Douglass Burgdorf is a CFP® with 26 years of industry experience, currently serving as an advisor at KCD Financial, Inc. since 2007. He is a partner at H & B Financial Group, Inc., which focuses on insurance sales, and owns Burgdorf Financial Services, Inc., providing financial planning and investment management. Additionally, he contributes to marketing and business development for Cedar River Technologies/Waggle IOT on a voluntary basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and strategies, offering both discretionary and non-discretionary advisory services, and provides access to third-party managed accounts.

Philip Fluegge is a financial advisor at Spire Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Spire since 2018 following a brief tenure at FSC Securities Corp. Outside of his advisory role, he is a member and agent of PNF Holdings LLC, which is involved with GBU Life, a fraternal organization offering fixed annuities. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions including advisor-led, model portfolio, and sub-advised strategies.

William Thomas is a CFP® with 20 years of industry experience, currently affiliated with Secure Asset Management, L.L.C. in Troy, MI. His prior roles include positions at Freshwater Asset Management, Aurora Securities, and Concorde Investment Services. Outside of advisory work, he serves as a FINRA arbitrator handling industry dispute resolution cases. Secure Asset Management, L.L.C. primarily serves individual clients across various wealth levels, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies supported by written Investment Policy Statements and integrates third-party money managers and trading signals in its portfolio management approach.

Kenny Goldner is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at ASSET ALLOCATION STRATEGIES since 2019 and has been associated with GLP Investment Services and GLP & Associates since 2017. Outside of his advisory role, he is involved in life insurance and fixed/index annuity sales and servicing. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party managed model portfolios, using quantitative asset-allocation techniques, and serves approximately 3,859 clients with about $767 million in assets under advisement.

Bianca Candela is a financial advisor at Plante Moran Financial Advisors in Detroit, MI, holding a Series 65 designation. She has experience working with Plante Moran Financial Advisors and Morgan Stanley, as well as roles in education at the University of Detroit Mercy and various schools from 2015 to 2023. 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 range of analytical approaches and manages both discretionary and non-discretionary portfolios, with access to affiliated services such as trust banking, insurance, and real estate advisory through the broader Plante Moran enterprise.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, 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, blending discretionary and consultative services tailored to client preferences.

Christina Chodorowski is a financial advisor at Thurston Springer Advisors with one year of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Hantz Tax and Business, and several food service businesses. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts on a discretionary basis.

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 experience, currently with Plante Moran Financial Advisors and Plante & Moran, PLLC. He has been associated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. He is also a partner in Plante & Moran, PLLC, a non-investment-related role. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model and manages a substantial mix of discretionary and non-discretionary assets.

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 with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at ASSET ALLOCATION STRATEGIES since 2020 and has been associated with GLP & Associates and GLP Investment Services, LLC since 2014. Olson is also active as an insurance agent, focusing on life insurance and fixed/index annuity sales and servicing. ASSET ALLOCATION STRATEGIES, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm manages both personal and employer-sponsored retirement accounts using proprietary and third-party model portfolios, employing quantitative asset-allocation techniques and primarily utilizing ETFs for diversification and tax efficiency.

Michael Iley is a financial advisor with M Holdings Securities, Inc. in Detroit, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at M Holdings Securities since 2017 and serves as Managing Director of LoVasco Consulting Group, a consulting business focused on retirement plan sponsors. Prior to his current roles, he was with Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, 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.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding a Series 66 license and 10 years of industry experience. He has worked with LPL Financial, LLC since 2015 and operates Fisher Retirement Services LLC. Outside of advisory roles, he is a business owner of The 99 Rise, a non-investment-related venture. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm offers wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses, utilizing a goals-based planning approach combined with an evidence-based investment framework.

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 and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at North Lakeside Partners, LLC and GLP Investment Services, LLC. Outside of advisory work, he serves on the Lake Leann Property Owners Association committee focused on lake quality improvement. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts with a multi-team approach. The firm employs quantitative asset-allocation methods and offers discretionary and non-discretionary portfolio management using proprietary and third-party model portfolios.

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.