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 with Capital Analysts in Royal Oak, MI, holding a Series 66 designation and six years of industry experience. He previously worked at United Shore from 2015 to 2020 and has been with Lincoln Investment since 2019. Capital Analysts serves a broad range of clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to joining Arax, he was with Gries Financial LLC for five years, Rehmann Capital Advisory Group for three years, and operated Samrah Advisory Services for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a network of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

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.

Kathleen Elliott is a Series 65-licensed financial advisor at The Partners Wealth Management with 12 years of industry experience. She previously worked at Trivelloni Risk Management LLC and Trivelloni Asset Management, LLC, as well as Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internally developed models, third-party providers, and outsourced managers.

Larry Woods is a CFP® with 40 years of industry experience, currently serving at Calton & Associates, Inc. since 2019. He previously worked for Capital Financial Services, Inc. for 15 years and has been involved with Woods Financial Services/Magellan Investment Advisory Group, LLC since 1989. Outside of advisory work, he owns and operates a tax preparation and traditional life insurance business for senior clients. Calton & Associates provides portfolio management, financial planning, and retirement plan consulting to individual investors, trusts, estates, and other retail clients. The firm offers a variety of investment programs and combines advisory services with commission-based brokerage and insurance products.

Brandon Kennedy is a financial advisor with Highpoint Planning Partners in Troy, MI. He holds a Series 66 designation and has 21 years of industry experience. Kennedy has been associated with Highpoint Advisor Group, operating as Kennedy Financial Group, since 2015 and has worked with LPL Financial since 2008. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis across a range of investment types and utilizing multiple advisory platforms.

Michael Orsatti is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Empower Financial Services, The Huntington Investment Company, and Huntington National Bank. He is also involved with LoVasco Consulting Group, where he serves as a Financial Wellness Adviser providing educational and advisory services to participants in employer-sponsored retirement plans. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services that include investment management, retirement plan consulting, financial planning, and insurance advisory.

Michael Tindall Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Great Valley Advisor Group, LLC and previously worked for Advisory Services Network, LLC and Ford Motor Company. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, offering a range of investment management and financial planning services through both in-house strategies and third-party platforms.

Vanessa Carter Witt is a CFP® with nine years of industry experience and is currently with RWA Wealth Partners. She previously worked at Adviser Investments for seven years and has held roles at Everhart Advisors and Mid Atlantic Capital Corporation. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.

Jonathan Arntz is a CFP® with 35 years of experience in the financial services industry. He is currently with SEIA, where he has worked since 2024. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Arntz also holds an insurance license and is engaged in insurance sales and service consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset allocation and tactical adjustments, using both discretionary and non-discretionary investment management approaches.

Chris Cochran Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Creative Financial Designs and cfd Investments since 2014. Outside of his advisory role, he is actively involved as an insurance agent through a sole proprietorship. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Kelly Atkins is a Series 65-licensed advisor with HighPoint Planning Partners in Troy, MI, with three years of industry experience. Prior to his financial advisory career, he worked at General Motors for 35 years. HighPoint Planning Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, utilizing fundamental analysis and diversified investment approaches across various asset classes.