Thomas A Reason

Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

Craig Mckee is the principal of XLM Capital Management, an independent advisory firm based in Dexter, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Mckee has led XLM Capital Management since its founding in 2003. XLM Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, estates, and businesses. The firm focuses on direct equity and options strategies, constructing concentrated portfolios tailored to each client's objectives and risk tolerance without using pooled vehicles or mutual funds.

Christopher Noble is the sole advisor at Greydog Financial in Ann Arbor, MI. He holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Greydog Financial, he worked for 15 years at Kellogg Company and seven years at Cabinetworks Group. Greydog Financial serves individual and high-net-worth clients with comprehensive, project-based financial planning and ongoing financial education. The firm emphasizes non-discretionary, passive investment recommendations implemented through index mutual funds and ETFs, and it is noted for offering stand-alone educational services and flexible billing arrangements.

Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.

William Marks is a financial advisor at Security Financial Advisors, LLC in Ann Arbor, MI, holding a Series 65 designation with 15 years of industry experience. He is also a certified public accountant and owner of Beaupre & Marks, PC CPA, a firm he has operated since 1998. Marks has been with Security Financial Advisors since 1994. Security Financial Advisors, LLC provides discretionary investment management and financial advice to individuals and trusts, including high-net-worth clients. The firm employs fundamental and technical analysis to implement diversified equity strategies and maintains an affiliation with Beaupre & Marks, PC CPA, offering integrated financial and accounting services.