Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Kellogg Company and Plante Moran. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutional clients, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Douglass Burgdorf is a CFP® with 26 years of industry experience, currently serving as an advisor at KCD Financial, Inc. since 2007. He is a partner at H & B Financial Group, Inc., which focuses on insurance sales, and owns Burgdorf Financial Services, Inc., providing financial planning and investment management. Additionally, he contributes to marketing and business development for Cedar River Technologies/Waggle IOT on a voluntary basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and strategies, offering both discretionary and non-discretionary advisory services, and provides access to third-party managed accounts.

Kenny Goldner is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at ASSET ALLOCATION STRATEGIES since 2019 and has been associated with GLP Investment Services and GLP & Associates since 2017. Outside of his advisory role, he is involved in life insurance and fixed/index annuity sales and servicing. 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 managed model portfolios, using quantitative asset-allocation techniques, and serves approximately 3,859 clients with about $767 million in assets under advisement.

Viktoria Wilson is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently an Investment Advisor Representative at Blackridge Asset Management, LLC and previously worked at Peak Brokerage Services, LLC and MML Investors Services/Spice Financial. Outside of her advisory work, she serves as President of the Brighton Toastmasters International and the Pinckney Aquatic Club. 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 is based on client risk profiles, utilizing model portfolios, third-party managers, and a multiphase due diligence process.

Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, blending discretionary and consultative services tailored to client preferences.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns and manages an advertising website directory focused on Asian stores. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management with tailored asset allocations and employs a broad range of investment instruments, including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Michael Lopus is a CFP® professional with 17 years of experience, currently with Plante Moran Financial Advisors and Plante & Moran, PLLC. He has been associated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. He is also a partner in Plante & Moran, PLLC, a non-investment-related role. 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 utilizes fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model and manages a substantial mix of discretionary and non-discretionary assets.

Terra Hohf is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. She previously worked at Advance Capital Services for 10 years. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and manages portfolios with a focus on risk tolerance, incorporating strategies such as direct indexing, alternative investments, and crypto-related options.

Todd Olson is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at ASSET ALLOCATION STRATEGIES since 2020 and has been associated with GLP & Associates and GLP Investment Services, LLC since 2014. Olson is also active as an insurance agent, focusing on life insurance and fixed/index annuity sales and servicing. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm manages both personal and employer-sponsored retirement accounts using proprietary and third-party model portfolios, employing quantitative asset-allocation techniques and primarily utilizing ETFs for diversification and tax efficiency.

Aaron Hodari is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history includes roles at Schechter Investment Advisors, Kingswood Capital Partners, and Niagara International Capital Limited. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to implement client objectives and employs performance-based fee structures for certain qualified investors and private funds.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding a Series 66 license and 10 years of industry experience. He has worked with LPL Financial, LLC since 2015 and operates Fisher Retirement Services LLC. Outside of advisory roles, he is a business owner of The 99 Rise, a non-investment-related venture. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm offers wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses, utilizing a goals-based planning approach combined with an evidence-based investment framework.

Kurt Fillmore is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors since 2013. He is also the founder and president of Wealth Trac Financial, where he provides wealth management and financial planning services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Brad Bell is a Series 65-credentialed financial advisor at Perigon Wealth Management, LLC with two years of industry experience. Prior to joining Perigon, he worked at Lumin Financial, LLC and The Northwestern Mutual Life Insurance Company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, distinguishing itself by explicitly servicing banking and thrift institutions.

Joshua De Los Santos is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at North Lakeside Partners, LLC and GLP Investment Services, LLC. Outside of advisory work, he serves on the Lake Leann Property Owners Association committee focused on lake quality improvement. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts with a multi-team approach. The firm employs quantitative asset-allocation methods and offers discretionary and non-discretionary portfolio management using proprietary and third-party model portfolios.

Jeffrey Cartwright is an investment advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GLP Investment Services and GLP & Associates. Outside of advisory work, he is also licensed as a life insurance agent, focusing on life insurance and fixed/index annuity sales. 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 proprietary and third-party model portfolios and uses quantitative asset-allocation techniques to construct diversified portfolios, serving nearly 3,900 clients with approximately $767 million in assets under advisement.

Derek Van Solkema is a CFP® professional with 14 years of industry experience, currently serving at Advance Capital Management Inc. since 2015. He is also involved in real estate development as the owner of BAGGS Partners, LLC. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, operates a Recommended List of funds and model portfolios, and offers specialized retirement services including a Chief Retirement Officer program.

Scott Byrne is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Asset Allocation Strategies since 2011 and also has longstanding roles at GLP and Associates Inc and GLP Investment Services dating back to 2005. Outside of advisory work, Byrne is a partner in a consulting and insurance business where he sells life insurance. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a multi-team approach with 39 advisors and manages portfolios using proprietary and third-party models, incorporating quantitative asset-allocation techniques and primarily utilizing ETFs for diversification and tax efficiency.

Jay Ferrans is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with CoreCap Advisors and CoreCap Investments since 2016 and also serves as president of JM Financial & Accounting Services, where he offers long-term care and life insurance as well as fixed annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, individual equities, and bonds, while providing discretionary portfolio management, financial planning, and access to third-party sub-advisors.

John Gakenheimer is a CFP® with 49 years of industry experience, currently serving as Executive Vice President at Concorde Asset Management, LLC. He has held various roles within Concorde and affiliated firms since 2010. Outside of his advisory work, he consults on business development for his son’s coffee company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, incorporating alternative products and offering ERISA fiduciary services.