Jason Lambrix

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.

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.

Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Kinetyc, LPL Enterprise, PRUCO Securities, and Populus Group, LLC, following a 22-year career at Ford Motor Company. Measured Path Capital, LLC is a Michigan state-registered investment adviser offering non-discretionary portfolio management, financial planning coordination through third-party firms, and hourly consulting and investment education. The firm emphasizes diversified, low-cost investment vehicles and combines fundamental and technical analysis in its approach, with an emphasis on cost efficiency and long-term suitability.

Peter Bakalis is the sole advisor at Bakalis Financial Inc. in Trenton, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior work includes roles at D.H. Hill Advisors, DH Hill Securities, Spc, and Sigma Financial Corporation. Outside of financial advising, he has owned and operated Maalouf Salon since 2009 and maintains an independent insurance agency. Bakalis Financial Inc. provides portfolio management services to individual and high-net-worth clients, utilizing a combination of analytic techniques and modern portfolio theory within a long-term trading framework. The firm manages approximately $26 million in client assets and offers both discretionary and non-discretionary investment mandates.

Stephanie Squires is a financial advisor with Colloquium Asset Management, Inc. in Canton, MI, holding a Series 66 designation and 14 years of industry experience. She has worked with Concorde Investment Services, LLC, Great Point Capital, LLC, and Cambridge Investment Research, among others. Outside of her advisory role, she serves as a paralegal for an immigration and defense attorney and prepares individual and business tax returns through separate business activities. Colloquium Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering tailored investment strategies and ongoing monitoring primarily for non-discretionary accounts.

Shelisa Fields is a financial advisor at Williamson Ross Financial with six years of industry experience. She holds a Series 65 designation and has worked at Williamson Ross Financial since 2016, following an 11-year tenure at Ford Motor Credit Company. In addition to her advisory role, she serves as an adjunct professor at Trine University, teaching undergraduate finance courses. Williamson Ross Financial provides personal wealth management, non-discretionary portfolio management, guided portfolio recommendations, and retirement plan consulting to individuals, families, high-net-worth households, and small businesses. The firm employs a top-down investment approach based on Modern Portfolio Theory and offers primarily non-discretionary services, combining adviser selection, educational workshops, and consulting arrangements.