David Price

Jon Solitro is a CFP® with 12 years of experience in the financial industry. He has worked at Principal Securities INC, Washington Avenue Advisors, Holt-Dimondale Agency, The Centennial Group, and Principal Life Insurance Company. He serves as a board member for Youth Haven. CIG Asset Management provides discretionary and non-discretionary asset management and consulting primarily for institutional and high-net-worth clients, focusing on corporate and business entities. The firm employs a strategic and tactical asset allocation approach using behavioral, fundamental, and quantitative analysis, and incorporates external managers and alternative investments in client portfolios.

Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.

Richard Diaz Jr. is a financial advisor with MD Advice Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Principal Securities Inc., Washington Avenue Advisors, The Centennial Group, and Principal Life Insurance Company. He is also licensed to sell various insurance products, including life, health, and annuities. MD Advice Financial provides investment advice, financial planning, and insurance solutions to individuals and high-net-worth clients. The firm uses a combination of tactical and strategic model allocations, separately managed accounts, and external managers, with an investment approach focused on asset allocation aligned to client risk tolerances through both fundamental and quantitative analysis.

Marvin Brigman is the principal of Brigman Wealth Management in Holt, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been self-employed since 1995 and maintains a life, accident, and health insurance license as part of his business activities. Brigman Wealth Management serves individual investors and a limited number of business clients, offering discretionary portfolio management and advice focused on fundamental securities analysis with a primarily long-term investment approach. The firm emphasizes selecting individual securities and provides direct oversight through the principal, managing approximately $5.4 million in assets across about 38 clients.

Justin Lee is a financial advisor at Church Organizers Foundation with a Series 65 credential and three years of industry experience. Prior to joining the firm, he worked at Chick-fil-A, Inc. for two years and spent a decade in full-time education. Church Organizers Foundation serves individual clients, trusts, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and consulting services. The firm emphasizes tax-efficient, customized portfolios using fundamental analysis and formal asset allocation, and it operates as a nonprofit foundation offering reduced-rate or pro bono services to congregations and charities.

Anne Lee is a financial advisor at Church Organizers Foundation with a Series 65 designation and three years of industry experience. She has previously worked at Lee Law Office PLLC and Schroeder Investment Advisors, LLC. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, offering discretionary investment advisory, portfolio management, financial planning, and specialized consulting. The firm focuses on tax-efficient portfolio construction using individual bonds and equities, with an investment approach grounded in fundamental analysis, formal asset allocation, and risk management through bond maturity holdings.