Eric Somsel Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Founders Financial Securities LLC since 2021. He previously worked at Securian Financial Advisors of the Great Lakes, Minnesota Life, and Securian Financial Services Inc. from 2016 to 2021. Outside of financial advising, Somsel has been active as a hockey referee in Lansing, MI. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, offering a range of advisory platforms including managed portfolios, third-party manager access, and 1031 exchange consulting, with over $4 billion in client assets under management. The firm allows its advisors to operate under individualized investment philosophies while providing oversight and fiduciary services.

Michael Mann is a CFP® with 13 years of industry experience, currently affiliated with Ausdal Financial Partners, Inc. He has previously worked at Miami Life, Inc., Emerson Equity LLC, Ascendant Alternative Strategies, LLC, and Axiom Capital Management, Inc. Outside of his advisory role, Mann is involved in insurance sales and financial planning through his ownership of FirstGen Planning LLC, and he refers clients for tax and charitable planning services. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, brokerage transactions, and licensed insurance products.

Ruhin Shah is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and currently based in Clinton Township, MI. Shah has been with Plante Moran since 2025 and has prior experience at Ally Financial, Toyoda Gosei, and various educational institutions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, offering strategic asset allocation and portfolio management through a range of investment vehicles and analytical approaches.

James Kraatz is a financial advisor at Blackridge Asset Management, LLC with 35 years of industry experience. He has been with Blackridge since 2017 and previously worked at NEXT Financial Group, Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Kraatz owns Faith Investment Services LLC, which involves sales of fixed insurance products. 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 uses a model-based approach through an affiliated turnkey asset management platform and sponsors multiple wrap-fee programs while employing a combination of fundamental, technical, and charting analysis in portfolio management.

Patrick Brown is a financial advisor with Lifemark Securities Corp. in Livonia, MI, holding Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at Lifemark since 2018 and Foresters Equity Services from 2015 to 2018. In addition to advising clients, he operates as an independent insurance agent. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering customized programs such as Unified Managed Accounts and Separately Managed Accounts with both discretionary and non-discretionary management options.

Loran Coffman is a financial advisor with RFG Advisory, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 34 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Coffman is also the owner and founder of Route Financial Group, a registered investment advisory business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, typically managing assets on a discretionary basis using a combination of active and passive models with a focus on risk management.

Cameron Roehl is a CFP® professional with 12 years of industry experience, currently serving at Plante Moran Financial Advisors since 2013. He holds a Series 65 registration and is based in Clinton Township, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and offers both discretionary and non-discretionary portfolio management, managing approximately $25 billion in assets as of the end of 2025.

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.

Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

Erik Kokeny is a financial advisor at Kovack Advisors, Inc. in Troy, MI, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Advisors since 2009, previously working at Kovack Securities beginning in 2007. He also serves as a trustee of his mother's revocable living trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using both internally developed and third-party investment models supported by Envestnet technology.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to joining Arax, he was with Gries Financial LLC for five years, Rehmann Capital Advisory Group for three years, and operated Samrah Advisory Services for eight years. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through a network of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Karen Noonan is a financial advisor with Secure Asset Management, L.L.C., holding a Series 65 designation and 12 years of industry experience. She has been with Secure Asset Management since 2016 and is also affiliated with Secure Investors Group, KRN Properties, LLC, and Great Lakes Financial & Tax Services. Outside of her advisory role, she is an independent life and health insurance sales agent operating as a sole proprietor. 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 mix of fundamental, technical, and cyclical analysis within discretionary strategies and utilizes third-party money managers and held-away account management to support client portfolios.

Thomas Williams is a financial advisor at Financial Gravity Family Office Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Hochfelder & Weber, P.C. Williams is also the managing partner of Advisant Financial LLC, where he oversees day-to-day operations focused on tax planning and compliance. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Taylor Young is a Series 65-licensed advisor with Alera Investment Advisors, LLC, based in Rochester, MI, and has two years of industry experience. He has worked at Alera Investment Advisors since 2024 and operates an insurance agency, Rick Young Insurance Services, since 2014. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates insurance and pension consulting platforms into its services.

Keith Harder is a CFP® professional with 27 years of experience in financial advising. He has been with Rehmann Financial since 2000 and currently works at Rehmann Wealth. He serves on the board of the Rehmann Foundation, providing advice to its finance committee. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, supported by an in-house investment team and a range of portfolio options.

Alan Gieleghem is a CFP® and holds a Series 66 license, currently serving as an advisor at Kingsview Wealth Management, LLC with eight years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for six years and spent ten years with the Troy School District. Kingsview Wealth Management serves a broad mix of clients, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, retirement plan consulting, and access to third‑party managers and alternative investments.

Kathleen Elliott is a Series 65-licensed financial advisor at The Partners Wealth Management with 12 years of industry experience. She previously worked at Trivelloni Risk Management LLC and Trivelloni Asset Management, LLC, as well as Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internally developed models, third-party providers, and outsourced managers.

Larry Woods is a CFP® with 40 years of industry experience, currently serving at Calton & Associates, Inc. since 2019. He previously worked for Capital Financial Services, Inc. for 15 years and has been involved with Woods Financial Services/Magellan Investment Advisory Group, LLC since 1989. Outside of advisory work, he owns and operates a tax preparation and traditional life insurance business for senior clients. Calton & Associates provides portfolio management, financial planning, and retirement plan consulting to individual investors, trusts, estates, and other retail clients. The firm offers a variety of investment programs and combines advisory services with commission-based brokerage and insurance products.

Brandon Kennedy is a financial advisor with Highpoint Planning Partners in Troy, MI. He holds a Series 66 designation and has 21 years of industry experience. Kennedy has been associated with Highpoint Advisor Group, operating as Kennedy Financial Group, since 2015 and has worked with LPL Financial since 2008. 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 offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis across a range of investment types and utilizing multiple advisory platforms.

Vincent Panizzi is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Advisors Capital Management, LLC. His prior roles include positions at Mainstay Capital Management, Sequoia Financial Advisors, and GHD Wealth Management. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management through customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8.1 billion in discretionary assets, operating as a sub-advisor for numerous intermediaries.