Alex Tanner is a financial advisor with Summit Financial, LLC, holding a Series 65 credential. He has been with Summit Financial since 2026 and has no prior industry experience. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches across various programs and platforms.

Christopher Bokmuller is a financial advisor with Packerland Brokerage Services, Inc. in Clinton Township, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, PKS Advisory Services, LLC, Michigan Securities, Inc., and MI Advisors. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through a variety of managed and fee-based programs. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Christine Fogg is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. Her prior work includes roles at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and advisory services supported by an in-house investment management and research team.

Thaddeus Schlaud is a CFP® and holds a Series 66 designation, with 13 years of experience in financial advising. He has worked at Secure Asset Management, L.L.C. since 2025 and previously spent 10 years at Gainplan LLC. Outside of advising, he owns Clarkston Party Rental, a business unrelated to finance. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs strategies guided by written Investment Policy Statements and utilizes a combination of fundamental, technical, and cyclical analysis alongside third-party managers and held-away account management.

Jacqueline Venier is a CFP® professional with 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2006 and 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 high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary portfolio management, managing a notable mix of assets across multiple investment vehicles.

David Howard is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Simasko Financial, CoreCap Investments, LLC, and CoreCap Advisors, LLC since 2016. In addition to his advisory role, he assists clients with individual and tax returns during tax season. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and 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 a range of third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

Caterina Defalco is a CFP® with 20 years of industry experience, currently serving at Advisory Services Network since 2012 and Argentora Wealth Management since 1995. She holds a Series 63 license and has additional roles including licensed insurance agent and financial industry consultant. Outside of finance, she is an author and president of several ventures focused on French cuisine and culture, including writing books and producing related media. Advisory Services Network is an independent enterprise firm with over 200 advisors serving individuals, families, corporations, and charitable organizations. The firm offers customized portfolio management, financial planning, and retirement-plan consulting through a diverse range of investment strategies and account management options.

Joe Dahm is a financial advisor at Asset Allocation Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with GLP Investment Services and GLP & Associates since 2001. Outside of his advisory work, he is involved with DAHM Editorial Services, LLC, a copy editing business. 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 strategic asset allocation using advanced quantitative techniques and offers additional services such as 529 plan assistance and investment policy reviews.

Steven Azoury is a financial advisor at CoreCap Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has been with CoreCap Investments, LLC since 2015. Outside of his advisory role, he operates as an independent insurance agent through Azoury & Associates and Azoury Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a broad range of clients, including high-net-worth individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and makes use of mutual funds, ETFs, individual equities, fixed income, and third-party asset managers.

Jeffrey Perry is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quest Commonwealth and Comcast. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm delivers tailored advice through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing strategies.

Ronald Thompson Sr. is a financial advisor at CoreCap Advisors with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he serves as president and attorney at Thompson Stewart, P.C., where he provides legal services including estate planning, corporate law, family law, and civil litigation. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales after client discussion.

Peter Frawley is the president of Overwatch Advisors, LLC, with 21 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments, LLC since 2012. Overwatch Advisors serves other investment advisers and institutional clients as a subadviser, focusing on equities and exchange-traded funds through tactical portfolio management that combines charting, fundamental, quantitative, and technical analysis. The firm manages client mandates on a discretionary basis and employs both long-term and short-term trading strategies.

Mark Carpenter Frere is a financial advisor at Capital Analysts with seven years of industry experience and holds a Series 66 designation. His prior work includes roles at Lincoln Investment and Michigan Solar. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through various programs and advisor-managed models. The firm employs an in-house investment management and research team and offers customized portfolios, automated rebalancing, and tax-aware options.

Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Jason Spencer is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Independent Financial Partners, Brighton Wealth Management, and LPL Financial. Secure Asset Management primarily serves individual clients, including both non‑HNW and high‑net‑worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written Investment Policy Statements and utilizes third‑party managers and platforms for account management.

William Gibbons Jr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wealthcare Advisory Partners and Integrated Wealth Concepts, as well as LPL Financial since 2002. Outside of advisory roles, he serves as a board member and treasurer for the Lapeer County Community Foundation and holds a full-time position as a Certified Public Accountant at Mattina, Kent & Gibbons, P.C. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative investment platforms.

Emily Lydey is a CFP® and Series 65 registered financial advisor with Plante Moran Financial Advisors, based in Southfield, MI. She has five years of industry experience and has worked at Plante Moran Financial Advisors since 2019 with a brief tenure at Jackson National Life. Prior to her advisory career, she was affiliated with The Andersons and Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary valuation models to manage both discretionary and non-discretionary portfolios.

Jonathan Teal is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He is the owner of Teal Capital Incorporated and Polaris Private Wealth, the latter providing investment management and insurance services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount management and 529 plan services.

Shawn Glasgow is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Shawn serves as a firefighter for the City of Lapeer and is a managing partner at Polaris Private Wealth LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary accounts.

Matthew Harbarcuk is an investment advisor representative at Elevation Point Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, Transcend Wealth Collective, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he conducts limited insurance sales activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and business entities, using model portfolios with tactical asset allocation across multiple investment vehicles and incorporating insurance distribution and annuity servicing within its advisory services.