Viktoria Wilson is a CFP® professional with seven years of industry experience, currently serving as an Investment Adviser Representative at Blackridge Asset Management, LLC. Her prior roles include positions at Peak Brokerage Services, LLC and MML Investors Services/Spice Financial. Outside of her financial advisory work, she is the President of the Pinckney Aquatic Club and holds a leadership role as President of Insights Toastmasters of Brighton. Blackridge Asset Management provides financial planning, investment management, and consulting services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm operates a network structure, offering tailored portfolio management through affiliated platforms and a range of investment strategies.

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® professional with nine years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has been with Plante Moran Financial Advisors since 2016. 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 comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, frequently utilizing third-party managers and alternative investments.

Myranda Fabian is a CFP® with 15 years of industry experience, currently serving at Plante Moran Financial Advisors, LLC since 2010 and Plante & Moran, PLLC since 2026. She is based in Ann Arbor, MI, and holds a Series 65 license. Plante Moran Financial Advisors 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 combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management.

Eddison Millington II is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Pinnacle Wealth Management Group, Inc., Private Client Services LLC, and SEI Investments. Millington also operates as an Investment Adviser Representative at Pinnacle Wealth Management Group and is a licensed insurance agent involved in insurance sales. B. Riley Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers various investment programs and manages approximately $4.21 billion in assets through around 173 advisors.

Samuel Kastamo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including independent painting work. Kastamo also owns Kastamo Financial LLC, an advisory and insurance services business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, and offers a platform that includes tailored suitability assessments and regular portfolio rebalancing.

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.

Michelle Richmond is a financial advisor at SPC with 17 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Sigma Financial Corporation, as well as managing Richmond Financial since 2007. Richmond is also an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Walter Powrozek is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, he is president and co-owner of River Oaks Wealth Advisors, LLC, and serves as acting director and vice president of the River Oaks Association homeowners association. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through various account programs.

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.

William Tolstyka Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corporation since 2008 and with Sigma Financial Corporation since 1995. Outside of his advisory role, he is involved with Breckenridge Financial Services, focusing on the sale of fixed and indexed annuities, as well as health and term life insurance through various providers. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers services through multiple account programs with a tailored, discretionary investment approach.

Stephen Glaab is a CFP® with 15 years of industry experience, currently advising at SPC since 2011. He has also been associated with Sigma Financial Corporation since 2010. Outside of his advisory roles, he serves as a trustee for the St. Stephen Endowment Fund at St. Stephen Catholic Church in New Boston, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

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.

Matthew Mcdonald is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Sigma Financial Corp since 1999. Outside of his advisory role, he serves as a board member of the Walled Lake Downtown Development Authority and assists in a family business related to used vehicle sales and freight logistics. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisors and employs a range of discretionary and nondiscretionary management approaches.

Gary Richmond Sr. is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Sigma Financial. Outside of his advisory role, he serves as president of Gloria Dei Lutheran Church in Grand Blanc, Michigan. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary management options.

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 in Ann Arbor, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Wealth Enhancement Group in 2026, he worked at OSAIC and Woodbury Financial Services INC. Outside of advising, he provides notary services to clients at no charge. Wealth Enhancement Advisory Services manages over $122 billion in assets, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that integrates passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.