Alan Crouse is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Signal Advisors Wealth, LLC and has prior experience at firms including Alight Financial Solutions, TIAA, and Transamerica Retirement Advisors. In addition to his advisory work, he serves as an online instructor for Dalton Education, teaching financial professionals pursuing the CFP designation. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and retail clients. The firm employs a top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting advisors with trading, rebalancing, and administrative services.

Steven Dolinski is a financial advisor with PKS Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Purshe Kaplan Sterling Investments and PKS Advisory Services since 2020, and previously with Michigan Advisors, Inc. and Michigan Securities, Inc. Dolinski also has experience outside finance, including a role at Detroit Receiving Hospital since 2018. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, offering tailored portfolios that utilize mutual funds, ETFs, independent managers, and individual securities through a combination of fundamental and technical analysis.

Michael Sharber is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Bank of America and Merrill. He is managing partner of Polaris Private Wealth and owner of Sharber Investments Inc., both of which provide investment management and financial advisory services. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and private fund placement, employing both discretionary and non-discretionary investment approaches across multiple advisory platforms.

Keith Murphy is a financial advisor with HighPoint Planning Partners in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with HighPoint Advisor Group since 2015 and also maintains a long-standing affiliation with LPL Financial dating back to 1998. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes while maintaining continuous account monitoring and annual formal reviews.

Taylor Young is a Series 65-licensed advisor with Alera Investment Advisors, LLC, based in Rochester, MI, and has two years of industry experience. He has worked at Alera Investment Advisors since 2024 and operates an insurance agency, Rick Young Insurance Services, since 2014. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis investment approach and integrates insurance and pension consulting platforms into its services.

Keith Harder is a CFP® professional with 27 years of experience in financial advising. He has been with Rehmann Financial since 2000 and currently works at Rehmann Wealth. He serves on the board of the Rehmann Foundation, providing advice to its finance committee. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, supported by an in-house investment team and a range of portfolio options.

Raymond Fortin is a financial advisor with Missionsquare Retirement in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He has been with ICMA-RC Services, LLC since 2020. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Jennifer Shammamy is a CFP® professional with 14 years of experience in the financial industry. She has worked at H&B Financial Group since 2017 and previously at Hoover & Associates. In addition to her advisory role, she assists with administrative tasks at a law firm on a limited, uncompensated basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers tailored investment strategies and access to third-party management programs, employing a blend of advisory and broker-dealer services.

Alan Gieleghem is a CFP® and holds a Series 66 license, currently serving as an advisor at Kingsview Wealth Management, LLC with eight years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for six years and spent ten years with the Troy School District. Kingsview Wealth Management serves a broad mix of clients, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, retirement plan consulting, and access to third‑party managers and alternative investments.

Adam Broka is a CFA® charterholder with six years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2014. Plante Moran Financial Advisors, LLC offers 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 in its investment approach, managing a majority of its assets on a non-discretionary basis.

Sandra Kerr is a CFP® professional affiliated with Perigon Wealth Management, LLC, with 32 years of industry experience. She has worked at Perigon since 2023 and previously held roles at Lumin Financial, LLC, and Baron Wealth Management, LLC. Kerr is also a licensed insurance agent, conducting insurance sales and consulting 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 offers discretionary portfolio management and oversees unaffiliated sub-advisors and TAMPs, with a focus on individualized portfolio construction and ongoing monitoring.

Kathleen Elliott is a Series 65-licensed financial advisor with 12 years of industry experience. She currently works at The Partners Wealth Management and has previously been affiliated with Trivelloni Risk Management LLC, Trivelloni Asset Management, LLC, and Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that include internally developed and third-party models, implementing a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities.

Larry Woods is a CFP® with 40 years of industry experience, currently serving at Calton & Associates, Inc. since 2019. He previously worked for Capital Financial Services, Inc. for 15 years and has been involved with Woods Financial Services/Magellan Investment Advisory Group, LLC since 1989. Outside of advisory work, he owns and operates a tax preparation and traditional life insurance business for senior clients. Calton & Associates provides portfolio management, financial planning, and retirement plan consulting to individual investors, trusts, estates, and other retail clients. The firm offers a variety of investment programs and combines advisory services with commission-based brokerage and insurance products.

David Camilleri is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory work, Mr. Camilleri is a certified public accountant with Butala Simmons, Camilleri & Baranski PC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework.

Jeremy Kedzior is a CFA® charterholder with six years of experience in financial advising at Plante Moran Financial Advisors, where he has worked since 2013. He is based in Southfield, MI. 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, and trusts. The firm employs strategic asset allocation and a proprietary equity market valuation model, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis.

Brandon Kennedy is a financial advisor at HighPoint Planning Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2008. Since 2015, he has operated under the Kennedy Financial Group DBA within HighPoint Advisor Group. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Christopher Burke II is a financial advisor at Azimuth Capital Management with 14 years of industry experience. He holds the CFP® designation and securities licenses Series 66 and Series 63. His work history includes roles at Azimuth Capital Management since 2023, M Holdings Securities, Lovasco Consulting Group, and Mainstay Capital Management. Azimuth Capital Investment Management LLC serves individuals, trusts, foundations, banks, and municipal entities by providing discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis with model-based equity strategies and customized fixed-income construction, managing primarily discretionary accounts but also accommodating nondiscretionary mandates and various investment instruments based on client objectives.

Rebecca Kindig is a CFP® professional with seven years of industry experience. She is currently with CX Institutional, LLC and previously worked at Tfg Advisers LLC and Michigan Financial Companies. Her background also includes roles at Graff Chevrolet and Central Michigan University. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach across various asset classes and integrates financial planning and third-party technology into client solutions.

Brian Thomas is a financial advisor with International Assets Investment Management, LLC and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Kestra Investment Services and Cambridge Investment Research Advisors. Outside of his advisory work, Thomas serves as one of the chairmen of an annual charitable golf outing and owns a pass-through entity related to his business revenue. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management with a variety of investment vehicles and also provides access to third-party money managers and financial planning.

Michael Orsatti is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Empower Financial Services, The Huntington Investment Company, and Huntington National Bank. Outside of his advisory work, he serves as a Financial Wellness Adviser with LoVasco Consulting Group, providing educational and advisory services to participants in employer-sponsored retirement plans. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers to support client portfolios.