Steven Craig Mac Dermaid

William Winn is a financial advisor at Fiducial Partners LLC with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at several firms including Retirement Wealth Advisors and Newbridge Financial Group. In addition to advisory services, he operates as an independent insurance agent offering fixed insurance, life insurance, Medicare supplement, and annuity products. Fiducial Partners LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm constructs portfolios using equities, mutual funds, ETFs, and fixed income instruments, emphasizing tailored strategies based on fundamental and technical analysis, active allocation, and risk management.

Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, a virtual practice where she caters her services to helping women all over the US navigate the financial challenges experienced before, during and after divorce. Working with a wide variety of clients throughout her 25+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person. Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies - all of which can be compounded by a divorce. Julie harnesses her personal and professional experience to help women move from feelings of uncertainty and insecurity to financial empowerment. Julie lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog, Luger. When she isn’t working she enjoys all things fitness, traveling and working on home-improvement projects.

Allen Romain is a CFP® professional with 16 years of experience at Independent Financial Services. He has been involved in farming since 1988 and serves as adjunct faculty at Cleary University. Independent Financial Services provides investment advisory and comprehensive financial planning services to individual clients, focusing on client-directed portfolio construction with an emphasis on retirement planning, tax awareness, risk management, and wealth accumulation. The firm operates primarily on a non-discretionary basis and also offers insurance products as part of its financial planning services.

Angela Barbash is a financial advisor at Revalue LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Revalue and its affiliated entity Reconsider since 2012, with a brief tenure at Symmetry Financial in 2016. Revalue serves individual investors across wealth levels and mission-driven institutional clients, offering financial consulting, investor guidance, and discretionary investment management. The firm employs a values-driven, fundamental investment process with an ESG overlay and provides services through various engagement models, including subscription-based education, consulting, and full investment management.

Andrew Perri is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Pinnacle Wealth Management since 2007 and also owns and operates Pinnacle Tax Advisory, LLC, providing tax preparation, planning, and consultation services. Pinnacle Wealth Management serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers portfolio management, multi-tiered financial planning, pension consulting, and 401(k) services, employing both discretionary and non-discretionary strategies with customized and model portfolios.

Paul Day is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. Pinnacle Wealth Management serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers tiered financial planning and portfolio management services, including both discretionary and non-discretionary options, and provides adult education retirement classes alongside other advisory consulting services.