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.

Christopher Williams is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with Foundations Investment Advisors since 2026 and has prior experience with Quest Commonwealth, New York Life, and various professional sports organizations including the NCAA, American Hockey League, ECHL, and USA Hockey. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, and offers services through a broad network of affiliated offices using model portfolios and an asymmetric rebalancing strategy.

Armani Zori is a CFP® and CFA® charterholder with nine years of experience in the financial advisory industry. He has been with Plante Moran Financial Advisors since 2017 and previously held roles at Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, and offers both discretionary and non-discretionary portfolio management solutions.

Timothy Zimcosky is a CFP® professional with 46 years of experience in financial advisory. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kalos Capital, Inc. and Kalos Management. He also serves as president of Zimco Capital, a financial planning firm offering services including securities, mutual funds, and REITs. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team and affiliated broker-dealer, offering a range of investment strategies and retirement plan consulting.

Jason Steeno is a financial advisor at CoreCap Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CoreCap Advisors since 2020, with prior experience at Regal Securities and Scottrade, Inc. 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 follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Anthony Chisolm is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Arax Advisory Partners and previously worked at Schechter Investment Advisors, Foresight Capital Management Advisors, Raymond James & Associates, and Ameriprise Financial Services. Chisolm also engages in insurance consulting and sells fixed insurance products through Schechter Wealth. Arax Advisory Partners provides wealth management and advisory services to a diverse clientele, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, and a combination of traditional and alternative investments.

Carla Stamps is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked at Summit Financial, LLC since 2023 and previously held positions at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory role, she is actively involved in charitable organizations focused on youth mentoring and community development, serving as secretary of Empowered Minds, Inc. and vice president of MicroMissions. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Erin Nordloh is a financial advisor at Summit Financial, LLC with 14 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Clearing, Raymond James & Associates, Inc., and Voya Financial Advisors. In addition to her role at Summit Financial, she is involved with Great Lakes Private Wealth as a Wealth Relationship Manager. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate client preferences and provides access to alternative investments and retirement plan advisory services.

Paul Jude is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 license and has worked at Soltis Investment Advisors since 2021. Prior to that, he was with HBKS Wealth Advisors for one year and TIAA-CREF from 2016 to 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals—including high-net-worth clients—as well as institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a broad range of asset types.

Jeffrey Fratarcangeli is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Merrill. He serves as treasurer for the Broward Health Foundation and holds board memberships with several nonprofit organizations. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Leland Proshek is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked extensively with Chart Advisors Inc. since 1999, where he is also the owner of a tax and insurance planning business. Secure Asset Management primarily serves individual clients with personalized financial planning and discretionary investment management, offering pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and focuses on individual and plan-level consulting rather than traditional corporate client relationships.

Daniel Orfin is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He has worked at MipPro Wealth Management Inc. and Gibbs Wealth Management since 2024 and has operated Orfin and Associates Inc. since 2000. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed model management program, utilizing third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on client financial situations, goals, and risk tolerance.

Joseph Abbott is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus Insurance and Quicken Loans. Abbott is also licensed as an insurance agent. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Michelle Tomei is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior work includes roles at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and OSAIC. She serves as Chair and Board Member of the South Lyon Educational Foundation and provides life insurance and annuity products through B&P Financial Services. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network. The firm combines discretionary and non-discretionary investment management with proprietary mutual fund screening and collaborates with institutional partners such as Lincoln Investment and Pershing/BNY.