Axel Contreras Luevano

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Scott Fraungruber is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jacob Jackson is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Ameriprise Financial Services and security management firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet platform, combining third-party and proprietary investment models under an open-architecture structure.

Christopher Carlson is a CFP®-certified financial advisor with Edward Jones, based in Rockford, MI. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.