh is a financial advisor at Summit Financial, LLC with 14 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Clearing, Raymond James & Associates, Inc., and Voya Financial Advisors. In addition to her role at Summit Financial, she is involved with Great Lakes Private Wealth as a Wealth Relationship Manager. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate client preferences and provides access to alternative investments and retirement plan advisory services.

Paul Jude is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 license and has worked at Soltis Investment Advisors since 2021. Prior to that, he was with HBKS Wealth Advisors for one year and TIAA-CREF from 2016 to 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals—including high-net-worth clients—as well as institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a broad range of asset types.

Leland Proshek is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Chart Advisors LLC since 2014 and is the owner of Chart Advisors Inc., a tax and insurance planning business. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on individualized client service rather than traditional corporate relationships.

Daniel Orfin is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He has worked at MipPro Wealth Management Inc. and Gibbs Wealth Management since 2024 and has operated Orfin and Associates Inc. since 2000. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed model management program, utilizing third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on client financial situations, goals, and risk tolerance.

Joseph Abbott is a financial advisor with HighPoint Planning Partners in Troy, MI. He holds a Series 65 designation and has worked in the financial services industry since 2016, including roles at Knights of Columbus Insurance and Quicken Loans. Abbott also works as an insurance agent outside of his advisory duties. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a range of investment strategies and custodial platforms to tailor solutions for its clients.

Michelle Tomei is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Lincoln Investment and Legend Advisory Corporation prior to joining Capital Analysts. Outside of her advisory role, she serves as Chair and Board Member of the South Lyon Educational Foundation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and a proprietary mutual-fund screening process.

Daniel Henneghan is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including First Republic Investment Management and Modern Wealth Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with mainly discretionary portfolio management overseen by a Chief Investment Officer.

Jacob Pennington is a financial advisor at CoreCap Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Park National Bank and Cooper, Adel, Vu Financial. Outside of his advisory work, he is involved with More Life Church. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services 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 frequently engages sub-advisors and third-party asset managers.