Allison Nowacki is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial Advisors and Azimuth Capital Management. Outside of finance, she is involved with Harper's Brewpub and Restaurant, where she performs as a part-time DJ. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary valuation model, offering both discretionary and non-discretionary portfolio management.

Ross Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at CincyTech and Pine Lake Capital. His background also includes roles at Miami University and Heeney-Sundquist Funeral Home. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Carson Stoltz is an investment advisor at Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at Concorde Asset Management since 2022 and has been involved with Clear Direction Investments since 2019. Outside of investment advising, Stoltz is involved as a referral representative for legal and identity insurance services and serves as a trustee for a family client. Concorde Asset Management provides portfolio management and financial planning services to individual, corporate, and retirement-plan clients, utilizing model-based strategies and a combination of proprietary and third-party platforms. The firm offers discretionary and non-discretionary investment management and ERISA retirement-plan advisory services.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Nathan Kosanke is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Orchid Orthopedics and Plastic Omnium, as well as teaching roles at Eppler Middle School and Utica High School. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm utilizes model-based portfolio construction and individualized asset allocation, with a range of investment options including alternative products and ERISA fiduciary services.

James Maher is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Concorde since 2013 and also operates Maher Financial Group, which he founded in 2004. Outside of advisory services, he is involved in lawsuit funding and structured settlement consulting through Michigan Lawsuit Funding, LLC and Maher Structured Settlements. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house and external strategist models, and offers a range of services including wrap fee programs and ERISA plan advisory.

Eric Johnson is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has been with Plante Moran Financial Advisors since 2019 and has prior experience at Grand Valley State University, Thomson Reuters, and First National Bank. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, alongside a proprietary equity market valuation model.

Darren Van Hevel is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent entities since 2012 and has been with Thrivent Advisor Network since 2020. Outside of his advisory role, he serves as a college football official for the Great Lakes Intercollegiate Athletic Conference and works as a video operator for Detroit Lions home games, in addition to serving on the board of a local homeowners association. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans through a multi-advisor network. The firm emphasizes long-term, diversified portfolios featuring low-cost mutual funds and ETFs, while also offering access to independent managers, model portfolios, and a range of investment options.

Gabrielle Murad is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Plante Moran Financial Advisors since 2017, with a brief period outside the firm in 2018. Prior to her advisory role, she worked at Michigan State University from 2016 to 2018. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

William Hurley Jr. is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at William Hurley and Associates, Blackridge Asset Management, PEAK Brokerage Services, Mass Mutual Investors Services, Massmutual Life Insurance Co, Metlife Securities Inc., and Chase Investment Services Corp. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management using a variety of investment strategies and operates a multi-advisor network with affiliated broker-dealer and platform management entities.

Mark Kosanke is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Concorde Financial Group since 1992 and Concorde Asset Management since 2006. Outside of his advisory role, Kosanke is involved in several business activities including serving as president of 2521 Talents, Inc., directing the Kosanke Family Foundation, coaching the Utica High School Clay Target Club, and providing fishing charters through Netgame Outfitters. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and utilizes platforms like Envestnet and Orion to build individualized portfolios based on client objectives and risk tolerances, and also provides ERISA retirement-plan advisory services.

Mark Huber is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Concorde Asset Management since 2013 and also serves as a partner at Tada Wealth Advisors. Outside of his advisory roles, Huber is president of Parents 4 Progress, an organization focused on advocating for parents in educational policy matters, and leads several other small business ventures in tax consulting and advertising. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and third-party platforms, offering services that include ERISA retirement-plan advisory and variable annuity account management.

Brian Gotham is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Edward Jones for two years. Outside of his advisory role, he serves as a part-time referee for USA Hockey. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment process.

Collin Steinhauer is a financial advisor at Rehmann Wealth in Ann Arbor, MI, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Rehmann Capital Advisory Group and Ford Estates, LLC. Outside of advising, he is involved with Elite Bankcard Solutions in a non-investment capacity. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional sponsors. The firm utilizes a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering fiduciary services and access to private investment opportunities.

Viktoria Wilson is a CFP® with seven years of industry experience, currently serving as an investment adviser representative at Blackridge Asset Management, LLC. She previously worked at Peak Brokerage Services, LLC and MML Investors Services/Spice Financial. Outside of her advisory role, she is president of the Pinckney Aquatic Club and serves as president of Insights Toastmasters of Brighton. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network structure with a range of portfolio management options, including an affiliated turnkey asset management platform and third-party managers.

Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.

John Gakenheimer is a CFP® with 49 years of industry experience, currently serving as Executive Vice President at Concorde Asset Management, LLC. He has held various roles within Concorde and affiliated firms since 2010. Outside of his advisory work, he consults on business development for his son’s coffee company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, incorporating alternative products and offering ERISA fiduciary services.

Elia Ramirez Cruz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Concorde in 2021, Elia worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2012 to 2020 and briefly at Dr. Brick Alva MD PA Gastroenterology. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs model portfolios and third-party strategists to build individualized asset-allocation strategies and provides ERISA retirement-plan advisory services.

Mitchell Lowe is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, frequently utilizing third-party managers and alternative investments.

Myranda Fabian is a CFP® and holds a Series 65 license, with 16 years of experience in financial advisory services. She has been with Plante Moran Financial Advisors, LLC since 2010 and is currently based in Ann Arbor, MI. Prior to her current role, she has also been affiliated with Plante & Moran, PLLC since 2026. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, providing both discretionary and non-discretionary portfolio advisory services.