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.

Elizabeth Budweg is a financial advisor at CoreCap Advisors with a Series 65 credential and three years of industry experience. She has worked at CoreCap Advisors and Skolnik Retirement Solutions since 2022 and previously held positions at Bonefish Systems and Ohio State University. Outside of her advisory role, she serves as an executive producer at Skolnik Retirement Solutions, focusing on the sale of insurance and annuity products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing various investment vehicles and sub-advisors to manage client portfolios.

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.

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.

Eric Ruth is a financial advisor at CL Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabot Lodge Securities, LLC, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and regular monitoring.

Bruce Maginn is a financial advisor with CoreCap Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2017 and has been associated with Guardian Life Insurance Company since 2002, including 15 years at Park Avenue Securities. Outside of his advisory role, Maginn is co-owner of Solomon Financial, an insurance sales and financial planning business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, self-directed retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Spencer Comps is a financial advisor at Procyon with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Oliver Lagore Vanvalin Investment Group and Brookstone Capital Management. In addition to his advisory role, he is a licensed insurance agent. Procyon serves individuals, families, trusts, businesses, institutional investors, and retirement plans, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios with a primarily long-term orientation and operates across a large office footprint with multiple affiliated businesses and service relationships.

Robert Young is a CFP® with seven years of industry experience. He has worked at Edward Jones and A123 Systems Inc. before joining Kingsview Wealth Management, LLC, where he is currently an advisor. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management across a broad range of securities and operates proprietary model portfolios alongside partnerships for tax, estate, and alternative-asset services.

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.

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 has worked extensively with GLP Investment Services and GLP and Associates Inc. Outside of advisory roles, Saha is involved in life insurance and annuity sales through GLP & Associates and owns a consulting business focused on fixed insurance and annuity products. 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’s investment approach emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and portfolio financing options.

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.

Lance Johnson is a financial advisor with B. Riley Wealth Advisors, Inc. in Plymouth, MI, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. His prior roles include positions at Brighthouse Financial and Foreside Fund Services, LLC. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and business clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via the Envestnet platform, internally managed models, and financial planning services, managing approximately $4.21 billion in assets with a team of about 173 advisors.

Steven Cook is a financial advisor at Capital Analysts with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has a long tenure in insurance sales, including roles at Lincoln Investment Planning, Great American Reserve Insurance Company, and Jackson National Life Insurance Company. Cook is also a partner and department chair at Allen Park Public Schools, where he has worked for over 40 years. Capital Analysts serves a diverse client base that includes individual investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an investment approach driven by an in-house research team and proprietary mutual-fund screening tools.

John Cruse is a financial advisor with Capital Analysts in Royal Oak, MI, holding a Series 66 designation and six years of industry experience. He has previously worked at United Shore and has been with Lincoln Investment since 2019. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, supporting advisors in providing custom portfolios and consultation services.

Andrew Harr is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Lincoln Investment since 2010. Outside of his advisory role, he serves as a trainer for newly appointed insurance agents at Consolidated Financial, focusing on the 403(b) market, suitability, and product knowledge. Capital Analysts provides portfolio management and advisory services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes an in-house Investment Management & Research team to support investment decisions and offers a variety of discretionary and non-discretionary programs with access to third-party managers.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2012. Based in Southfield, MI, he holds Series 63 and Series 65 licenses. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage approximately $25 billion in assets through both discretionary and non-discretionary arrangements.

Gerard Taylor is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Prospera since 2021 and previously held positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Taylor is also the owner of Taylor & Associates, LLC, an investment-related business. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals—including high-net-worth clients—corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with a combination of firm models, third-party sub-advisers, and customizable allocations.

David Sawchuk is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. He serves as a member of the Taymouth Township Zoning Board of Appeals, a governmental position. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with a range of advisory services tailored to different client needs.