Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Empower Advisory Group, Personal Capital Advisors, LPL Financial, and Gerber Kawasaki Wealth & Investment Management. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated monitoring.

Matthew Erickson is a financial advisor with RWA Wealth Partners in Troy, MI, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Polaris Wealth Advisory Group, Renaissance Capital Management, and UBS Financial Services, among others. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm utilizes a strategic asset allocation approach with an open-architecture platform and offers customized fixed income and cash management solutions.

Justin Halvorson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with four years of industry experience. His prior work includes roles at Michigan State University, Uber, and Mulder Management. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analyses, typically managing a majority of assets on a non-discretionary basis.

Bradley Lott is a financial advisor at American Independent Securities Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L.M. Kohn & Company for 11 years. Outside of his advisory role, he is licensed to sell life, variable annuity, and accident/health insurance. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach and offers both discretionary and non-discretionary account management tailored to client objectives and risk tolerance.

Michael Cave is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Secure Asset Management and its affiliated entities since 2000. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written Investment Policy Statements and utilizes third-party money managers and platforms to support client accounts.

Steven Fronrath is a CFP® professional with 8 years of industry experience, currently advising at Highpoint Planning Partners in Troy, MI. His prior roles include positions at LPL Financial and the Detroit Symphony Orchestra. Outside of finance, he holds a one-third ownership in a rock cover band, If Walls Could Talk, LLC. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations, offering discretionary asset management and comprehensive financial planning. The firm employs fundamental analysis to construct diversified portfolios and utilizes multiple platforms to deliver consolidated advisory services.

Melissa De Rozario is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She previously worked at Lincoln Investment LLC for nine years and at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is the sole owner and operator of two e-commerce businesses focused on merchant processing for online selling companies. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management using proprietary screening tools and third-party managers.

John Swegles III is a financial advisor at NFSG Corporation with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and Morgan Stanley. Swegles also operates an ongoing insurance business in Michigan. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers diversified portfolio management, financial planning, and third-party asset manager selection, supported by internal research and multiple discretionary management approaches.

Patrick Kelly Jr. is a financial advisor at Signal Advisors Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at J.W. Cole Advisors, Inc., Rep Pro, LLC, and Global Financial Private Capital, LLC. Outside of his advisory role, he co-founded Function Plus, a non-investment-related business. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process with sector rotation and combines fundamental, quantitative, and technical analysis in managing discretionary strategies.

Eugene Lovasco is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 credentials and 47 years of industry experience. He has been with M Holdings since 2013 and also serves as President and CEO of Lovasco Consulting Group. Outside of his advisory role, he is involved in nonprofit governance, serving on the boards of the Detroit Symphony Orchestra, Henry Ford Hospital, Rocky Produce Company, and the Detroit Athletic Club Foundation. M Holdings Securities, Inc. serves a broad range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers various advisory and brokerage services, including investment management programs, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.

Robert Dopke is a financial advisor at Highpoint Planning Partners with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Highpoint Advisor Group since 2015, following a long tenure at LPL Financial, LLC beginning in 1996. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis to construct diversified investment portfolios.

Jacob Mitchell is a Series 66-licensed financial advisor with six years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Wealth Management and previously worked at Ally Invest Advisors, LPL Financial, and Focus Financial Group. Outside of his advisory role, he serves as a Retirement Plans Specialist for MissionSquare, a Delaware non-profit focused on assisting state and local governments with retirement plans. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Wanda Warsinski is a financial advisor at St. Bernard Financial Services, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of her advisory role, she is involved in health-related sales activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services with a focus on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering a combination of fee-based and commission-based solutions.

Christopher Schuppe is a financial advisor at M HOLDINGS SECURITIES, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Valic Financial Advisors. In addition to his role at M Holdings, Schuppe consults for LoVasco Consulting Group, advising retirement plan fiduciaries on governance, investment selection, and employee education. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining investment management, retirement plan consulting, and financial planning with ongoing client monitoring and support.

Jill Lowther is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her prior work includes positions at CoreCap Investments and Primerica Financial Services. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a client-specific investment approach incorporating fundamental, technical, and cyclical analysis across various asset classes and emphasizes equitable allocation while maintaining custody with external custodians.

Josiah Sherk is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bofa Securities, Inc. and Mercantile Bank of Michigan. Secure Asset Management primarily serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, frequently incorporating third-party money managers and held-away account management through a third-party platform.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at L.M. Kohn & Company for nine years before joining his current firm in 2025. Outside of his advisory role, he is involved in investment-related businesses as a principal in Cherocci Investments, LLC and North Financial LLC, both of which provide investment advice. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, with a focus on both discretionary and non-discretionary portfolio management. The firm supports multiple platforms and incorporates third-party managers and estate-planning services.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and typically exercises discretionary trading authority while maintaining custody with external custodians.

Keith Inman is a financial advisor at Signal Advisors Wealth, LLC with eight years of industry experience. He previously worked at Raymond James & Associates, Bank of America, Merrill, Santander Securities, and Santander Bank. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies through a top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.