Jason Lira

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

David Underhill is the sole advisor at Underhill Investments, LLC, an independent firm based in Berkley, MI. He holds a Series 66 designation and has 14 years of experience in investment advisory services. In addition to his financial advisory work, Mr. Underhill is a licensed attorney providing estate planning services and a licensed insurance agent offering fixed annuities, life, and long-term care insurance. Underhill Investments provides discretionary portfolio management and co-advisory services primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporating long- and short-term positions and option strategies tailored to each client’s Investment Policy Statement.

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.