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 credentials and eight years of industry experience. He has worked at Asset Allocation Strategies since 2019 and is also associated with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advising, he is involved in life insurance and annuity sales and servicing through 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’s investment process emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds the Series 65 designation and has been with Plante Moran since 2024. Her prior experience includes roles at Morgan Stanley and teaching positions at the University of Detroit Mercy and local schools. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm offers investment advisory, financial planning, and estate-planning services, using a mix of fundamental, technical, and cyclical analysis alongside proprietary valuation models.

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 a Series 66 designation and two years of industry experience. She has previously worked at Wells Fargo Advisors and several businesses in the food and hospitality sector. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and foundations, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies from buy-and-hold to more active approaches involving technical and fundamental analysis.

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.

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, 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.

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.