Lamindy Brandon Joseph is a CFP® with 20 years of industry experience and is currently affiliated with CL Wealth Management LLC. He has held roles at Noir Private Wealth, LLC and Cabot Lodge Securities, and has served as a part-time instructor at the University of Phoenix since 2010, teaching finance, economics, and business courses. He is also managing partner of Centurion Wealth Management and managing member of Centurion Financial Advisers, which provides financial planning, insurance solutions, tax preparation, and CFO services for nonprofits. CL Wealth Management LLC offers portfolio advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis and manages accounts on both discretionary and non-discretionary bases.

Nicole Horsch is a financial advisor with Advisory Services Network and holds the Series 66 designation. She has 24 years of industry experience, including prior roles at Morgan Stanley and its affiliated private banks from 2014 to 2022. Outside of her advisory work, she is involved with Pure Haven, an independent contractor role related to organic body care. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Darren Van Hevel is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Advisor Network since 2020 and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2012 to 2020. Outside of his advisory role, he serves as a college football official for the Great Lakes Intercollegiate Athletic Conference and works as a video operator for Detroit Lions home games. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisors. The firm emphasizes a long-term investment approach, building customized portfolios with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and a range of implementation options.

Jodi Rosen is an investment advisor representative at Asset Allocation Strategies, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Rosen has a background with GLP Investment Services, LLC and has been involved with GLP & Associates since 2008, where she also works as a licensed insurance agent focusing on life insurance and fixed/index annuity sales. 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 advanced quantitative techniques in its strategic asset allocation process and offers supplemental services including 529 plan assistance and plan-sponsor investment policy reviews.

Gabrielle Murad is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Plante Moran Financial Advisors since 2017, with prior experience at Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Matthew Dennison is a CFP® with two years of industry experience, currently advising at Asset Allocation Strategies, LLC. His prior roles include positions at Ameriprise Financial and GLP Investment Services. He is also involved in internal operations at GLP Investment Services. Asset Allocation Strategies, LLC offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment process emphasizes strategic asset allocation using advanced quantitative models and may incorporate portfolio-based financing strategies tailored to client needs.

Stephen Layman is a CFP® with 24 years of industry experience. He is associated with Asset Allocation Strategies, LLC since 2011 and has held roles at GLP Investment Services, LLC and GLP and Associates since the early 2000s. He is also involved in insurance and annuity sales through Layman Financial LLC and as an insurance agent at GLP & Associates. 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 a strategic asset allocation process with quantitative techniques and offers services including employer-sponsored retirement account advice and portfolio financing options.

Russell Harris is a financial advisor at Bison Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Apogee Wealth Management and Brookstone Capital Management. Harris is also a lead educator and board member for a nonprofit financial education organization, Apogee Wealth Academy. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments, and provides a turnkey asset management platform to unaffiliated advisers.

Kevin Arends is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and also maintains roles with GLP Investment Services, LLC, GLP & Associates, and Advocacy Alliance Agency LLC. Outside of investment advising, he is active in life insurance and annuity sales through GLP & Associates and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. 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 services including plan-sponsor investment policy reviews and portfolio financing strategies.

Dana Underwood is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based options, supported by proprietary technology and research.

Steven Lusky is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 credential and 14 years of industry experience. He is also the vice president of Preferred Underwriters, an insurance agency, a role he has held since 1997. Lusky’s work history includes concurrent positions at both Asset Allocation Strategies and GLP Investment Services. 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 process using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AE Financial Services, Oliver Lagore Vanvalin Investment Group, and Huntington National Bank. He is also a licensed insurance agent. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and provides a wide range of advisory and consulting services through an extensive office network and affiliated businesses.

Richard Barden is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with his current firm since 2011. Outside of his advisory role, he is a 50% owner of a family farming business, Barden Farm and Farm Markets, where he allocates significant time during the growing season. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, including both non‑high-net-worth and high-net-worth clients, as well as plan sponsors and trustees. The firm’s investment approach focuses on strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Joseph Koch is a CFP® professional with 39 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, having previously been with B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in managing a hunting property and lodge through Cornwell Properties, LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

David Judge is a financial advisor with Advisory Services Network, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, Judge is a professional musician involved in performance, recording, and teaching guitar, keyboard, and vocals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across various asset classes.

Darren Woolson is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His previous roles include positions at Morgan Stanley and Ameriprise Financial Services. He also serves as Director of Compliance at Asset Allocation Strategies, where he manages compliance matters. 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 process emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and portfolio-based financing options.

David Volante is a financial advisor with IPI Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with IPI Wealth Management and Investment Planners Inc since 2015. Outside of his advisory role, he is president of Volante Financial Group, LLC, a company used for tax purposes and bill paying. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, operating an open-architecture platform with proprietary risk-based models and an outsourced-agent operational framework.

Richard Gann is an advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at DFPG Investments, Stira Capital Markets Group, and Steadfast Companies. Outside of his advisory work, he is an author of two books and a member of a cloud-based investment software program, Altsillustrator.com. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs individualized portfolios using model-based strategies and serves as an overlay manager with discretionary trading and allocation responsibilities.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and with 15 years of industry experience. He has worked at Asset Allocation Strategies since 2016 and has been associated with GLP Investment Services and GLP & Associates since 2009. Outside of advising, he is involved as a member of Five Lakes Property Services, which manages short-term rental properties. 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 offers supplemental services such as 529 plans and plan-sponsor investment policy reviews.

William Hurley Jr. is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Metlife Securities, Mass Mutual Investors Services, and Peak Brokerage Services. He also operates William A Hurley and Associates. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a model-based portfolio approach and provides estate-planning support through an online platform, managing many accounts via an affiliated turnkey asset management platform.