Stephen Layman is a CFP® professional with 23 years of industry experience. He has worked at Asset Allocation Strategies, LLC since 2011 and has concurrent roles at GLP Investment Services, LLC and GLP and Associates dating back to 2001. Outside of his advisory duties, he serves as president of Layman Financial LLC, which focuses on insurance and annuity sales. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts. The firm uses proprietary and third-party model portfolios with quantitative asset-allocation techniques and typically employs ETFs for diversification and tax efficiency.

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.

Paul Joseph is a Series 65-licensed financial advisor with Corecap Advisors, based in Williamston, MI, and has nine years of industry experience. He has worked at Joseph & Joseph since 2010. Outside of his advisory role, he is a principal of an accounting firm and a partner in a law firm, real estate firm, gym, and bakery. Corecap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and fixed income, often utilizing sub-advisors and third-party asset managers.

Rany Tallou is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with CoreCap Investments and Azoury & Associates since 2015. In addition to his advisory role, he serves as an independent agent selling life insurance, disability insurance, and annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

David Muncie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with CoreCap Advisors and CoreCap Investments since 2016. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, self-directed retirement accounts, and institutional entities. The firm employs a relationship-oriented, individualized 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 as part of its investment strategy.

Sylvia Yousif Matti is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at GLP & Associates and Detroit Financial. In addition to her advisory role, she is active as a life insurance producer with Magellan Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Russell Harris is a financial advisor at Bison Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Apogee Wealth Management and Brookstone Capital Management. Harris is also a lead educator and board member for a nonprofit financial education organization, Apogee Wealth Academy. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments, and provides a turnkey asset management platform to unaffiliated advisers.

Thomas Maxey is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at Consolidated Financial Corp., Great American Advisors, Inc., and Lincoln Investment. Maxey is involved in entrepreneurial ventures including owning and overseeing CD Busters, a web-based business focused on fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with a variety of customizable investment services and unique industry affiliations.

Kevin Arends is an investment advisor at Asset Allocation Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Asset Allocation Strategies since 2011. In addition to his advisory role, he is active as an insurance agent involved in life insurance and annuity sales and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset allocation techniques and typically maintaining custody at Schwab Advisor Services.

Hagen Pruemm is a financial advisor at Corecap Advisors with 10 years of industry experience. He holds a Series 65 designation and has been president of SIS Financial Group, Inc., a company assisting retirees with health, long-term care, and life insurance, since 2010. His securities clientele is expected to overlap with that of SIS Financial Group. 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, utilizing mutual funds, ETFs, equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Dana Underwood is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based options, supported by proprietary technology and research.

Steven Lusky is a financial advisor at ASSET ALLOCATION STRATEGIES, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with ASSET ALLOCATION STRATEGIES and GLP Investment Services since 2012. He is also vice president of Preferred Underwriters, an insurance agency, a position he has held since 1997. ASSET ALLOCATION STRATEGIES, LLC serves individual retail clients, including high-net-worth individuals, and plan sponsors by managing personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset allocation techniques and commonly investing in ETFs for diversification and tax efficiency.

Mark Dixon is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Southfield, MI. He has been with the Plante Moran enterprise since 1989, working both with Plante Moran Financial Advisors and Plante & Moran PLLC, where he is also a partner involved in some management aspects of the firm. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

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.

Alexander Guys is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Plante Moran and Comerica Bank, as well as experience at American Axle Manufacturing and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, estates, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity valuation model and manages a distinctive mix of discretionary and non-discretionary assets.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AE Financial Services, Oliver Lagore Vanvalin Investment Group, and Huntington National Bank. He is also a licensed insurance agent. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and provides a wide range of advisory and consulting services through an extensive office network and affiliated businesses.

Richard Barden 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 worked at GLP Investment Services, LLC and GLP and Associates Inc since 1999. Outside of his advisory work, he is a 50% owner and active operator of Barden Farm and Farm Markets, LLC. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs quantitative asset-allocation methods and manages portfolios using proprietary and third-party models, serving nearly 3,900 clients with approximately $767 million in assets under advisement.

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 with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Morgan Stanley and Ameriprise Financial Services, Inc. He also serves as the firm's Director of Compliance. Asset Allocation Strategies, LLC provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing quantitative methods and model portfolios within a multi-advisor structure with approximately 39 advisors.