Adam Rosier is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, employing customizable, goal-based strategies with both discretionary and non-discretionary management options.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.

Richard Grucz is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include SagePoint Financial, American Portfolios Advisors, Inc., OSAIC Services, Inc., and Sunamerica Securities, Inc. In addition to his advisory work, he is also a licensed insurance agent. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by distinct operational platforms and a network of over 100 financial professionals.

Sandra Kerr is a CFP® with 33 years of industry experience. She is currently with Perigon Wealth Management, LLC and has held prior roles at firms including Lumin Financial, Baron Wealth Management, and Henrickson Nauta Wealth Advisors. Outside of her advisory work, she is a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm’s investment approach focuses on individualized portfolio construction aligned with client goals, time horizon, and risk tolerance, along with active oversight of sub-advisors and wrap-fee programs.

Nathan Kosanke is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Orchid Orthopedics and Plastic Omnium, as well as teaching roles at Eppler Middle School and Utica High School. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm utilizes model-based portfolio construction and individualized asset allocation, with a range of investment options including alternative products and ERISA fiduciary services.

Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at GLP & Associates, Inc., Viridian Equity Partners, and Gainplan LLC. Outside of his advisory role, Pagano owns and operates businesses focused on selling travel club memberships and providing referral services to CPA firms. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and supplements portfolio management with financing options tailored to clients' liquidity and risk profiles.

James Maher is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Concorde since 2013 and also operates Maher Financial Group, which he founded in 2004. Outside of advisory services, he is involved in lawsuit funding and structured settlement consulting through Michigan Lawsuit Funding, LLC and Maher Structured Settlements. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house and external strategist models, and offers a range of services including wrap fee programs and ERISA plan advisory.

Jeremy Kedzior is a CFA® charterholder with 7 years of industry experience, currently serving with Plante Moran Financial Advisors in Southfield, MI. He has been with Plante Moran Financial Advisors since 2013. 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 combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management strategies.

Dan Brown is a financial advisor at CoreCap Advisors with a Series 65 designation. He has been with CoreCap Advisors and related entities since 2018. Prior to joining CoreCap, he worked at Consillo and Fleece & Thank You. Outside of his advisory role, he is involved with M & O Marketing, LLC. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, and individual securities.

David Howard is a financial advisor with CoreCap Advisors holding the PFS™ designation and Series 63 and 65 licenses, with 28 years of industry experience. He has worked at CoreCap Investments, LPL Financial, and the Center For Wealth Planning, among others. Howard is president and a 40% owner of Financial Fitness, Inc., and is also active as an insurance agent. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party managers to serve its clients.

Kevin Benson is a CFP® and CFA® with 16 years of experience in financial advisory. He has been with Plante Moran Financial Advisors since 2004 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by proprietary valuation models and frequently utilizes third-party managers and alternative investments.

Eric Johnson is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has been with Plante Moran Financial Advisors since 2019 and has prior experience at Grand Valley State University, Thomson Reuters, and First National Bank. 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 employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, alongside a proprietary equity market valuation model.

Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.

Ryan Theisen is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Advance Capital Management, Inc. since 2014 and also worked at the University of Michigan - Dearborn from 2013 to 2018. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Victor Hicks III is a CFP® with one year of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC. His prior experience includes work at SGH Wealth Management, BMO Financial Group, and Citigroup Global Markets Inc. There are no additional outside activities noted. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with clients’ goals, time horizons, and risk tolerances, while also managing wrap-fee programs and overseeing independent managers and sub-advisors.

Connor Faix is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds a Series 65 credential and has been with Advance Capital Management since 2025. Prior to his advisory role, he held positions in the insurance industry and various educational institutions. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a focus on mutual funds, ETFs, direct indexing, alternative investments, and crypto-related strategies.

Lamindy Brandon Joseph is a financial advisor with PKS Advisory Services, LLC and holds the CFP® designation and Series 66 license, bringing 21 years of industry experience. He has held positions at firms including Cabot Lodge Securities, CL Wealth Management LLC, and Merrill. Outside of advising, he is a part-time instructor at the University of Phoenix teaching finance, economics, and business courses, and serves as managing partner of Centurion Wealth Management, a financial planning and insurance services firm. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client profiles and employs strategies involving mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Jordan Paholak is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining ONIMCO, he worked at The Jagged Fork and W&S Brokerage Services among other firms. Outside of his advisory role, he also works as a financial representative selling non-registered life insurance through Integrity Investment Planning Group. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services utilizing a combination of discretionary and non-discretionary investment programs.

Nicole Horsch is a financial advisor at Advisory Services Network with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and J.P. Morgan Securities. Outside of her advisory role, she is involved as an independent contractor in an organic body care business, Pure Haven. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning options, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

James Speir is a Series 65-licensed advisor with 14 years of industry experience. He is affiliated with Corecap Advisors and has worked at Convergence Financial Advisors since 2012 and at Speir Financial since 2002. In addition to his advisory work, he is an independent insurance agent. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a variety of investment vehicles and frequently working with sub-advisors and third-party asset managers.