Norman Bald is a financial advisor at CoreCap Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap since 2020, following prior roles at The Leaders Group Inc and Ameriprise Financial Services. Outside of his advisory work, he is involved in marketing through M&O Marketing and serves as a successor trustee for a family trust. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

John Rafferty is a financial advisor at CoreCap Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The O.N. Equity Sales Company, Park Avenue Securities, and Ohio National Financial Services. Outside of his advisory role, he writes and publishes articles about his experiences raising children with special needs. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, self-directed retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a variety of investment vehicles and sub-advisors, and offers tax-efficient asset location and rebalancing services.

Kyle Akers is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Modern Wealth Management, LLC and has held roles at Barber Financial Group, Mutual Securities, and Osiwala & Associates Strategic Investment Services. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services including discretionary investment management, tax and estate planning, and insurance solutions.

Sanhita Bhattacharya is a financial advisor at Arax Advisory Partners with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Santander Securities, and First Republic. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with notable use of performance-based fee arrangements and carried interest structures for qualified investors.

Bryan Baines Jr. is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Patrick Hannon is a CFP® and holds a Series 66 license with 15 years of experience in financial advisory. He has been with RWA Wealth Partners since 2026, following 12 years at Planning Alternatives, Ltd. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and employs a diverse range of investment vehicles, combining fundamental and quantitative methods alongside customized fixed income and cash management strategies.

Christopher Kramer is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Outside of his advisory role, he is a partner in Blizzard Falls Entertainment, a film and television business based in Rochester Hills, MI. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, and institutional investors. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Craig Conley is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, with eight years of industry experience. He holds a Series 65 credential and has worked at Secure Investors Group and Secure Asset Management since 2017. Additionally, Conley is the owner of Son Life Incorporated, a business involved with assets under management and life insurance products since 1987. 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 both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Peter Wargo is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Barber Financial Group, Mutual Securities, Inc., National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and management team, offering discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions through affiliated entities.

Ryan Sheffer is a CFP® with 20 years of experience, currently serving as an advisor at Advance Capital Management Inc since 2005. He is also the owner of BAGGS PARTNERS, LLC, a real estate development business, and VanSheffer Ventures, which focuses on property development in Byron Center, MI. 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 portfolio construction and employing a range of strategies such as direct indexing and alternative investments.

Joshua Lanesky is a CFP® professional with five years of experience at JMG Financial Group LTD. Prior to joining JMG, he worked at NCS Construction for one year and Plante Moran for nine years. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors and employs an investment committee that emphasizes strategic asset allocation alongside tactical adjustments.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Hamlin also engages in insurance and fixed product sales through his roles with Consolidated Financial Corp and Briham Development. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through model and custom portfolios, access to third-party managers, and retirement plan advisory services. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes.

Samuel Kastamo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including independent painting work. Kastamo also owns Kastamo Financial LLC, an advisory and insurance services business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, and offers a platform that includes tailored suitability assessments and regular portfolio rebalancing.

Dylan Schalmo is a financial advisor at CoreCap Advisors with six years of industry experience. He holds a Series 66 designation and has worked with CoreCap Advisors and CoreCap Investments since 2019. Additionally, he serves as Director of Trading at Cooper, Adel, Vu Financial, LLC, where he sells life and annuity products. 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 approach focused on long-term investment strategies.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.

Hovig Danealian is a financial advisor at Plante Moran Financial Advisors in Southfield, MI. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cypress Partners, LLC, CFOx Advisory, Brose Group, Oakland University, Meijer, and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individual and institutional clients. The firm utilizes fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Robert Forte is a CFP® and Series 65–licensed financial advisor at Plante Moran Financial Advisors in Southfield, MI, with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers portfolio advisory services, strategic asset allocation, and investment policy development using fundamental, technical, and proprietary equity valuation models.

Thomas Kaufman is an advisor at HBW Advisory Services LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2013, with prior roles at HBW Securities LLC and Cetera Advisor Networks LLC. He is also the owner of TMK Financial Services LLC, a tax and accounting business. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and multi-manager diversification, and serves a large client base with a mix of retail, institutional, and intermediary relationships.

Eric Giosa is a financial advisor with Capital Analysts who holds a Series 66 credential and has 11 years of industry experience. He has been associated with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, he coaches ice hockey at Detroit Catholic Central High School. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, utilizing proprietary screening processes and a range of customizable investment solutions.