Wenma Gorman is a CFP®, CFA®, and Series 66 credentialed advisor at Sigma Investment Counselors with 15 years of industry experience. She has been with Sigma since 2012. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension plans, and charitable entities. The firm’s investment process uses client-specific financial models and diversified portfolios incorporating ETFs, individual equities, and fixed income, supported by both quantitative tools and qualitative research.

David Lindley is a CFP® with five years of industry experience, currently serving as a financial advisor at Oakwell Private Wealth Management. Prior to joining Oakwell, he worked at GEM Asset Management, LLC and Northern Trust Corporation. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and may allocate assets to third-party portfolio managers.

Bruce Palen is a financial advisor at Sovereign Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Great Lakes Wealth, LLC, and Ameriprise Financial Services, Inc. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, while incorporating tactical reallocations, independent managers, and alternative investments through its Align Alternative Access Fund.

Logan Schmitt is a financial advisor with The Nemes Rush Group, LLC, holding a Series 65 credential. He has under one year of industry experience, having previously worked at Old National Bank and engaged in roles outside finance, including at Latitude 42 Brewing and Western Michigan University. The Nemes Rush Group serves individuals, corporations, charities, and retirement plans by providing portfolio management, financial planning, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, and offers fiduciary support for retirement plans.

Erin Wozniak is a financial advisor at Merit Financial Advisors with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Advantage Investment Management, LPL Financial, and TL Financial Group. Merit Financial Group is a multi-team registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally overseen model portfolios and offers a range of account options and services including financial planning and retirement plan consulting.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market valuation models and frequently employs third-party managers and alternative investments.

Joseph Henderson is a CFP® professional with 19 years of experience in the financial industry. He has worked at Johnson Investment Counsel, Inc. since 2019 and previously spent 10 years at Vintage Financial Services, LLC. Located in Livonia, MI, he holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension consulting, and offers model portfolio services through third-party platforms, employing a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies.

Sonya Palumbo is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. In addition to her advisory role, she is a registered sales assistant at Taylor & Associates LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Christina Perna is a financial advisor at Merit Financial Advisors with 20 years of industry experience. She holds a Series 66 designation and has previously worked at TL Financial Group, Commonwealth Financial Network, LPL Financial, and Advantage Investment Management LLC. Outside of her advisory role, she is also a notary public. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account services.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. 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 approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and four years of industry experience. Prior to joining Plante Moran Financial Advisors in 2022, Cartier worked at Plante Moran from 2017 to 2022 and at Phoenix Advisors, LLC from 2016 to 2017. Plante Moran Financial Advisors, LLC 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 blend of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002 and joined Asset Allocation Strategies in 2016. Outside of his advisory roles, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach emphasizes strategic asset allocation using quantitative techniques and offers advanced portfolio financing strategies alongside traditional portfolio management.

Logan Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has worked previously at CincyTech and Pine Lake Capital. His background also includes roles outside finance, such as working at Heeney Sundquist Funeral Home and teaching at Detroit Catholic Central High School. Plante Moran Financial Advisors 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 detailed investment process that incorporates fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

Benjimin June is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Outside of his advisory role, he is involved in business development and manufacturing at Alpha Intelligence Inc., a consumer packaged goods company he has supported since 2015, and also works as a delivery driver and a site capture specialist. 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 emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.

Amy David is a Series 65 licensed financial advisor with Advisory Services Network, based in Farmington, MI. She has three years of industry experience and has worked with Bluewater Investment Strategies and Advisory Services Network since 2019. In addition to her advisory roles, she is involved with Amy David Careers and Intoo USA, both ongoing since 2017. Advisory Services Network serves individuals, families, corporations, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of approximately 208 independent advisors. The firm manages about $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes and implementation options.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at GLP & Associates, Inc. and GLP Investment Services, LLC since 2002, and joined Asset Allocation Strategies in 2020. Outside of advisory roles, he serves as president of DPS Financial Inc., which focuses on investment and retirement planning. Asset Allocation Strategies, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services including 529 plan assistance and portfolio financing options.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and concurrently manages Bardens Farm Market, a fresh food market and farm in South Haven, MI. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and advisor-reviewed investment policies.

Eric Ruth is a financial advisor at CL Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabot Lodge Securities, LLC, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and regular monitoring.