Steven Privette is a CFP® professional with 15 years of experience in the financial industry. He is currently affiliated with Wealthcare Advisory Partners LLC and LPL Financial, having previously worked at Edward Jones for 12 years. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics, combining both passive and active investment strategies tailored to client preferences.

Max Murphy is a CFP® professional with five years of industry experience, currently advising at HighPoint Planning Partners. He has previously worked at firms including LPL Financial LLC, The Vanguard Group, and Plante Moran Financial Advisors. Murphy operates an independent advisory business through HighPoint Advisor Group, LLC. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and utilizes a range of investment vehicles and third-party platforms to implement personalized portfolio strategies.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked with LPL Financial since 2007 and operates Fisher Retirement Services, a business active since 1993. Fisher also works as an independent insurance agent selling fixed insurance products. 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 employs a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies and dynamic rebalancing.

Sherise Steele is a financial advisor with United Capital Financial Advisors in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Integrity Alliance, Cetera, Sageview Advisory Group, and LPL Financial. She serves as a board member for the Black Alumni Collective Inc. and a local homeowners association, contributing to their organizational and community activities. United Capital provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolio options and operates a broad affiliate network alongside technology and advisory services for independent investment advisors.

Lowell Weiss is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Elevation Point, he worked at Raymond James & Associates for 16 years. Outside of his advisory role, he rents Disney Vacation Club points to interested individuals and rental companies. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including proprietary model portfolios and third-party managers.

Josiah Sherk is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bofa Securities, Inc. and Mercantile Bank of Michigan. Secure Asset Management primarily serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, frequently incorporating third-party money managers and held-away account management through a third-party platform.

Kristie Waldorf is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including UBS Financial Services and Morgan Stanley. Outside of her advisory role, she is involved with DBC America LLC as a liquor demonstration representative. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and private fund advisory, employing both in-house and external managers alongside traditional and alternative investments.

William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services 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 and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at L.M. Kohn & Company for nine years before joining his current firm in 2025. Outside of his advisory role, he is involved in investment-related businesses as a principal in Cherocci Investments, LLC and North Financial LLC, both of which provide investment advice. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, with a focus on both discretionary and non-discretionary portfolio management. The firm supports multiple platforms and incorporates third-party managers and estate-planning services.

Prasad Mohan is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Schechter Investment Advisors and Bank of America. Mohan serves as treasurer of a condominium association, assisting with budgeting and regulatory enforcement. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both traditional and alternative investments through in-house teams and external managers.

Jeffrey Johnson is a financial advisor at IP Financial Advisory Services LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Wells Fargo Clearing. Johnson is also involved with The Johnson Group Financial, a registered branch office. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants, providing personalized and discretionary portfolio management solutions.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Kellogg Company and Michigan State University. 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 combination of fundamental, technical, and cyclical analysis in its investment approach and manages a majority of assets on a non-discretionary basis.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management 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 typically exercises discretionary trading authority while maintaining custody with external custodians.

Douglass Burgdorf is a CFP® with 27 years of industry experience, currently serving at KCD Financial, Inc. since 2007. He is a partner in an insurance sales business and owns an independent financial planning and investment management firm, Burgdorf Financial Services, Inc. Additionally, he volunteers in marketing and business development for a technology company. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Kenny Goldner is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asset Allocation Strategies since 2019 and is also associated with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advising, he is involved in life insurance and annuity sales and servicing through GLP & Associates. 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 process emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

Renee Wahl is a financial advisor at Summit Financial, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services and Purshe Kaplan Sterling Investments. Wahl has been with Summit Financial since 2019 through its affiliated entities. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets. The firm serves about 17,800 clients by offering a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Christina Chodorowski is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Hantz Tax and Business, as well as experience in the restaurant industry. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment analysis techniques and discretionary management programs tailored to client goals.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies and frequently uses third-party money managers and trading signals.