Sonya Palumbo is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. In addition to her advisory role, she is a registered sales assistant at Taylor & Associates LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Christina Perna is a financial advisor at Merit Financial Advisors with 20 years of industry experience. She holds a Series 66 designation and has previously worked at TL Financial Group, Commonwealth Financial Network, LPL Financial, and Advantage Investment Management LLC. Outside of her advisory role, she is also a notary public. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account services.

Jose Perich is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Citigroup, A.G.P. / Alliance Global Partners, and Hapoalim Securities USA. 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 builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including its Concorde UMA program on Envestnet.

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

Catherine Van Hevel is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and over 26 years of industry experience. She has held various roles within Thrivent and affiliated firms since 2003, including positions at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. Van Hevel also serves as COO of AAG Operations, LLC, overseeing staff and managing operations. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by continuous account monitoring and access to independent managers and model portfolios.

Alexander Winnie is a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI, holding a Series 65 credential with three years of industry experience. His prior work includes roles at CG Financial Services and eBUYMEDIA, as well as time as a student at Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual and institutional clients, including sovereign wealth funds. The firm employs a mixed investment approach utilizing fundamental, technical, and cyclical analysis combined with proprietary equity market valuation and often incorporates third-party managers and alternative investments.

Gabriel Sandler is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He has previously worked at Wolverine Tax and Financial LLC and Capstone Tax & Financial, Inc. Sandler is also an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach across multiple asset classes and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

William Ulle IV is a CFP® with six 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 2018, following earlier roles at Enterprise Rent-A-Car and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model and commonly utilizes third-party separate account managers and alternative investments.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002 and joined Asset Allocation Strategies in 2016. Outside of his advisory roles, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach emphasizes strategic asset allocation using quantitative techniques and offers advanced portfolio financing strategies alongside traditional portfolio management.

Benjimin June is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Outside of his advisory role, he is involved in business development and manufacturing at Alpha Intelligence Inc., a consumer packaged goods company he has supported since 2015, and also works as a delivery driver and a site capture specialist. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at GLP & Associates, Inc. and GLP Investment Services, LLC since 2002, and joined Asset Allocation Strategies in 2020. Outside of advisory roles, he serves as president of DPS Financial Inc., which focuses on investment and retirement planning. Asset Allocation Strategies, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services including 529 plan assistance and portfolio financing options.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and concurrently manages Bardens Farm Market, a fresh food market and farm in South Haven, MI. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and advisor-reviewed investment policies.

Eric Ruth is a financial advisor at CL Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabot Lodge Securities, LLC, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and regular monitoring.

Adam Laurie is a financial advisor at Asset Allocation Strategies, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with GLP Investment Services and GLP and Associates since 2011. Asset Allocation Strategies provides discretionary and non-discretionary 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 portfolio-based financing strategies alongside traditional portfolio management.

Spencer Comps is a Series 65-licensed financial advisor at Procyon with four years of industry experience. Prior to joining Procyon, he worked at Oliver Lagore Vanvalin Investment Group, Truadvice LLC, and several other firms. He is also a licensed insurance agent. Procyon serves individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisers, and institutional clients, managing approximately $9.2 billion in assets. The firm offers comprehensive investment management and advisory services, using a fundamental analysis approach with both discretionary and non-discretionary portfolio management.

Robert Young is a CFP® with seven years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. Prior to joining Kingsview, he worked at Edward Jones for six years and held a position at A123 Systems Inc. His career spans roles in both financial services and the technology sector. Kingsview Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services through a combination of in-house strategies, third-party managers, and alternative investment platforms.

Carston Cook is a CFP® professional with eight years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and has previously worked at Ameriprise, Comerica Securities, Robinhood Financial, JPMorgan Securities, JPMorgan Chase Bank, Merrill Lynch/Bank of America, and New York Life Securities. Outside of his advisory role, Cook is involved with Main Financial Wealth Management, where he works as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with asymmetric rebalancing, offering services through a broad network of affiliated offices and advisers.

Austin De La Cruz is a CFP® and Series 65 credentialed financial advisor with Plante Moran Financial Advisors. He has three years of industry experience and previously spent nine years at Plante & Moran, PLLC. He is based in Ann Arbor, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment approach.

Shoumya Saha is a financial advisor with Asset Allocation Strategies, LLC, holding Series 65 and Series 63 credentials and 17 years of industry experience. Saha's prior work includes roles at GLP Investment Services, LLC, and GLP and Associates Inc. Outside of advising, Saha 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 individual investors and plan sponsors. The firm utilizes advanced asset allocation models and a range of strategies, including portfolio financing and synthetic borrowing, to tailor investment approaches.

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.