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 Series 66 licensed financial advisor with 10 years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Mutual Securities, Inc., Barber Financial Group, LLC, National Planning Corporation, and Osiwala Financial Group. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

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 and a total of 15 years in the financial industry. His prior work includes nine years at Plante Moran and one year at NCS Construction. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers tax consulting, private investment fund advisory, and held-away account management features.

Brian Hamlin is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advisory work, he is an insurance agent involved in the sale of insurance and fixed products through Consolidated Financial Corp and Briham Development. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

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 with a Series 65 credential and one year of industry experience. His prior work includes roles at Cypress Partners, CFOx Advisory, and Brose Group. Danealian also has experience in education, having worked at Oakland University and Cousino Senior High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model to support its investment decisions.

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 holds a Series 65 license, with nine years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors, LLC 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

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, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Consolidated Financial and Lincoln Investment Planning LLC since 2016 and had a brief tenure with Transamerica Financial Advisors in 2015. Outside of his advisory work, he serves as an ice hockey coach at Detroit Catholic Central High School. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Plante Moran Financial Advisors and its affiliated insurance agency since 2013, following three years at Charles Schwab. 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 employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Fred Sultan is a financial advisor with American Independent Securities Group, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 13 years at L.M. Kohn & Company prior to joining his current firm. Additionally, he is licensed as an insurance agent, selling life, variable annuity, and accident/health insurance on a part-time basis. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers and TAMPs, and offers an optional third-party estate-planning service.

Michael Myers is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Sanctuary Securities, and Sanctuary Advisors. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes client-specific investment policies and equitable allocation of opportunities.

Bradley Feldman is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Schechter Investment Advisors and Kingswood Capital Partners. Feldman is also involved as a senior wealth advisor at Robert Schechter & Associates, where he places life insurance and annuity policies for high net worth individuals. Arax Advisory Partners provides wealth management and advisory services to individuals, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by internal teams and third-party resources.

Paul Ragheb is a financial advisor at Azimuth Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and tailored fixed-income solutions, managing portfolios on a primarily discretionary basis while accommodating client-specific mandates and a range of investment instruments.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. 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 emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors to manage client portfolios.

David Kurschat is a CFP® professional affiliated with Creative Financial Designs, Inc., with three years of industry experience. His work history includes roles at Covenant Financial Group and TRIGO Global Quality Solutions, as well as involvement in financial planning and tax preparation activities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and affiliated services in insurance and tax.