Alan Freeman is a CFA® charterholder with 15 years of industry experience, currently serving at Azimuth Capital Management. He has been with the Azimuth firms since 2005, including Azimuth Capital Management and Azimuth Capital Investment Management LLC. Azimuth Capital Investment Management LLC provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm employs a combination of quantitative databases with fundamental and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, while also offering access to affiliated private investment vehicles and credit, cash management, and insurance solutions.

Anida Venniro is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Daniel Mccarty is a financial advisor at CoreCap Advisors with three years of industry experience. He holds a Series 66 designation and has worked at CoreCap Investments, LLC since 2016. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach with a focus on mutual funds, ETFs, individual equities and bonds, and manages multiple affiliated entities and fee-sharing arrangements.

Justin Rolnitzky is a financial advisor at Asset Allocation Strategies, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Asset Allocation Strategies, GLP & Associates, and GLP Investment Services since 2012. In addition to his advisory role, he works as a licensed insurance agent focusing on life insurance and fixed/index annuity sales. 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 approach supported by quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Benjamin Kusner is a financial advisor with Fortis Capital Advisors, LLC in Birmingham, MI. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Fortis Capital Advisors in 2026, he worked at KMG Fiduciary Partners, Morgan Stanley, UBS Financial Services, and KeyBanc Capital Markets Inc. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management, financial planning, and consulting services, employing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Lara Mazek is a CFP® with 11 years of industry experience, currently serving at Advance Capital Management Inc since 2015. She holds Series 65 and Series 63 licenses. Advance Capital Management provides investment advisory and consulting services to a diverse client base, including individuals, retirement plans, institutions, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, employs a vetted Recommended List of funds, and offers specialized retirement services such as a Chief Retirement Officer program.

Craig Rumler is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 65 and Series 66 licenses and 15 years of industry experience. He currently serves as COO of M & O Marketing, LLC, a role he has held for five years alongside his advisory work. His prior experience includes positions at Bloomfield Hills Financial and Invest Financial Corporation. CoreCap Advisors serves individual clients, self-directed retirement plans, and institutional accounts, offering discretionary investment management and financial planning. The firm emphasizes a relationship-oriented, long-term approach with a diverse range of investments and access to third-party sub-advisors.

Patrick Cummins is a CFP® professional with five years of experience, currently serving at Advance Capital Management, Inc. in Southfield, MI. His work history includes multiple roles within Advance Capital Management as well as positions at Grand Valley State University and Mercantile Bank of Michigan. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, alongside specialized retirement services and a model portfolio approach tailored to clients' risk tolerances and tax circumstances.

Owen Crabtree is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include positions at TFG Advisers and The Heathers Club of Bloomfield Hills, as well as experience in various other industries. 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 combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain-focused options.

Daniel Milan is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with CoreCap Advisors and CoreCap Investments since 2016. Outside of his advisory role, Milan is an attorney and managing partner at his own law firm, and he co-founded CCP, LLC, which supports payments and business expenses for Cornerstone Financial Services. He also manages a commercial lending brokerage and consulting firm and oversees a family investment entity focused on minority passive investments in privately held Michigan companies. 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 takes a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and frequently uses sub-advisors and third-party asset managers.

Austin Dahm is a financial advisor at Asset Allocation Strategies, LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Asset Allocation Strategies since 2012. In addition to his advisory role, Dahm is president of HRI, Inc., a professional services firm. Asset Allocation Strategies offers 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 models and implements portfolios through ETFs, model portfolios, and third-party managers.

Gregory Mackenzie is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. since 2004. In addition to his advisory role, he is a self-employed grain farmer, working seasonally in the spring and fall. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers services including direct indexing, alternative investments, and crypto-related strategies.

Benjamin Hall is a financial advisor at Advance Capital Management Inc in Southfield, MI, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Michigan State University and MI-Combat. Outside of his advisory work, he has experience in the hospitality sector through his time at Sedona Taphouse. Advance Capital Management provides investment advisory and consulting services to a diverse client base including individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, and offers specialized retirement services such as a Chief Retirement Officer program.

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 18 years of experience, currently serving as an advisor at Plante Moran Financial Advisors in Southfield, MI. He has held multiple leadership roles within the larger Plante Moran enterprise, including directorships at Plante Moran Trust, Plante Moran Real Estate Investment Advisors, and Plante Moran Corporate Finance. Lesser 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 individual households, institutional investors, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, and it employs both discretionary and non-discretionary portfolio management strategies.

Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 credentials and eight years of industry experience. His background includes roles at several firms such as Bond New York, Equitable Advisors, and TD Ameritrade, along with experience in real estate from positions at Four22 Realty and WTA Realty. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis and focuses on a client mix of individuals and plan-level consulting rather than traditional corporate business.

Wendy Steadman is a financial advisor at American Independent Securities Group, LLC with 25 years of industry experience. She holds the Series 65 and Series 66 designations and was previously with L.M. Kohn & Company for 13 years. Outside of her advisory role, she is involved with the Windermere Island Foundation, where she assists with administrative tasks and website management. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and estate-planning services.

Bradford Vannelli is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. He has 26 years of industry experience, with prior roles at UBS Financial Services and Merrill Lynch. He is also dually registered with Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc., where he conducts part of his business as a registered representative. Arax Advisory Partners provides wealth management and advisory services to a varied client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and independent managers across traditional and alternative investments.