Craig Conley is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, with eight years of industry experience. He holds a Series 65 credential and has worked at Secure Investors Group and Secure Asset Management since 2017. Additionally, Conley is the owner of Son Life Incorporated, a business involved with assets under management and life insurance products since 1987. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Peter Wargo is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Barber Financial Group, Mutual Securities, Inc., National Planning Corporation, and Osiwala Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and management team, offering discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions through affiliated entities.

Joshua Lanesky is a CFP® professional at JMG Financial Group Ltd with five years of industry experience. Prior to joining JMG Financial Group in 2021, he worked at NCS Construction for one year and spent nine years at Plante Moran. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations, employing a planning-based, long-term investment approach that includes strategic asset allocation and tactical adjustments approved by an investment committee. The firm also offers in-house tax consulting and advises on private investment fund opportunities.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Thomas Kaufman is an advisor at HBW Advisory Services LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2013, with prior roles at HBW Securities LLC and Cetera Advisor Networks LLC. He is also the owner of TMK Financial Services LLC, a tax and accounting business. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and multi-manager diversification, and serves a large client base with a mix of retail, institutional, and intermediary relationships.

Fred Sultan is a financial advisor with American Independent Securities Group, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 13 years at L.M. Kohn & Company prior to joining his current firm. Additionally, he is licensed as an insurance agent, selling life, variable annuity, and accident/health insurance on a part-time basis. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers and TAMPs, and offers an optional third-party estate-planning service.

Bradley Feldman is a financial advisor at Arax Advisory Partners in Birmingham, MI, holding Series 65 and Series 63 licenses with five years of industry experience. He has also been a registered representative at Kingswood Capital Partners, LLC since 2021 and serves as a senior wealth advisor at Robert Schechter & Associates, LLC. Arax Advisory Partners is a multi-team wealth manager with more than 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Paul Ragheb is a financial advisor at Azimuth Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Azimuth since 2004, including its predecessor and current entities. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and tailored fixed-income solutions, managing portfolios on a primarily discretionary basis while accommodating client-specific mandates and a range of investment instruments.

David Kurschat is a CFP® professional affiliated with Creative Financial Designs, Inc., with three years of industry experience. His work history includes roles at Covenant Financial Group and TRIGO Global Quality Solutions, as well as involvement in financial planning and tax preparation activities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and affiliated services in insurance and tax.

Christopher Bokmuller is a financial advisor with Packerland Brokerage Services, Inc. in Clinton Township, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, PKS Advisory Services, LLC, Michigan Securities, Inc., and MI Advisors. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through a variety of managed and fee-based programs. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Thaddeus Schlaud is a CFP® and holds a Series 66 designation, with 13 years of experience in financial advising. He has worked at Secure Asset Management, L.L.C. since 2025 and previously spent 10 years at Gainplan LLC. Outside of advising, he owns Clarkston Party Rental, a business unrelated to finance. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs strategies guided by written Investment Policy Statements and utilizes a combination of fundamental, technical, and cyclical analysis alongside third-party managers and held-away account management.

Caterina Defalco is a CFP® with 20 years of industry experience, currently serving at Advisory Services Network since 2012 and Argentora Wealth Management since 1995. She holds a Series 63 license and has additional roles including licensed insurance agent and financial industry consultant. Outside of finance, she is an author and president of several ventures focused on French cuisine and culture, including writing books and producing related media. Advisory Services Network is an independent enterprise firm with over 200 advisors serving individuals, families, corporations, and charitable organizations. The firm offers customized portfolio management, financial planning, and retirement-plan consulting through a diverse range of investment strategies and account management options.

Jason Spencer is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Independent Financial Partners, Brighton Wealth Management, and LPL Financial. Secure Asset Management primarily serves individual clients, including both non‑HNW and high‑net‑worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written Investment Policy Statements and utilizes third‑party managers and platforms for account management.

William Gibbons Jr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wealthcare Advisory Partners and Integrated Wealth Concepts, as well as LPL Financial since 2002. Outside of advisory roles, he serves as a board member and treasurer for the Lapeer County Community Foundation and holds a full-time position as a Certified Public Accountant at Mattina, Kent & Gibbons, P.C. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative investment platforms.

Jonathan Teal is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He is the owner of Teal Capital Incorporated and Polaris Private Wealth, the latter providing investment management and insurance services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount management and 529 plan services.

Shawn Glasgow is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, Shawn serves as a firefighter for the City of Lapeer and is a managing partner at Polaris Private Wealth LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary accounts.

Matthew Harbarcuk is an investment advisor representative at Elevation Point Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, Transcend Wealth Collective, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he conducts limited insurance sales activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and business entities, using model portfolios with tactical asset allocation across multiple investment vehicles and incorporating insurance distribution and annuity servicing within its advisory services.

Clark Harris is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at Sigma Planning Corporation and Titan Wealth Advisors, LLC. Outside of advising, he owns 24th Street Car Guys & Girls, LLC, a real estate holding firm. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with discretionary strategies, often employing third-party money managers and managing held-away employer accounts.

Eric Spencer is a financial advisor at Secure Asset Management, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Secure Investors Group and Secure Asset Management since 2015. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with discretionary strategies and frequently uses third-party money managers and trading signals.