Erin Rohn

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining FUTR Wealth Management, he held roles at SeamlessAI, where he currently serves as a Sales Manager, as well as at Globe Life: American Income, Demand Capture, Tattle, and TE Connectivity. FUTR Wealth Management is an investment manager offering financial planning and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs a multi-method investment approach incorporating various strategies such as long-term investing, options, and venture capital, and emphasizes tailored model allocations without investment discretion or custody of client assets.

Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

David Matt is the president of Ruby Financial and holds Series 65 and Series 66 licenses. He has 15 years of industry experience and has been with Ruby Financial since 2006. In addition to investment advisory services, he maintains life, health, and accident insurance licenses to provide insurance products to clients as needed. Ruby Financial offers investment advisory and financial planning services on a non-discretionary basis, serving a range of clients including individuals, high-net-worth clients, businesses, trusts, and charitable institutions. The firm integrates fundamental, technical, and cyclical analysis in its recommendations and also provides insurance products, solicitor services, and third-party money manager recommendations.

Kenneth Simmons is the owner and president of Simmons Financial Services, Inc. in Richmond, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been practicing law since 1994, operating an estate planning practice under the d/b/a Heritage Estate Planning. Simmons’s background includes over two decades at Horwitz & Associates, Inc., and he continues to provide estate planning services alongside his financial advisory work. Simmons Financial Services, Inc. offers discretionary investment supervisory services to individual investors, trusts, and estates, managing approximately $1.3 million in discretionary assets. The firm uses a combination of charting, fundamental, and technical analysis to implement portfolios primarily composed of publicly traded equities, bonds, and ETFs, while coordinating estate planning and insurance services through its attorney-led practice.

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.