Jeffrey Bonynge is a financial advisor with Secure Asset Management, L.L.C. in Troy, Michigan. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Aurora Securities, Alt Fund Distributors, Managed Asset Portfolios, and Edward Jones, as well as seven years at The Rivera Cafe. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm applies a blend of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on equitable allocation of opportunities while maintaining client assets with external custodians.

Matthew Ferri is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Madison Avenue Securities in 2022, he has been managing the Law Office of Matthew A. Ferri, PLLC as the managing attorney since 2008. He serves as co-trustee for the Karen S Ferri Living Trust and as conservator and trustee for various estates and trusts. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple investment platforms and offers both discretionary and non-discretionary portfolio management.

Jacob Sansom is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CoreCap Investments, CoreCap Advisors, Cooper, Adel, Vu Financial, and Cambridge Investment Research Advisors. In addition to advisory work, he oversees the creation of client tax returns through Cooper Adel Vu Tax Services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and long-term, focusing on mutual funds, ETFs, equities, and bonds, with additional services including tax-efficient asset location and opportunistic rebalancing.

Patrick Patin is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2023. Previously, he spent seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a future minority owner of Tiger Software, a stock ranking software business undergoing modernization to a cloud platform. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that emphasizes both advisor-led monitoring and client trade approvals.

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.

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.

Morgan Golich is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at SageView Advisory Group, Cetera, and First Allied Advisory Services. He is also involved as an associate wealth advisor with Bloomfield Hills Advisory. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and institutional platform integrations.

James Dziadziola is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Oppenheimer since 2006, following a brief tenure at Raymond James & Associates. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a focus on asset allocation, manager selection, and customized consulting and retirement planning.

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 with Oppenheimer, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Comerica Securities, Morgan Stanley, and World Asset Management before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Candice Schultz is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience, all with Hantz since 2000. Outside of her advisory role, she is the owner of C.B. Schultz, LLC, where she works as an author, writer, speaker, and life coach, as well as 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 individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology solutions such as Direct Indexing with automated tax-loss harvesting.

Richard Chadwick II is a CFP® professional with 28 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1998. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-enabled trading and tax strategies.

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.

Ryan Hamlin is a CFP® and Series 66-registered advisor with AE Wealth Management, LLC, based in Troy, MI. He has three years of industry experience and previously worked at LPL Financial and Premier Financial. Outside of his advisory role, he is involved in insurance sales with the Burzynski Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a model portfolio and platform-driven approach, managing approximately $49.8 billion for over 127,000 clients.

Steven Warner is a financial advisor with TIAA-CREF in Rochester, MI, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior work includes long tenures at Valic Financial Advisors and the Variable Annuity Life Insurance Company, as well as a recent position at Ameriprise Financial Services. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary portfolio management and acts as adviser to a donor-advised fund.