Clifford Robison is a CFP® with 28 years of industry experience, currently serving at FAI Advisors, Inc. since 2015. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Service Services. He is a board member of Big Rapids Land Development Corp. outside of his advisory work. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million across about 516 clients, employing fundamental and technical analysis, asset allocation, and long-term portfolio strategies, and uses sub-advisers including SEI Investments Management Corporation.

Logan Schmitt is a financial advisor with The Nemes Rush Group, LLC, holding a Series 65 credential. He has under one year of industry experience, having previously worked at Old National Bank and engaged in roles outside finance, including at Latitude 42 Brewing and Western Michigan University. The Nemes Rush Group serves individuals, corporations, charities, and retirement plans by providing portfolio management, financial planning, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, and offers fiduciary support for retirement plans.

Andrew O’Laughlin is a CFP® with 11 years of industry experience, currently serving at Center for Financial Planning Inc in Southfield, MI. His prior experience includes roles at Raymond James Financial Services, Financial Focus, and LPL Financial. At Center for Financial Planning, he holds the position of Director of Client Services. Center for Financial Planning Inc is an SEC-registered investment adviser managing approximately $1.97 billion in assets. The firm provides financial planning and investment management to individuals, trusts, estates, and charitable organizations, emphasizing strategic asset allocation, diversification, and regular portfolio reviews.

Lisa Stella is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Center for Financial Planning Inc and has prior experience at Raymond James and Merrill. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages nearly $2 billion in assets and focuses on strategic asset allocation and diversification through a documented suitability process and regular portfolio reviews.

Nicholas Kallabat is a financial advisor with Spartan Wealth Management and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Cadaret, Grant & Co., Inc., and Royal Alliance. Outside of his advisory work, he is a business owner of KA Enterprises of Michigan. Spartan Wealth Management is a multi-advisor firm providing discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, with personalized asset allocation and portfolio strategies.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Steven Gordon is a CFP® and Series 63 designee affiliated with Fortis Capital Advisors, LLC. He has 17 years of experience with Capstone Concepts Inc. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a range of investment styles and third-party sub-advisors.

Nickolas Sanchez is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with O.N. Investment Management Company and its affiliated firms since 2011. Outside of his advisory role, he works as an independent agent in life insurance sales. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and both discretionary and non-discretionary account management.

Matthew Coursen is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often uses third-party managers and alternative investments.

Christopher Derisley is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Plante Moran Financial Advisors, LLC since 2009 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment approach, combining fundamental, technical, and cyclical analysis with proprietary equity market valuation, and offers both discretionary and non-discretionary portfolio advisory services.

David Rea is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Founders Financial Securities since 2009 and previously spent 37 years at REA & Shoemaker PC. Outside of advising, he serves as a tax return reviewer for GRAD & SHOEMAKER P.C. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of advisory programs that include model portfolios and third-party sub-advisory relationships.

Joseph Henderson is a CFP® professional with 19 years of experience in the financial industry. He has worked at Johnson Investment Counsel, Inc. since 2019 and previously spent 10 years at Vintage Financial Services, LLC. Located in Livonia, MI, he holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension consulting, and offers model portfolio services through third-party platforms, employing a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies.

Ronald Thompson is a financial advisor at CoreCap Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Strategies Group, Daly Merritt Financial Services, and New York Life Insurance. Thompson is also an insurance agent at True North Advisors, where he engages in life insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, often incorporating sub-advisors and tax-efficient strategies.

Christine Mc Cafferty is a financial advisor at CoreCap Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with firms including Brokers International Financial Services and Forethought Investment Group. Outside of her advisory role, she is involved in insurance sales focusing on Medicare-Health Insurance through Advantage Benefits Retirement Services, LLC. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds, while managing multiple ownership and affiliate relationships that influence its service offerings.

Aaron Wooster is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors since 2016. Wooster is also an independent agent and partner at Jackson Kennedy, where he sells annuities, fixed indexed annuities, and life insurance products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, employing mutual funds, ETFs, individual equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Kellan Landefeld is a Series 65-licensed advisor with Foguth Wealth Management, LLC. He joined the firm in 2025 and has previously been affiliated with Foguth Financial Group. His academic background includes time spent at Case Western Reserve University and Michigan State University. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm emphasizes tailored investment plans and model portfolios focusing on exchange-traded products and applies a blend of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Caleb Hug is a financial advisor at Foguth Wealth Management, LLC., holding Series 65 and Series 63 licenses. He began his advisory career in 2025 after 15 years with Walmart Inc. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion through a multi-advisor team. The firm offers tailored investment plans emphasizing exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Caleb Marsh is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Strategic Advisory Partners and Morgan Stanley Private Bank. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Jose Perich is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Citigroup, A.G.P. / Alliance Global Partners, and Hapoalim Securities USA. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including its Concorde UMA program on Envestnet.