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.

Darren Woolson 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 prior experience at Morgan Stanley and Ameriprise Financial Services. He also serves as Director of Compliance at Asset Allocation Strategies, overseeing compliance matters. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and offers services including portfolio financing and third-party manager relationships.

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. 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, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

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.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and with 15 years of industry experience. He has worked at Asset Allocation Strategies since 2016 and has been associated with GLP Investment Services and GLP & Associates since 2009. Outside of advising, he is involved as a member of Five Lakes Property Services, which manages short-term rental properties. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plans and plan-sponsor investment policy reviews.

Jeffrey Lido is a CFP® with 22 years of industry experience, currently serving at Advance Capital Management Inc since 2003. He holds the Series 63 designation and works out of Southfield, MI. 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, with investment decisions guided by an Investment Committee and a focus on tailored risk management.

Austin Mc Kay is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2023. His prior experience includes roles at Northwestern Mutual and the Financial Planning Association of Michigan, as well as working in valuation and teaching positions. Plante Moran Financial Advisors, LLC 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’s investment approach integrates fundamental, technical, and cyclical analysis with proprietary equity market valuation, often employing third-party managers and alternative investments.

Justin Halvorson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with four years of industry experience. His prior work includes roles at Michigan State University, Uber, and Mulder Management. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analyses, typically managing a majority of assets on a non-discretionary basis.

Dylan Demkowicz is a CFP®-designated financial advisor with Plante Moran Financial Advisors in Southfield, MI, where he has worked since 2017, accumulating seven years of industry experience. Prior to joining Plante Moran, he was affiliated with the University of Missouri from 2013 to 2018. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, and offers both discretionary and non-discretionary portfolio management.

Luis Cely is a CFA® charterholder affiliated with Advance Capital Management Inc in Southfield, MI, with two years of industry experience. His previous roles include eight years with the City of Detroit and positions at Seizert Capital Partners and Advance Capital Management. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm constructs tailored model portfolios and employs strategies including direct indexing and alternative assets, serving over 7,000 clients with a majority employee-owned structure.

Jason Egli is a financial advisor at Savvy with 17 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Savvy in 2026, he worked at Long Investment Advisory for 17 years and has been associated with California Financial Network, Inc. and Rate Net for over two decades. Outside of advising, he is involved with Reformation Heritage Books. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based solutions supplemented by quantitative models and integrates proprietary and third-party technology alongside human oversight in its client service approach.

Robert Romain is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Investments, LLC and CoreCap Advisors, LLC since 2015, as well as R F Romain and Associates Inc since 2010. He is also a licensed independent insurance agent specializing in fixed insurance products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented 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 with annual oversight.

Robert David Jr. is a financial advisor with Advisory Services Network who holds Series 65 and Series 66 licenses and has 20 years of industry experience. Prior to joining Advisory Services Network in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services using a variety of securities and third-party managers.

Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.

Anthony Lajeunesse is a financial advisor with Merit Financial Advisors in Southgate, MI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios, supported by an internal investment management team and investment committee.

Melissa De Rozario is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She previously worked at Lincoln Investment LLC for nine years and at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is the sole owner and operator of two e-commerce businesses focused on merchant processing for online selling companies. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management using proprietary screening tools and third-party managers.

Patrick Kelly Jr. is a financial advisor at Signal Advisors Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at J.W. Cole Advisors, Inc., Rep Pro, LLC, and Global Financial Private Capital, LLC. Outside of his advisory role, he co-founded Function Plus, a non-investment-related business. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process with sector rotation and combines fundamental, quantitative, and technical analysis in managing discretionary strategies.

Sangmin Kim is a CFP® with eight years of industry experience, currently advising at CreativeOne Wealth, LLC. He has worked at firms including Charles Schwab & Co., Inc., and founded Wise Wealth Stewardship. In addition to his advisory role, he is an independent associate with LegalShield, providing prepaid legal services. CreativeOne Wealth, LLC offers fee-based asset management and financial planning to individuals, corporations, and other RIAs, utilizing proprietary models and third-party managers across a range of investment strategies including ETFs, mutual funds, and private investments.

Brian Kirby is a financial advisor at Plante Moran Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plante Moran since 2009, serving in both their financial advisory and accounting business development roles. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutional investors, and sovereign wealth funds. The firm employs a proprietary investment process that integrates fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio services.