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.

Adam Laurie is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at GLP Investment Services and GLP and Associates since 2011 and 2013, respectively, before joining Asset Allocation Strategies in 2026. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm emphasizes strategic asset allocation using quantitative techniques and manages portfolios through model portfolios, ETFs, and third-party managers, with additional services that include portfolio-based financing and synthetic borrowing strategies.

Spencer Comps is a Series 65 licensed advisor at Procyon with four years of industry experience. Prior to joining Procyon in 2025, he held roles at Oliver Lagore Vanvalin Investment Group, Truadvice LLC, Brookstone Capital Management, and Foguth Wealth Management. He is also a licensed insurance agent involved in insurance sales and implementation. Procyon provides investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing fundamental analysis and a combination of internal portfolio construction and external managers, while offering both discretionary and non-discretionary management services.

Robert Young is a CFP® with seven years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. Prior to joining Kingsview, he worked at Edward Jones for six years and held a position at A123 Systems Inc. His career spans roles in both financial services and the technology sector. Kingsview Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services through a combination of in-house strategies, third-party managers, and alternative investment platforms.

Austin De La Cruz is a CFP® and Series 65 credentialed financial advisor with Plante Moran Financial Advisors. He has three years of industry experience and previously spent nine years at Plante & Moran, PLLC. He is based in Ann Arbor, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, 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 approach.

Shoumya Saha is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. Saha holds Series 63 and Series 65 designations and has worked with GLP Investment Services, LLC and GLP and Associates Inc. Outside of advisory work, Saha is involved in life insurance and fixed/index annuity sales through GLP & Associates and owns Sho's Consulting, Inc., which also focuses on fixed insurance and annuity sales. 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 approach centers on strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

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 at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining B. Riley Wealth Management in 2026, he worked at Brighthouse Financial for seven years and Foreside Fund Services, LLC for three years. B. Riley Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and financial planning services and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

James Silbernagel is a CFP® with 40 years of experience in the financial industry. He is currently with Concorde Asset Management, LLC and has held roles at Concorde Investment Services, Woodbury Financial Services Inc, and operates The Silbernagel Group, which provides consulting services to families of high school students on college planning. He is also involved in managing a tax practice, hosting a weekly online radio show, and participates on the advisory board of a philanthropy organization focused on educating high school students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including discretionary trading and allocation oversight.

Allison Nowacki is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. Prior to joining Plante Moran, she held positions at Ameriprise Financial Advisors and Azimuth Capital Management. Outside of finance, she is involved in the hospitality industry through her role at Harper's Brewpub and Restaurant. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio advisory services.

Eric Dahlberg is a CFA® charterholder at Plante Moran Financial Advisors with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and works with third-party managers, primarily on a non-discretionary basis.

Gerard Taylor is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, Summit Brokerage Services Inc, and Wells Fargo Advisors. He is also the owner of Taylor & Associates, LLC, an investment-related business. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through various financial planning and portfolio management services across multiple advisory programs and platforms.

Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolio management supported by an internal investment management team and offers a range of coordinated wealth-management services including financial planning, retirement plan advice, and educational workshops.

Ross Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at CincyTech and Pine Lake Capital. His background also includes roles at Miami University and Heeney-Sundquist Funeral Home. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Mary Hanson Kent is a financial advisor at Bison Wealth, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Raymond James and Village Global. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Carson Stoltz is an Investment Advisor Representative at Concorde Asset Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Concorde since 2022. Outside of investment advisory, Stoltz is involved with Legal Shield & ID Shield as a referral representative, serves as a trustee for a family client, and works as a DoorDash driver. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using both proprietary and third-party model strategies and offers ERISA retirement-plan advisory services.

Julie Goldsmith is a CFP® with 39 years of industry experience, serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 registration and works out of Plymouth, MI. Outside of her advisory role, she is Co-President of a condominium association and works as an insurance agent focusing on life, health, and annuity lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and third-party money manager relationships through platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering integrated financial solutions.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.