Jeffrey Cartwright is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with GLP Investment Services and GLP & Associates. Cartwright also works as an insurance agent focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio financing options alongside traditional portfolio construction and rebalancing.

William Gough is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Azimuth Capital Management since 2013, currently serving at Azimuth Capital Investment Management LLC. The firm provides discretionary and nondiscretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. Azimuth employs a combination of quantitative, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and offers access to affiliated private investment vehicles and related credit, cash management, and insurance solutions.

Jeremy Goldstein is a financial advisor at Secure Asset Management, L.L.C. with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior firms include Aurora Securities and Foresters Equity. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a client-specific investment approach using a mix of fundamental, technical, and cyclical analysis across a range of asset classes and emphasizes equitable allocation among clients.

Erin Farley is a Certified Financial Planner (CFP®) and holds a Series 65 license with 10 years of industry experience. She has worked at Azimuth Capital Management since 2025 and previously spent nine years at Plante Moran Financial Advisors. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services along with limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis to manage equity, balanced, and customized fixed-income portfolios while providing access to affiliated private investment vehicles and credit solutions.

Derek Van Solkema is a CFP® professional with 14 years of industry experience, currently serving at Advance Capital Management Inc. since 2015. He is also involved in real estate development as the owner of BAGGS Partners, LLC. 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, operates a Recommended List of funds and model portfolios, and offers specialized retirement services including a Chief Retirement Officer program.

Melissa Hintz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Merrill and J.P. Morgan, and she holds a notary public position through which she may perform notary services for clients. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing over $13 billion in client assets. The firm offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary arrangements.

Scott Byrne is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and is also affiliated with GLP and Associates Inc and GLP Investment Services. Outside of his advisory roles, Byrne is a partner in an insurance and consulting firm focused on life insurance sales. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm uses a strategic asset allocation approach supported by quantitative techniques and offers services including employer-sponsored retirement plan advice and portfolio-based financing options.

Jay Ferrans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with CoreCap Advisors and CoreCap Investments since 2016 and also serves as president of JM Financial & Accounting Services, where he offers long-term care and life insurance as well as fixed annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, individual equities, and bonds, while providing discretionary portfolio management, financial planning, and access to third-party sub-advisors.

Andrew Moss is a financial advisor with Elevation Point Wealth Partners, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including roles at Merrill, Bank of America, and Purshe Kaplan Sterling Investments. Moss is also a director of the Western Golf Association, where he supports scholarship funding through the Evans Scholars program. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, employing a model portfolio approach with tactical asset allocation across various fund types and third-party managers.

Alyssa Mc Laughlin is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Stonebridge Financial Partners, Kennedy Financial Group, and Flexible Plan Investments. Before entering the financial sector, she worked in client-facing positions at Hand & Stone Massage & Facial Spa, Inverness Country Club, and Dicks Sporting Goods. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative and qualitative manager selection and maintains a communications program featuring quarterly reviews, market commentary, and client conferences.

Ryan Erdmann is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Plante Moran Financial Advisors since 2017, including his current tenure starting in 2018. Prior to joining the firm, he spent several years at Michigan State University. Plante Moran Financial Advisors serves both individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm employs a range of analytical techniques and manages portfolios through discretionary and non-discretionary arrangements within a multi-team structure.

Brett Kunkle is a CFP® professional with Plante Moran Financial Advisors in Auburn Hills, MI, and has three years of industry experience. His background includes work at Plante Moran Financial Advisors since 2020, as well as roles outside finance in landscape design and the food service industry. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

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, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at KMG Fiduciary Partners and Morgan Stanley. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a mix of discretionary management styles and strategies—including passive, active, tactical, and ESG options—and manages $1.615 billion in discretionary assets as of December 31, 2025.

Lara Mazek is a CFP® professional at Advance Capital Management Inc with 11 years of industry experience. She has been with Advance Capital Services since 2015. 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, employing a screening process for investment selection and offering specialized retirement services, including a “Chief Retirement Officer” program.

Craig Rumler is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has held a leadership role as COO at M & O Marketing, LLC since 2021. His prior experience includes roles at Bloomfield Hills Financial and Southwest Detroit Environmental Vision. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm follows a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

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.