Justin Wagner

Sara Frazier is a CFP® and holds a Series 65 license, currently serving as an advisor at Arrowroot Family Office, LLC. She has six years of prior experience at another financial services firm. Arrowroot Family Office provides investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, charitable organizations, and corporations. The firm emphasizes customized asset allocation using advanced analytics and offers both discretionary and non-discretionary asset management, incorporating ETFs, mutual funds, and individual securities as directed by clients.

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

David Rakecky is a CFP® and holds a Series 66 license, with three years of experience in financial advising. He is the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. Prior to his current role, he worked at Raymond James & Associates and Rocket Mortgage among other positions. Rakecky is also involved in related operating companies including Tetra Insurance Agency and Tetra Tax. Tetra Wealth Management provides discretionary investment supervisory services and financial planning primarily to individuals and families. The firm’s portfolios emphasize long-term, diversified core exposures using ETFs and mutual funds, with risk managed through equity, fixed income, and cash allocation adjustments. The firm’s related mortgage, insurance, and tax affiliates operate under common ownership, with disclosures provided to clients before referrals.

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.