Ruhin Shah is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and currently based in Clinton Township, MI. Shah has been with Plante Moran since 2025 and has prior experience at Ally Financial, Toyoda Gosei, and various educational institutions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, offering strategic asset allocation and portfolio management through a range of investment vehicles and analytical approaches.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

James Kraatz is a financial advisor at Blackridge Asset Management, LLC with 35 years of industry experience. He has been with Blackridge since 2017 and previously worked at NEXT Financial Group, Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Kraatz owns Faith Investment Services LLC, which involves sales of fixed insurance products. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a model-based approach through an affiliated turnkey asset management platform and sponsors multiple wrap-fee programs while employing a combination of fundamental, technical, and charting analysis in portfolio management.

Patrick Brown is a financial advisor with Lifemark Securities Corp. in Livonia, MI, holding Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at Lifemark since 2018 and Foresters Equity Services from 2015 to 2018. In addition to advising clients, he operates as an independent insurance agent. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering customized programs such as Unified Managed Accounts and Separately Managed Accounts with both discretionary and non-discretionary management options.

Cameron Roehl is a CFP® professional with 12 years of industry experience, currently serving at Plante Moran Financial Advisors since 2013. He holds a Series 65 registration and is based in Clinton Township, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and offers both discretionary and non-discretionary portfolio management, managing approximately $25 billion in assets as of the end of 2025.

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Gavin Schmidtmann is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has previously worked at Aurora Securities Inc., Oakland Hills Country Club, Country Club of Lansing, and Ferris State University. Schmidtmann is also licensed as an insurance agent, offering fixed insurance products through Secure Investors Group. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on serving individuals and plan-level consulting rather than traditional corporate clients.

Mitchell Sehi is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Pruco Securities, and Equitable Advisors. Outside of advising, he has worked in the hospitality industry as a server at Ocean Prime. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses with investment advisory and financial planning services. The firm utilizes a goals-based financial advising approach supported by proprietary software and behavioral economics, employing both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to joining Arax, he was with Gries Financial LLC for five years, Rehmann Capital Advisory Group for three years, and operated Samrah Advisory Services for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a network of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Tetyana Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI. She holds Series 63 and Series 65 designations and has 16 years of industry experience, having worked at Berthel Fisher since 2009. In addition to her advisory role, she is licensed to solicit insurance products. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and investment strategies, delivered by approximately 100 independent investment adviser representatives.

Thomas Williams is a financial advisor at Financial Gravity Family Office Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Hochfelder & Weber, P.C. Williams is also the managing partner of Advisant Financial LLC, where he oversees day-to-day operations focused on tax planning and compliance. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Steven Dolinski is a financial advisor with PKS Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Purshe Kaplan Sterling Investments and PKS Advisory Services since 2020, and previously with Michigan Advisors, Inc. and Michigan Securities, Inc. Dolinski also has experience outside finance, including a role at Detroit Receiving Hospital since 2018. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, offering tailored portfolios that utilize mutual funds, ETFs, independent managers, and individual securities through a combination of fundamental and technical analysis.

Michael Sharber is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 license and nine years of industry experience. He previously worked at Bank of America and Merrill before joining Kestra in 2022. Outside of his advisory role, he serves as Managing Partner at Polaris Private Wealth and owns Sharber Investments Inc., both entities involved in providing investment and financial advisory services. Kestra Private Wealth Services, LLC offers investment advisory through a network of independent advisors and multi-advisor teams, serving individuals and institutions. The firm manages approximately $13.45 billion in client assets and provides access to a wide range of investment products and platforms within a model that supports both discretionary and non-discretionary arrangements.

Keith Murphy is a financial advisor at HighPoint Planning Partners with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with HighPoint Advisor Group since 2015, also maintaining a long-term association with LPL Financial since 1998. Murphy has involvement in a separate business entity, Murphy Wealth Management LLC, which is classified as not investment related. HighPoint Advisor Group serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and utilizes fundamental analysis to construct tailored investment policies across a range of securities and third-party platforms.

Taylor Young is a Series 65-licensed advisor with Alera Investment Advisors, LLC, based in Rochester, MI, and has two years of industry experience. He has worked at Alera Investment Advisors since 2024 and operates an insurance agency, Rick Young Insurance Services, since 2014. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates insurance and pension consulting platforms into its services.

Alan Gieleghem is a CFP® and holds a Series 66 license, currently serving as an advisor at Kingsview Wealth Management, LLC with eight years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for six years and spent ten years with the Troy School District. Kingsview Wealth Management serves a broad mix of clients, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, retirement plan consulting, and access to third‑party managers and alternative investments.

Larry Woods is a CFP® with 40 years of industry experience, currently serving at Calton & Associates, Inc. since 2019. He previously worked for Capital Financial Services, Inc. for 15 years and has been involved with Woods Financial Services/Magellan Investment Advisory Group, LLC since 1989. Outside of advisory work, he owns and operates a tax preparation and traditional life insurance business for senior clients. Calton & Associates provides portfolio management, financial planning, and retirement plan consulting to individual investors, trusts, estates, and other retail clients. The firm offers a variety of investment programs and combines advisory services with commission-based brokerage and insurance products.

David Camilleri is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory work, Mr. Camilleri is a certified public accountant with Butala Simmons, Camilleri & Baranski PC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework.