Vanessa Carter Witt is a CFP® with nine years of industry experience and is currently with RWA Wealth Partners. She previously worked at Adviser Investments for seven years and has held roles at Everhart Advisors and Mid Atlantic Capital Corporation. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Kevin Vandenhaute is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the managing partner of Titan Wealth Advisors, LLC, an investment-related firm. His prior work includes roles at Sigma Financial Corporation and Secure Investors Group. Secure Asset Management, L.L.C. 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 discretionary strategies guided by written Investment Policy Statements, utilizing a combination of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Kade Messner is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC in Troy, MI, bringing four years of industry experience. He previously worked at Osiwala Financial Group and Barber Financial Group. Outside of his advisory role, he serves as Young Adult Director at Oakland Church. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a variety of strategic investment tools.

Anne Karlow is a CFP® professional with 30 years of experience in the financial services industry. She has been with Founders Financial Securities LLC since 2011 and also operates Jardon Consulting, providing financial planning, investment advice, and insurance sales. Her background includes engagements at T & G Financial and leadership roles in multiple business ventures, including bookkeeping through Perennial Resources, LLC. Founders Financial Securities LLC serves individual investors, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, allowing its advisors to customize investment strategies with discretionary or non-discretionary management, including niche offerings such as 1031 exchange consulting and co-advised private wealth portfolios.

Kenneth Osiwala is a financial advisor with Modern Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., Barber Financial Group, LLC, National Planning Corporation, and operating his own firm, Osiwala & Associates Strategic Investment Services, for 30 years. Outside of advising, he is a sole proprietor insurance agent. Modern Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering investment advisory and integrated planning services. The firm employs a centralized portfolio management model supported by an Investment Committee and provides specialized services such as ERISA plan advisory and estate planning through affiliated entities.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

Brennan Krengel is a financial advisor at Secure Asset Management, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, Infinex Investments, and Comerica Securities. Secure Asset Management primarily serves individual clients, offering 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 frequently utilizes third-party money managers and held-away account management.

Mark Mueller is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Titan Wealth Advisors, Sigma Financial Corporation, and Aurora Securities, among others. Outside of advisory work, he is involved with the Wayne County Youth and Senior Education Fund. 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 range of investment approaches, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party money managers and platforms for held-away account management.

Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.

Jonathan Arntz is a CFP® with 35 years of industry experience. He is currently a partner at SEIA and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors, among others. He holds an insurance license and is involved in insurance sales and service related to financial planning. SEIA is an SEC-registered, multi-team firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic and tactical asset allocation and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Benson Onyegbula Jr. is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial and Edward Jones. Outside of advising, he is a licensed real estate agent assisting clients with residential and commercial properties. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individuals rather than traditional corporate clients.

Chris Cochran Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Creative Financial Designs and cfd Investments since 2014. Outside of his advisory role, he is actively involved as an insurance agent through a sole proprietorship. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Raymond Comiskey III is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at EDM Financial Advisors since 2021 and previously held roles at Securian Financial Advisors of the Great Lakes, Securian Financial Services Inc., and Minnesota Life. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment platforms and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Kelly Atkins is a Series 65-licensed advisor with HighPoint Planning Partners in Troy, MI, with three years of industry experience. Prior to his financial advisory career, he worked at General Motors for 35 years. HighPoint Planning Partners 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, and retirement plan advisory, utilizing fundamental analysis and diversified investment approaches across various asset classes.

Scott Kolesky is a financial advisor with Kovack Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2007. Outside of his advisory role, he serves as an assistant wrestling coach at Bloomfield Hills Brother Rice High School. 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 client base including individuals, pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

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.

Thomas Turchetti is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities, Inc. In addition to his advisory work, he offers life, health, long-term care, and disability income insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening and offering retirement-plan advice via a nationwide network of independent advisors.

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.

Steven Carpenter is a financial advisor at Creative Financial Designs, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has held diverse roles including media content creation within financial education as the founder of Covenant Media Network. His professional background also includes executive and ownership positions in several financial and business consulting entities. Creative Financial Designs serves individual clients across various wealth levels, as well as corporate, institutional, and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside financial planning, using asset-class model allocations and a risk-based approach supported by third-party research and an Executive Investment Committee.

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.