Mark Carpenter Frere is a financial advisor at Capital Analysts with seven years of industry experience and holds a Series 66 designation. His prior work includes roles at Lincoln Investment and Michigan Solar. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through various programs and advisor-managed models. The firm employs an in-house investment management and research team and offers customized portfolios, automated rebalancing, and tax-aware options.

Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Jason Spencer is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Independent Financial Partners, Brighton Wealth Management, and LPL Financial. Secure Asset Management primarily serves individual clients, including both non‑HNW 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 strategies guided by written Investment Policy Statements and utilizes third‑party managers and platforms for account management.

William Gibbons Jr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wealthcare Advisory Partners and Integrated Wealth Concepts, as well as LPL Financial since 2002. Outside of advisory roles, he serves as a board member and treasurer for the Lapeer County Community Foundation and holds a full-time position as a Certified Public Accountant at Mattina, Kent & Gibbons, P.C. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative investment platforms.

Emily Lydey is a CFP® and Series 65 registered financial advisor with Plante Moran Financial Advisors, based in Southfield, MI. She has five years of industry experience and has worked at Plante Moran Financial Advisors since 2019 with a brief tenure at Jackson National Life. Prior to her advisory career, she was affiliated with The Andersons and Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary valuation models to manage both discretionary and non-discretionary portfolios.

Jonathan Teal is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He is the owner of Teal Capital Incorporated and Polaris Private Wealth, the latter providing investment management and insurance services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount management and 529 plan services.

Shawn Glasgow is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Shawn serves as a firefighter for the City of Lapeer and is a managing partner at Polaris Private Wealth LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary accounts.

Matthew Harbarcuk is an investment advisor representative at Elevation Point Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, Transcend Wealth Collective, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he conducts limited insurance sales activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and business entities, using model portfolios with tactical asset allocation across multiple investment vehicles and incorporating insurance distribution and annuity servicing within its advisory services.

Scott Sabuda is a CFP® with three years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Southfield, MI. His prior work includes roles at Two Men and a Truck and Total Party Planning LLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and offers integrated services supported by affiliated entities within the Plante Moran enterprise.

Patrick Patton is a CFP® professional with three years of experience, currently serving at Plante Moran Financial Advisors since 2022. His prior roles include positions at Aptive Environmental, First Nation Group, Franciscan University, and the U.S. House of Representatives. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad client base, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and manage portfolios through both discretionary and non-discretionary arrangements.

Clark Harris is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at Sigma Planning Corporation and Titan Wealth Advisors, LLC. Outside of advising, he owns 24th Street Car Guys & Girls, LLC, a real estate holding firm. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with discretionary strategies, often employing third-party money managers and managing held-away employer accounts.

Eric Spencer is a financial advisor at Secure Asset Management, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Secure Investors Group and Secure Asset Management since 2015. 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 mix of fundamental, technical, and cyclical analysis with discretionary strategies and frequently uses third-party money managers and trading signals.

Jill Trivelloni is a financial advisor at The Partners Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in various veterinary-related roles for over a decade. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services, offering both customized portfolios and model-based management through a multi-team approach.

Michael Hohf is a CFP® with 18 years of industry experience, currently serving as an advisor at Advance Capital Management Inc since 2007. He holds a directorship at Michigan First Credit Union, where he oversees policies and membership growth. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutions, offering discretionary portfolio management and financial planning with an investment approach guided by a committee-approved list of mutual funds and ETFs.

Randall Joseph is a financial advisor with Secure Asset Management, L.L.C. in Troy, Michigan, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has worked with Secure Asset Management since 2012 and has held a sales manager role at Secure Investors Group, focusing on insurance products. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment vehicles and emphasizes client-specific investment policies without maintaining traditional corporate or business client relationships.

Timothy Bogert is a financial advisor with Prosperity Capital Advisors in Rochester, MI, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including 20 years at LPL Financial. Outside of advising, Mr. Bogert is a licensed insurance agent offering fixed insurance products and is involved in real estate investment activities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and serves in various intermediary roles such as TAMP and sub-advisor services.

Jeffrey Jones is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Strategic Advisers. 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 approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and engages sub-advisors and third-party asset managers to support its services.

Aaron Damlo is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work experience with Jackson National and Alta Marketing. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Jerome Garrett is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2010 and has extensive experience with Consolidated Financial Corp. since 1989, where he is also involved in fixed annuity and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team that utilizes proprietary screening methods and offers various advisory models and customized portfolios.

Timothy Dowd is a financial advisor at Ascentis Independent Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked at Golden State Equity Partners, Polaris Greystone Financial Group, LLC, and Greystone Financial Group, Inc. Prior to joining Ascentis, he spent six years at Golden State Equity Partners. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management, financial planning, and consulting services, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.