Lance Johnson is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 66 and Series 63 licenses and has 28 years of industry experience. His prior roles include positions at Brighthouse Financial and Foreside Fund Services, LLC. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charities, and corporate clients. The firm offers a variety of programs, including Advisor-as-Portfolio-Manager, third-party managed solutions through Envestnet, and proprietary W.I.S.D.M. models, managing approximately $4.21 billion in client assets.

James Silbernagel is a CFP® with 40 years of experience in the financial industry. He is currently with Concorde Asset Management, LLC and has held roles at Concorde Investment Services, Woodbury Financial Services Inc, and operates The Silbernagel Group, which provides consulting services to families of high school students on college planning. He is also involved in managing a tax practice, hosting a weekly online radio show, and participates on the advisory board of a philanthropy organization focused on educating high school students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering 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 discretionary trading and allocation oversight.

Allison Nowacki is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial Advisors and Azimuth Capital Management. Outside of finance, she is involved with Harper's Brewpub and Restaurant, where she performs as a part-time DJ. 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 supported by a proprietary valuation model, offering both discretionary and non-discretionary portfolio management.

Gerard Taylor is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, Summit Brokerage Services Inc, and Wells Fargo Advisors. He is also the owner of Taylor & Associates, LLC, an investment-related business. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through various financial planning and portfolio management services across multiple advisory programs and platforms.

Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at PKS Investments, Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with a centralized investment management team and uses a combination of internal management, third-party managers, and customizable model portfolios.

Ross Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at CincyTech and Pine Lake Capital. His background also includes roles at Miami University and Heeney-Sundquist Funeral Home. Plante Moran Financial Advisors, LLC 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 uses a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Mary Hanson Kent is a financial advisor at Bison Wealth, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Raymond James and Village Global. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Carson Stoltz is an investment advisor at Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at Concorde Asset Management since 2022 and has been involved with Clear Direction Investments since 2019. Outside of investment advising, Stoltz is involved as a referral representative for legal and identity insurance services and serves as a trustee for a family client. Concorde Asset Management provides portfolio management and financial planning services to individual, corporate, and retirement-plan clients, utilizing model-based strategies and a combination of proprietary and third-party platforms. The firm offers discretionary and non-discretionary investment management and ERISA retirement-plan advisory services.

Julie Goldsmith is a CFP® with 39 years of industry experience, serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 registration and works out of Plymouth, MI. Outside of her advisory role, she is Co-President of a condominium association and works as an insurance agent focusing on life, health, and annuity lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and third-party money manager relationships through platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering integrated financial solutions.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Dino Berri is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LPL Financial LLC and Oak Ridge Private Wealth. He is also an independent insurance agent involved in fixed and indexed annuity sales as well as life insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients including individuals, high-net-worth individuals, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary management approaches, supported by third-party sub-advisers and custodians.

Nathan Garrigus is a CFP® professional affiliated with Gibbs Wealth Management, LLC in Livonia, MI. He has been in the financial advisory industry since 2024, with prior experience at Custom Wealth Solutions and Comerica Bank. He holds the Series 66 license and is currently part of a multi-team firm with 68 advisors. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Adam Rosier is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, employing customizable, goal-based strategies with both discretionary and non-discretionary management options.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides 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 advanced portfolio financing options alongside traditional portfolio management.

Richard Grucz is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include SagePoint Financial, American Portfolios Advisors, Inc., OSAIC Services, Inc., and Sunamerica Securities, Inc. In addition to his advisory work, he is also a licensed insurance agent. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by distinct operational platforms and a network of over 100 financial professionals.

Nathan Kosanke is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Orchid Orthopedics and Plastic Omnium, as well as teaching roles at Eppler Middle School and Utica High School. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm utilizes model-based portfolio construction and individualized asset allocation, with a range of investment options including alternative products and ERISA fiduciary services.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at GLP & Associates, Inc., Viridian Equity Partners, and Gainplan LLC. Outside of his advisory role, Pagano owns and operates businesses focused on selling travel club memberships and providing referral services to CPA firms. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and supplements portfolio management with financing options tailored to clients' liquidity and risk profiles.

James Maher is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Concorde since 2013 and also operates Maher Financial Group, which he founded in 2004. Outside of advisory services, he is involved in lawsuit funding and structured settlement consulting through Michigan Lawsuit Funding, LLC and Maher Structured Settlements. 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 emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house and external strategist models, and offers a range of services including wrap fee programs and ERISA plan advisory.

Eric Johnson is a CFP® certificant with five 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 2019 and has prior experience at Grand Valley State University, Thomson Reuters, and First National Bank. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, alongside a proprietary equity market valuation model.

Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.