William Revoir is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Foundations Investment Advisors since 2023 and has prior experience with ChangePath, Global Financial Private Capital, Quest Commonwealth, and his own firm, William J. Revoir & Associates. He is also involved with Quest Commonwealth, LLC, where he conducts life insurance and annuity sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Zachary Cherocci is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked at L.M. Kohn & Company for nine years and spent two years at Brother Rice High School. He is involved in investment-related entrepreneurial ventures as the sole member of Cherocci Investments, LLC and as a co-member of North Financial LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse clientele, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and financial planning through an open architecture platform, managing most assets on a non-discretionary basis and offering multiple implementation pathways including insurance products.

Prasad Mohan is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schechter Investment Advisors and Bank of America. Outside of his advisory role, Mohan serves as treasurer for the Metropolitan Lofts Condominium Association. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services such as financial planning, portfolio management, and retirement plan consulting.

Jeffrey Johnson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes roles at Innovation Partners LLC, The Johnson Group Financial, J.W. Cole Financial, and Wells Fargo Clearing. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates a range of services including actuarial analysis, benefits consulting, and risk management alongside traditional investment advisory programs.

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.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and typically exercises discretionary trading authority while maintaining custody with external custodians.

Keith Inman is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. He previously worked at Raymond James & Associates, Bank of America, Merrill, Santander Securities, and Beacon Payments. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

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.

Philip Fluegge is a financial advisor at Spire Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Spire since 2018 following a brief tenure at FSC Securities Corp. Outside of his advisory role, he is a member and agent of PNF Holdings LLC, which is involved with GBU Life, a fraternal organization offering fixed annuities. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions including advisor-led, model portfolio, and sub-advised strategies.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

Christina Chodorowski is a financial advisor at Thurston Springer Advisors with one year of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Hantz Tax and Business, and several food service businesses. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts on a discretionary basis.

Matthew Cash is a CFP® professional with 17 years of experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Robert W. Baird since 2016 and has worked with various Avantax entities and Cetera-affiliated firms since 2021. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm employs tax-intelligent strategies and firm-designed style allocation models overseen by an investment advisory committee, managing approximately $7.57 billion in assets as of December 31, 2025.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. Secure Asset Management primarily 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 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.

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of three years in the financial industry. Her prior experience includes roles at Doeren Mayhew and as a self-employed advisor. Outside of finance, she serves as an operations manager for Upright Health & Wellness, Inc. on a limited basis. 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, written investment policy statements, and a combination of fundamental, technical, and cyclical analyses to guide its investment decisions, managing a significant portion of its assets on a non-discretionary basis.

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.

Marc Janca is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Kovack Advisors, Inc. and Kovack Securities, Inc. Prior to this, he held roles at AE Financial Services, Oliver Lagore Vanvalin Investment Group, PNC Investments, and JPMorgan Chase. Outside of his advisory work, he serves on the board of the Roman James Foundation, which raises funds to cover funeral costs for infant burials. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Michael Iley is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at M Holdings Securities since 2017 and serves as Managing Director of LoVasco Consulting Group, a consulting business focused on retirement plan sponsors. Prior to his current roles, he was with Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning.