Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

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.

Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC in Canton, Michigan. He holds the Series 66 designation and has experience working at firms including Populus Group, LPL Enterprise, and PRUCO Securities, as well as a long tenure at Ford Motor Company. His background includes roles in both the financial services industry and corporate sector. Measured Path Capital, LLC is a Michigan state-registered investment adviser that provides non-discretionary portfolio management, coordinates financial planning through third-party firms, and offers hourly consulting and investment education. The firm focuses on diversified, low-cost investment vehicles and combines fundamental and technical analysis to inform timing and risk management.

Peter Bakalis is the sole advisor at Bakalis Financial Inc. in Trenton, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior work includes roles at D.H. Hill Advisors, DH Hill Securities, Spc, and Sigma Financial Corporation. Outside of financial advising, he has owned and operated Maalouf Salon since 2009 and maintains an independent insurance agency. Bakalis Financial Inc. provides portfolio management services to individual and high-net-worth clients, utilizing a combination of analytic techniques and modern portfolio theory within a long-term trading framework. The firm manages approximately $26 million in client assets and offers both discretionary and non-discretionary investment mandates.

Stephanie Squires is a financial advisor with Colloquium Asset Management, Inc. in Canton, MI, holding a Series 66 designation and 14 years of industry experience. She has worked with Concorde Investment Services, LLC, Great Point Capital, LLC, and Cambridge Investment Research, among others. Outside of her advisory role, she serves as a paralegal for an immigration and defense attorney and prepares individual and business tax returns through separate business activities. Colloquium Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering tailored investment strategies and ongoing monitoring primarily for non-discretionary accounts.

Shelisa Fields is a financial advisor at Williamson Ross Financial with six years of industry experience. She holds a Series 65 designation and has worked at Williamson Ross Financial since 2016, following an 11-year tenure at Ford Motor Credit Company. In addition to her advisory role, she serves as an adjunct professor at Trine University, teaching undergraduate finance courses. Williamson Ross Financial provides personal wealth management, non-discretionary portfolio management, guided portfolio recommendations, and retirement plan consulting to individuals, families, high-net-worth households, and small businesses. The firm employs a top-down investment approach based on Modern Portfolio Theory and offers primarily non-discretionary services, combining adviser selection, educational workshops, and consulting arrangements.

Hussien Fawaz is a CFP® professional with 17 years of industry experience, operating through Ydream Financial Services, Inc. in Canton, MI. He has been with YDFS since 2003 and also owns a separate accounting, tax, and technology consulting business. Ydream Financial Services provides personalized financial planning and investment management to a diverse client base including individuals, small business owners, corporate executives, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a financial-planning-led investment approach that emphasizes long-term passive strategies supplemented by fundamental, technical, and cyclical analysis, managing client portfolios on an individualized, discretionary basis.

Ryan Murray is the principal of Murray Strategic Investment LLC in Detroit, MI, holding CFP® and Series 65 credentials with three years of industry experience. Prior to founding his firm in 2022, he worked at United Wholesale Mortgage, Northern Trust, and Raymond James. He also owns and operates Murray Mortgage Solutions, a mortgage brokerage firm. Murray Strategic Investment LLC is a state-registered investment adviser offering investment management, financial planning, employer retirement plan and IRA advisory, and project-based consulting services. The firm manages assets on a primarily non-discretionary basis, employing a Modern Portfolio Theory approach with a mix of passive funds and fundamental/technical analysis.

David Salehi is the principal advisor at Salehi Wealth Management, LLC in Dearborn, MI. He holds a Series 65 designation and has two years of industry experience, including prior roles at Blue Chip Partners, LLC. Salehi is a recent University of Michigan graduate. Salehi Wealth Management provides fee-only investment management and financial planning to individuals and high-net-worth clients, combining passive and active funds with individual securities. The firm incorporates alternative investments and applies multiple analytical approaches while offering portfolio supervision and written financial plans as part of its service.

Renee Skiver is the principal advisor at Skiver Investment Services with 29 years of industry experience. She previously worked at Next Financial Group Inc before founding her independent firm in 2018. In addition to her advisory role, she is an independent insurance agent offering life insurance, fixed annuities, long-term care, and property and casualty coverage. Skiver Investment Services is a state-registered independent firm providing discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a customized, predominantly long-term investment approach using fundamental, cyclical, and charting analysis to manage portfolios consisting of individual stocks, mutual funds, ETFs, and bonds.

