Rebecca Kindig is a CFP® professional with seven years of industry experience. She is currently with CX Institutional, LLC and previously worked at Tfg Advisers LLC and Michigan Financial Companies. Her background also includes roles at Graff Chevrolet and Central Michigan University. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach across various asset classes and integrates financial planning and third-party technology into client solutions.

Dan Brown is a financial advisor at CoreCap Advisors with a Series 65 designation. He has been with CoreCap Advisors and related entities since 2018. Prior to joining CoreCap, he worked at Consillo and Fleece & Thank You. Outside of his advisory role, he is involved with M & O Marketing, LLC. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, and individual securities.

Brian Thomas is a financial advisor at International Assets Investment Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Kestra Investment Services and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as one of the chairmen for an annual charitable golf outing and is the owner of a pass-through entity related to his Kestra revenue. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, individual securities, and fixed income, while also offering financial planning and access to third-party money managers.

Vincent Panizzi is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Advisors Capital Management, LLC. His prior roles include positions at Mainstay Capital Management, Sequoia Financial Advisors, and GHD Wealth Management. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management through customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8.1 billion in discretionary assets, operating as a sub-advisor for numerous intermediaries.

David Howard is a financial advisor with CoreCap Advisors holding the PFS™ designation and Series 63 and 65 licenses, with 28 years of industry experience. He has worked at CoreCap Investments, LPL Financial, and the Center For Wealth Planning, among others. Howard is president and a 40% owner of Financial Fitness, Inc., and is also active as an insurance agent. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party managers to serve its clients.

David Kaiser is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has served at LPL Financial since 2012 and has been involved with Wealthcare Advisory Partners LLC since 2018. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kevin Benson is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2004 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Scott Montgomery is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has worked at firms including LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory roles, Mr. Montgomery is a licensed insurance agent and serves as a certified public accountant with Montgomery, Wiethorn, Burke, Mackinder & Dye, CPA's P.C. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, combining goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics.

Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.

Ryan Theisen is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Advance Capital Management, Inc. since 2014 and also worked at the University of Michigan - Dearborn from 2013 to 2018. 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 utilizes an Investment Committee to guide decisions and offers services such as direct indexing, alternative investments, and crypto-related strategies.

Victor Hicks III is a financial advisor at Perigon Wealth Management, LLC with a CFP® designation and Series 63 license. He has experience working at BMO Financial Group, Citigroup Global Markets Inc., and SGH Wealth Management prior to joining Perigon. His industry experience totals six years, beginning in 2016. 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, regular monitoring, and serves as both sponsor and overseer of its wrap program and sub-advisor relationships.

Connor Faix is a financial advisor with Advance Capital Management Inc in Southfield, MI. He holds a Series 65 credential and has been with Advance Capital Management since 2025. Prior to his advisory role, he held positions in the insurance industry and various educational institutions. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a focus on mutual funds, ETFs, direct indexing, alternative investments, and crypto-related strategies.

Michael Tindall Jr. is a CFA® charterholder affiliated with Great Valley Advisor Group, LLC, with eight years of industry experience. He previously worked at Ford Motor Company for eight years before joining Advisory Services Network, LLC, where he has been employed since 2018. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Vanessa Carter Witt is a CFP® with nine years of industry experience and is currently with RWA Wealth Partners. She previously worked at Adviser Investments for seven years and has held roles at Everhart Advisors and Mid Atlantic Capital Corporation. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Nicole Horsch is a financial advisor with Advisory Services Network and holds the Series 66 designation. She has 24 years of industry experience, including prior roles at Morgan Stanley and its affiliated private banks from 2014 to 2022. Outside of her advisory work, she is involved with Pure Haven, an independent contractor role related to organic body care. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

James Speir is a Series 65-licensed advisor with 14 years of industry experience. He is affiliated with Corecap Advisors and has worked at Convergence Financial Advisors since 2012 and at Speir Financial since 2002. In addition to his advisory work, he is an independent insurance agent. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a variety of investment vehicles and frequently working with sub-advisors and third-party asset managers.

Vincent Vitale is a CFA® charterholder and Series 63 licensee with 13 years of industry experience. He has been with Advance Capital Management Inc since 2011. Outside of his advisory role, he serves as president of the CFA Society of Detroit, overseeing the execution of its strategic mission and managing its programming and budget. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions and manages approximately $4.5 billion in assets across over 6,800 clients.

Bryon Niemczak is a financial advisor with Capital Analysts in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Lincoln Investment since 2017 and joined Capital Analysts in 2023. Outside of advisory services, Niemczak is a fixed insurance agent at Consolidated Financial Corporation, focusing on fixed insurance products. Capital Analysts serves individual and institutional clients, providing both discretionary and non-discretionary portfolio management across various programs. The firm operates an in-house investment research team and offers clients access to model, custom, and third-party managed portfolios.

Kevin Vandenhaute is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the managing partner of Titan Wealth Advisors, LLC, an investment-related firm. His prior work includes roles at Sigma Financial Corporation and Secure Investors Group. Secure Asset Management, L.L.C. 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 discretionary strategies guided by written Investment Policy Statements, utilizing a combination of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Jodi Rosen is an investment advisor representative at Asset Allocation Strategies, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Rosen has a background with GLP Investment Services, LLC and has been involved with GLP & Associates since 2008, where she also works as a licensed insurance agent 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 individual investors and plan sponsors. The firm employs advanced quantitative techniques in its strategic asset allocation process and offers supplemental services including 529 plan assistance and plan-sponsor investment policy reviews.