Andrew Roosa

Philip Michalek is the sole advisor at PDM Investment Services, LLC, an independent firm based in Lake Orion, MI. He holds a Series 65 designation and has 15 years of industry experience. Michalek has led PDM Investment Services since 2005. PDM Investment Services advises individual investors, including some high-net-worth households, providing portfolio analysis, discretionary management, and financial planning. The firm employs a combination of strategic adaptive and tactical equity allocation, using proprietary rating models and a long-term market indicator to guide investment decisions.

Kenneth Allen is a CFP® with 17 years of industry experience. He is the managing member and Chief Compliance Officer of Allen Financial Management, an independent firm he founded in 2010. He has worked at Mutual Securities, Inc. since 2015. In addition to his advisory work, he is also licensed to provide term life and universal life insurance services. Allen Financial Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and trading strategies to tailor portfolios primarily through mutual funds and exchange-traded funds.

Joseph Vitale is the principal of Vitale Wealth Management in Metamora, MI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with American Retirement Advisors, Inc. and other related entities. Outside of his advisory role, he owns and operates American Retirement Solutions, a licensed insurance agency, as well as a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including some high-net-worth households. The firm uses model-based investment strategies, often engaging sub-advisors or co-advisors, and conducts periodic account reviews alongside educational seminars and workshops.

Nicholas Harajli is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz Financial Services in 2023, he worked at United Wholesale Mortgage and Best Buy. He holds the Series 66 designation. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services.

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, PNC Investments, Huntington Financial Advisors, Cetera Investment Advisers, and Fifth Third Securities. Outside of advising, he serves as an adjunct professor teaching finance courses at Southern New Hampshire University and as an assistant chief at the Goodland Township Fire Department. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach, utilizing independent managers, mutual funds, ETFs, and individual securities.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.