Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

Erik Kokeny is a financial advisor at Kovack Advisors, Inc. in Troy, MI, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Advisors since 2009, previously working at Kovack Securities beginning in 2007. He also serves as a trustee of his mother's revocable living trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using both internally developed and third-party investment models supported by Envestnet technology.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to joining Arax, he was with Gries Financial LLC for five years, Rehmann Capital Advisory Group for three years, and operated Samrah Advisory Services for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a network of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Karen Noonan is a financial advisor with Secure Asset Management, L.L.C., holding a Series 65 designation and 12 years of industry experience. She has been with Secure Asset Management since 2016 and is also affiliated with Secure Investors Group, KRN Properties, LLC, and Great Lakes Financial & Tax Services. Outside of her advisory role, she is an independent life and health insurance sales agent operating as a sole proprietor. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and utilizes third-party money managers and held-away account management to support client portfolios.

Thomas Williams is a financial advisor at Financial Gravity Family Office Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Hochfelder & Weber, P.C. Williams is also the managing partner of Advisant Financial LLC, where he oversees day-to-day operations focused on tax planning and compliance. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

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® and holds a Series 66 license, currently serving as an advisor at Kingsview Wealth Management, LLC with eight years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for six years and spent ten years with the Troy School District. Kingsview Wealth Management serves a broad mix of clients, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, retirement plan consulting, and access to third‑party managers and alternative investments.

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 40 years of industry experience, currently serving at Calton & Associates, Inc. since 2019. He previously worked for Capital Financial Services, Inc. for 15 years and has been involved with Woods Financial Services/Magellan Investment Advisory Group, LLC since 1989. Outside of advisory work, he owns and operates a tax preparation and traditional life insurance business for senior clients. Calton & Associates provides portfolio management, financial planning, and retirement plan consulting to individual investors, trusts, estates, and other retail clients. The firm offers a variety of investment programs and combines advisory services with commission-based brokerage and insurance products.

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.

Vincent Panizzi is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Advisors Capital Management, LLC. His prior roles include positions at Mainstay Capital Management, Sequoia Financial Advisors, and GHD Wealth Management. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management through customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8.1 billion in discretionary assets, operating as a sub-advisor for numerous intermediaries.

Vanessa Carter Witt is a CFP® with nine years of industry experience and is currently with RWA Wealth Partners. She previously worked at Adviser Investments for seven years and has held roles at Everhart Advisors and Mid Atlantic Capital Corporation. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Kevin Vandenhaute is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the managing partner of Titan Wealth Advisors, LLC, an investment-related firm. His prior work includes roles at Sigma Financial Corporation and Secure Investors Group. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs discretionary strategies guided by written Investment Policy Statements, utilizing a combination of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Kade Messner is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC in Troy, MI, bringing four years of industry experience. He previously worked at Osiwala Financial Group and Barber Financial Group. Outside of his advisory role, he serves as Young Adult Director at Oakland Church. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a variety of strategic investment tools.

Kenneth Osiwala is a financial advisor with Modern Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., Barber Financial Group, LLC, National Planning Corporation, and operating his own firm, Osiwala & Associates Strategic Investment Services, for 30 years. Outside of advising, he is a sole proprietor insurance agent. Modern Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering investment advisory and integrated planning services. The firm employs a centralized portfolio management model supported by an Investment Committee and provides specialized services such as ERISA plan advisory and estate planning through affiliated entities.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

Brennan Krengel is a financial advisor at Secure Asset Management, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, Infinex Investments, and Comerica Securities. Secure Asset Management primarily serves individual clients, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and held-away account management.

Mark Mueller is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Titan Wealth Advisors, Sigma Financial Corporation, and Aurora Securities, among others. Outside of advisory work, he is involved with the Wayne County Youth and Senior Education Fund. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party money managers and platforms for held-away account management.

Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.