David Judge is a financial advisor with Advisory Services Network, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, Judge is a professional musician involved in performance, recording, and teaching guitar, keyboard, and vocals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with tailored strategies across various asset classes.

Raymond Comiskey III is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at EDM Financial Advisors since 2021 and previously held roles at Securian Financial Advisors of the Great Lakes, Securian Financial Services Inc., and Minnesota Life. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment platforms and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Darren Woolson is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Morgan Stanley and Ameriprise Financial Services, Inc. He also serves as the firm's Director of Compliance. Asset Allocation Strategies, LLC provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing quantitative methods and model portfolios within a multi-advisor structure with approximately 39 advisors.

David Sowerby is a CFA® charterholder with 27 years of industry experience. He is currently with Ancora Private Wealth Advisors, LLC and has held roles at Ancora Advisors, Inverness Securities LLC, and Loomis Sayles companies. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension, profit-sharing, and 401(k) plans. The firm’s investment approach combines top-down macro assessment with fundamental equity analysis and fixed-income structuring, employing a mix of individual securities, mutual funds, ETFs, alternative investments, and private placements.

Steven Berner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. He previously worked at Morgan Stanley Smith Barney and Kmg Fiduciary Partners. Outside of finance, Berner is a silent partner in Puckmasters, a business providing specialized hockey lessons to youth. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice through a variety of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets.

Jason Pivoz is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Integrated Wealth Concepts, LLC and LPL Financial. In addition to his advisory work, Mr. Pivoz holds a CPA position at Blue and Co, LLC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Solomon Lamacchio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He also provides investment advisory services through Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment delivery options, combining large-scale advisory operations with various non-advisory financial products.

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. 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, individualized approach with a long-term investment horizon, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

Jaime Eckels is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 1999 and as a partner at Plante & Moran, PLLC. He is based in Auburn Hills, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, using a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kelly Atkins is a financial advisor at HighPoint Planning Partners with a Series 65 designation and two years of industry experience. Prior to joining HighPoint Advisor Group, LLC, Atkins worked at General Motors for 35 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across various securities and program solutions.

Scott Kolesky is a financial advisor with Kovack Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kovack Advisors since 2008 and Kovack Securities, Inc. since 2007. Outside of his advisory work, Kolesky serves as an assistant wrestling coach at Bloomfield Hills Brother Rice High School. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Beau Simon is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals—including high-net-worth clients—families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm employs customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC and holds the Series 63 and Series 65 designations. He has 15 years of industry experience and has been with Asset Allocation Strategies since 2016. Goldner is also associated with GLP Investment Services and GLP & Associates, where he engages in life insurance and annuity sales. Asset Allocation Strategies, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs quantitative techniques such as mean-variance optimization and the Black-Litterman framework to develop strategic, goal-based allocations implemented through model portfolios, ETFs, and approved third-party managers.

Ryan Fedricks is a CFP® and CFA® with 12 years of industry experience. He is currently a partner at Plante & Moran, PLLC and has been with Plante Moran Financial Advisors since 2010. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation and manager selection, using a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Jeffrey Lido is a CFP® with 22 years of industry experience, currently serving at Advance Capital Management Inc since 2003. He holds the Series 63 designation and works out of Southfield, MI. 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, with investment decisions guided by an Investment Committee and a focus on tailored risk management.

Thomas Turchetti is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. He is also licensed to offer life, health, long-term care, and disability income insurance products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house investment management and research team.

Richard Elias IV is a CFP® with 11 years of industry experience, currently serving at Arax Advisory Partners. He has previously worked at Robert Schechter and Associates and Schechter Investment Advisors. Elias also functions as an Investment Analyst at Robert Schechter & Associates, where he contributes during securities trading hours. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Robert Roux is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Lincoln Investment before joining Capital Analysts. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides various advisory solutions through model portfolios, custom strategies, and third-party managers.

Matthew Erickson is a financial advisor at RWA Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Polaris Wealth Advisory Group, Renaissance Capital Management, and Legacy Planning & Associates. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with 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, combining fundamental and quantitative methods along with customized fixed income and cash management.

Austin Mc Kay is a CFP® and holds a Series 65 license, currently with Plante Moran Financial Advisors. He has two years of industry experience, including prior roles at Northwestern Mutual and the Financial Planning Association of Michigan. His background also includes work in valuation and serving as an educator at Clarkston High School. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional investors, focusing on investment advisory, financial planning, and estate-planning services. The firm employs a variety of analytical methods and proprietary models to manage a significant mix of discretionary and non-discretionary assets, supported by affiliated entities providing integrated financial services.