Kristie Guadiano is a financial advisor at Vertrix Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Greystone Financial Group and Polaris Greystone Financial Group. Kristie serves as a board member of the Sentinel Group advisory partner board. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Corey Davis is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 license and four years of industry experience. His prior roles include positions at EHG Wealth Management LLC and Mattson Financial Services, LLC. Outside of finance, he owns Corey Davis Films, LLC, a wedding videography business. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with a preference for passive, low-cost investments. The firm integrates estate-planning and tax services within a fixed annual fee structure.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market valuation models and frequently employs third-party managers and alternative investments.

Jonathan Arntz is an associate advisor at SEIA with two years of industry experience. He previously worked at Cedar Brook Group for four years and was self-employed in construction for nine years. Outside of advising, he is involved in property management through BDD Unlimited LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured six-step process.

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior work includes nine years at Lincoln Investment and nine years at Legend Equities Corp. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its service offerings.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and four years of industry experience. Prior to joining Plante Moran Financial Advisors in 2022, Cartier worked at Plante Moran from 2017 to 2022 and at Phoenix Advisors, LLC from 2016 to 2017. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

Michael Pesendorfer is a financial advisor at Capital Analysts with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and previously spent 21 years at Legend Equities Corporation. Capital Analysts serves retail and institutional clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Logan Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has worked previously at CincyTech and Pine Lake Capital. His background also includes roles outside finance, such as working at Heeney Sundquist Funeral Home and teaching at Detroit Catholic Central High School. 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 employs a detailed investment process that incorporates fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

Ronald Lenihan is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and SeaCrest Investment Management since 2006. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools as decision support.

Eric Somsel Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Founders Financial Securities LLC since 2021. He previously worked at Securian Financial Advisors of the Great Lakes, Minnesota Life, and Securian Financial Services Inc. from 2016 to 2021. Outside of financial advising, Somsel has been active as a hockey referee in Lansing, MI. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, offering a range of advisory platforms including managed portfolios, third-party manager access, and 1031 exchange consulting, with over $4 billion in client assets under management. The firm allows its advisors to operate under individualized investment philosophies while providing oversight and fiduciary services.

Josef Waltenbaugh is a financial advisor with Signal Advisors Wealth, LLC in Detroit, MI. He holds a Series 65 designation and has 12 years of industry experience. Prior to joining Signal Advisors Wealth, he worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is the CFO of REPPRO, LLC, a software-as-a-service company. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

James Morris is a ChFC® and Series 66 designated financial advisor with 20 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has held roles at TruChoice, The Leaders Group, Inc., and Questar Asset Management, among others. Morris also serves as a registered representative for The Leaders Group and is Chief Compliance Officer at Signal Advisors Wealth. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Loran Coffman is a financial advisor at RFG Advisory, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

John Cruse is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and United Shore. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

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.

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.