Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.

J Otterbein is a financial advisor at ON Investment Management Company with 40 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory role, he is a life insurance sales representative. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides access to third-party investment programs and manages both discretionary and non-discretionary assets through a dual-registration broker-dealer model.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at GLP & Associates, Inc. and GLP Investment Services, LLC since 2002, and joined Asset Allocation Strategies in 2020. Outside of advisory roles, he serves as president of DPS Financial Inc., which focuses on investment and retirement planning. Asset Allocation Strategies, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services including 529 plan assistance and portfolio financing options.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and concurrently manages Bardens Farm Market, a fresh food market and farm in South Haven, MI. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and advisor-reviewed investment policies.

Henry Woloson is a financial advisor with Harbour Investments, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has operated Woloson Financial Management since 2013. Outside of advising, he is an attorney specializing in estate planning, preparing wills and trusts, and serves as a director of the David W. Elliott Memorial Foundation. He is also an author. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm combines fundamental and technical analysis to build customized portfolios and offers both discretionary and non-discretionary management, along with model-based solutions delivered through a subscription platform.

Gabriel Qetrani is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Securities LLC. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion through a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment plans focused on exchange-traded products and a combination of fundamental and quantitative analyses.

Dylan Woebkenberg is a financial advisor with ON Investment Management Company, holding a Series 66 credential and three years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2023. In addition to his advisory role, he is also a licensed life insurance agent for Ohio National. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates a dual-registration model through its affiliated broker-dealer.

Adam Laurie is a financial advisor at Asset Allocation Strategies, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with GLP Investment Services and GLP and Associates since 2011. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers portfolio-based financing strategies alongside traditional portfolio management.

Mark Eriksen is a financial advisor with Prospera Financial Services, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Cetera Advisor Networks, Summit Financial Group, LPL, and Wells Fargo Advisors. He serves as a non-compensated board member of the Detroit Regional Chamber. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms including those sponsored by Prospera and various third-party providers.

Spencer Comps is a Series 65-licensed financial advisor at Procyon with four years of industry experience. Prior to joining Procyon, he worked at Oliver Lagore Vanvalin Investment Group, Truadvice LLC, and several other firms. He is also a licensed insurance agent. Procyon serves individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisers, and institutional clients, managing approximately $9.2 billion in assets. The firm offers comprehensive investment management and advisory services, using a fundamental analysis approach with both discretionary and non-discretionary portfolio management.

Carston Cook is a CFP® professional with eight years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and has previously worked at Ameriprise, Comerica Securities, Robinhood Financial, JPMorgan Securities, JPMorgan Chase Bank, Merrill Lynch/Bank of America, and New York Life Securities. Outside of his advisory role, Cook is involved with Main Financial Wealth Management, where he works as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with asymmetric rebalancing, offering services through a broad network of affiliated offices and advisers.

Jeffrey Newsome is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at several firms including CG Financial and Peckham, Inc. prior to joining Foguth Wealth Management. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Adam Spears is a financial advisor with Foguth Wealth Management, LLC. He holds a Series 65 designation and has three years of industry experience. Prior to joining Foguth Wealth Management, he worked at Truadvice, LLC, University Lending Group, and Cross Country Mortgage. Outside of advisory services, he is involved with Foguth Financial Group, Inc., an insurance agency. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, focusing on tailored investment plans that utilize exchange-traded products and a blend of fundamental, technical, and quantitative analyses.

James Newman is a Series 65-licensed financial advisor with Foguth Wealth Management, LLC. He has experience spanning several firms since 2008, including Meadowbrook Inc. DBA AFGROUP and Exacta Financial Services LLC, before joining Foguth Wealth Management and its affiliated firms in 2026. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, focusing on tailored investment plans that emphasize exchange-traded products and combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Dylan Kennedy is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked with CreativeOne Wealth, LLC and Hudson Agency LLC. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing tailored investment plans that incorporate exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Shoumya Saha is a financial advisor with Asset Allocation Strategies, LLC, holding Series 65 and Series 63 credentials and 17 years of industry experience. Saha's prior work includes roles at GLP Investment Services, LLC, and GLP and Associates Inc. Outside of advising, Saha is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm utilizes advanced asset allocation models and a range of strategies, including portfolio financing and synthetic borrowing, to tailor investment approaches.

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Stefan Ropp is a financial advisor at Asset Allocation Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with GLP Investment Services, LLC and GLP & Associates, LLC since 2017. Outside of advisory services, he is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both individual investors and institutional clients. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and employer retirement account advisory.

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has one year of industry experience, including prior roles at Detroit Financial and Eyebloc LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Daniel Anderson is a CFP® certificant at Foguth Wealth Management, LLC. with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company among other firms. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm constructs tailored investment plans focusing on exchange-traded products and employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.