William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Gerard Taylor is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, Summit Brokerage Services Inc, and Wells Fargo Advisors. He is also the owner of Taylor & Associates, LLC, an investment-related business. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through various financial planning and portfolio management services across multiple advisory programs and platforms.

Christopher Barnas is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Detroit since 2013. 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 multifaceted investment approach combining fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at PKS Investments, Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with a centralized investment management team and uses a combination of internal management, third-party managers, and customizable model portfolios.

Julie Goldsmith is a CFP® with 39 years of industry experience, serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 registration and works out of Plymouth, MI. Outside of her advisory role, she is Co-President of a condominium association and works as an insurance agent focusing on life, health, and annuity lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and third-party money manager relationships through platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering integrated financial solutions.

Alan Crouse is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Signal Advisors Wealth, LLC and has prior experience at firms including Alight Financial Solutions, TIAA, and Transamerica Retirement Advisors. In addition to his advisory work, he serves as an online instructor for Dalton Education, teaching financial professionals pursuing the CFP designation. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and retail clients. The firm employs a top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting advisors with trading, rebalancing, and administrative services.

Nathan Garrigus is a CFP® professional affiliated with Gibbs Wealth Management, LLC in Livonia, MI. He has been in the financial advisory industry since 2024, with prior experience at Custom Wealth Solutions and Comerica Bank. He holds the Series 66 license and is currently part of a multi-team firm with 68 advisors. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Richard Grucz is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior firms include SagePoint Financial, American Portfolios Advisors, Inc., OSAIC Services, Inc., and Sunamerica Securities, Inc. In addition to his advisory work, he is also a licensed insurance agent. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by distinct operational platforms and a network of over 100 financial professionals.

Michael Guillery is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Q3 Asset Management and Intervest International Equities Corp. He is also the owner of Lighthouse Tax and Investment Planning, where he sells insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of portfolio programs and emphasizes suitability-driven advice with accounts managed on both discretionary and non-discretionary bases.

Michael Orsatti is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Empower Financial Services, The Huntington Investment Company, and Huntington National Bank. He is also involved with LoVasco Consulting Group, where he serves as a Financial Wellness Adviser providing educational and advisory services to participants in employer-sponsored retirement plans. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services that include investment management, retirement plan consulting, financial planning, and insurance advisory.

Joseph Koch is a CFP® professional with 39 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, having previously been with B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in managing a hunting property and lodge through Cornwell Properties, LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

Justin Halvorson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with four years of industry experience. His prior work includes roles at Michigan State University, Uber, and Mulder Management. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analyses, typically managing a majority of assets on a non-discretionary basis.

Anthony Lajeunesse is a financial advisor with Merit Financial Advisors in Southgate, MI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios, supported by an internal investment management team and investment committee.

John Swegles III is a financial advisor at NFSG Corporation with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and Morgan Stanley. Swegles also operates an ongoing insurance business in Michigan. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers diversified portfolio management, financial planning, and third-party asset manager selection, supported by internal research and multiple discretionary management approaches.

Patrick Kelly Jr. is a financial advisor at Signal Advisors Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at J.W. Cole Advisors, Inc., Rep Pro, LLC, and Global Financial Private Capital, LLC. Outside of his advisory role, he co-founded Function Plus, a non-investment-related business. 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 process with sector rotation and combines fundamental, quantitative, and technical analysis in managing discretionary strategies.

Eugene Lovasco is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding Series 63 and Series 66 credentials and 47 years of industry experience. He has been with M Holdings since 2013 and also serves as President and CEO of Lovasco Consulting Group. Outside of his advisory role, he is involved in nonprofit governance, serving on the boards of the Detroit Symphony Orchestra, Henry Ford Hospital, Rocky Produce Company, and the Detroit Athletic Club Foundation. M Holdings Securities, Inc. serves a broad range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers various advisory and brokerage services, including investment management programs, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.

Christopher Schuppe is a financial advisor at M HOLDINGS SECURITIES, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Valic Financial Advisors. In addition to his role at M Holdings, Schuppe consults for LoVasco Consulting Group, advising retirement plan fiduciaries on governance, investment selection, and employee education. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining investment management, retirement plan consulting, and financial planning with ongoing client monitoring and support.

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

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds a Series 65 credential and has experience working at Morgan Stanley and in various educational roles, including at the University of Detroit Mercy and Eisenhower High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, and government entities. The firm integrates fundamental, technical, and cyclical analysis with proprietary models and employs both discretionary and non-discretionary portfolio management approaches.