Eric Johnson is a CFP® and holds a Series 65 license with six years of experience at Plante Moran Financial Advisors. His career includes roles at Grand Valley State University, Thomson Reuters, and First National Bank. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

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.

Jordan Paholak is a financial advisor with ON Investment Management Company in Novi, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Integrity Investment Planning Group, W&S Brokerage Services, and Western & Southern Life. Outside of investment advising, he also engages in life insurance sales as a financial representative with Integrity Investment Planning Group. ON Investment Management Company is an SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary strategies.

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.

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.

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.

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.

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.

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 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.

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.

Sangmin Kim is a CFP® with eight years of industry experience, currently advising at CreativeOne Wealth, LLC. He has worked at firms including Charles Schwab & Co., Inc., and founded Wise Wealth Stewardship. In addition to his advisory role, he is an independent associate with LegalShield, providing prepaid legal services. CreativeOne Wealth, LLC offers fee-based asset management and financial planning to individuals, corporations, and other RIAs, utilizing proprietary models and third-party managers across a range of investment strategies including ETFs, mutual funds, and private investments.

Mark Kosanke is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Concorde Financial Group since 1992 and Concorde Asset Management since 2006. Outside of his advisory role, Kosanke is involved in several business activities including serving as president of 2521 Talents, Inc., directing the Kosanke Family Foundation, coaching the Utica High School Clay Target Club, and providing fishing charters through Netgame Outfitters. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and utilizes platforms like Envestnet and Orion to build individualized portfolios based on client objectives and risk tolerances, and also provides ERISA retirement-plan advisory services.

Jay Hokanson is a financial advisor with First Heartland Consultants, Inc. in Newaygo, Michigan, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with First Heartland Capital Inc since 2007. Outside of his advisory role, he is involved in the sale and distribution of fixed life and annuity products through Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Mark Huber is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Concorde since 2013 and is also a partner at TADA Wealth Advisors, where he advises clients and manages operations. Outside of his advisory roles, Huber is involved in several entrepreneurial and leadership activities, including serving as president of Parents 4 Progress, an organization focused on parental involvement in education policy, and owning businesses related to tax consulting and creative advertising. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of services including wrap fee programs, UMA overlay management, and ERISA plan advisory.

Paul Messiter is a CFP® with 18 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds a Series 63 license and is also a licensed insurance agent authorized to sell life, health, and annuity insurance products. United Capital Financial Advisors offers financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models, incorporates ESG and faith-based customization, and provides client-facing technology and reporting tools.

Brian Gotham is a financial advisor with Plante Moran Financial Advisors in Ann Arbor, MI. He holds the Series 65 designation and has experience with Edward Jones and Plante Moran Financial Advisors dating back to 2022. Outside of his advisory work, he serves as a part-time referee for USA Hockey. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, trusts, estates, and institutional clients. The firm employs a variety of investment approaches and manages assets through both discretionary and non-discretionary arrangements.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at LPL Financial and Fisher Retirement Services. He also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning approach supported by proprietary technology and quantitative measures.

Collin Steinhauer is a financial advisor at Rehmann Wealth with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ford Estates, LLC and Rehmann Capital Advisory Group. Outside of his advisory role, he has a part-time position maintaining ATMs for a local business. Rehmann Wealth provides comprehensive wealth management, financial planning, and investment services to individuals, families, trusts, non-profits, and institutional clients. The firm employs a multi-pronged investment approach including advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services for retirement plans.