Avery Ragatzki is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation and five years of industry experience. Prior to joining Baron Wealth Management in 2023, Avery worked at Plante Moran Financial Advisors for multiple periods between 2018 and 2022. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on individualized, ongoing advice and strategic diversified asset allocation, combining internally researched securities with mutual funds, ETFs, and separately managed programs.

Kathryn Gillman is a CFP® certificant with 22 years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2016. She holds a Series 63 license and is based in Troy, Michigan. Outside of her financial advisory role, she is involved as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, providing comprehensive wealth management, financial planning, and multigenerational coaching through its two-phase “Prosperity” program. The firm employs a broad range of investment options and operates under a fiduciary standard, tailoring strategies to client objectives and risk tolerances.

Jason Recchia is a financial advisor at Strategic Wealth Advisors Group, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Strategic Wealth Advisors Group, he worked at Ameriprise and has diverse experience including roles outside the financial sector. He is also affiliated with University of Detroit Jesuit High School and Academy. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm emphasizes the use of independent sub-advisors for portfolio management and offers ERISA plan services and public educational seminars.

Stacy Calder is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Blackridge since 2017. Prior to that, she was with Next Financial Group Inc and Capital Financial Services, Inc. Outside of her advisory role, Calder teaches line dancing and coaches weight loss through Optavia Healthy Living. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management, access to model portfolios and third-party managers, as well as estate-planning referrals.

Jonathan Arntz is an associate advisor at SEIA with two years of industry experience. He previously worked at Cedar Brook Group for four years and was self-employed in construction for nine years. Outside of advising, he is involved in property management through BDD Unlimited LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured six-step process.

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior work includes nine years at Lincoln Investment and nine years at Legend Equities Corp. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its service offerings.

Steven Grogan is a CFP® with 16 years of experience in the financial services industry. He currently works at Savvy and has held prior roles at Commonwealth Financial Network and Sii. Grogan is also the owner of Datum Point Tools, Inc., an industrial tool distribution business, and serves as a director of Connect Macomb, a local non-profit Chamber of Commerce organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Shadi Maasri is a financial advisor at Secure Asset Management, L.L.C. with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Merrill Lynch. Maasri also has experience as a licensed insurance agent and is associated with Secure Investors Group and Titan Wealth Advisors. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate clients.

Thomas Meissner is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Vanderbilt Advisory Services, Vanderbilt Securities, and NEXT Financial Group. Outside of advising, he serves as a referee and holds a promotional role with LVZ Advisors. Blackridge Asset Management offers financial planning, investment management, and consulting services through a network of advisers. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, utilizing a range of portfolio management strategies and affiliated platforms.

Marc Neville is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at LPL Financial, SCF Investment Advisors, and Aurora Securities. Outside of his advisory work, he is an officer of Neville Financial Group, Inc., which provides financial consulting, estate planning, and tax preparation services. Secure Asset Management primarily serves individual clients, including both 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 employs a range of investment strategies guided by written policy statements and periodic reviews, often utilizing third-party money managers and platforms for held-away account management.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC in Sterling Heights, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Gibbs, Hayes worked at MipPro Wealth Management Inc and has a background that includes roles at Orfin & Associates and non-financial positions at Culvers and Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients through an advisor-directed Model Management program using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Michael Pesendorfer is a financial advisor at Capital Analysts with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and previously spent 21 years at Legend Equities Corporation. Capital Analysts serves retail and institutional clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christopher Schwarzkoff is an advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Financial Securities since 2021, following a prior role at GWFS Equities, Inc. from 2016 to 2020. Schwarzkoff is also involved with Diversified Retirement Services, engaged in the solicitation and placement of fixed insurance products. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of 118 investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and services, allowing IARs to tailor investment strategies and provide fiduciary plan management while supporting niche offerings such as 1031 exchange consulting and co-advised private wealth portfolios.

Gregg Huxley Jr. is a financial advisor at Secure Asset Management, L.L.C. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at several firms including SCF Investment Advisors, Inc. and Cantella & CO., Inc. In addition to his advisory role, he is a licensed real estate broker assisting clients with property transactions. 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 mix of fundamental, technical, and cyclical analysis and focuses on client-specific investment policies while maintaining custody with external custodians.

Kalomira Zangoulos is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at SagePoint Financial for eight years before joining her current firm. Outside of her advisory role, she is a sales associate at Brookstone Realty. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

Suzana Bogoevska is a financial advisor with IHT Wealth Management LLC, holding CFP® and CFA® designations and bringing 16 years of industry experience. She worked previously at Portfolio Solutions, LLC before joining IHT Wealth Management in 2021. Outside of her advisory role, she is involved with Venice Wealth Partners LLC, which operates in advisory and insurance business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of fiduciary and consulting services through a network of over 150 advisors.

Elizabeth Larson is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Michigan Timber & Truss prior to her current roles. Larson serves as a mentor for other advisors and is a board member and secretary for Gigi's Playhouse, a nonprofit organization. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers various institutional and intermediary services.

Ronald Lenihan is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and SeaCrest Investment Management since 2006. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools as decision support.

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® professional with 14 years of industry experience, currently serving at Ausdal Financial Partners, Inc. He has worked at firms including Miami Life, Inc., Emerson Equity LLC, and Axiom Capital Management, Inc. In addition to his advisory role, Mann owns a financial planning business and engages in activities such as insurance sales and client referrals for tax planning and charitable strategies. Ausdal Financial Partners, Inc. serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of investment advisory and financial planning services, integrating third-party managers and model portfolios tailored to client objectives and risk tolerances.