Scott Gene Jasman

Louis Bader is a CFP®-credentialed financial advisor with 18 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

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.

Daniel Shub is a financial advisor at Octo Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing Octo Capital since 2015. In addition to his advisory role, he is the managing member of Shub & Company LLC, a life and health insurance agency, and Gold Star Insurance Group LLC, a property and casualty insurance agency. Octo Capital provides investment advisory, portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, foundations, and charitable organizations. The firm’s investment approach is long-term and based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds and ETFs, with discretionary portfolio management and regular monitoring.

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.

Robert Boutin is the sole advisor at Physicians' Financial L.C. in Northville, MI, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes a year at Morgan Stanley and over 15 years with Midwest Financial Education L.C. and Physicians' Financial L.C. Physicians’ Financial L.C. serves primarily medical professionals with personal wealth planning, combining investment management, income tax planning and preparation, life and disability insurance, and financial counseling. The firm employs long-term, disciplined investment strategies focused on diversification and risk-based model portfolios, and is notable for integrating advisory, insurance, and tax services within a single, state-registered 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.