Ross Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at CincyTech and Pine Lake Capital. His background also includes roles at Miami University and Heeney-Sundquist Funeral Home. 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 uses a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Mary Hanson Kent is a financial advisor at Bison Wealth, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Raymond James and Village Global. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Carson Stoltz is an investment advisor at Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at Concorde Asset Management since 2022 and has been involved with Clear Direction Investments since 2019. Outside of investment advising, Stoltz is involved as a referral representative for legal and identity insurance services and serves as a trustee for a family client. Concorde Asset Management provides portfolio management and financial planning services to individual, corporate, and retirement-plan clients, utilizing model-based strategies and a combination of proprietary and third-party platforms. The firm offers discretionary and non-discretionary investment management and ERISA retirement-plan advisory services.

Julie Goldsmith is a CFP® with 39 years of industry experience, serving at Mutual of Omaha Investor Services, Inc. since 1987. She holds Series 63 registration and works out of Plymouth, MI. Outside of her advisory role, she is Co-President of a condominium association and works as an insurance agent focusing on life, health, and annuity lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and third-party money manager relationships through platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering integrated financial solutions.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Nathan Garrigus is a CFP® professional affiliated with Gibbs Wealth Management, LLC in Livonia, MI. He has been in the financial advisory industry since 2024, with prior experience at Custom Wealth Solutions and Comerica Bank. He holds the Series 66 license and is currently part of a multi-team firm with 68 advisors. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Nathan Kosanke is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Orchid Orthopedics and Plastic Omnium, as well as teaching roles at Eppler Middle School and Utica High School. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm utilizes model-based portfolio construction and individualized asset allocation, with a range of investment options including alternative products and ERISA fiduciary services.

James Maher is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Concorde since 2013 and also operates Maher Financial Group, which he founded in 2004. Outside of advisory services, he is involved in lawsuit funding and structured settlement consulting through Michigan Lawsuit Funding, LLC and Maher Structured Settlements. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house and external strategist models, and offers a range of services including wrap fee programs and ERISA plan advisory.

Eric Johnson is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has been with Plante Moran Financial Advisors since 2019 and has prior experience at Grand Valley State University, Thomson Reuters, and First National Bank. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, alongside a proprietary equity market valuation model.

Darren Van Hevel is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent entities since 2012 and has been with Thrivent Advisor Network since 2020. Outside of his advisory role, he serves as a college football official for the Great Lakes Intercollegiate Athletic Conference and works as a video operator for Detroit Lions home games, in addition to serving on the board of a local homeowners association. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans through a multi-advisor network. The firm emphasizes long-term, diversified portfolios featuring low-cost mutual funds and ETFs, while also offering access to independent managers, model portfolios, and a range of investment options.

Gabrielle Murad is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Plante Moran Financial Advisors since 2017, with a brief period outside the firm in 2018. Prior to her advisory role, she worked at Michigan State University from 2016 to 2018. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Dana Underwood is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based options, supported by proprietary technology and research.

Joseph Koch is a CFP® professional with 39 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, having previously been with B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in managing a hunting property and lodge through Cornwell Properties, LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

William Hurley Jr. is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at William Hurley and Associates, Blackridge Asset Management, PEAK Brokerage Services, Mass Mutual Investors Services, Massmutual Life Insurance Co, Metlife Securities Inc., and Chase Investment Services Corp. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management using a variety of investment strategies and operates a multi-advisor network with affiliated broker-dealer and platform management entities.

Mark Kosanke is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Concorde Financial Group since 1992 and Concorde Asset Management since 2006. Outside of his advisory role, Kosanke is involved in several business activities including serving as president of 2521 Talents, Inc., directing the Kosanke Family Foundation, coaching the Utica High School Clay Target Club, and providing fishing charters through Netgame Outfitters. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and utilizes platforms like Envestnet and Orion to build individualized portfolios based on client objectives and risk tolerances, and also provides ERISA retirement-plan advisory services.

Jay Hokanson is a financial advisor with First Heartland Consultants, Inc. in Newaygo, Michigan, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with First Heartland Capital Inc since 2007. Outside of his advisory role, he is involved in the sale and distribution of fixed life and annuity products through Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Mark Huber is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Concorde Asset Management since 2013 and also serves as a partner at Tada Wealth Advisors. Outside of his advisory roles, Huber is president of Parents 4 Progress, an organization focused on advocating for parents in educational policy matters, and leads several other small business ventures in tax consulting and advertising. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and third-party platforms, offering services that include ERISA retirement-plan advisory and variable annuity account management.

Paul Messiter is a CFP® with 19 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2015 and previously held roles at Stancorp Investment Advisers and Tisch Investment Advisory. Messiter is also a licensed insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a broad affiliate network and a technology platform, FinLife Partners, which supports independent advisors with customized investment solutions.

Brian Gotham is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Edward Jones for two years. Outside of his advisory role, he serves as a part-time referee for USA Hockey. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment process.

Collin Steinhauer is a financial advisor at Rehmann Wealth in Ann Arbor, MI, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Rehmann Capital Advisory Group and Ford Estates, LLC. Outside of advising, he is involved with Elite Bankcard Solutions in a non-investment capacity. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional sponsors. The firm utilizes a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering fiduciary services and access to private investment opportunities.