Lowell Weiss is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Elevation Point Wealth Partners, LLC. He previously worked at Raymond James & Associates for 16 years. Outside of his advisory role, he rents Disney Vacation Club points to clients and rental companies. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities, employing a model portfolio approach that includes tactical asset allocation and third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Josiah Sherk is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bofa Securities, Inc. and Mercantile Bank of Michigan. Secure Asset Management primarily serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, frequently incorporating third-party money managers and held-away account management through a third-party platform.

Kristie Waldorf is a financial advisor at Arax Advisory Partners with 20 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she is involved with DBC America LLC, where she participates in marketing and liquor demonstrations. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management with third-party models and external managers, offering customized asset allocation and multiple fee structures, including performance-based arrangements for qualified investors and private funds.

William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

Zachary Cherocci is a financial advisor at American Independent Securities Group, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at L.M. Kohn & Company for nine years. Outside of his advisory role, he is involved with two investment-related businesses, Cherocci Investments, LLC and North Financial LLC, both of which provide investment advice. American Independent Securities Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes portfolio management through both discretionary and non-discretionary arrangements and provides access to third-party managers and estate-planning services.

Prasad Mohan is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schechter Investment Advisors and Bank of America. Outside of his advisory role, Mohan serves as treasurer for the Metropolitan Lofts Condominium Association. Arax Advisory Partners is an SEC-registered, 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, offering services such as financial planning, portfolio management, and retirement plan consulting.

Jeffrey Johnson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes roles at Innovation Partners LLC, The Johnson Group Financial, J.W. Cole Financial, and Wells Fargo Clearing. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates a range of services including actuarial analysis, benefits consulting, and risk management alongside traditional investment advisory programs.

Varun Reddy is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Kellogg Company and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and manages a majority of assets on a non-discretionary basis.

Lawrence Spencer is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Secure Asset Management since 2014. He also has a longstanding affiliation with Secure Investors Group, Inc., where he has worked since 1999. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and typically exercises discretionary trading authority while maintaining custody with external custodians.

Douglass Burgdorf is a CFP® with 27 years of industry experience, currently serving at KCD Financial, Inc. since 2007. He is a partner in an insurance sales business and owns an independent financial planning and investment management firm, Burgdorf Financial Services, Inc. Additionally, he volunteers in marketing and business development for a technology company. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

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.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

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.

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 with Thurston Springer Advisors in Bloomfield Hills, MI. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Hantz Tax and Business, as well as experience in the restaurant industry. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment analysis techniques and discretionary management programs tailored to client goals.

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.

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of four years in the financial industry. Her prior experience includes roles at Doeren Mayhew and self-employment, alongside operational responsibilities at Upright Health & Wellness, Inc. She is based in Auburn Hills, MI. Plante Moran Financial Advisors serves a diverse client base including private individuals, institutional clients, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services using a combination of fundamental, technical, and cyclical analysis integrated with a proprietary equity market valuation model.

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 CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been affiliated with Plante Moran Financial Advisors since 1993 and Plante & Moran, PLLC since 2003. Outside of his advisory role, he is a partner at Plante & Moran, PLLC in a non-investment capacity. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary market valuation model.

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.