William Winn is a financial advisor with Fiducial Partners LLC in Brighton, MI, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wealth Financial Advisory Services, Retirement Wealth Advisors, and Newbridge Financial Group, where he remains involved. In addition to advisory work, he is an independent insurance agent and owns Newbridge Financial Group, which offers life insurance, Medicare supplement, and annuity sales. 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, managing accounts primarily on a discretionary basis with tailored strategies based on fundamental and technical analysis.

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® with 15 years of industry experience, operating as the sole advisor at Independent Financial Services in Fowlerville, MI. He has been with Independent Financial Services since 1988 and also manages a nursery business growing and selling trees. In addition to his advisory work, Romain serves as adjunct faculty at Cleary University. Independent Financial Services provides portfolio management and comprehensive financial planning primarily to individual clients, integrating commissionable insurance products with advisory services. The firm manages roughly $1.19 million across about 32 client relationships, implementing non-discretionary investment strategies tailored to client goals and risk tolerances.

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, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2007. In addition to his advisory role, he owns and operates Pinnacle Tax Advisory, LLC, where he provides tax preparation, planning, and consultation services. Pinnacle Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through discretionary and non-discretionary services, using a tiered planning approach and client education programs.

Paul Day is a financial advisor at Pinnacle Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. Pinnacle Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through a range of tiered planning packages and a Vision Driven Planning Process, combining tailored investment strategies with client education and ongoing portfolio monitoring.

Eve Gaiser is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Pinnacle Wealth Management and Berthel Fisher & Company Financial Services since 2013. In addition to her advisory work, she is also a licensed insurance agent, selling life and fixed insurance products. Pinnacle Wealth Management advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting through a tiered planning process, with services ranging from investment audits to tax and estate planning, and provides client education and wrap fee programs.

Mark Wojno is a financial advisor at Pinnacle Wealth Management, Inc. in Brighton, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2013. Wojno also operates as a CPA providing accounting and tax preparation services through his separate CPA practice. Pinnacle Wealth Management advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a tiered planning process and tailored investment strategies.

Michael Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2015, previously working at Evergreen Financial Group. Outside of his advisory role, Gorsline is an independent licensed insurance agent and dedicates part of his professional time to offering insurance products. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing on long-term trading and diversified asset allocation.

Joseph Morphew is a financial advisor at MDRN Capital with a Series 65 credential and one year of industry experience. His prior roles include positions at Raymond James Financial Services and Morphew Insurance Group. Outside of advising, he is the CEO of La Boutique, a women's clothing consignment shop in Howell, Michigan. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with a primarily long-term investment approach, implementing portfolios through independent managers, mutual funds, ETFs, and individual securities.

Jeffrey Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Evergreen Wealth Management since 2015. Outside of his advisory role, he managed Weekend Survival Kits, Inc. for over a decade and serves as managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans with discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term trading and diversified asset allocation.

Cooper Gross is a financial advisor at Evergreen Wealth Management, LLC with a Series 65 designation and approximately one year of industry experience. His prior work includes roles at Plante Moran Financial Advisors, LLC, Michigan State University, and Williamston Community Schools. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term, diversified asset allocation strategies.

Stacey Hanson is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and Fifth Third since 2007. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Paul Petroff is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Joshua Flint is a financial advisor with Principal Financial Services in Williamston, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company, he worked at Williamston Elementary School for two years. In addition to his advisory role, Flint is involved in the sales of fixed insurance products, including fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Michael Miller is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Thrivent Financial, MML Investors Services, and MassMutual. He is also associated with Endependence Financial, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser that serves a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting both advisor-managed and third-party models.

Matthew Bailey is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to that, he held positions at Trinity Health Senior Communities and Henry Ford Village. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a multi-layered supervisory structure.

Benjamin Eichler is a financial advisor with Principal Financial Services in Williamston, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Whippletree Financial PC, Principal Securities INC, and Principal Life Insurance Company since 2013. Eichler serves as a board member of the Kiwanis Club of Williamston and the Williamston Schools Robotics Boosters, and he is president of the Williamston Schools Foundation, a local school endowment fund. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Phifer Jr. is a financial advisor with Edward Jones in Williamston, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Merrill and Western and Southern, spanning nearly a decade before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated services through a large nationwide network of advisors and branches.

Christopher Murphy is a Series 66-licensed financial advisor with Ameriprise in Howell, MI, and has 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Murphy is involved with the Detroit Compliance Group, where he supports supervisory services for advisors as an RP Delegate. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations through a centralized consulting team.