Eric Somsel Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Founders Financial Securities LLC since 2021. He previously worked at Securian Financial Advisors of the Great Lakes, Minnesota Life, and Securian Financial Services Inc. from 2016 to 2021. Outside of financial advising, Somsel has been active as a hockey referee in Lansing, MI. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, offering a range of advisory platforms including managed portfolios, third-party manager access, and 1031 exchange consulting, with over $4 billion in client assets under management. The firm allows its advisors to operate under individualized investment philosophies while providing oversight and fiduciary services.

Josef Waltenbaugh is a financial advisor with Signal Advisors Wealth, LLC in Detroit, MI. He holds a Series 65 designation and has 12 years of industry experience. Prior to joining Signal Advisors Wealth, he worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is the CFO of REPPRO, LLC, a software-as-a-service company. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

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.

Ruhin Shah is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and less than one year of industry experience. His work history includes roles at Plante Moran, Ally Financial, and Toyoda Gosei, as well as experience in educational settings such as Michigan State University and Dakota High School. 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’s investment process integrates fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and frequently employs third-party managers and alternative investments.

James Kraatz is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Blackridge since 2017 and previously held positions at Next Financial Group, Inc., Capital Financial Services, Inc., and JESUP & LAMONT Advisors. Outside of his advisory role, Kraatz owns a fixed insurance business focused on fixed annuities, life, health, disability, and long-term care insurance. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm’s investment approach includes tailored portfolio management with discretionary and non-discretionary options, utilizing affiliated platforms and third-party managers to offer diversified strategies and estate-planning referrals.

Loran Coffman is a financial advisor at RFG Advisory, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Cameron Roehl is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

John Cruse is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and United Shore. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Christopher Barnas is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Detroit since 2013. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Arax Advisory Partners, where he has worked since 2026. His previous roles include positions at Gries Financial LLC, Rehmann Capital Advisory Group, and his own firm, Samrah Advisory Services. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services with a focus on discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Alan Crouse is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Signal Advisors Wealth, LLC and has prior experience at firms including Alight Financial Solutions, TIAA, and Transamerica Retirement Advisors. In addition to his advisory work, he serves as an online instructor for Dalton Education, teaching financial professionals pursuing the CFP designation. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and retail clients. The firm employs a top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting advisors with trading, rebalancing, and administrative services.

Taylor Young is a Series 65-licensed advisor with Alera Investment Advisors, LLC, based in Rochester, MI, and has two years of industry experience. He has worked at Alera Investment Advisors since 2024 and operates an insurance agency, Rick Young Insurance Services, since 2014. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates insurance and pension consulting platforms into its services.

Keith Harder is a CFP® professional with 27 years of experience in financial advising. He has been with Rehmann Financial since 2000 and currently works at Rehmann Wealth. He serves on the board of the Rehmann Foundation, providing advice to its finance committee. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, supported by an in-house investment team and a range of portfolio options.

Alan Gieleghem is a CFP® certificant with eight years of industry experience. He is currently with Kingsview Wealth Management, LLC and Kingsview Partners LLC, where he has worked since 2024. His prior experience includes six years at Edward Jones and ten years with the Troy School District. Kingsview Wealth Management is a multi-advisor SEC-registered firm that serves individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services using a combination of in-house strategies and third-party managers, and it also sponsors affiliated exchange-traded funds.

Kathleen Elliott is a Series 65-licensed financial advisor at The Partners Wealth Management with 12 years of industry experience. She previously worked at Trivelloni Risk Management LLC and Trivelloni Asset Management, LLC, as well as Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internally developed models, third-party providers, and outsourced managers.

Larry Woods is a CFP® with 41 years of industry experience. He has been with Calton & Associates, Inc. since 2019 and previously worked at Capital Financial Services, Inc. and Woods Financial Services/Magellan Investment Advisory Group, LLC. Outside of advisory services, he owns a business providing tax preparation and traditional life insurance products for senior clients. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management and financial planning alongside brokerage and insurance products. The firm employs a variety of analytical investment approaches and manages accounts through proprietary programs or third-party money managers.

Brandon Kennedy is a financial advisor with Highpoint Planning Partners in Troy, MI. He holds a Series 66 designation and has 21 years of industry experience. Kennedy has been associated with Highpoint Advisor Group, operating as Kennedy Financial Group, since 2015 and has worked with LPL Financial since 2008. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis across a range of investment types and utilizing multiple advisory platforms.

Michael Orsatti is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Empower Financial Services, The Huntington Investment Company, and Huntington National Bank. He is also involved with LoVasco Consulting Group, where he serves as a Financial Wellness Adviser providing educational and advisory services to participants in employer-sponsored retirement plans. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services that include investment management, retirement plan consulting, financial planning, and insurance advisory.