Matthew Ferri is a financial advisor at Madison Avenue Securities, LLC with a Series 66 designation and three years of industry experience. He has served at Madison Avenue Securities since 2022 and concurrently operates the Law Office of Matthew A. Ferri, PLLC as managing attorney since 2008. Outside of his advisory role, he acts as a trustee and conservator for various personal and client-related trusts. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers diverse account platforms and employs various investment strategies through its network of investment adviser representatives.

Jacob Sansom is a financial advisor with CoreCap Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He has worked with CoreCap Investments and CoreCap Advisors since 2018 and has also been associated with Cooper, Adel, Vu Financial since 2017. In addition to his advisory role, he oversees client tax return preparation at Cooper Adel Vu Tax Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach focusing on mutual funds, ETFs, equities, and bonds.

Patrick Patin is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Summit Financial in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a combined total of eight years. Outside of his advisory role, he is a future minority owner of TIGER SOFTWARE, a stock ranking software business he is updating to a cloud-based platform. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and serves around 17,800 clients. The firm offers a mix of discretionary and consultative investment management approaches, financial planning, retirement plan advisory, and access to alternative investments.

Jeffrey Klauenberg is a financial advisor at CoreCap Advisors with 43 years of industry experience. He has been affiliated with CoreCap Investments and CoreCap Advisors since 2014 and has operated Klauenberg Retirement Solutions since 1983. In addition to his advisory work, he is involved in insurance sales, including life, long-term care, and health insurance, and is connected to tax preparation services. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Karen Kittrell is a CFP® with five years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. Prior to joining Soltis, she worked at Future Benefits Corporation from 2016 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Gerald Malone II is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Advance Capital Management and Advance Capital Services since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Jeffrey Carless is a financial advisor at Harbour Investments, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Burnham & Flower and Thrivent Financial. Outside of his advisory role, he is a partner in MiCar, a consulting business, and a silent partner in Rhythm n Jump Dance Academy, a dance studio. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Emily Cely is a financial advisor at Advance Capital Management Inc with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024. Prior to this, she has worked at Advance Capital Services since 2014. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an Investment Committee to guide decisions and providing a range of strategies including direct indexing, alternative investments, and crypto-related options.

Rebecca Abel is a CFP® professional with 26 years of industry experience. She has worked at Ameriprise Financial Services, Inc. from 2005 to 2020 and has been with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc. since 2020. Outside of financial advising, she owns Dvine Cookies LLC, a cookie company. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing customized, goal-based strategies and both discretionary and non-discretionary management options.

Morgan Golich is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including SageView Advisory Group, Cetera, and First Allied Advisory Services. He is also an associate wealth advisor at Bloomfield Hills Advisory. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

James Dziadziola is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jeffrey Core is a financial advisor with The Huntington Investment Company in Livonia, MI, holding Series 66 and Series 63 licenses and having 21 years of industry experience. His work history includes roles at Ameriprise, Infinex Investments, Flagstar Bank, and Fifth Third Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party and proprietary models, and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Melissa Bell is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios using proprietary algorithms, alongside a Managed Account program, and operates as a broker-dealer and insurance agency.

Emilyann Rubio is a financial advisor at Oppenheimer with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Comerica Securities, Inc., World Asset Management, and Morgan Stanley Smith Barney LLC. Rubio is based in Birmingham, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic asset allocation and various investment strategies tailored to client objectives.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Candice Schultz is a financial advisor at Hantz Financial Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2000. Outside of her advisory role, she is the owner of two businesses—C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, and Financially Wellthy, LLC, which focuses on financial wellness education and coaching through books, social media, and speaking events. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting businesses.

Richard Chadwick II is a CFP® professional with 27 years of experience at Hantz Financial Services, Inc., where he has worked since 1999. He holds Series 63 and Series 65 licenses and is based in Southfield, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Maddalena Parks is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Cirrus Wealth Management, Triad Advisors, City National Bank, RBC Capital Markets, and Wells Fargo Advisors. She serves as a trustee managing her mother’s trust. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs a combination of in-house models, custom portfolios, and third-party manager selection, supported by a dedicated Investment Policy Committee and extensive research resources.

William Szlag is a financial advisor at Sequoia Financial Group, L.L.C. in Troy, Michigan, holding a Series 66 designation with six years of industry experience. His previous roles include positions at LPL Financial, LLC and Hantz Financial Services. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citizens Securities and affiliated entities since 2014. Outside of advising, he also serves as a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed accounts while maintaining broker-dealer and insurance agency operations.