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Stephen Braun is a Series 65 licensed financial advisor with Liberty Financial Planning, Inc. in Canton, MI, where he has worked since 2002. He has 15 years of industry experience. Outside of his advisory role, he is involved in public speaking through Liberty Family Resources, LLC. Liberty Financial Planning serves individuals and families with comprehensive financial planning and consulting on a fee-only basis. The firm provides asset-allocation advice and specific investment recommendations without discretionary authority or custody of client assets, focusing on low-cost funds and a buy-and-hold strategy.

Brian Teets is a financial advisor at Legacy Investment Advisors LLC with a Series 65 credential and two years of industry experience. He has worked at Legacy Investment Advisors since 2023 and has been associated with Safe Haven Wealth Management since 2013. Prior to his financial advisory roles, he worked with Dearborn Schools for 27 years. Legacy Investment Advisors LLC provides ongoing portfolio management to individual and high-net-worth clients, offering both discretionary and non-discretionary services. The firm uses multiple methods of analysis, including charting, fundamental, quantitative, and technical approaches, and employs both long-term and short-term trading strategies.

Erin Shelton is a Series 65–licensed financial advisor with Key Concerns Inc in Wyandotte, MI, where she has worked since 2008. She has 15 years of industry experience. Outside of her advisory role, she is involved in the rare coin business through Farmington Valley Rare Coins and facilitates estate planning data gathering for Doyle Law PC. Key Concerns Inc serves individual clients and small business retirement plans by selecting and monitoring third-party money managers and providing financial planning and consulting. The firm matches clients to unaffiliated advisers based on personalized investment policies and performs ongoing due diligence without providing discretionary portfolio management itself.

John Robbins is a CFP® with 39 years of industry experience, currently serving at Jfr Financial Services, Inc. in Trenton, MI, where he has worked for 35 years. He has also held positions at LaSalle St Securities LLC and Lpl Financial LLC. Outside of financial advising, he authored a book titled *A View from the Back Row – What Happened to Our Church?* and serves as trustee managing charitable giving accounts. JFR Financial Services primarily serves individual and high-net-worth clients, offering comprehensive financial planning, investment management, consultations, educational seminars, and income tax-preparation services. The firm manages approximately $277 million on a discretionary basis and emphasizes fundamental, long-term investment analysis tailored to clients’ goals and risk tolerances.

Paige Millikin is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Sage Wealth Planning, where she has been employed since 2022. Her prior experience includes roles at Advanced Wealth Strategies and Custom Accounting, as well as multiple positions at Central Michigan University. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive investment approach with diversified portfolios and offers services under ERISA fiduciary standards.

Gaetano Cappelletti is a CFA® charterholder with 15 years of industry experience, currently serving as the sole advisor at Affinity Financial Advisory in Allen Park, MI. He has been with Affinity Financial Advisory since 2005. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities, offering discretionary portfolio management alongside comprehensive financial advisory services such as cash-flow planning, tax and estate considerations, and retirement planning. The firm employs a technical analysis-driven investment approach and provides a range of service options tailored to client needs.

David Mcdonald is a financial advisor with MFG Capital, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MFG Capital since 2018 and has been involved with McDonald Financial Group since 2013. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. MFG Capital, Inc. provides fee-based investment management and financial planning services to individuals and business entities, managing discretionary portfolios and co-advising some accounts with a third-party manager. The firm emphasizes individualized portfolios based on client goals, time horizons, and risk tolerance, and offers public educational seminars.

Wilton Baker is a financial advisor at Nautica Asset Management LLC in Canton, MI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Nautica Asset Management and related entities since 2013. In addition to his advisory work, he is the managing director of Nautica Insurance Group LLC and an independent insurance agent operating under a sole proprietorship. Nautica Asset Management LLC provides discretionary asset management and financial planning services to individuals as well as pension and profit-sharing plans. The firm’s investment approach is tailored to clients’ goals, time horizons, and risk tolerances, utilizing a range of analytical methods and incorporating insurance products in some portfolios.

Matthew Holody is a financial advisor at Affinity Financial Advisory with 14 years of industry experience. He holds a Series 65 designation and has worked since 2009 as Controller and CPA for Flat Rock Metal Inc., a steel parts manufacturer for the automotive industry, where he manages accounting operations. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities. The firm provides discretionary portfolio management and comprehensive financial advisory services, utilizing a technical analysis approach and a three-part client profiling process to guide investment decisions.