Mark Huber is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Concorde since 2013 and is also a partner at TADA Wealth Advisors, where he advises clients and manages operations. Outside of his advisory roles, Huber is involved in several entrepreneurial and leadership activities, including serving as president of Parents 4 Progress, an organization focused on parental involvement in education policy, and owning businesses related to tax consulting and creative advertising. 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 that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of services including wrap fee programs, UMA overlay management, and ERISA plan advisory.

Paul Messiter is a CFP® with 18 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent authorized to sell life, health, and annuity insurance products. United Capital Financial Advisors offers financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, incorporates ESG and faith-based customization, and provides client-facing technology and reporting tools.

Brian Gotham is a financial advisor with Plante Moran Financial Advisors in Ann Arbor, MI. He holds the Series 65 designation and has experience with Edward Jones and Plante Moran Financial Advisors dating back to 2022. Outside of his advisory work, he serves as a part-time referee for USA Hockey. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, trusts, estates, and institutional clients. The firm employs a variety of investment approaches and manages assets through both discretionary and non-discretionary arrangements.

Collin Steinhauer is a financial advisor at Rehmann Wealth with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ford Estates, LLC and Rehmann Capital Advisory Group. Outside of his advisory role, he has a part-time position maintaining ATMs for a local business. Rehmann Wealth provides comprehensive wealth management, financial planning, and investment services to individuals, families, trusts, non-profits, and institutional clients. The firm employs a multi-pronged investment approach including advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services for retirement plans.

Viktoria Wilson is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an investment adviser representative at Blackridge Asset Management, LLC and previously worked at Peak Brokerage Services and MML Investors Services/Spice Financial. Outside of her advisory role, she is the president of both Insights Toastmasters of Brighton and the Pinckney Aquatic Club. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through a network of advisers and utilizes an affiliated turnkey asset management platform alongside multiple wrap-fee programs.

Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. 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 plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.

John Gakenheimer is a CFP® with 49 years of industry experience, currently serving as Executive Vice President at Concorde Asset Management, LLC. He has held various roles within Concorde and affiliated firms since 2010. Outside of his advisory work, he consults on business development for his son’s coffee company. 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 uses individualized asset allocation and model-based portfolio construction, incorporating alternative products and offering ERISA fiduciary services.

Elia Ramirez Cruz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Concorde in 2021, Elia worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2012 to 2020 and briefly at Dr. Brick Alva MD PA Gastroenterology. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs model portfolios and third-party strategists to build individualized asset-allocation strategies and provides ERISA retirement-plan advisory services.

Mitchell Lowe is a CFP® and Series 65 credentialed advisor with Plante Moran Financial Advisors in Ann Arbor, Michigan, where he has worked for 10 years. He has nine years of industry experience. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Myranda Fabian is a CFP® and holds a Series 65 license with 15 years of industry experience. She has worked at Plante Moran Financial Advisors, LLC since 2010 and currently serves as an advisor at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis along with proprietary equity valuation models, managing both discretionary and non-discretionary assets, and operates within the broader Plante Moran enterprise to offer integrated financial services.

Joshua Goodridge is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Brighthouse Financial, Ameriprise Financial Services, and CUNA Brokerage Services. Outside of his advisory role, he is active as a licensed Realtor in San Antonio, Texas. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services alongside participant advice.

Thomas Jahncke is a CFP® with over 41 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2023. His prior experience includes seven years at Titan Securities and extensive involvement with Passco Companies, LLC, where he holds a senior leadership role and participates in real estate syndications. Outside of his advisory work, he manages family-owned assets through various LLCs, including a family cottage and mineral rights. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and financial planning. The firm builds tailored portfolios using asset allocation and model-based strategies, leveraging proprietary and third-party platforms, and provides a range of advisory services including ERISA retirement-plan advice.

Jeffrey Core is a financial advisor with The Huntington Investment Company in Livonia, MI, holding Series 66 and Series 63 licenses and having 21 years of industry experience. His work history includes roles at Ameriprise, Infinex Investments, Flagstar Bank, and Fifth Third Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party and proprietary models, and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm provides financial planning, portfolio and wealth management, as well as retirement plan consulting, utilizing diversified, ETF-centered model portfolios and offering both discretionary and non-discretionary mandates.

Kyle Glaab is a CFP® with 15 years of industry experience, currently affiliated with SPC. He has worked at Sigma Planning Corporation since 2011 and Sigma Financial Corporation since 2010. Outside of his advisory role, he serves as president of Third Gen Financial, Inc., and operates Individual Financial Planning, LLC. He is also a licensed notary public in Oakland County, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing a range of discretionary and nondiscretionary investment strategies.

Ronald Eppler is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 30 years of industry experience. He joined &PARTNERS in 2024 after eight years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Timothy Parros is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 33 years of industry experience. He previously worked at Woodbury Financial Services and OSAIC. Outside of his advisory role, Parros is president of Parros Financial Group, which provides traditional insurance products, and he also conducts financial planning workshops as a community educator. Additionally, he owns Parros College Planning LLC, assisting families in college selection. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-based approach blending passive and active management, supported by an internal Investment Committee and a wide range of implementation services.

Eli Eddy is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Parros Financial Group LLC and Woodbury Financial Services Inc. Eddy also serves as a notary, providing document notarization services to clients at no charge. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach integrating passive and active management supported by quantitative, momentum, and fundamental analysis.

Daniel Stevens is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. He holds the ChFC® designation and Series 66 license, with 15 years of industry experience. Stevens has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

Jason Tait is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at PNC Investments LLC and Aaron Babycz Painting. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and offers a range of financial planning, portfolio management, and ancillary services.