Daniel Youngs is a CFP® professional with 43 years of industry experience. He currently serves as an advisor at OSAIC and has held prior roles at FSC Securities Corporation and HFG Advisors, Inc., which he also owns. Outside of his advisory work, Youngs is the CEO of Succession Connection Inc., a website business focused on connecting financial advisors for succession planning. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers. The firm serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering a range of advisory programs and investment solutions.

Jordan Marchewka is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at HFG Advisors Inc. in Kalamazoo, MI. His career includes roles at FSC Securities Corp and Consumers Energy. He contributes to the finance team at The Bridge Church, assisting with budget oversight and fund allocation. HFG Advisors, Inc. manages approximately $52.2 million for a small client base, including high-net-worth individuals, trusts, estates, and retirement accounts. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, focusing on diversified, long-term investment strategies without using third-party advisers.