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.

Josef Waltenbaugh is a financial advisor with Signal Advisors Wealth, LLC in Detroit, MI. He holds a Series 65 designation and has 12 years of industry experience. Prior to joining Signal Advisors Wealth, he worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is the CFO of REPPRO, LLC, a software-as-a-service company. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

James Morris is a ChFC® and Series 66 designated financial advisor with 20 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has held roles at TruChoice, The Leaders Group, Inc., and Questar Asset Management, among others. Morris also serves as a registered representative for The Leaders Group and is Chief Compliance Officer at Signal Advisors Wealth. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

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.

Ruhin Shah is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and less than one year of industry experience. His work history includes roles at Plante Moran, Ally Financial, and Toyoda Gosei, as well as experience in educational settings such as Michigan State University and Dakota High School. 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’s investment process integrates fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and frequently employs third-party managers and alternative investments.

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.

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.

James Kraatz is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Blackridge since 2017 and previously held positions at Next Financial Group, Inc., Capital Financial Services, Inc., and JESUP & LAMONT Advisors. Outside of his advisory role, Kraatz owns a fixed insurance business focused on fixed annuities, life, health, disability, and long-term care insurance. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm’s investment approach includes tailored portfolio management with discretionary and non-discretionary options, utilizing affiliated platforms and third-party managers to offer diversified strategies and estate-planning referrals.

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.

Andrew Lampela is a financial advisor with Thurston Springer Advisors and holds the Series 66 designation. He has two years of industry experience, including roles at Fratarcangeli Wealth Management and Jackson National. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management using a blend of fundamental, technical, and cyclical investment analysis, and supports both buy-and-hold and active strategies.

Loran Coffman is a financial advisor at RFG Advisory, LLC with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and offers access to alternative investments and annuity platforms.

Cameron Roehl is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

John Cruse is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and United Shore. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Eric Dahlberg is a CFA® charterholder at Plante Moran Financial Advisors with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and works with third-party managers, primarily on a non-discretionary basis.

Malachi Cattanach is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Area Home Services for eleven years. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services tailored to client goals with a range of active and passive investment strategies.

Marc Schechter is a financial advisor at Arax Advisory Partners with one year of experience at the firm and over 12 years in the industry. He previously operated Schechter Investment Advisors from 2013 to 2025. Outside of Arax, Schechter is involved in managing various private investment entities and holds leadership roles in several family and private fund investment companies. Arax Advisory Partners provides wealth management and advisory services to a diverse clientele, including individuals, family offices, institutions, and businesses. The firm combines in-house portfolio teams, external managers, and alternative investments with tools for managing held-away retirement assets, supporting both discretionary and non-discretionary strategies.