Stefan Ropp is a financial advisor at Asset Allocation Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with GLP Investment Services, LLC and GLP & Associates, LLC since 2017. Outside of advisory services, he is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both individual investors and institutional clients. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and employer retirement account advisory.

Lance Johnson is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 66 and Series 63 licenses and has 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 individuals, pension and profit-sharing plans, trusts, estates, charities, and corporate clients. The firm offers a variety of programs, including Advisor-as-Portfolio-Manager, third-party managed solutions through Envestnet, and proprietary W.I.S.D.M. models, managing approximately $4.21 billion in client assets.

Kevin Berwald is a CFP® and ChFC® with 29 years of industry experience. He has been with Regal Investment Advisors LLC since 2021 and previously worked at Pacific Life for 19 years. Outside of his advisory role, he is involved in sales coaching and consulting through Berwald Financial Enterprises, LLC and Catalyst4Growth, and serves as a national sales manager for Lionshare. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and subadvisors, serving individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios and grants advisers discretionary authority to manage and rebalance accounts according to selected strategies.

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Eric Dahlberg is a CFA® charterholder at Plante Moran Financial Advisors with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and works with third-party managers, primarily on a non-discretionary basis.

Gerard Taylor is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, Summit Brokerage Services Inc, and Wells Fargo Advisors. He is also the owner of Taylor & Associates, LLC, an investment-related business. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through various financial planning and portfolio management services across multiple advisory programs and platforms.

Christopher Barnas is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Detroit since 2013. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at PKS Investments, Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with a centralized investment management team and uses a combination of internal management, third-party managers, and customizable model portfolios.

Mary Hanson Kent is a financial advisor at Bison Wealth, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Raymond James and Village Global. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Julie Goldsmith is a CFP® with 39 years of industry experience, serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 registration and works out of Plymouth, MI. Outside of her advisory role, she is Co-President of a condominium association and works as an insurance agent focusing on life, health, and annuity lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and third-party money manager relationships through platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering integrated financial solutions.

Dino Berri is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LPL Financial LLC and Oak Ridge Private Wealth. He is also an independent insurance agent involved in fixed and indexed annuity sales as well as life insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients including individuals, high-net-worth individuals, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary management approaches, supported by third-party sub-advisers and custodians.

Alan Crouse is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Signal Advisors Wealth, LLC and has prior experience at firms including Alight Financial Solutions, TIAA, and Transamerica Retirement Advisors. In addition to his advisory work, he serves as an online instructor for Dalton Education, teaching financial professionals pursuing the CFP designation. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and retail clients. The firm employs a top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting advisors with trading, rebalancing, and administrative services.

Nathan Garrigus is a CFP® professional affiliated with Gibbs Wealth Management, LLC in Livonia, MI. He has been in the financial advisory industry since 2024, with prior experience at Custom Wealth Solutions and Comerica Bank. He holds the Series 66 license and is currently part of a multi-team firm with 68 advisors. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Adam Broka is a CFA® charterholder with 7 years of industry experience. He has been with Plante Moran Financial Advisors in Southfield, MI since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Adam Rosier is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and 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 a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, employing customizable, goal-based strategies with both discretionary and non-discretionary management options.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.

Richard Grucz is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include SagePoint Financial, American Portfolios Advisors, Inc., OSAIC Services, Inc., and Sunamerica Securities, Inc. In addition to his advisory work, he is also a licensed insurance agent. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by distinct operational platforms and a network of over 100 financial professionals.

Sandra Kerr is a CFP® with 33 years of industry experience. She is currently with Perigon Wealth Management, LLC and has held prior roles at firms including Lumin Financial, Baron Wealth Management, and Henrickson Nauta Wealth Advisors. Outside of her advisory work, she is a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm’s investment approach focuses on individualized portfolio construction aligned with client goals, time horizon, and risk tolerance, along with active oversight of sub-advisors and wrap-fee programs.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at GLP & Associates, Inc., Viridian Equity Partners, and Gainplan LLC. Outside of his advisory role, Pagano owns and operates businesses focused on selling travel club memberships and providing referral services to CPA firms. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and supplements portfolio management with financing options tailored to clients' liquidity and risk profiles.