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 at Advisory Services Network with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and J.P. Morgan Securities. Outside of her advisory role, she is involved as an independent contractor in an organic body care business, Pure Haven. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning options, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

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 at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has been with Capital Analysts since 2023, following a tenure at Lincoln Investment beginning in 2017. Niemczak is also a fixed insurance agent, involved in fixed insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network, combining discretionary investment management with non-discretionary advisory services and proprietary fund screening.

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.

Kade Messner is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC in Troy, MI, bringing four years of industry experience. He previously worked at Osiwala Financial Group and Barber Financial Group. Outside of his advisory role, he serves as Young Adult Director at Oakland Church. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a variety of strategic investment tools.

Anne Karlow is a CFP® professional with 30 years of experience in the financial services industry. She has been with Founders Financial Securities LLC since 2011 and also operates Jardon Consulting, providing financial planning, investment advice, and insurance sales. Her background includes engagements at T & G Financial and leadership roles in multiple business ventures, including bookkeeping through Perennial Resources, LLC. Founders Financial Securities LLC serves individual investors, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets. The firm offers a range of advisory platforms and services, allowing its advisors to customize investment strategies with discretionary or non-discretionary management, including niche offerings such as 1031 exchange consulting and co-advised private wealth portfolios.

Joseph Opiela is a Series 65 licensed advisor with over 10 years of experience in the financial services industry. He currently serves at Arax Advisory Partners and has prior experience with Robert Schechter & Associates, Schechter Investment Advisors, and Schechter Wealth. Opiela is also licensed as an insurance agent, providing insurance consulting and fixed insurance products. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house and external managers, traditional and alternative investments, and advanced analytics, supported by a team of more than 200 advisors.

Daniel Mchugh is a CFP® and PFS™ credentialed advisor at Advance Capital Management Inc with 15 years of industry experience. He has been with Advance Capital Management since 2010. Outside of his advisory role, he is involved as an investor in mortgage investing ventures through Academy Financial Gamma, LLC and Academy Financial Zeta, LLC. 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 utilizes a range of strategies including direct indexing and alternative investments.

Kenneth Osiwala is a financial advisor with Modern Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., Barber Financial Group, LLC, National Planning Corporation, and operating his own firm, Osiwala & Associates Strategic Investment Services, for 30 years. Outside of advising, he is a sole proprietor insurance agent. Modern Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering investment advisory and integrated planning services. The firm employs a centralized portfolio management model supported by an Investment Committee and provides specialized services such as ERISA plan advisory and estate planning through affiliated entities.

Robert Kleber is a CFP® and Series 63 credentialed advisor at Advance Capital Management Inc with 27 years of industry experience. He has been with Advance Capital Management and its affiliated entity, Advance Capital Services, since 1997. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and offers a range of strategies including direct indexing, alternative investments, and crypto-related approaches.

Stephen Layman is a CFP® with 24 years of industry experience. He is associated with Asset Allocation Strategies, LLC since 2011 and has held roles at GLP Investment Services, LLC and GLP and Associates since the early 2000s. He is also involved in insurance and annuity sales through Layman Financial LLC and as an insurance agent at GLP & Associates. 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 utilizes a strategic asset allocation process with quantitative techniques and offers services including employer-sponsored retirement account advice and portfolio financing options.

Geri Mira is a financial advisor at Arax Advisory Partners with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services for 25 years, followed by roles at Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, using a combination of in-house teams, independent managers, and alternative investments.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

James Pollack is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds the Series 65 credential and has worked at Foundations Investment Advisors since 2020, with prior roles at Detroit Financial and GLP and Associates. Pollack is also licensed as an insurance agent in Michigan and is actively involved in insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to manage client assets.

Paul Joseph is a Series 65-licensed financial advisor with Corecap Advisors, based in Williamston, MI, and has nine years of industry experience. He has worked at Joseph & Joseph since 2010. Outside of his advisory role, he is a principal of an accounting firm and a partner in a law firm, real estate firm, gym, and bakery. Corecap Advisors provides discretionary investment and portfolio management along with standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and fixed income, often utilizing sub-advisors and third-party asset managers.

Brian Vargason is a financial advisor at Thurston Springer Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Fratarcangeli Wealth Management, Province Firm, Boulevard & Co, and a position at Michigan State. Outside of financial services, he is involved with Comedy Castle Inc. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment analysis methods to support both buy-and-hold and active strategies.

Brennan Krengel is a financial advisor at Secure Asset Management, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, Infinex Investments, and Comerica Securities. Secure Asset Management primarily serves individual clients, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and held-away account management.