Lamindy Brandon Joseph is a financial advisor with PKS Advisory Services, LLC and holds the CFP® designation and Series 66 license, bringing 21 years of industry experience. He has held positions at firms including Cabot Lodge Securities, CL Wealth Management LLC, and Merrill. Outside of advising, he is a part-time instructor at the University of Phoenix teaching finance, economics, and business courses, and serves as managing partner of Centurion Wealth Management, a financial planning and insurance services firm. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client profiles and employs strategies involving mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Jordan Paholak is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining ONIMCO, he worked at The Jagged Fork and W&S Brokerage Services among other firms. Outside of his advisory role, he also works as a financial representative selling non-registered life insurance through Integrity Investment Planning Group. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services utilizing a combination of discretionary and non-discretionary investment programs.

Darren Van Hevel is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent entities since 2012 and has been with Thrivent Advisor Network since 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, in addition to serving on the board of a local homeowners association. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans through a multi-advisor network. The firm emphasizes long-term, diversified portfolios featuring low-cost mutual funds and ETFs, while also offering access to independent managers, model portfolios, and a range of investment 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 a brief period outside the firm in 2018. Prior to her advisory role, she worked at Michigan State University from 2016 to 2018. 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 employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Russell Harris is a financial advisor with Bison Wealth, LLC in Canton, MI, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Brookstone Capital Management. Harris is also involved as a lead educator and board member of Financial Educators Network, a nonprofit focused on providing financial education. Bison Wealth serves a broad client base including high net worth individuals, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market 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.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Huntington National Bank, AE Financial Services, LLC, and Oliver Lagore Vanvalin Investment Group, Inc. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and institutional clients. The firm provides investment management, financial planning, and advisory services with a focus on fundamental analysis and long-term orientation, managing approximately $9.2 billion in assets across a team of 54 advisors.

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.

William Hurley Jr. is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at William Hurley and Associates, Blackridge Asset Management, PEAK Brokerage Services, Mass Mutual Investors Services, Massmutual Life Insurance Co, Metlife Securities Inc., and Chase Investment Services Corp. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management using a variety of investment strategies and operates a multi-advisor network with affiliated broker-dealer and platform management entities.

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 credentials and bringing 15 years of industry experience. He has been with Concorde Asset Management since 2013 and also serves as a partner at Tada Wealth Advisors. Outside of his advisory roles, Huber is president of Parents 4 Progress, an organization focused on advocating for parents in educational policy matters, and leads several other small business ventures in tax consulting and advertising. 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 builds customized portfolios using model-based strategies and third-party platforms, offering services that include ERISA retirement-plan advisory and variable annuity account management.

Paul Messiter is a CFP® with 19 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2015 and previously held roles at Stancorp Investment Advisers and Tisch Investment Advisory. Messiter is also a licensed insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a broad affiliate network and a technology platform, FinLife Partners, which supports independent advisors with customized investment solutions.

Brian Gotham is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Edward Jones for two years. Outside of his advisory role, 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 that includes individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment process.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked with LPL Financial since 2007 and operates Fisher Retirement Services, a business active since 1993. Fisher also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies and dynamic rebalancing.

Collin Steinhauer is a financial advisor at Rehmann Wealth in Ann Arbor, MI, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Rehmann Capital Advisory Group and Ford Estates, LLC. Outside of advising, he is involved with Elite Bankcard Solutions in a non-investment capacity. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional sponsors. The firm utilizes a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering fiduciary services and access to private investment opportunities.

Viktoria Wilson is a CFP® with seven years of industry experience, currently serving as an investment adviser representative at Blackridge Asset Management, LLC. She previously worked at Peak Brokerage Services, LLC and MML Investors Services/Spice Financial. Outside of her advisory role, she is president of the Pinckney Aquatic Club and serves as president of Insights Toastmasters of Brighton. 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 employs a network structure with a range of portfolio management options, including an affiliated turnkey asset management platform and third-party managers.

Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.