Thomas Meissner is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vanderbilt Advisory Services, Vanderbilt Securities, and NEXT Financial Group. Outside of advising, he serves as a referee and is involved as a promoter for LVZ Advisors. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach incorporates client risk profiles, model portfolios, and third-party managers, with a multiphase due diligence process and regular performance reviews.

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Douglas Coursen is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors, LLC. He is also a partner at P&M Holding Group, LLP. He has been with Plante Moran Financial Advisors since 2009 and with P&M Holding Group since 2022. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other business entities. The firm employs a comprehensive investment approach that includes strategic asset allocation, manager selection, and a proprietary equity market valuation model, managing a majority of its assets on a non-discretionary basis.

Marc Neville is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at LPL Financial, SCF Investment Advisors, and Aurora Securities. Outside of his advisory work, he is an officer of Neville Financial Group, Inc., which provides financial consulting, estate planning, and tax preparation services. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policy statements and periodic reviews, often utilizing third-party money managers and platforms for held-away account management.

Devin Cragin is a financial advisor at Azimuth Capital Management with a Series 65 designation and seven years of experience at the firm. Prior to joining Azimuth, he was self-employed for six years. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities with discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis, using proprietary equity screening databases and model-based equity strategies alongside customized fixed-income portfolios to serve its clients.

Mark Wayton is a CFP® professional with 20 years of industry experience, currently advising at Advance Capital Management Inc since 2011. He holds Series 63 and Series 65 licenses. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $4.5 billion in assets across more than 6,800 clients and offers a range of investment strategies including direct indexing, alternative investments, and crypto-related approaches.

Dylan Truancelewis is a financial advisor at Thurston Springer Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and DELRAY Systems LLC. In addition to his advisory roles, Dylan has experience in education at Oakland University and has worked in the food service industry. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts through discretionary and non-discretionary agreements.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC in Sterling Heights, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Gibbs, Hayes worked at MipPro Wealth Management Inc and has a background that includes roles at Orfin & Associates and non-financial positions at Culvers and Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients through an advisor-directed Model Management program using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 license and one year of industry experience. His prior work includes roles at Herbert Financial Group and Dorian Ford, as well as positions in educational institutions such as Michigan State University and Notre Dame Preparatory High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model and manages both discretionary and non-discretionary portfolios within the larger Plante Moran enterprise.

Natasha Sparks is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc, Bank of America, Arieli Capital, and Major Biddles. Outside of advising, she manages a family-owned vacation rental property. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, combining fundamental and technical analysis across various asset classes.

Andrew Barber is a CFP® and holds a Series 65 license, with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020. His prior work includes roles at the University of Michigan, Comcast, and Palatine Hill Wealth Management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Michael Pesendorfer is a financial advisor with Capital Analysts based in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team. The firm manages approximately $8.8 billion and features a model allowing advisors to conduct outside business activities alongside advisory services.

Tyler Gerling is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Fratacangeli Wealth Management and Stellantis. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, and charitable institutions, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts primarily on a discretionary basis.

Chad Theisen is a CFP® with four years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. He has held roles at Advance Capital Management since 2016, with additional experience at Michigan State University and MSU Greenline. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers a range of strategies including direct indexing and alternative investments, managing approximately $4.5 billion in assets across more than 6,800 clients.

Terry Lindner is a financial advisor at Van Clemens Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked in various roles including at Waddell & Reed, Inc. He also serves as CEO of the Financial Advisor Training Institute, a nonprofit dedicated to training new financial advisors through a certification program. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm tailors advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and incorporates a blend of portfolio theory with fundamental and technical analysis.

Gregg Huxley Jr. is a financial advisor at Secure Asset Management, L.L.C. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Secure Asset Management since 2023, previously serving at SCF Investment Advisors and Forthright Capital. Outside of advising, he is a licensed real estate broker assisting clients with property transactions and holds a life insurance license. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a mix of fundamental, technical, and cyclical analysis within its discretionary strategies and frequently utilizes third-party money managers and trading signals.

Michelle Kreda is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked for Wells Fargo Clearing and Wells Fargo Advisors, LLC for ten years. Outside of her advisory role, she is a representative for Avon, selling cosmetic products, skincare, and perfumes. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across about 240 advisors.

Victor Hicks II is a CFP® professional with 16 years of experience in financial advisory services. He currently works at Perigon Wealth Management, LLC and previously spent 13 years at Lumin Financial, LLC. Victor is also a licensed insurance agent, with activities related to insurance sales and consulting conducted on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight, notably serving banking institutions and managing wrap-fee programs and sub-advisor relationships.