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.

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.

Dillon Schroeder is a CFP® professional with three years of experience at Foresight Capital Management Advisors, Inc. He has worked exclusively with the firm since 2020 and has prior experience in education and hospitality. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education alongside portfolio management, using mutual funds, model portfolios, and third-party managers to implement asset allocation targets.

Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.

Patrick Carney is a CFP® professional with five years of industry experience, currently serving at Foresight Capital Management Advisors, Inc. since 2017. Prior to his financial advisory career, he worked at Busy Bee's Landscaping and Bandits Goalie School. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and uses a combination of mutual fund and model-portfolio selection, third-party managers, and performance benchmarking in its investment approach.

Jeffrey Condon is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory role, he serves as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client objectives and combines fundamental, technical, and cyclical analysis without permitting discretionary trading by its advisors at the individual account level.

Michael Cooley is a financial advisor at Altitude Capital Management LLC with the ChFC® designation and two years of industry experience. His prior roles include positions at Whitney & Associates, Forthright Capital Partners, and RidgeBrooke Retirement Planning. Outside of advising, he is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an emphasis on individualized strategies based on client goals, risk tolerance, and time horizon.

Erkki Peippo is a financial advisor at Concorde Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial Inc. and through his own CPA firm. Outside of advisory work, he is involved in farming through Peippo Farms and operates as an insurance agent. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm uses a model-based portfolio construction approach with in-house and external strategists, offering alternative investments and ERISA plan services.

Kyla Mc Moran is an investment advisor representative with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Concorde Asset Management since 2021 and is also associated with Bravest Wealth Management and Concorde Investment Services. Outside of her advisory roles, Mc Moran is active in her community as president of the Legacy Rotary club, where she leads meetings and chairs the annual fundraiser. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategies, and offers a range of investment products alongside ERISA fiduciary services.

Adam Simon is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Realized Financial, Inc. and Mosser Capital Management LLC. Outside of securities trading, he serves as president of Nomisimon, Inc., a real estate consulting company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Amy Arnold is a financial advisor at Concorde Asset Management, LLC in Ann Arbor, MI, with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including American Alternative Capital, LLC and Proequities, Inc. Outside of her advisory role, Arnold is a part owner of L&A Outdoors, an RV rental and park business on Lewis Smith Lake. She also serves on the board of ADISA, providing oversight on independent broker-dealers and due diligence practices. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement clients. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategists, and provides a range of investment options including alternatives and ERISA plan services.

Delmar Mckinney II is a financial advisor at Concorde Asset Management, LLC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2016. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm’s investment process emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house models and external strategists on platforms such as Envestnet and Orion.

Jeremiah Johnson is a CFP®-designated financial advisor with 28 years of industry experience, currently with Wealthcare Advisory Partners LLC. He has previously worked at LPL Financial and Waddell & Reed, and he is involved with the Raisin Charter Township and the Saline Area Chamber of Commerce. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and multiple investment platforms to construct long-term oriented portfolios.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

James Silbernagel is a CFP® with 39 years of industry experience, currently serving at Concorde Asset Management, LLC since 2019. He previously worked at Woodbury Financial Services and has been involved with The Silbernagel Group, a consulting business advising families on college planning and financial aid. Outside of his advisory role, he hosts a weekly online radio show and manages a tax and insurance practice. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options and ERISA fiduciary services.

Matthew Kredit is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Principal Life Insurance Company. Outside of his advisory role, Kredit is a licensed insurance agent and a Certified Divorce Financial Advisor. Concorde Asset Management provides investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm focuses on individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternatives and ERISA plan services.

Carson Stoltz is an investment advisor at Concorde Asset Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management since 2022. Outside of his advisory role, Stoltz is involved with Legal Shield & ID Shield as a referral representative and serves as a tertiary successor trustee for a family client. He also works as a DoorDash driver. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Concorde since 2018 and previously was with Woodbury Financial Services for 15 years. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm, where he consults and presents to parents of college-bound students. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, offering a range of products and services including wrap fee programs, UMA overlay management, and ERISA plan services.

Nathan Kosanke is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Orchid Orthopedics and Plastic Omnium, as well as teaching roles at Eppler Middle School and Utica High School. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm utilizes model-based portfolio construction and individualized asset allocation, with a range of investment options including alternative products and ERISA fiduciary services.

James Maher is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Concorde since 2013 and also operates Maher Financial Group, which he founded in 2004. Outside of advisory services, he is involved in lawsuit funding and structured settlement consulting through Michigan Lawsuit Funding, LLC and Maher Structured Settlements. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house and external strategist models, and offers a range of services including wrap fee programs and ERISA plan advisory.