Vanessa Carter Witt is a CFP® with nine years of industry experience and is currently with RWA Wealth Partners. She previously worked at Adviser Investments for seven years and has held roles at Everhart Advisors and Mid Atlantic Capital Corporation. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Kevin Vandenhaute is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the managing partner of Titan Wealth Advisors, LLC, an investment-related firm. His prior work includes roles at Sigma Financial Corporation and Secure Investors Group. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs discretionary strategies guided by written Investment Policy Statements, utilizing a combination of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Kade Messner is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC in Troy, MI, bringing four years of industry experience. He previously worked at Osiwala Financial Group and Barber Financial Group. Outside of his advisory role, he serves as Young Adult Director at Oakland Church. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a variety of strategic investment tools.

Joseph Opiela is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Robert Schechter & Associates, Schechter Investment Advisors, and Schechter Wealth. In addition to advisory work, he is licensed as an insurance agent and offers insurance consulting and fixed insurance products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm uses a combination of internal management, third-party models, and tailored asset allocation, and is notable for its performance-based fee arrangements and insurance brokerage activities.

Kenneth Osiwala is a financial advisor with Modern Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., Barber Financial Group, LLC, National Planning Corporation, and operating his own firm, Osiwala & Associates Strategic Investment Services, for 30 years. Outside of advising, he is a sole proprietor insurance agent. Modern Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering investment advisory and integrated planning services. The firm employs a centralized portfolio management model supported by an Investment Committee and provides specialized services such as ERISA plan advisory and estate planning through affiliated entities.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

James Pollack is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Foundations Investment Advisors LLC since 2020 and previously spent seven years at GLP and Associates and nine years with Detroit Financial. In addition to his advisory role, he is active in insurance sales, working approximately 30 hours per week in this capacity. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Brian Vargason is a financial advisor with Thurston Springer Advisors in Bloomfield Hills, MI. He holds a Series 66 designation and has experience working at Fratarcangeli Wealth Management, Province Firm, Boulevard & Co, and Michigan State. Outside of finance, he is involved with Comedy Castle Inc. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, and offers both discretionary and non-discretionary investment management services.

Brennan Krengel is a financial advisor at Secure Asset Management, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, Infinex Investments, and Comerica Securities. Secure Asset Management primarily serves individual clients, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and held-away account management.

Mark Mueller is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Titan Wealth Advisors, Sigma Financial Corporation, and Aurora Securities, among others. Outside of advisory work, he is involved with the Wayne County Youth and Senior Education Fund. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party money managers and platforms for held-away account management.

Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.

Benson Onyegbula Jr. is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial and Edward Jones. Outside of advising, he is a licensed real estate agent assisting clients with residential and commercial properties. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on individuals rather than traditional corporate clients.

Chris Cochran Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Creative Financial Designs and cfd Investments since 2014. Outside of his advisory role, he is actively involved as an insurance agent through a sole proprietorship. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Stefanie Jenkins is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Arax in 2025, she worked at Merrill, Morgan Stanley, Bank of America, Cannon Financial Strategists, and Blasingame, Burch, Garrard and Ashley. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a mix of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives and manages approximately $26.5 billion in assets through over 200 advisors.

Michael Schmidtke is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Planning Alternatives LTD and EFG Asset Management. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm uses a combination of fundamental and technical analysis within a structured investment process and primarily constructs portfolios using mutual funds and ETFs.

Raymond Comiskey III is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at EDM Financial Advisors since 2021 and previously held roles at Securian Financial Advisors of the Great Lakes, Securian Financial Services Inc., and Minnesota Life. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment platforms and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

David Sowerby is a CFA® charterholder with 27 years of industry experience. He is currently with Ancora Private Wealth Advisors, LLC and has held roles at Ancora Advisors, Inverness Securities LLC, and Loomis Sayles companies. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension, profit-sharing, and 401(k) plans. The firm’s investment approach combines top-down macro assessment with fundamental equity analysis and fixed-income structuring, employing a mix of individual securities, mutual funds, ETFs, alternative investments, and private placements.

Steven Berner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. He previously worked at Morgan Stanley Smith Barney and Kmg Fiduciary Partners. Outside of finance, Berner is a silent partner in Puckmasters, a business providing specialized hockey lessons to youth. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice through a variety of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets.

Jason Pivoz is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Integrated Wealth Concepts, LLC and LPL Financial. In addition to his advisory work, Mr. Pivoz holds a CPA position at Blue and Co, LLC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Solomon Lamacchio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He also provides investment advisory services through Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment delivery options, combining large-scale advisory operations with various non-advisory financial products.