Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.

Dillon Schroeder is a CFP® affiliated with Foresight Capital Management Advisors, Inc. He has three years of industry experience and has worked at Foresight since 2020. Prior to joining the firm, he held roles at Eastern Michigan University and Bedford Hills Golf Course. Foresight Capital Management Advisors, Inc. serves defined contribution plans, endowments, high-net-worth, and individual clients, managing approximately $350 million in assets with a three-advisor team. The firm provides investment management, consulting, and retirement plan services, specializing in institutional clients such as public school retirement plans and consortiums like the Michigan Retirement Investment Consortium.

Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.

Patrick Carney is a CFP® professional at Foresight Capital Management Advisors, Inc. with six years at the firm and a total of five years in the financial industry. Prior to his current role, he was involved with Bandits Goalie School for four years. Foresight Capital Management Advisors serves defined contribution plans, endowments, institutional clients, high-net-worth individuals, and others, managing approximately $350 million in assets. The firm focuses on discretionary manager selection, investment consulting, and retirement plan management, with notable involvement in public school retirement plans and consortium work such as the Michigan Retirement Investment Consortium.

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and 65 licenses and bringing 23 years of industry experience. His career includes 14 years at Sagepoint Financial INC and ongoing ownership of Erkki M. Peippo, CPA, P.C., where he provides tax and accounting services. Outside of his advisory role, he manages a family farm and works as an insurance agent. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs model-based and third-party strategies, managing asset allocation and discretionary trading to tailor portfolios according to client objectives and risk tolerances.

Jose Perich is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Citigroup, A.G.P. / Alliance Global Partners, and Hapoalim Securities USA. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including its Concorde UMA program on Envestnet.

Michael Cooley is a financial advisor at Altitude Capital Management LLC with the ChFC® designation and two years of industry experience. His prior roles include positions at Whitney & Associates, Forthright Capital Partners, and RidgeBrooke Retirement Planning. Outside of advising, he is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an emphasis on individualized strategies based on client goals, risk tolerance, and time horizon.

Christopher Michalak is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Avantax Planning Partners, Inc. and has held roles at various related firms including Cetera Wealth Services and Avantax Advisory Services. Michalak serves as a board member of CARES and is involved in local government budgeting and strategic planning through the City of Saline's LDFA Committee. He is also president of Capstone Tax & Financial, Inc., where he oversees tax preparation and accounting operations. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisors. The firm manages assets for individuals, pension plans, and charitable organizations, utilizing tax-intelligent strategies and discretionary account management.

Jeremiah Johnson is a CERTIFIED FINANCIAL PLANNER™ with 29 years of industry experience. He has been with Wealthcare Advisory Partners LLC since 2016 and previously worked at LPL Financial. Beyond his advisory role, he is involved with the Raisin Charter Township and the Saline Area Chamber of Commerce. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

James Silbernagel is a CFP® with 40 years of experience in the financial industry. He is currently with Concorde Asset Management, LLC and has held roles at Concorde Investment Services, Woodbury Financial Services Inc, and operates The Silbernagel Group, which provides consulting services to families of high school students on college planning. He is also involved in managing a tax practice, hosting a weekly online radio show, and participates on the advisory board of a philanthropy organization focused on educating high school students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including discretionary trading and allocation oversight.

Carson Stoltz is an investment advisor at Concorde Asset Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Concorde Asset Management since 2022. Outside of his advisory role, Stoltz is involved in legal and identity insurance referrals, serves as a trustee for a family client, and drives for DoorDash. 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 constructs individualized portfolios using model-based strategies and serves as an overlay manager with established operational relationships and ERISA retirement-plan advisory services.

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 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.

Richard Gann is an advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at DFPG Investments, Stira Capital Markets Group, and Steadfast Companies. Outside of his advisory work, he is an author of two books and a member of a cloud-based investment software program, Altsillustrator.com. 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 constructs individualized portfolios using model-based strategies and serves as an overlay manager with discretionary trading and allocation responsibilities.

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.