Jodi Rosen is an investment advisor representative at Asset Allocation Strategies, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GLP Investment Services, LLC and GLP & Associates since 2018 and 2008, respectively. In addition to her advisory role, Rosen is an insurance agent specializing in life insurance and fixed/index annuity sales and servicing. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs quantitative asset-allocation methods and offers discretionary and non-discretionary portfolio management through a combination of proprietary and third-party models.

Anne Karlow is a CFP® professional with 29 years of industry experience, currently affiliated with Founders Financial Securities LLC since 2011. She also owns Jardon Consulting, providing financial planning, investment advice, and insurance services. Additionally, she is involved in bookkeeping through Perennial Resources, which she co-owns. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised wealth management solutions.

Daniel Mchugh is a CFP® and PFS™ credentialed advisor at Advance Capital Management Inc with 15 years of industry experience. He has been with Advance Capital Management since 2010. Outside of his advisory role, he is involved as an investor in mortgage investing ventures through Academy Financial Gamma, LLC and Academy Financial Zeta, LLC. 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 employs an Investment Committee to guide decisions and utilizes a range of strategies including direct indexing and alternative investments.

Matthew Dennison is a financial advisor at Asset Allocation Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ameriprise Financial and GLP Investment Services. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing various retirement accounts and offering financial planning support. The firm employs quantitative asset-allocation methods and serves nearly 3,900 clients through a team of 39 advisors.

Robert Kleber is a CFP® and Series 63 credentialed advisor at Advance Capital Management Inc with 27 years of industry experience. He has been with Advance Capital Management and its affiliated entity, Advance Capital Services, since 1997. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and offers a range of strategies including direct indexing, alternative investments, and crypto-related approaches.

Stephen Layman is a CFP® professional with 23 years of industry experience. He has worked at Asset Allocation Strategies, LLC since 2011 and has concurrent roles at GLP Investment Services, LLC and GLP and Associates dating back to 2001. Outside of his advisory duties, he serves as president of Layman Financial LLC, which focuses on insurance and annuity sales. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts. The firm uses proprietary and third-party model portfolios with quantitative asset-allocation techniques and typically employs ETFs for diversification and tax efficiency.

Paul Joseph is a Series 65-licensed financial advisor with Corecap Advisors, based in Williamston, MI, and has nine years of industry experience. He has worked at Joseph & Joseph since 2010. Outside of his advisory role, he is a principal of an accounting firm and a partner in a law firm, real estate firm, gym, and bakery. Corecap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and fixed income, often utilizing sub-advisors and third-party asset managers.

Rany Tallou is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with CoreCap Investments and Azoury & Associates since 2015. In addition to his advisory role, he serves as an independent agent selling life insurance, disability insurance, and annuities. 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 employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

David Muncie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with CoreCap Advisors and CoreCap Investments since 2016. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, self-directed retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers as part of its investment strategy.

Russell Harris is a financial advisor at Bison Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Apogee Wealth Management and Brookstone Capital Management. Harris is also a lead educator and board member for a nonprofit financial education organization, Apogee Wealth Academy. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments, and provides a turnkey asset management platform to unaffiliated advisers.

Thomas Maxey is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at Consolidated Financial Corp., Great American Advisors, Inc., and Lincoln Investment. Maxey is involved in entrepreneurial ventures including owning and overseeing CD Busters, a web-based business focused on fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with a variety of customizable investment services and unique industry affiliations.

Kevin Arends is an investment advisor at Asset Allocation Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Asset Allocation Strategies since 2011. In addition to his advisory role, he is active as an insurance agent involved in life insurance and annuity sales and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset allocation techniques and typically maintaining custody at Schwab Advisor Services.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Steven Lusky is a financial advisor at ASSET ALLOCATION STRATEGIES, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with ASSET ALLOCATION STRATEGIES and GLP Investment Services since 2012. He is also vice president of Preferred Underwriters, an insurance agency, a position he has held since 1997. ASSET ALLOCATION STRATEGIES, LLC serves individual retail clients, including high-net-worth individuals, and plan sponsors by managing personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset allocation techniques and commonly investing in ETFs for diversification and tax efficiency.

Mark Dixon is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has been with the Plante Moran enterprise since 1989, working both with Plante Moran Financial Advisors and Plante & Moran PLLC, where he is also a partner involved in some management aspects of the firm. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Alexander Guys is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Plante Moran and Comerica Bank, as well as experience at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, estates, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity valuation model and manages a distinctive mix of discretionary and non-discretionary assets.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AE Financial Services, Oliver Lagore Vanvalin Investment Group, and Huntington National Bank. He is also a licensed insurance agent. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and provides a wide range of advisory and consulting services through an extensive office network and affiliated businesses.

Richard Barden is a financial advisor at Asset Allocation Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GLP Investment Services, LLC and GLP and Associates Inc since 1999. Outside of his advisory work, he is a 50% owner and active operator of Barden Farm and Farm Markets, LLC. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs quantitative asset-allocation methods and manages portfolios using proprietary and third-party models, serving nearly 3,900 clients with approximately $767 million in assets under advisement.

Joseph Koch is a CFP® professional with 39 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, having previously been with B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in managing a hunting property and lodge through Cornwell Properties, LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

David Judge is a financial advisor with Advisory Services Network, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, Judge is a professional musician involved in performance, recording, and teaching guitar, keyboard, and vocals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across various asset classes.