Keith Inman is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. He previously worked at Raymond James & Associates, Bank of America, Merrill, Santander Securities, and Beacon Payments. 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 approach combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

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.

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds the Series 65 designation and has been with Plante Moran since 2024. Her prior experience includes roles at Morgan Stanley and teaching positions at the University of Detroit Mercy and local schools. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm offers investment advisory, financial planning, and estate-planning services, using a mix of fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Matthew Cash is a CFP® professional with 17 years of experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Robert W. Baird since 2016 and has worked with various Avantax entities and Cetera-affiliated firms since 2021. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm employs tax-intelligent strategies and firm-designed style allocation models overseen by an investment advisory committee, managing approximately $7.57 billion in assets as of December 31, 2025.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Michael Iley is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at M Holdings Securities since 2017 and also serves as Managing Director of LoVasco Consulting Group, where he provides ongoing and project consulting to retirement plan sponsors. His prior experience includes roles at Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Elizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She also provides insurance advice as a fixed insurance agent. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments.

Jeremy Goldstein is a financial advisor at Secure Asset Management, L.L.C. with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior firms include Aurora Securities and Foresters Equity. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a client-specific investment approach using a mix of fundamental, technical, and cyclical analysis across a range of asset classes and emphasizes equitable allocation among clients.

Kevin Woehler is a financial advisor with PKS Advisory Services, LLC and holds Series 66 and Series 63 designations. He has 24 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Michigan Securities, Inc. Woehler also operates Woehler Financial Group, where he provides insurance advice as a licensed agent. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a range of investment strategies tailored to client risk tolerance and time horizon, including no-load mutual funds, ETFs, independent managers, model portfolios, and alternative investments, while employing third-party models and conducting ongoing portfolio monitoring.

Anida Venniro is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Ameriprise and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Cooper Harbowy is an advisor at Modern Wealth Management, LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience working at Chipotle and in various educational roles. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Kevin Damman is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at Secure Financial Group, Secure Investors Group, Aurora Securities, Inc., Four22 Realty, WTA Realty, and Bond New York. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and emphasizes client-specific investment policies and equitable allocation of opportunities.

Wendy Steadman is a financial advisor with American Independent Securities Group, LLC in Troy, MI, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has been with L.M. Kohn & Company since 2012. Outside of her advisory role, she is involved with the Windermere Island Foundation, a nonprofit, where she performs administrative duties including website management. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and access to third-party managers and estate-planning services.

Antonio Trivelloni is a financial advisor with The Partners Wealth Management in Mount Clemens, MI, holding a Series 65 credential and 16 years of industry experience. His career includes leadership roles at Trivelloni Asset Management, Llc (formerly North Harbor Advisors) and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of customized portfolios and model-based management, incorporating both internally developed and third-party models through its Amplify Platform.

James Chapman is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Detroit, MI, holding a Series 66 designation and seven years of industry experience. He is also affiliated with Lovasco Consulting Group, where he provides consulting services related to 401(k) plans, fiduciary responsibilities, and employee education. His work history includes positions at Northpointe Capital and Level One Bank. M HOLDINGS SECURITIES, Inc. serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent firms. The firm offers a variety of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and third-party sub-advisors.

Leland Proshek is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Chart Advisors LLC since 2014 and is the owner of Chart Advisors Inc., a tax and insurance planning business. 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 combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on individualized client service rather than traditional corporate relationships.

Joseph Abbott is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Jones Retirement Advisors, Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, Quicken Loans, Culvers, and McDonald's. Outside of advisory activities, he is also involved in insurance as an agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, utilizing fundamental analysis and various investment vehicles to construct portfolios.

Michelle Tomei is a financial advisor at Capital Analysts with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment and Legend Advisory Corporation. Tomei is also an active member and chair of the South Lyon Educational Foundation board, where she participates in event planning and fundraising activities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management using in-house model portfolios, third-party managers, and fiduciary advisory services.

Brendan Walsh is a financial advisor with M Holdings Securities, Inc. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. Walsh has worked with M Holdings since 2012 and has been with Catalyst Solutions Group, Inc. since 2015. M Holdings Securities, Inc. serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services nationwide through independent Member Firms and Financial Professionals. The firm provides investment management, retirement plan consulting, financial planning, and insurance advisory services, using a combination of in-house portfolio management and third-party sub-advisors.

Christopher Balcerowiak is a CFP® with 39 years of industry experience, currently serving at The Fiduciary Alliance since 2023. His prior experience includes positions at Ameriprise Financial Services, Inc. and Creative Retirement Solutions Group. Outside of advisory work, he owns a business called C & C Estates LLC and is active in insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a combination of fundamental and technical analyses, with options for third-party manager allocation.