Matthew Cash is a CFP® professional with 17 years of experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Robert W. Baird since 2016 and has worked with various Avantax entities and Cetera-affiliated firms since 2021. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm employs tax-intelligent strategies and firm-designed style allocation models overseen by an investment advisory committee, managing approximately $7.57 billion in assets as of December 31, 2025.

Bradley Davis is a financial advisor at Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior work includes roles at Aurora Securities, Heber Fuger Wendin, Inc., and Sigma Financial Corporation. 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 for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies and frequently uses third-party money managers and trading signals.

Tadeo Hubahib is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a Planning Partner since 2021. Outside of his advisory role, he owns and manages an advertising website directory focused on Asian stores. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management with tailored asset allocations and employs a broad range of investment instruments, including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

Michael Lopus is a CFP® professional with 17 years of industry experience, currently serving at Plante Moran Financial Advisors. He has been with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. Outside of his advisory work, he is a partner at Plante & Moran, PLLC, a non-investment-related role. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios.

Terra Hohf is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. She previously worked at Advance Capital Services for 10 years. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes an Investment Committee to guide decisions and manages portfolios with a focus on risk tolerance, incorporating strategies such as direct indexing, alternative investments, and crypto-related options.

Todd Olson is a financial advisor at Asset Allocation Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Asset Allocation Strategies since 2020. Olson also serves as an insurance agent with GLP & Associates, focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both non‑high-net-worth and high-net-worth individual investors, as well as plan sponsors and trustees. The firm uses advanced strategic asset allocation models and quantitative techniques implemented through model portfolios, ETFs, and third-party managers.

Michael Iley is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at M Holdings Securities since 2017 and also serves as Managing Director of LoVasco Consulting Group, where he provides ongoing and project consulting to retirement plan sponsors. His prior experience includes roles at Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Aaron Hodari is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history includes roles at Schechter Investment Advisors, Kingswood Capital Partners, and Niagara International Capital Limited. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to implement client objectives and employs performance-based fee structures for certain qualified investors and private funds.

Benjamin Upward is a financial advisor at Azimuth Capital Management with 23 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Six Forks, Synchronicity Investments Ltd, and several other firms specializing in investment and governance from 2015 through 2023. Azimuth Capital Management advises individuals, trusts, foundations, banks, and municipal entities, providing discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm’s approach combines quantitative and qualitative analysis with model-based equity strategies and customized fixed-income solutions.

Kurt Fillmore is a financial advisor at CoreCap Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors since 2013. He is also the founder and president of Wealth Trac Financial, where he provides wealth management and financial planning services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income.

Brad Bell is a Series 65-credentialed financial advisor at Perigon Wealth Management, LLC with two years of industry experience. Prior to joining Perigon, he worked at Lumin Financial, LLC and The Northwestern Mutual Life Insurance Company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, distinguishing itself by explicitly servicing banking and thrift institutions.

Joshua De Los Santos is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Asset Allocation Strategies since 2017 and is also involved with North Lakeside Partners, LLC, a business formed to manage tax and payroll activities. Additionally, he serves as a committee member on the Lake Leann Property Owners Association, focusing on lake quality improvements. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

Elizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She also provides insurance advice as a fixed insurance agent. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach using customized portfolios of ETFs, mutual funds, individual securities, and alternative investments.

Jeffrey Cartwright is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with GLP Investment Services and GLP & Associates. Cartwright also works as an insurance agent focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio financing options alongside traditional portfolio construction and rebalancing.

William Gough is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Azimuth Capital Management since 2013, currently serving at Azimuth Capital Investment Management LLC. The firm provides discretionary and nondiscretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. Azimuth employs a combination of quantitative, fundamental, and technical analysis to construct portfolios using individual securities, mutual funds, and ETFs, and offers access to affiliated private investment vehicles and related credit, cash management, and insurance solutions.

Nancy Bartolameolli is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 15 years of industry experience. She has worked at Virtue Capital Management since 2025 and previously at Retirement Wealth Advisors and Motiv8 Investments. She is also the owner of WOODCREST Financial Group, an insurance sales and investment advisory business. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a blend of active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to tailor portfolios according to clients’ objectives and risk tolerances.

Jeremy Goldstein is a financial advisor at Secure Asset Management, L.L.C. with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior firms include Aurora Securities and Foresters Equity. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a client-specific investment approach using a mix of fundamental, technical, and cyclical analysis across a range of asset classes and emphasizes equitable allocation among clients.

Erin Farley is a Certified Financial Planner (CFP®) and holds a Series 65 license with 10 years of industry experience. She has worked at Azimuth Capital Management since 2025 and previously spent nine years at Plante Moran Financial Advisors. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities, offering discretionary and nondiscretionary investment supervisory services along with limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis to manage equity, balanced, and customized fixed-income portfolios while providing access to affiliated private investment vehicles and credit solutions.

Derek Van Solkema is a CFP® professional with 14 years of industry experience, currently serving at Advance Capital Management Inc. since 2015. He is also involved in real estate development as the owner of BAGGS Partners, LLC. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm emphasizes financial planning and portfolio management using mutual funds and ETFs, operates a Recommended List of funds and model portfolios, and offers specialized retirement services including a Chief Retirement Officer program.

Melissa Hintz is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Merrill and J.P. Morgan, and she holds a notary public position through which she may perform notary services for clients. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing over $13 billion in client assets. The firm offers a broad range of investment products and specialized services, supporting both discretionary and non-discretionary arrangements.