Jason Spencer is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Independent Financial Partners, Brighton Wealth Management, and LPL Financial. Secure Asset Management primarily serves individual clients, including both non‑HNW 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 strategies guided by written Investment Policy Statements and utilizes third‑party managers and platforms for account management.

William Gibbons Jr. is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Wealthcare Advisory Partners and Integrated Wealth Concepts, as well as LPL Financial since 2002. Outside of advisory roles, he serves as a board member and treasurer for the Lapeer County Community Foundation and holds a full-time position as a Certified Public Accountant at Mattina, Kent & Gibbons, P.C. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and integrates evidence-based investment strategies with access to alternative investment platforms.

Jonathan Teal is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is the owner of TEAL CAPITAL INCORPORATED and Polaris Private Wealth, the latter providing investment management and insurance services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities with a range of advisory and financial planning services.

Shawn Glasgow is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and Bank of America. Outside of his advisory role, Glasgow serves as a firefighter for the City of Lapeer. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and retirement services, supporting advisor-led portfolio management across multiple platforms with supervisory oversight.

Matthew Harbarcuk is an investment advisor representative at Elevation Point Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, Transcend Wealth Collective, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he conducts limited insurance sales activities. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and business entities, using model portfolios with tactical asset allocation across multiple investment vehicles and incorporating insurance distribution and annuity servicing within its advisory services.

Clark Harris is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at Sigma Planning Corporation and Titan Wealth Advisors, LLC. Outside of advising, he owns 24th Street Car Guys & Girls, LLC, a real estate holding firm. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with discretionary strategies, often employing third-party money managers and managing held-away employer accounts.

Eric Spencer is a financial advisor at Secure Asset Management, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Secure Investors Group and Secure Asset Management since 2015. 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 mix of fundamental, technical, and cyclical analysis with discretionary strategies and frequently uses third-party money managers and trading signals.

Randall Joseph is a financial advisor with Secure Asset Management, L.L.C. in Troy, Michigan, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has worked with Secure Asset Management since 2012 and has held a sales manager role at Secure Investors Group, focusing on insurance products. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment vehicles and emphasizes client-specific investment policies without maintaining traditional corporate or business client relationships.

Timothy Bogert is a financial advisor with Prosperity Capital Advisors in Rochester, MI, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including 20 years at LPL Financial. Outside of advising, Mr. Bogert is a licensed insurance agent offering fixed insurance products and is involved in real estate investment activities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, 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 serves in various intermediary roles such as TAMP and sub-advisor services.

Timothy Dowd is a financial advisor at Ascentis Independent Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked at Golden State Equity Partners, Polaris Greystone Financial Group, LLC, and Greystone Financial Group, Inc. Prior to joining Ascentis, he spent six years at Golden State Equity Partners. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management, financial planning, and consulting services, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.

Jeffrey Bonynge is a financial advisor with Secure Asset Management, L.L.C. in Troy, Michigan. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Aurora Securities, Alt Fund Distributors, Managed Asset Portfolios, and Edward Jones, as well as seven years at The Rivera Cafe. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm applies a blend of fundamental, technical, and cyclical analysis across various investment vehicles and focuses on equitable allocation of opportunities while maintaining client assets with external custodians.

Matthew Ferri is a financial advisor at Madison Avenue Securities, LLC with a Series 66 designation and three years of industry experience. He has served at Madison Avenue Securities since 2022 and concurrently operates the Law Office of Matthew A. Ferri, PLLC as managing attorney since 2008. Outside of his advisory role, he acts as a trustee and conservator for various personal and client-related trusts. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers diverse account platforms and employs various investment strategies through its network of investment adviser representatives.

Rebecca Abel is a CFP® with 25 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She previously spent 15 years at Ameriprise Financial Services, Inc. In addition to her advisory role, she owns Dvine Cookies LLC, a cookie company, and is a partner at the Women's Divorce Resource Circle, where she engages with clients undergoing divorce to assist with financial planning related to divorce proceeds. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various advisory services, including portfolio management, financial planning, and a notable Subscription Advisory Services program that provides ongoing, flat-fee planning alongside client education initiatives.

Morgan Golich is a financial advisor at OSAIC Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cetera, SageView Advisory Group, and First Allied. In addition to his role at OSAIC, he is an associate wealth advisor at Bloomfield Hills Advisory. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

James Dziadziola is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2006 and holds Series 63 and Series 65 licenses. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Emilyann Rubio is a financial advisor at Oppenheimer with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Comerica Securities, Inc., World Asset Management, and Morgan Stanley Smith Barney LLC. Rubio is based in Birmingham, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, using strategic asset allocation and various investment strategies tailored to client objectives.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Maddalena Parks is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Cirrus Wealth Management, Triad Advisors, City National Bank, RBC Capital Markets, and Wells Fargo Advisors. She serves as a trustee managing her mother’s trust. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs a combination of in-house models, custom portfolios, and third-party manager selection, supported by a dedicated Investment Policy Committee and extensive research resources.

William Szlag is a financial advisor at Sequoia Financial Group, L.L.C. in Troy, Michigan, holding a Series 66 designation with six years of industry experience. His previous roles include positions at LPL Financial, LLC and Hantz Financial Services. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Ryan Hamlin is a CFP® and holds a Series 66 license with two years of industry experience. He is currently affiliated with AE Wealth Management, LLC and also serves as a service advisor in insurance sales at the Burzynski Group. His prior experience includes roles at LPL Financial, Premier Financial, and Archer Huntley Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolio solutions, discretionary asset management, and financial planning services.