Victor Hicks III is a financial advisor at Perigon Wealth Management, LLC with a CFP® designation and Series 63 license. He has experience working at BMO Financial Group, Citigroup Global Markets Inc., and SGH Wealth Management prior to joining Perigon. His industry experience totals six years, beginning in 2016. 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, regular monitoring, and serves as both sponsor and overseer of its wrap program and sub-advisor relationships.

Connor Faix is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds a Series 65 credential and has been with Advance Capital Management since 2025. Prior to his advisory role, he held positions in the insurance industry and various educational institutions. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a focus on mutual funds, ETFs, direct indexing, alternative investments, and crypto-related strategies.

Michael Tindall Jr. is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC, with eight years of industry experience. He previously worked at Ford Motor Company for eight years before joining Advisory Services Network, LLC, where he has been employed since 2018. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Vanessa Carter Witt is a CFP® with nine years of industry experience and is currently with RWA Wealth Partners. She previously worked at Adviser Investments for seven years and has held roles at Everhart Advisors and Mid Atlantic Capital Corporation. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Vincent Vitale is a CFA® charterholder and Series 63 licensee with 13 years of industry experience. He has been with Advance Capital Management Inc since 2011. Outside of his advisory role, he serves as president of the CFA Society of Detroit, overseeing the execution of its strategic mission and managing its programming and budget. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and manages approximately $4.5 billion in assets across over 6,800 clients.

Kevin Vandenhaute is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the managing partner of Titan Wealth Advisors, LLC, an investment-related firm. His prior work includes roles at Sigma Financial Corporation and Secure Investors Group. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs discretionary strategies guided by written Investment Policy Statements, utilizing a combination of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Kade Messner is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC in Troy, MI, bringing four years of industry experience. He previously worked at Osiwala Financial Group and Barber Financial Group. Outside of his advisory role, he serves as Young Adult Director at Oakland Church. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a variety of strategic investment tools.

Anne Karlow is a CFP® professional with 29 years of industry experience, currently affiliated with Founders Financial Securities LLC since 2011. She also owns Jardon Consulting, providing financial planning, investment advice, and insurance services. Additionally, she is involved in bookkeeping through Perennial Resources, which she co-owns. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised wealth management solutions.

Joseph Opiela is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Robert Schechter & Associates, Schechter Investment Advisors, and Schechter Wealth. In addition to advisory work, he is licensed as an insurance agent and offers insurance consulting and fixed insurance products. 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 uses a combination of internal management, third-party models, and tailored asset allocation, and is notable for its performance-based fee arrangements and insurance brokerage activities.

Daniel Mchugh is a CFP® and PFS™ credentialed advisor at Advance Capital Management Inc with 15 years of industry experience. He has been with Advance Capital Management since 2010. Outside of his advisory role, he is involved as an investor in mortgage investing ventures through Academy Financial Gamma, LLC and Academy Financial Zeta, LLC. 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 utilizes a range of strategies including direct indexing and alternative investments.

Kenneth Osiwala is a financial advisor with Modern Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., Barber Financial Group, LLC, National Planning Corporation, and operating his own firm, Osiwala & Associates Strategic Investment Services, for 30 years. Outside of advising, he is a sole proprietor insurance agent. Modern Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering investment advisory and integrated planning services. The firm employs a centralized portfolio management model supported by an Investment Committee and provides specialized services such as ERISA plan advisory and estate planning through affiliated entities.

Robert Kleber is a CFP® and Series 63 credentialed advisor at Advance Capital Management Inc with 27 years of industry experience. He has been with Advance Capital Management and its affiliated entity, Advance Capital Services, since 1997. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and offers a range of strategies including direct indexing, alternative investments, and crypto-related approaches.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

Katrina Wilson is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. She also serves as a Compliance Manager for BMR Retirement Group LLC, a role focused on RIA compliance. 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 long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a team of roughly 240 advisors.

James Pollack is a financial advisor with Foundations Investment Advisors LLC in Birmingham, MI. He holds a Series 65 credential and has five years of industry experience. Prior to joining Foundations in 2020, he worked at Detroit Financial and GLP and Associates. In addition to his advisory role, he is involved in insurance sales as a licensed agent in Michigan. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and offers a range of services including investment management, tax coordination, and sub-advisory arrangements.

Brian Vargason is a financial advisor at Thurston Springer Advisors with a Series 66 credential. He has worked in the financial services industry since 2019, including roles at Province Firm and Fratarcangeli Wealth Management. Outside of advising, he is involved with Comedy Castle Inc. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm offers a range of financial planning, portfolio management, and fiduciary services, employing both discretionary and non-discretionary strategies that include technical and fundamental analysis.

Brennan Krengel is a financial advisor at Secure Asset Management, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, Infinex Investments, and Comerica Securities. Secure Asset Management primarily serves individual clients, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and held-away account management.

Mark Mueller is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at Titan Wealth Advisors, Sigma Financial Corporation, and Aurora Securities, among others. Outside of advisory work, he is involved with the Wayne County Youth and Senior Education Fund. 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 range of investment approaches, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party money managers and platforms for held-away account management.

Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.

Jonathan Arntz is a CFP® with 35 years of experience in the financial services industry. He is currently with SEIA, where he has worked since 2024. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Arntz also holds an insurance license and is engaged in insurance sales and service consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset allocation and tactical adjustments, using both discretionary and non-discretionary investment management approaches.