Steve Alexandrowski is a CFP® professional with 15 years of industry experience, currently serving at GEM Asset Management, LLC since 2001. He is based in Plymouth, MI, and is part of a four-advisor team. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations by providing discretionary investment management and standalone financial planning. The firm employs globally diversified, factor-driven portfolios emphasizing low-cost passive funds and selectively uses active managers, integrating proprietary models and derivative strategies for complex positions and tax-sensitive transitions.

Steven Story is a Series 65 licensed advisor with eight years of industry experience, currently serving at GEM Asset Management, LLC. He has been with GEM since 2003. GEM Asset Management provides discretionary investment management and financial planning to individuals, qualified retirement plans, and charitable organizations. The firm employs globally diversified portfolios emphasizing factor exposures and generally favors low-cost passive funds while incorporating active management in certain sectors.

Lisa Carey is a CFP® with eight years of industry experience and has been with GEM Asset Management, LLC since 2012. She holds the Series 63 designation and works from Plymouth, MI as part of a six-advisor team. GEM Asset Management, LLC provides discretionary investment management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm constructs globally diversified portfolios that emphasize factor exposures and combines low-cost passive funds with active management in less efficient sectors.

Bradley Hoekstra is a financial advisor at GEM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michigan State University, NextEra Energy, and Pet Supplies Plus. GEM Asset Management provides discretionary investment management and standalone financial planning to individuals, qualified retirement plans, and charitable organizations. The firm emphasizes globally diversified, factor-based portfolios using primarily low-cost passive funds alongside active management in select sectors.

Tyler Bashaw is a financial advisor at JLB & Associates Inc with a Series 65 designation and six years of industry experience. He has been with JLB & Associates since 2018 and previously attended Eastern Michigan University from 2013 to 2017. JLB & Associates is a registered investment adviser that manages discretionary portfolios for individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm employs a fundamental analysis approach, focusing on a defined universe of about 200 companies and emphasizing investment-grade corporate bonds in fixed-income management.

Justin Kowalski is a CFP®-certified financial advisor at Dew Wealth Management with six years of industry experience. Prior to joining Dew Wealth Management in 2023, he worked at Hantz Financial Services and Elite Technical Services. He also operates Justin K Consulting, LLC, where he conducts financial analysis, business valuation, and financial modeling. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and coordinates with other client professionals as part of its service model.

James Bashaw is a financial advisor at JLB & Associates Inc with 15 years of industry experience. He holds a Series 65 designation and has been with JLB & Associates since 1987. JLB & Associates is a registered investment adviser serving individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm manages discretionary portfolios using a fundamental analysis approach focused on a defined universe of approximately 200 companies and emphasizes investment-grade corporate bonds in its fixed-income strategy.

Christopher Szydlowski is a CFA® charterholder based in Plymouth, MI, with 16 years of industry experience. He has worked at JLB & Associates Inc since 1998. JLB & Associates provides discretionary and non-discretionary portfolio management and retirement-plan advisory services to individuals, trusts, corporations, and employee benefit plans. The firm’s investment approach emphasizes fundamental equity analysis within a defined 200-company research universe, with portfolios typically holding 20–30 stocks blending growth and value, while fixed-income management focuses on investment-grade corporate bonds with maturities under ten years.

David Lindley is a CFP® with five years of industry experience, currently serving as a financial advisor at Oakwell Private Wealth Management. Prior to joining Oakwell, he worked at GEM Asset Management, LLC and Northern Trust Corporation. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and may allocate assets to third-party portfolio managers.

Erin Wozniak is a financial advisor at Merit Financial Advisors with 14 years of industry experience. She holds Series 66 and Series 65 credentials and has previously worked at Commonwealth Financial Network, Advantage Investment Management, LPL Financial, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach centered on centrally managed portfolios overseen by an internal Investment Management team and committee.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and less than one year of industry experience. His prior work includes roles at TFG Advisors and various positions outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a range of analytical methods and manages a notable mix of discretionary and non-discretionary assets while offering integrated services supported by affiliated entities within the Plante Moran enterprise.

Sonya Palumbo is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 25 years of industry experience. Her prior work includes roles at CETERA Advisor Networks LLC and Summit Brokerage Services Inc. She is also a registered sales assistant at Taylor & Associates LLC. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Christina Perna is a financial advisor at Merit Financial Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at TL Financial Group, Commonwealth Financial Network, LPL Financial, and Advantage Investment Management LLC. In addition to her advisory role, she is also a notary public. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and an Investment Committee.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Plante Moran Financial Advisors since 2022, following prior roles at Plante Moran and Phoenix Advisors, LLC. Plante Moran Financial Advisors offers 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 employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Logan Ziegler is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at CincyTech and Pine Lake Capital, as well as a background spanning education and funeral services. 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, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis alongside an internal equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

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.

Josef Waltenbaugh is a financial advisor at Signal Advisors Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of his advisory role, Josef serves as CFO of RepPro LLC, a software-as-a-service company. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

James Morris is a ChFC® and Series 66 designated financial advisor with 20 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has held roles at TruChoice, The Leaders Group, Inc., and Questar Asset Management, among others. Morris also serves as a registered representative for The Leaders Group and is Chief Compliance Officer at Signal Advisors Wealth. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.