David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at GLP & Associates, Inc. and GLP Investment Services, LLC since 2002, and joined Asset Allocation Strategies in 2020. Outside of advisory roles, he serves as president of DPS Financial Inc., which focuses on investment and retirement planning. Asset Allocation Strategies, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services including 529 plan assistance and portfolio financing options.

William Kumm V is a financial advisor with Level Four Advisory Services holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Commonwealth before joining Level Four. He is also associated with Financial Independence LLC, where he serves as an advisor assistant. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, and fiduciary services using model portfolios and a combination of firm-sponsored and third-party platforms.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and concurrently manages Bardens Farm Market, a fresh food market and farm in South Haven, MI. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and advisor-reviewed investment policies.

Dylan Woebkenberg is a financial advisor with ON Investment Management Company, holding a Series 66 credential and three years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2023. In addition to his advisory role, he is also a licensed life insurance agent for Ohio National. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates a dual-registration model through its affiliated broker-dealer.

Mark Corombos is a CFP® professional with 16 years of experience, currently with Plante Moran Financial Advisors and P&M Holding Group, where he is a partner in a non-investment-related capacity. He has been associated with Plante Moran Financial Advisors since 1998 and with P&M Holding Group since 2012. 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 comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Adam Laurie is a financial advisor at Asset Allocation Strategies, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with GLP Investment Services and GLP and Associates since 2011. 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 approach using quantitative techniques and offers portfolio-based financing strategies alongside traditional portfolio management.

Kevin Beauchamp is a financial advisor at Arax Advisory Partners with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Kingswood Capital Partners, Chalice Capital Partners, Niagara International Capital, Schechter Investment Advisors, Eaton Vance Management, and Chase Investment Services. Outside of Arax, he is Director of Strategic Partnerships at Robert Schechter & Associates, LLC. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of in-house teams, independent managers, and alternative investments.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Nathan Gurchak is a CFP® and Series 66 registered advisor with Fortis Capital Advisors, LLC, bringing three years of industry experience. His prior roles include positions at KeyBank, Sentinel Pension Advisors, and Morgan Stanley. Fortis Capital Advisors is a multi-team SEC-registered firm serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement plan consulting, and educational workshops, employing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

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 Series 65-licensed financial advisor at Procyon with four years of industry experience. Prior to joining Procyon, he worked at Oliver Lagore Vanvalin Investment Group, Truadvice LLC, and several other firms. He is also a licensed insurance agent. Procyon serves individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisers, and institutional clients, managing approximately $9.2 billion in assets. The firm offers comprehensive investment management and advisory services, using a fundamental analysis approach with both discretionary and non-discretionary portfolio management.

Thomas Williams is a CFP® and Series 65-registered financial advisor with six years of industry experience. He currently works at CX Institutional, LLC and previously held roles at Tfg Advisors, Jackson National Life Insurance, Michigan State University, and Farmington Public Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Carston Cook is a CFP® professional with eight years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and has previously worked at Ameriprise, Comerica Securities, Robinhood Financial, JPMorgan Securities, JPMorgan Chase Bank, Merrill Lynch/Bank of America, and New York Life Securities. Outside of his advisory role, Cook is involved with Main Financial Wealth Management, where he works as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with asymmetric rebalancing, offering services through a broad network of affiliated offices and advisers.

Joshua Foley is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles, including positions in the food service and lighting industries. Outside of advising, he has been associated with Indianwood Golf & Country Club since 2024. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios and a range of platform and sub-advisor options.

Travis Veenhuis is a CFP® professional with three years of industry experience, currently with Zhang Financial. His prior experience includes roles at SGH Wealth Management and a work history connected to Kalamazoo College. Zhang Financial is a multi-advisor, fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a combination of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

Connor Sturgess is a CFP® with eight years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Raymond James Financial Services and Concurrent Advisors. He is also involved with Financial Independence, LLC, supporting financial advisory services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios and sub-advisors through multiple custodian platforms.

Shoumya Saha is a financial advisor with Asset Allocation Strategies, LLC, holding Series 65 and Series 63 credentials and 17 years of industry experience. Saha's prior work includes roles at GLP Investment Services, LLC, and GLP and Associates Inc. Outside of advising, Saha is involved in life insurance and fixed/index annuity sales as an insurance agent. 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 utilizes advanced asset allocation models and a range of strategies, including portfolio financing and synthetic borrowing, to tailor investment approaches.

John Stein is a CFA® charterholder and registered investment advisor with 16 years of industry experience. He currently serves at Arax Advisory Partners and previously worked with Schechter Investment Advisors and Telemus-affiliated firms. Stein also receives referral fees for investment advisory clients he refers to Telemus and Chicago Partners Wealth Advisors. Arax Advisory Partners offers wealth management and advisory services to a wide range of clients, including individuals, family offices, institutions, and businesses. The firm utilizes a combination of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics, managing assets on a fiduciary basis.

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 at Asset Allocation Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with GLP Investment Services, LLC and GLP & Associates, LLC since 2017. Outside of advisory services, he is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both individual investors and institutional clients. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and employer retirement account advisory.