Nicholas Pope is a CFP® with 24 years of industry experience, currently a financial advisor at Washington Avenue Advisors since 2016. He has also been affiliated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advising, he serves on the boards of the East Lansing Film Festival and the Todd Martin Youth Leadership organization, and owns Blue Owl Coffee, LLC. Washington Avenue Advisors is an SEC-registered firm managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profits, employing a multi-disciplinary investment approach that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios.

Robert Gentner is a CFP® professional with 17 years of industry experience, currently serving at Founders Financial Securities LLC since 2011. Prior to joining Founders, he worked for the Village of Morrice for nine years. Outside of his advisory role, he is a board member and officer of Living Hope Ranch, a Christian ministry that uses rescued horses to support children who have experienced trauma. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of independent advisers. The firm offers a range of advisory platforms and specialized services, including 1031 exchange consulting and co-advised private wealth portfolios, while allowing advisers considerable discretion in portfolio management and client service.

Amy Cooper is a financial advisor with M Holdings Securities, Inc. in Corunna, MI, holding a Series 63 designation and 18 years of industry experience. She has been associated with Heirmark since 2009, where she serves as Director of Case Design and Client Service, managing client insurance reviews and life insurance case design. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

Richard Minh Tran is a financial advisor at Gradient Securities, LLC with Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles at Tecomet, Inc., Eaton Aerospace, General Motors, and the Facility for Rare Isotope Beams. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a non-discretionary model, combining fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Daniel Zeiger is a financial advisor at Sequent Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. In addition to his advisory role, he operates as an independent contractor through Zeiger Financial, selling life, annuities, health, long-term care, and Medicare products. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations by providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework, diversified manager exposures, and tax-aware strategies, supported by platforms such as AdvisorEngine and Charles Schwab custody.

Seth Houle is a CFP® certificant and Series 65 license holder with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors. His prior work includes roles at Michigan State University, Blue Water Convention Center, and various educational and recreational institutions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions, managing a significant portion of assets on a non-discretionary basis.

Daniel Taylor is a CFP® professional with five years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior roles include positions at Ann Arbor State Bank and the University of Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis alongside proprietary equity valuation to manage portfolios through discretionary and non-discretionary arrangements.

Kristen Fillmore is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in East Lansing, MI. She has 10 years of industry experience and has been with Plante Moran Financial Advisors since 2015. 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 emphasizes strategic asset allocation and manager selection, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

Douglas Vaughn is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with AssuredPartners Investment Advisors and has worked extensively with Chesme Capital Management since 2005. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team of 31 advisors.

Duncan Clark is a CFP® certificant with one year of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in East Lansing, MI. Prior to his current role, he has held positions at Plante Moran Financial Advisors and worked at Egypt Valley Country Club. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity valuation model, managing a significant mix of discretionary and non-discretionary assets.

Jamie Wing is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and offering 32 years of industry experience. He has held roles at Synergy Life Annuity, LLC since 2023 and has been affiliated with Synergy Financial Group, LLC and JW Wealth Management Group, LLC since 2009 and 2007, respectively. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable business model involving third-party manager referrals and a mix of advisory and commissionable securities services.

Stephen Erb is a financial advisor with AssuredPartners Investment Advisors holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Chesme Capital Management since 2005 and joined AssuredPartners Investment Advisors in 2024. Stephen maintains involvement with Chesme Capital Management, a registered investment adviser firm. AssuredPartners Investment Advisors provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and other entities. The firm offers both discretionary and non-discretionary portfolio management and includes plan fiduciary services alongside participant education and consulting across multiple offices.

Gregory Walthorn is a CFP® professional with 16 years of industry experience, currently a partner at Plante Moran Financial Advisors, where he has worked since 2015. He is also a partner in Blue Water Retreat, LLC, a residential property maintenance and management business in Bath, Michigan. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policies, and manager selection, managing a majority of its assets on a non-discretionary basis while offering access to alternative investments and tailored portfolio strategies.

Anthony Jacob Girard is a CFP® with four years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC in Lansing, MI. His prior roles include positions at Fifth Third Bank and Fifth Third Securities, as well as experience outside finance at Williams Gunsight Company. He is also involved with T&G Financial Solutions, an investment advisory firm. 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 a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance solutions, utilizing multiple advisory platforms and a combination of model portfolios and sub-advisory relationships.

Andrew Semrau is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining Ausdal in 2024, he worked at OSAIC and Signator Investors, Inc., and he is also the owner and advisor of Semrau Wealth Strategies, where he has been active since 2010. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies and integrates brokerage and insurance services alongside advisory offerings.

Tyler Brooks is a financial advisor at Plante Moran Financial Advisors in East Lansing, MI, holding a Series 65 credential with one year of experience. His prior work includes roles at Public Affairs Associates and multiple positions at Home Depot. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and proprietary equity market valuation methods, managing a significant portion of its assets on a non-discretionary basis.

Eric Bowers is a CFP® and holds a Series 65 license with 14 years of industry experience. He is currently a partner at Plante & Moran, PLLC and has been with Plante Moran Financial Advisors, LLC since 2010. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, banks, trusts, and estates. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model to guide equity allocations.

Lindsay Tran is a financial advisor at Gradient Securities, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses. Tran also serves as an insurance agent with Synergy Financial Group, LLC and is the office manager at JW Wealth Management, LLC. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a non-discretionary model that combines fundamental, technical, and cyclical analysis and often incorporates third-party managers, maintaining various related broker-dealer and insurance wholesaling activities.

Daniel Malcolm is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at First National Bank of America for seven years. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and utilizes a combination of firm-developed and third-party investment models delivered by a network of nearly 100 advisors.

Eric Brogan is a financial advisor with On Investment Management Company in East Lansing, MI, holding a Series 63 designation and 32 years of industry experience. He has worked at The O.N. Equity Sales Company since 1993 and Ohio National Life since 1992. Outside of his advisory work, he serves on the board of The Dart Bank, a Michigan-chartered commercial bank. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and access to multiple third-party investment platforms, with both discretionary and non-discretionary portfolio options.