Tyler Gerling is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Fratacangeli Wealth Management and Stellantis. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, and charitable institutions, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts primarily on a discretionary basis.

Chad Theisen is a CFP® with four years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. He has held roles at Advance Capital Management since 2016, with additional experience at Michigan State University and MSU Greenline. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers a range of strategies including direct indexing and alternative investments, managing approximately $4.5 billion in assets across more than 6,800 clients.

Monish Verma is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Verma is also president and director of the Island Lake Shores Association homeowners association. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Terry Lindner is a financial advisor at Van Clemens Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked in various roles including at Waddell & Reed, Inc. He also serves as CEO of the Financial Advisor Training Institute, a nonprofit dedicated to training new financial advisors through a certification program. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm tailors advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and incorporates a blend of portfolio theory with fundamental and technical analysis.

Gregg Huxley Jr. is a financial advisor at Secure Asset Management, L.L.C. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Secure Asset Management since 2023, previously serving at SCF Investment Advisors and Forthright Capital. Outside of advising, he is a licensed real estate broker assisting clients with property transactions and holds a life insurance license. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a mix of fundamental, technical, and cyclical analysis within its discretionary strategies and frequently utilizes third-party money managers and trading signals.

Oliver Lee is a financial advisor with CoreCap Advisors, holding Series 65 and Series 66 designations and 12 years of industry experience. He has been with CoreCap Advisors since 2014. Outside of his advisory role, he is involved in fixed insurance through Telluride Financial Inc. and investment consulting via Oliver D. Lee Inc. CoreCap Advisors serves individual, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selectively options or short sales.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Asset Allocation Strategies since 2016 and has also been associated with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002. Outside of advisory work, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs quantitative asset allocation methods and offers both discretionary and non-discretionary portfolio management through proprietary and third-party models, serving a multi-team client base with approximately $767 million in assets under advisement.

Christopher Leonard is a financial advisor at CoreCap Advisors with two years of industry experience. Prior to joining CoreCap in 2024, he spent 29 years at Home Depot. He is also involved with Cornerstone Financial Services as a financial advisor and agent, focusing on insurance and annuity sales. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach and provides tax-efficient asset location and oversight of sub-advisors through multiple custodial platforms.

Jason Fannon is a financial advisor with CoreCap Advisors in Southfield, MI, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 25 years of industry experience, including roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. He also serves as an agent and financial advisor at Cornerstone Financial Services, focusing on insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension 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 incorporates third-party asset managers and tax-efficient strategies.

Victor Hicks II is a CFP® professional with 16 years of experience in financial advisory services. He currently works at Perigon Wealth Management, LLC and previously spent 13 years at Lumin Financial, LLC. Victor is also a licensed insurance agent, with activities related to insurance sales and consulting conducted on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight, notably serving banking institutions and managing wrap-fee programs and sub-advisor relationships.

Madison Hammel is a financial advisor with Capital Analysts and holds a Series 66 designation. She has 10 years of industry experience, including roles at Consolidated Financial and Lincoln Investment. Outside of her advisory work, she is involved as a managing member of Portfolio Projector LLC, a real estate planning business focused on evaluating real estate portfolios. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management along with access to third-party managers and ERISA retirement plan advisory services. The firm utilizes an in-house investment management and research team and supports a range of advisor-managed models and custom portfolios.

Benjimin June is an Investment Advisor Representative at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has prior experience with firms including Principal Securities Inc and Principal Life Insurance Company. Outside of advising, he is involved with Alpha Intelligence Inc., a consumer packaged goods business he has supported since 2015, and works as a self-employed delivery driver. Asset Allocation Strategies, LLC offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual, high-net-worth clients, and plan sponsors. The firm uses quantitative portfolio construction techniques and maintains a multi-advisor structure with approximately 39 advisors and about $1 billion in client assets.

Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.

Jordan Smith is a financial advisor with Arax Advisory Partners in Birmingham, MI, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. He also manages a legal practice focused on tax and estate planning and serves as Vice President of advanced design at Robert Schechter & Associates, working on life insurance transactional structures. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets and 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 external managers, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

J Otterbein is a financial advisor with On Investment Management Company in Novi, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at THE O.N. Equity Sales Company since 2004. Outside of his advisory role, he is also involved in life insurance sales through Integrity Investment Planning Group. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory platforms, including fee-based financial planning and access to multiple third-party investment programs, with a significant portion of assets managed on a non-discretionary basis.

Elizabeth Budweg is a financial advisor at CoreCap Advisors with a Series 65 credential and three years of industry experience. She has worked at CoreCap Advisors and Skolnik Retirement Solutions since 2022 and previously held positions at Bonefish Systems and Ohio State University. Outside of her advisory role, she serves as an executive producer at Skolnik Retirement Solutions, focusing on the sale of insurance and annuity products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing various investment vehicles and sub-advisors to manage client portfolios.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Asset Allocation Strategies since 2020 and has also worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002. Outside of his advisory role, he serves as president of DPS Financial Inc., focusing on investment and retirement planning. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of quantitative asset-allocation techniques and offers discretionary and non-discretionary portfolio management through proprietary and third-party models.

William Kumm V is a financial advisor with Level Four Advisory Services holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Commonwealth before joining Level Four. He is also associated with Financial Independence LLC, where he serves as an advisor assistant. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, and fiduciary services using model portfolios and a combination of firm-sponsored and third-party platforms.

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.