Christopher Leonard is a financial advisor at CoreCap Advisors with two years of industry experience. Prior to joining CoreCap in 2024, he spent 29 years at Home Depot. He is also involved with Cornerstone Financial Services as a financial advisor and agent, focusing on insurance and annuity sales. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach and provides tax-efficient asset location and oversight of sub-advisors through multiple custodial platforms.

Jason Fannon is a financial advisor with CoreCap Advisors in Southfield, MI, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 25 years of industry experience, including roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. He also serves as an agent and financial advisor at Cornerstone Financial Services, focusing on insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates third-party asset managers and tax-efficient strategies.

Victor Hicks II is a CFP® professional with 16 years of experience in financial advisory services. He currently works at Perigon Wealth Management, LLC and previously spent 13 years at Lumin Financial, LLC. Victor is also a licensed insurance agent, with activities related to insurance sales and consulting conducted on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight, notably serving banking institutions and managing wrap-fee programs and sub-advisor relationships.

Madison Hammel is a financial advisor with Capital Analysts and holds a Series 66 designation. She has 10 years of industry experience, including roles at Consolidated Financial and Lincoln Investment. Outside of her advisory work, she is involved as a managing member of Portfolio Projector LLC, a real estate planning business focused on evaluating real estate portfolios. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management along with access to third-party managers and ERISA retirement plan advisory services. The firm utilizes an in-house investment management and research team and supports a range of advisor-managed models and custom portfolios.

Benjimin June is an Investment Advisor Representative at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has prior experience with firms including Principal Securities Inc and Principal Life Insurance Company. Outside of advising, he is involved with Alpha Intelligence Inc., a consumer packaged goods business he has supported since 2015, and works as a self-employed delivery driver. Asset Allocation Strategies, LLC offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual, high-net-worth clients, and plan sponsors. The firm uses quantitative portfolio construction techniques and maintains a multi-advisor structure with approximately 39 advisors and about $1 billion in client assets.

Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.

Elizabeth Budweg is a financial advisor at CoreCap Advisors with a Series 65 credential and three years of industry experience. She has worked at CoreCap Advisors and Skolnik Retirement Solutions since 2022 and previously held positions at Bonefish Systems and Ohio State University. Outside of her advisory role, she serves as an executive producer at Skolnik Retirement Solutions, focusing on the sale of insurance and annuity products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing various investment vehicles and sub-advisors to manage client portfolios.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Asset Allocation Strategies since 2020 and has also worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002. Outside of his advisory role, he serves as president of DPS Financial Inc., focusing on investment and retirement planning. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of quantitative asset-allocation techniques and offers discretionary and non-discretionary portfolio management through proprietary and third-party models.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has been with the firm since 2026 and has additional experience with GLP Investment Services LLC and GLP & Associates. Outside of his advisory role, he is involved with Bardens Farm Market, a fresh food market and farm where he operates heavy machinery and manages store delivery logistics. Asset Allocation Strategies, LLC offers portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth clients as well as plan sponsors. The firm employs quantitative techniques and firm-developed capital market assumptions to construct strategic and goal-based portfolios, often implemented through model portfolios and ETFs, with ongoing monitoring and rebalancing.

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.

Bruce Maginn is a financial advisor with CoreCap Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2017 and has been associated with Guardian Life Insurance Company since 2002, including 15 years at Park Avenue Securities. Outside of his advisory role, Maginn is co-owner of Solomon Financial, an insurance sales and financial planning business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, self-directed retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Josef Waltenbaugh is a financial advisor at Signal Advisors Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of his advisory role, Josef serves as CFO of RepPro LLC, a software-as-a-service company. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Spencer Comps is a financial advisor at Procyon with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Oliver Lagore Vanvalin Investment Group and Brookstone Capital Management. In addition to his advisory role, he is a licensed insurance agent. Procyon serves individuals, families, trusts, businesses, institutional investors, and retirement plans, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios with a primarily long-term orientation and operates across a large office footprint with multiple affiliated businesses and service relationships.

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.

Carston Cook is a CFP® professional with eight years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior experience includes roles at Ameriprise, Comerica Securities, Robinhood Financial, JPMorgan Securities, JPMorgan Chase Bank, Merrill Lynch/Bank of America, and New York Life Securities. He also held a position at Grand Valley State University. Outside of his advisory role, Cook is an insurance agent involved with Main Financial Wealth Management. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Shoumya Saha is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. She holds Series 65 and Series 63 credentials and has worked with GLP Investment Services and GLP and Associates. In addition to her advisory role, she is involved in life insurance and fixed/index annuity sales through GLP & Associates and owns a consulting firm focused on insurance products. Asset Allocation Strategies, LLC serves a broad retail client base including individuals, high-net-worth clients, and plan sponsors, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs quantitative techniques and model portfolios to construct strategic allocations and monitors accounts on an ongoing basis.

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Stefan Ropp is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and seven years of industry experience. He has been with Asset Allocation Strategies since 2018 and is also involved with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advisory work, he acts as an insurance agent specializing in life insurance and fixed/index annuity sales and servicing. Asset Allocation Strategies, LLC serves individual and high-net-worth clients as well as plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs quantitative techniques and strategic asset allocation models to construct and maintain portfolios, offering services on both discretionary and non-discretionary bases.

Steven Cook is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His career includes longstanding roles at Lincoln Investment Planning Inc and several life insurance companies, along with 40 years as a teacher and department chair at Allen Park Public Schools. He is also involved in health insurance sales and operates a web-based business offering fixed annuities targeting CD holders. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through in-house managed models and third-party managers. The firm maintains a fiduciary role, offers automated rebalancing and tax-aware options, and supports a network of independent advisors with various outside business activities.

John Cruse is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Lincoln Investment since 2019 and previously spent five years with United Shore. He is affiliated with Capital Analysts, a multi-team firm serving a diverse client base that includes individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through custom portfolios, third-party managers, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.