Timothy Zimcosky is a CFP® professional with 46 years of experience in financial advisory. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kalos Capital, Inc. and Kalos Management. He also serves as president of Zimco Capital, a financial planning firm offering services including securities, mutual funds, and REITs. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team and affiliated broker-dealer, offering a range of investment strategies and retirement plan consulting.

Paul Jude is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 license and has worked at Soltis Investment Advisors since 2021. Prior to that, he was with HBKS Wealth Advisors for one year and TIAA-CREF from 2016 to 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals—including high-net-worth clients—as well as institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a broad range of asset types.

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.

Zachary Williams is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Gibbs Wealth Management, LLC. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs strategic asset allocation and diversified investment strategies across multiple asset classes.

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.

Karen Kittrell is a CFP® with five years of industry experience, currently serving as a financial advisor at Soltis Investment Advisors, LLC since 2020. Prior to joining Soltis, she worked at Future Benefits Corporation from 2016 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

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 serves a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management through ETF-based model portfolios and third-party strategies, combining advisory and broker-dealer functions alongside mortgage and insurance services.

William Tolstyka Jr. is a financial advisor at SPC with Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Sigma Planning Corporation since 2008 and Sigma Financial Corporation since 1995. Outside of advisory services, he is involved in the sale of fixed and indexed annuities as well as health and term life insurance through Breckenridge Financial Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other account programs.

Kyle Glaab is a CFP® with 15 years of industry experience, currently affiliated with SPC. He has worked at Sigma Planning Corporation since 2011 and Sigma Financial Corporation since 2010. Outside of his advisory role, he serves as president of Third Gen Financial, Inc., and operates Individual Financial Planning, LLC. He is also a licensed notary public in Oakland County, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing a range of discretionary and nondiscretionary investment strategies.

Michael Gomez is a financial advisor with Citizens Securities, Inc. in Livonia, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citizens Securities and affiliated entities since 2014. Outside of advising, he also serves as a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed accounts while maintaining broker-dealer and insurance agency operations.

Stephen Glaab is a financial advisor with SPC in Ann Arbor, MI, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including work at SPC since 2011 and Sigma Financial Corporation since 2010. He serves as a trustee for the St. Stephen Endowment Fund at St. Stephen Catholic Church in New Boston, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers a variety of account programs, delivering tailored, discretionary advice through its independent advisory representatives.

Ronald Eppler is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Telemus Investment Management. He is based in Ann Arbor, MI. &Partners serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative approaches, managing accounts through both in-house advisors and third-party managers.

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.