Jeremy Kaplan is a CFP® with two years of industry experience currently with Capital Analysts. He has previously worked at Lincoln Investment and Deloitte, and also provided consulting services for Goldbelly in an e-commerce capacity. Kaplan is involved with KKA Financial Services, LLC, offering financial and tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach includes discretionary and non-discretionary portfolio management supported by an internal Investment Management & Research team that uses proprietary screening tools and offers customized advisory services.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has been with the firm since 2026 and has additional experience with GLP Investment Services LLC and GLP & Associates. Outside of his advisory role, he is involved with Bardens Farm Market, a fresh food market and farm where he operates heavy machinery and manages store delivery logistics. Asset Allocation Strategies, LLC offers portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth clients as well as plan sponsors. The firm employs quantitative techniques and firm-developed capital market assumptions to construct strategic and goal-based portfolios, often implemented through model portfolios and ETFs, with ongoing monitoring and rebalancing.

Henry Woloson is a financial advisor with Harbour Investments, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has operated Woloson Financial Management since 2013. Outside of advising, he is an attorney specializing in estate planning, preparing wills and trusts, and serves as a director of the David W. Elliott Memorial Foundation. He is also an author. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm combines fundamental and technical analysis to build customized portfolios and offers both discretionary and non-discretionary management, along with model-based solutions delivered through a subscription platform.

Dylan Woebkenberg is a financial advisor with On Investment Management CO and holds a Series 66 designation. He has three years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory work, Dylan is also a licensed life insurance agent. On Investment Management CO is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of services and access to third-party investment programs, operating primarily through non-discretionary advisory relationships combined with discretionary third-party management.

Mark Corombos is a CFP® professional with 16 years of industry experience. He is associated with Plante Moran Financial Advisors and has been involved with the firm since 1998. He is also a partner in P&M Holding Group, a non-investment-related business. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing multiple analytical approaches and manages a significant portion of its assets on a non-discretionary basis.

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.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Elizabeth Larson is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Michigan Timber & Truss prior to her current roles. Larson serves as a mentor for other advisors and is a board member and secretary for Gigi's Playhouse, a nonprofit organization. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers various institutional and intermediary services.

Ronald Lenihan is a financial advisor with Seacrest Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Seacrest Wealth Management and Purshe Kaplan Sterling Investments since 2008, and with SeaCrest Investment Management since 2006. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment strategy combining fundamental and technical analysis, utilizing mutual funds, ETFs, individual securities, alternatives, and independent managers, supported by artificial-intelligence tools with human oversight.

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.

Mark Eriksen is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks LLC, Summit Financial Group Inc., and LPL. Eriksen serves as a non-compensated board member of the Detroit Regional Chamber. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through around 207 advisors. The firm offers investment advisory and financial planning services across numerous platforms, employing a combination of firm models, third-party sub-advisers, and customizable allocations.

Thomas Williams is a CFP® and Series 65-registered financial advisor with six years of industry experience. He currently works at CX Institutional, LLC and previously held roles at Tfg Advisors, Jackson National Life Insurance, Michigan State University, and Farmington Public Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

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®-certified financial advisor with seven years of industry experience. He is currently with Level Four Advisory Services and has prior experience at Raymond James Financial Services. Sturgess also supports financial advisory operations through his role with Financial Independence, LLC. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and uses model portfolios along with multiple custodians and third-party providers to implement client mandates.

Shoumya Saha is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. She holds Series 65 and Series 63 credentials and has worked with GLP Investment Services and GLP and Associates. In addition to her advisory role, she is involved in life insurance and fixed/index annuity sales through GLP & Associates and owns a consulting firm focused on insurance products. Asset Allocation Strategies, LLC serves a broad retail client base including individuals, high-net-worth clients, and plan sponsors, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs quantitative techniques and model portfolios to construct strategic allocations and monitors accounts on an ongoing basis.

John Stein is a CFA® charterholder with 16 years of industry experience. He is currently with Arax Advisory Partners, LLC and previously worked at Schechter Investment Advisors, LLC for ten years. He also receives referral fees for clients he refers to other investment advisory firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors, 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 tailored asset allocation to meet client objectives, including the use of performance-based fee structures and private fund management.

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.