Alexander Winnie is a Series 65-registered financial advisor with Plante Moran Financial Advisors in Ann Arbor, MI, with two years of industry experience. His background includes roles at CG Financial Services and eBUYMEDIA, as well as academic involvement at Michigan State University. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and manages both discretionary and non-discretionary portfolios.

Christopher Michalak is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Avantax Planning Partners, Inc. and has held roles at various related firms including Cetera Wealth Services and Avantax Advisory Services. Michalak serves as a board member of CARES and is involved in local government budgeting and strategic planning through the City of Saline's LDFA Committee. He is also president of Capstone Tax & Financial, Inc., where he oversees tax preparation and accounting operations. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisors. The firm manages assets for individuals, pension plans, and charitable organizations, utilizing tax-intelligent strategies and discretionary account management.

Gabriel Sandler is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He has previously worked at Wolverine Tax and Financial LLC and Capstone Tax & Financial, Inc. Sandler is also an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach across multiple asset classes and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

William Ulle IV is a CFP® with six years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2018. Prior to joining the firm, he worked at Enterprise Rent-A-Car and studied at Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a variety of clients, including individuals, institutions, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Robert Young is a CFP® with seven years of industry experience. He has worked at Edward Jones and A123 Systems Inc. before joining Kingsview Wealth Management, LLC, where he is currently an advisor. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management across a broad range of securities and operates proprietary model portfolios alongside partnerships for tax, estate, and alternative-asset services.

Jeremiah Johnson is a CERTIFIED FINANCIAL PLANNER™ with 29 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2016 and previously worked at LPL Financial. Beyond his advisory role, he is involved with the Raisin Charter Township and the Saline Area Chamber of Commerce. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

Austin De La Cruz is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Plante Moran Financial Advisors since 2023 and was previously with Plante & Moran, PLLC from 2014 to 2023. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Lance Johnson is a financial advisor with B. Riley Wealth Advisors, Inc. in Plymouth, MI, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. His prior roles include positions at Brighthouse Financial and Foreside Fund Services, LLC. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and business clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via the Envestnet platform, internally managed models, and financial planning services, managing approximately $4.21 billion in assets with a team of about 173 advisors.

James Silbernagel is a CFP® with 40 years of experience in the financial industry. He is currently with Concorde Asset Management, LLC and has held roles at Concorde Investment Services, Woodbury Financial Services Inc, and operates The Silbernagel Group, which provides consulting services to families of high school students on college planning. He is also involved in managing a tax practice, hosting a weekly online radio show, and participates on the advisory board of a philanthropy organization focused on educating high school students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including discretionary trading and allocation oversight.

Allison Nowacki is a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI, holding a Series 65 credential with one year of industry experience. Prior to joining Plante Moran, she worked at Ameriprise Financial Advisors and Azimuth Capital Management. Outside of finance, she is involved with Harper's Brewpub and Restaurant, where she has been a DJ since 2022. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Ross Ziegler is a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI, holding a Series 65 designation with one year of industry experience. His prior roles include positions at CincyTech and Pine Lake Capital, as well as experience outside finance in education and funeral services. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm employs a range of analytical techniques and a proprietary equity valuation model, managing a substantial portfolio through both discretionary and non-discretionary arrangements.

Mary Hanson Kent is a financial advisor with Bison Wealth, LLC in Canton, MI, holding a Series 65 designation. She has been with Bison Wealth since 2025, with prior experience at Raymond James and Village Global. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, curated model portfolios, financial planning, and a turnkey asset management platform for unaffiliated advisers, utilizing both traditional and alternative investments alongside option-based overlay strategies.

Carson Stoltz is an investment advisor at Concorde Asset Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Concorde Asset Management since 2022. Outside of his advisory role, Stoltz is involved in legal and identity insurance referrals, serves as a trustee for a family client, and drives for DoorDash. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs individualized portfolios using model-based strategies and serves as an overlay manager with established operational relationships and ERISA retirement-plan advisory services.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Adam Rosier is a financial advisor with Strategic Blueprint, LLC in Northville, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management, financial planning, and consulting services through a network of independent advisory representatives.

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.

Eric Johnson is a CFP® and holds a Series 65 license with six years of experience at Plante Moran Financial Advisors. His career includes roles at Grand Valley State University, Thomson Reuters, and First National Bank. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Lamindy Brandon Joseph is a CFP® with 20 years of industry experience and is currently affiliated with CL Wealth Management LLC. He has held roles at Noir Private Wealth, LLC and Cabot Lodge Securities, and has served as a part-time instructor at the University of Phoenix since 2010, teaching finance, economics, and business courses. He is also managing partner of Centurion Wealth Management and managing member of Centurion Financial Advisers, which provides financial planning, insurance solutions, tax preparation, and CFO services for nonprofits. CL Wealth Management LLC offers portfolio advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis and manages accounts on both discretionary and non-discretionary bases.

Darren Van Hevel is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Advisor Network since 2020 and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2020. Outside of his advisory role, he serves as a college football official for the Great Lakes Intercollegiate Athletic Conference and works as a video operator for Detroit Lions home games. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisors. The firm emphasizes a long-term investment approach, building customized portfolios with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and a range of implementation options.