Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.

Jordan Smith is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. He also manages a legal practice focused on tax and estate planning and serves as Vice President of advanced design at Robert Schechter & Associates, working on life insurance transactional structures. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and external managers, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

J Otterbein is a financial advisor at ON Investment Management Company with 40 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory role, he is a life insurance sales representative. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides access to third-party investment programs and manages both discretionary and non-discretionary assets through a dual-registration broker-dealer model.

Elizabeth Budweg is a financial advisor at CoreCap Advisors with a Series 65 credential and three years of industry experience. She has worked at CoreCap Advisors and Skolnik Retirement Solutions since 2022 and previously held positions at Bonefish Systems and Ohio State University. Outside of her advisory role, she serves as an executive producer at Skolnik Retirement Solutions, focusing on the sale of insurance and annuity products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing various investment vehicles and sub-advisors to manage client portfolios.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at GLP & Associates, Inc. and GLP Investment Services, LLC since 2002, and joined Asset Allocation Strategies in 2020. Outside of advisory roles, he serves as president of DPS Financial Inc., which focuses on investment and retirement planning. Asset Allocation Strategies, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services including 529 plan assistance and portfolio financing options.

William Kumm V is a financial advisor with Level Four Advisory Services holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Commonwealth before joining Level Four. He is also associated with Financial Independence LLC, where he serves as an advisor assistant. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, and fiduciary services using model portfolios and a combination of firm-sponsored and third-party platforms.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and concurrently manages Bardens Farm Market, a fresh food market and farm in South Haven, MI. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and advisor-reviewed investment policies.

Dylan Woebkenberg is a financial advisor with ON Investment Management Company, holding a Series 66 credential and three years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2023. In addition to his advisory role, he is also a licensed life insurance agent for Ohio National. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates a dual-registration model through its affiliated broker-dealer.

Eric Ruth is a financial advisor at CL Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabot Lodge Securities, LLC, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and regular monitoring.

Kevin Beauchamp is a financial advisor at Arax Advisory Partners with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including Kingswood Capital Partners and Schechter Investment Advisors. Outside of advisory roles, Beauchamp serves as Director of Strategic Partnerships at Robert Schechter & Associates, where he develops relationships with financial advisors, CPAs, attorneys, and money managers. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a combination of internal portfolio management, third-party model integration, and tailored asset allocation. Arax is notable for its performance-based fee arrangements and insurance brokerage activities integrated within its advisory services.

Ronald Lenihan is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and SeaCrest Investment Management since 2006. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools as decision support.

Eric Somsel Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Founders Financial Securities LLC since 2021. He previously worked at Securian Financial Advisors of the Great Lakes, Minnesota Life, and Securian Financial Services Inc. from 2016 to 2021. Outside of financial advising, Somsel has been active as a hockey referee in Lansing, MI. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients, offering a range of advisory platforms including managed portfolios, third-party manager access, and 1031 exchange consulting, with over $4 billion in client assets under management. The firm allows its advisors to operate under individualized investment philosophies while providing oversight and fiduciary services.

Nathan Gurchak is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fortis Capital Advisors, LLC. He has three years of industry experience with prior roles at KeyBank, Sentinel Pension Advisors Inc., and Morgan Stanley. Outside of finance, Nathan worked at Skatin' Station for three years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including discretionary management and ESG-oriented options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

Bruce Maginn is a financial advisor with CoreCap Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2017 and has been associated with Guardian Life Insurance Company since 2002, including 15 years at Park Avenue Securities. Outside of his advisory role, Maginn is co-owner of Solomon Financial, an insurance sales and financial planning business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, self-directed retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Spencer Comps is a financial advisor at Procyon with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Oliver Lagore Vanvalin Investment Group and Brookstone Capital Management. In addition to his advisory role, he is a licensed insurance agent. Procyon serves individuals, families, trusts, businesses, institutional investors, and retirement plans, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios with a primarily long-term orientation and operates across a large office footprint with multiple affiliated businesses and service relationships.

Robert Young is a CFP® with seven years of industry experience. He has worked at Edward Jones and A123 Systems Inc. before joining Kingsview Wealth Management, LLC, where he is currently an advisor. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management across a broad range of securities and operates proprietary model portfolios alongside partnerships for tax, estate, and alternative-asset services.

Carston Cook is a CFP® professional with eight years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and has previously worked at Ameriprise, Comerica Securities, Robinhood Financial, JPMorgan Securities, JPMorgan Chase Bank, Merrill Lynch/Bank of America, and New York Life Securities. Outside of his advisory role, Cook is involved with Main Financial Wealth Management, where he works as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with asymmetric rebalancing, offering services through a broad network of affiliated offices and advisers.

Joshua Foley is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles, including positions in the food service and lighting industries. Outside of advising, he has been associated with Indianwood Golf & Country Club since 2024. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios and a range of platform and sub-advisor options.

Travis Veenhuis is a CFP® professional with three years of industry experience, currently with Zhang Financial. His prior experience includes roles at SGH Wealth Management and a work history connected to Kalamazoo College. Zhang Financial is a multi-advisor, fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a combination of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

Connor Sturgess is a CFP® with eight years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Raymond James Financial Services and Concurrent Advisors. He is also involved with Financial Independence, LLC, supporting financial advisory services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios and sub-advisors through multiple custodian platforms.