Jordan Smith is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. He also manages a legal practice focused on tax and estate planning and serves as Vice President of advanced design at Robert Schechter & Associates, working on life insurance transactional structures. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and external managers, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

J Otterbein is a financial advisor with On Investment Management Company in Novi, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at THE O.N. Equity Sales Company since 2004. Outside of his advisory role, he is also involved in life insurance sales through Integrity Investment Planning Group. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory platforms, including fee-based financial planning and access to multiple third-party investment programs, with a significant portion of assets managed on a non-discretionary basis.

Elizabeth Budweg is a financial advisor at CoreCap Advisors with a Series 65 credential and three years of industry experience. She has worked at CoreCap Advisors and Skolnik Retirement Solutions since 2022 and previously held positions at Bonefish Systems and Ohio State University. Outside of her advisory role, she serves as an executive producer at Skolnik Retirement Solutions, focusing on the sale of insurance and annuity products. 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 approach with a long-term investment horizon, utilizing various investment vehicles and sub-advisors to manage client portfolios.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Asset Allocation Strategies since 2020 and has also worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002. Outside of his advisory role, he serves as president of DPS Financial Inc., focusing on investment and retirement planning. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of quantitative asset-allocation techniques and offers discretionary and non-discretionary portfolio management through proprietary and third-party models.

Jeremy Kaplan is a CFP® with two years of industry experience currently with Capital Analysts. He has previously worked at Lincoln Investment and Deloitte, and also provided consulting services for Goldbelly in an e-commerce capacity. Kaplan is involved with KKA Financial Services, LLC, offering financial and tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach includes discretionary and non-discretionary portfolio management supported by an internal Investment Management & Research team that uses proprietary screening tools and offers customized advisory services.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has been with the firm since 2026 and has additional experience with GLP Investment Services LLC and GLP & Associates. Outside of his advisory role, he is involved with Bardens Farm Market, a fresh food market and farm where he operates heavy machinery and manages store delivery logistics. Asset Allocation Strategies, LLC offers portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth clients as well as plan sponsors. The firm employs quantitative techniques and firm-developed capital market assumptions to construct strategic and goal-based portfolios, often implemented through model portfolios and ETFs, with ongoing monitoring and rebalancing.

Dylan Woebkenberg is a financial advisor with On Investment Management CO and holds a Series 66 designation. He has three years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory work, Dylan is also a licensed life insurance agent. On Investment Management CO is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of services and access to third-party investment programs, operating primarily through non-discretionary advisory relationships combined with discretionary third-party management.

Eric Ruth is a financial advisor at CL Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabot Lodge Securities, LLC, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and regular monitoring.

Kevin Beauchamp is a financial advisor at Arax Advisory Partners with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including Kingswood Capital Partners and Schechter Investment Advisors. Outside of advisory roles, Beauchamp serves as Director of Strategic Partnerships at Robert Schechter & Associates, where he develops relationships with financial advisors, CPAs, attorneys, and money managers. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a combination of internal portfolio management, third-party model integration, and tailored asset allocation. Arax is notable for its performance-based fee arrangements and insurance brokerage activities integrated within its advisory services.

James Pollock is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently with Diversified, LLC and previously led Pollock Investment Advisors, LLC for 16 years. Diversified, LLC offers financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm uses a comprehensive planning approach combined with ongoing asset management, employing both third-party managers and proprietary strategies tailored to client needs.

Nathan Gurchak is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fortis Capital Advisors, LLC. He has three years of industry experience with prior roles at KeyBank, Sentinel Pension Advisors Inc., and Morgan Stanley. Outside of finance, Nathan worked at Skatin' Station for three years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including discretionary management and ESG-oriented options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

Bruce Maginn is a financial advisor with CoreCap Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2017 and has been associated with Guardian Life Insurance Company since 2002, including 15 years at Park Avenue Securities. Outside of his advisory role, Maginn is co-owner of Solomon Financial, an insurance sales and financial planning business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, self-directed 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 frequently engages sub-advisors and third-party asset managers.

Spencer Comps is a financial advisor at Procyon with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Oliver Lagore Vanvalin Investment Group and Brookstone Capital Management. In addition to his advisory role, he is a licensed insurance agent. Procyon serves individuals, families, trusts, businesses, institutional investors, and retirement plans, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios with a primarily long-term orientation and operates across a large office footprint with multiple affiliated businesses and service relationships.

Robert Young is a CFP® with seven years of industry experience. He has worked at Edward Jones and A123 Systems Inc. before joining Kingsview Wealth Management, LLC, where he is currently an advisor. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management across a broad range of securities and operates proprietary model portfolios alongside partnerships for tax, estate, and alternative-asset services.

Carston Cook is a CFP® professional with eight years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior experience includes roles at Ameriprise, Comerica Securities, Robinhood Financial, JPMorgan Securities, JPMorgan Chase Bank, Merrill Lynch/Bank of America, and New York Life Securities. He also held a position at Grand Valley State University. Outside of his advisory role, Cook is an insurance agent involved with Main Financial Wealth Management. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Austin De La Cruz is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. He has been with the Plante Moran enterprise since 2014, including nine years at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm employs a range of analytical approaches and emphasizes strategic asset allocation, with a notable focus on managing a majority of its assets on a non-discretionary basis.

Shoumya Saha is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. She holds Series 65 and Series 63 credentials and has worked with GLP Investment Services and GLP and Associates. In addition to her advisory role, she is involved in life insurance and fixed/index annuity sales through GLP & Associates and owns a consulting firm focused on insurance products. Asset Allocation Strategies, LLC serves a broad retail client base including individuals, high-net-worth clients, and plan sponsors, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs quantitative techniques and model portfolios to construct strategic allocations and monitors accounts on an ongoing basis.

John Stein is a CFA® charterholder with 16 years of industry experience. He is currently with Arax Advisory Partners, LLC and previously worked at Schechter Investment Advisors, LLC for ten years. He also receives referral fees for clients he refers to other investment advisory firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, including the use of performance-based fee structures and private fund management.

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Stefan Ropp is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and seven years of industry experience. He has been with Asset Allocation Strategies since 2018 and is also involved with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advisory work, he acts as an insurance agent specializing in life insurance and fixed/index annuity sales and servicing. Asset Allocation Strategies, LLC serves individual and high-net-worth clients as well as plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs quantitative techniques and strategic asset allocation models to construct and maintain portfolios, offering services on both discretionary and non-discretionary bases.