Josef Waltenbaugh is a financial advisor at Signal Advisors Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of his advisory role, Josef serves as CFO of RepPro LLC, a software-as-a-service company. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

James Morris is a ChFC® and Series 66 designated financial advisor with 20 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has held roles at TruChoice, The Leaders Group, Inc., and Questar Asset Management, among others. Morris also serves as a registered representative for The Leaders Group and is Chief Compliance Officer at Signal Advisors Wealth. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

John Cruse is a financial advisor with Capital Analysts in Royal Oak, MI, holding a Series 66 designation and six years of industry experience. He has previously worked at United Shore and has been with Lincoln Investment since 2019. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, supporting advisors in providing custom portfolios and consultation services.

Muata Mahluli is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Facet. He has worked at Facet Wealth since 2020 and has prior experience at Charles Schwab and TIAA-CREF. Mahluli serves on the Board of Directors for The Detroit Recovery Project, a nonprofit focused on supporting individuals and communities affected by co-occurring mental illness and substance use disorders. Facet is a multi-team firm serving individual members across a wide range of wealth levels through tiered subscription-based financial planning and implementation services. The firm delivers holistic financial advice using a Total Financial Life Resources framework and offers discretionary investment management primarily through ETFs, with fixed subscription fees rather than percentage-based asset management charges.

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

James Clark is a financial advisor with Packerland Brokerage Services, Inc. in Detroit, MI, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at Avantax and HD Vest, and he also owns Clark Financial Services LLC, where he reviews family and business client insurance coverages. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through a combination of firm-managed portfolios, wrap programs, and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Eric Dahlberg is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2012. Based in Southfield, MI, he holds Series 63 and Series 65 licenses. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage approximately $25 billion in assets through both discretionary and non-discretionary arrangements.

Gerard Taylor is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Prospera since 2021 and previously held positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Taylor is also the owner of Taylor & Associates, LLC, an investment-related business. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals—including high-net-worth clients—corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with a combination of firm models, third-party sub-advisers, and customizable allocations.

Christopher Barnas is a Certified Financial Planner® with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Detroit, MI since 2013. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a variety of analytical methods and manages both discretionary and non-discretionary portfolios, operating as part of the broader Plante Moran enterprise with affiliated trust, insurance, and real estate advisory services.

Michelle Lafuente is a financial advisor with Merit Financial Advisors, holding Series 65 and Series 66 credentials and 14 years of industry experience. She has previously worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients through 66 offices, managing approximately $23.9 billion in assets. The firm offers wealth-management services including asset management, financial planning, and employee financial-wellness programs, and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal investment team.

Michael Bauer is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has 24 years of industry experience, including roles at Raymond James Financial Services and Wells Fargo Advisors. Bauer is also an owner of BMR Retirement, a non-variable insurance business based in Grosse Pointe, MI. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, customized investment approach and serves over 10,000 clients with approximately $9.9 billion in assets under management.

Joseph Theisen is a financial advisor with Advance Capital Management Inc in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Advance Capital Management and its affiliate Advance Capital Services since 2000. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions, offers a range of strategies including direct indexing and alternative investments, and manages approximately $4.5 billion in assets across more than 6,800 clients.

Alan Crouse is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Signal Advisors Wealth, LLC and has prior experience at firms including Alight Financial Solutions, TIAA, and Transamerica Retirement Advisors. In addition to his advisory work, he serves as an online instructor for Dalton Education, teaching financial professionals pursuing the CFP designation. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and retail clients. The firm employs a top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting advisors with trading, rebalancing, and administrative services.

Jennifer Shammamy is a CFP® with 14 years of industry experience. She is currently with Kcd Financial, Inc. and has previously worked at H&B Financial Group and Hoover & Associates. Outside of her advisory role, she assists a law firm by answering phones and occasionally witnessing estate signings on a volunteer basis. Kcd Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individual and institutional clients, offering tailored investment strategies and access to third-party management programs.

Adam Broka is a CFA® charterholder with 12 years of experience at Plante Moran Financial Advisors in Southfield, MI. He has been with the firm since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Richard Grucz is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with SagePoint Financial since 2011. Outside of his advisory role, he is also a licensed insurance agent. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with an emphasis on operational features like ongoing model monitoring and automatic investment processes.

Sandra Kerr is a CFP® professional affiliated with Perigon Wealth Management, LLC, with 32 years of industry experience. She has worked at Perigon since 2023 and previously held roles at Lumin Financial, LLC, and Baron Wealth Management, LLC. Kerr is also a licensed insurance agent, conducting insurance sales and consulting on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees unaffiliated sub-advisors and TAMPs, with a focus on individualized portfolio construction and ongoing monitoring.

Jeremy Kedzior is a CFA® charterholder with 13 years at Plante Moran Financial Advisors and a total of 7 years in the industry. He is based in Southfield, MI. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Michael Orsatti is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Empower Financial Services, The Huntington Investment Company, and Huntington National Bank. He is also involved with LoVasco Consulting Group, where he serves as a Financial Wellness Adviser providing educational and advisory services to participants in employer-sponsored retirement plans. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services that include investment management, retirement plan consulting, financial planning, and insurance advisory.

Kevin Benson is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2004 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.