Adam Smith

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

David Adamse is a financial advisor at Wellsage Wealth Management LLC in Northville, MI, with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JP Morgan Chase & Co and Harman International. He is president of Wellsage Advisors LLC, a business advisory and consulting firm, and previously established MindMint Media LLC to create financial literacy materials, though that venture is currently dormant. Wellsage Wealth Management LLC provides discretionary portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, family offices, and small businesses. The firm emphasizes cost-efficient, long-term portfolio construction using low-cost ETFs and tailored allocations, complemented by a financial education program including seminars and workshops.

Robert Boutin is a financial advisor at Physicians' Financial L.C. in Northville, MI, with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Physicians' Financial L.C. and Midwest Financial Education L.C. since 2011. Physicians' Financial L.C. provides personal wealth planning primarily for medical professionals, combining investment management with income tax planning, life and disability insurance, and financial counseling. The firm employs a long-term, disciplined investment approach using diversified, risk-based model portfolios and offers a combination of advisory, insurance, and tax services within a single practice.

Jason Mcelroy is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Worldwide Capital Advisors, LLC. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities. In addition to his financial advisory role, he owns and operates Downriver Income Tax, a tax preparation and accounting business. Worldwide Capital Advisors, LLC offers discretionary asset management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $84.3 million in assets across about 380 client relationships, using a range of analysis methods and providing tailored investment strategies with ongoing portfolio monitoring.

Richard Gillikin is the sole advisor at GilliKin Advisors Limited in Farmington Hills, MI, holding a Series 65 credential with 11 years of experience in financial advising. He has also served as President and CPA at Gillikin & Associates, CPA, PC since 1982. Outside of advisory work, he manages Timber Ridge Associates, Inc., an office building management and leasing business. GilliKin Advisors Limited provides personalized, non-discretionary investment advisory and portfolio management services to a small group of individual clients. The firm integrates investment guidance with tax and accounting considerations through its affiliation with an established CPA practice.

Richard Probst is a CFP®-designated financial advisor with 45 years of industry experience. He has been with Fountainhead Financial Management, Inc. since 1998 and previously worked at Linsco/Private Ledger Corp. He is involved in a family business focused on agricultural and food processing byproduct and waste recycling, providing management and business advice. Fountainhead Financial Management, Inc. is an independent firm offering financial planning services on a fixed fee or hourly basis.