Thomas Williams is a CFP® and Series 65-registered financial advisor with six years of industry experience. He currently works at CX Institutional, LLC and previously held roles at Tfg Advisors, Jackson National Life Insurance, Michigan State University, and Farmington Public Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

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.

Ruhin Shah is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and less than one year of industry experience. His work history includes roles at Plante Moran, Ally Financial, and Toyoda Gosei, as well as experience in educational settings such as Michigan State University and Dakota High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment process integrates fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and frequently employs third-party managers and alternative investments.

Joshua Foley is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles, including positions in the food service and lighting industries. Outside of advising, he has been associated with Indianwood Golf & Country Club since 2024. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios and a range of platform and sub-advisor options.

Travis Veenhuis is a CFP® professional with three years of industry experience, currently with Zhang Financial. His prior experience includes roles at SGH Wealth Management and a work history connected to Kalamazoo College. Zhang Financial is a multi-advisor, fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a combination of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

Connor Sturgess is a CFP® with eight years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Raymond James Financial Services and Concurrent Advisors. He is also involved with Financial Independence, LLC, supporting financial advisory services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios and sub-advisors through multiple custodian platforms.

James Kraatz is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Blackridge since 2017 and previously held positions at Next Financial Group, Inc., Capital Financial Services, Inc., and JESUP & LAMONT Advisors. Outside of his advisory role, Kraatz owns a fixed insurance business focused on fixed annuities, life, health, disability, and long-term care insurance. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm’s investment approach includes tailored portfolio management with discretionary and non-discretionary options, utilizing affiliated platforms and third-party managers to offer diversified strategies and estate-planning referrals.

Andrew Lampela is a financial advisor with Thurston Springer Advisors and holds the Series 66 designation. He has two years of industry experience, including roles at Fratarcangeli Wealth Management and Jackson National. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management using a blend of fundamental, technical, and cyclical investment analysis, and supports both buy-and-hold and active strategies.

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 at RFG Advisory, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Cameron Roehl is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Malachi Cattanach is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Area Home Services for eleven years. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services tailored to client goals with a range of active and passive investment strategies.

Gavin Schmidtmann 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 previously worked at Aurora Securities Inc., Oakland Hills Country Club, Country Club of Lansing, and Ferris State University. Schmidtmann is also licensed as an insurance agent, offering fixed insurance products through Secure Investors Group. 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 serving individuals and plan-level consulting rather than traditional corporate clients.

Mitchell Sehi is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Mass Mutual Investors Services and LPL Financial. Outside of his advisory work, he also works in the hospitality industry as a server at Ocean Prime. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and incorporates both passive and active investment strategies alongside dynamic rebalancing.

Erik Kokeny 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 been with Kovack Advisors since 2009 and Kovack Securities since 2007. Kokeny serves as a trustee for a 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 individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and access to sub-advisory and independent advisor programs.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Arax Advisory Partners, where he has worked since 2026. His previous roles include positions at Gries Financial LLC, Rehmann Capital Advisory Group, and his own firm, Samrah Advisory Services. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services with a focus on discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Tetyana Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI. She holds Series 63 and Series 65 designations and has 16 years of industry experience, having worked at Berthel Fisher since 2009. In addition to her advisory role, she is licensed to solicit insurance products. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and investment strategies, delivered by approximately 100 independent investment adviser representatives.

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.