Austin Mallery

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

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® with 16 years of industry experience and is the principal advisor at Worldwide Capital Advisors, LLC. He has been with Worldwide Capital Advisors since 2012 and also operates Downriver Income Tax, a tax preparation and accounting business he founded. Worldwide Capital Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm develops customized investment programs based on client goals and risk tolerances and offers comprehensive to topic-specific financial planning.

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.

Omar Ezz is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Olive Tree Asset Management since 2020. His prior experience includes roles at Blue Chip Partners, General Motors, and the University of Virginia. In addition to his advisory work, he maintains a full-time corporate finance position outside the firm. Olive Tree Asset Management is an independent, state-registered advisory firm providing individualized portfolio management and comprehensive financial planning to households and institutional clients. The firm combines fundamental analysis and modern portfolio theory, blending passive and active strategies to tailor portfolios, and offers services including retirement, college savings, tax, and estate planning, along with employee benefit plan consulting and participant education.

Jeffrey Belmonte is a CFP® professional with 17 years of industry experience. He is the sole advisor at Summitview Advisors, an independent firm he has led since 2018. Prior to founding Summitview Advisors, he worked at Advanced Asset Management LLC and provided leadership coaching at 2-0 Leadership Coaching. Summitview Advisors serves individual clients, trusts, qualified retirement plans, corporations, and charitable organizations by offering portfolio management along with comprehensive and project-based financial planning. The firm’s investment approach emphasizes strategic asset allocation combined with fundamental and cyclical analysis and includes a diversified mix of asset classes and investment strategies.