Natalie Miller is the principal advisor and owner of Grit and Lavender Financial Planning, an independent firm based in Brighton, Michigan. She holds Series 63 and Series 66 designations and has 14 years of industry experience, including roles at Merrill Lynch, PNC Investments, and Mass Mutual Life Insurance Company. Outside of her advisory work, she provides non-securities related consulting, coaching, and virtual instruction for securities licensing exams. Grit and Lavender Financial Planning serves individual clients with services ranging from ongoing investment management to one-time financial plans and hands-on financial coaching. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers a subscription-style billing model with educational seminars and fee-based courses.

Robert Laura is a financial advisor with Wealth & Wellness Group, LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been involved with Synergos Financial Group, L.L.C. dba Osborn Wealth Management since 2009 and is also active in educational content development and workshops through Retirement Project LLC. Wealth & Wellness Group provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a tailored portfolio management approach that emphasizes diversification, asset allocation, Modern Portfolio Theory, and fundamental analysis, managing both discretionary and directed client relationships.

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.

Richard Probst is a CFP®-designated financial advisor with 45 years of industry experience. He has been with Fountainhead Financial Management, Inc. since 1998 and previously worked at Linsco/Private Ledger Corp. He is involved in a family business focused on agricultural and food processing byproduct and waste recycling, providing management and business advice. Fountainhead Financial Management, Inc. is an independent firm offering financial planning services on a fixed fee or hourly basis.

Omar Ezz is a CFP® professional with 14 years of industry experience, currently operating as the sole advisor at Olive Tree Asset Management. His prior roles include positions at Blue Chip Partners, General Motors, Azzad Asset Management, and New England Securities. Ezz also maintains a full-time corporate finance role outside of his advisory practice. Olive Tree Asset Management is an independent, state-registered firm providing individualized portfolio management and financial planning services to households and institutional clients. The firm combines fundamental analysis and modern portfolio theory to develop tailored investment policies, serving both individuals and employee benefit plans.

John Mcgonagle Jr. is a CFP® certificant and financial advisor with 16 years of industry experience. He has been with Asset Architects, LLC since 2015 and operates as a sole proprietor since 2014. In addition to his advisory role, he spends a significant portion of his time as a licensed insurance agent. Asset Architects, LLC is a solo, fee-based advisory firm serving individuals and high-net-worth clients by providing personalized financial planning and consulting. The firm arranges relationships with third-party money managers rather than directly managing client assets, and also offers commissioned insurance products as part of its services.

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.

Brent Bell is a CFP® professional with nine years of industry experience. He is the principal advisor at Bell Financial Planning, an independent firm based in South Lyon, Michigan. Prior to founding his firm, Bell worked at several financial services organizations including Tempus Wealth Planning, fpPathfinder, and Planning Alternatives Ltd. He also contributes to fpPathfinder by reviewing financial planning resources used by other advisors. Bell Financial Planning provides investment management and retirement-plan advisory services to both institutional and individual clients. The firm employs a Modern Portfolio Theory–based approach using third-party managers and offers a range of financial planning services, including project, hourly, and subscription models, serving a diverse client base that includes high-net-worth individuals and retirement plan sponsors.

Keith Southwick is a CFP® and ChFC® with 14 years of industry experience. He has been with Straitgate Financial L.L.C. since 2010, where he serves as the sole advisor. StraitGate Financial L.L.C. offers comprehensive financial and investment planning primarily for individuals and couples, as well as trusts, estates, charitable organizations, and corporations. The firm uses model portfolios and third-party money managers via the AssetMark platform, maintaining a primarily non-discretionary asset base while providing clients with regular reports and quarterly reviews.

Gregory Brown is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been the sole advisor at Pathway Financial Planning, LLC since 2011. Pathway Financial Planning is a fee-only, independent registered investment adviser serving individual clients, including high-net-worth households. The firm offers discretionary portfolio management and comprehensive wealth management services, emphasizing low-cost, tax-aware, evidence-based portfolio construction with a focus on strategic asset allocation across global asset classes.

Scott Chisholm is a financial advisor at C&D Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has been associated with Chisholm & Dames, Inc. since 1995. C&D Wealth Advisors, Inc. provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm employs a low-turnover, core equities investment approach supported by a proprietary economic model for tactical asset allocation and manages client assets on a discretionary basis.

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.

Wyatt Flynn is a financial advisor at Lakepoint Wealth Partners in Highland, MI. He holds a Series 66 designation and has two years of industry experience, including roles at JPMorgan Chase Bank, J.P. Morgan Securities, Raymond James, and Mutual of Omaha. Lakepoint Wealth Partners is a state-registered, fee-only investment adviser serving individuals, pre-retirees, retirees, growing families, and young professionals. The firm employs a long-term, passive, evidence-based investment strategy focused on strategic asset allocation, global diversification, low-cost ETFs, and periodic rebalancing, supported by a digital custodian platform that enables fractional share trading and integrated reporting.

Michael Demeyere is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Summit Wealth Strategies Group, LLC since 2009. Prior to founding the firm, he was associated with Cynosure Financial, Inc. for ten years. Summit Wealth Strategies Group is an independent, fee-only registered investment adviser providing investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages corporate and institutional retirement plans and offers non-investment business consulting, emphasizing long-term asset allocation and diversification through individualized portfolio management.

Steven Brown is a financial advisor at Precision Vector Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Pinnacle Wealth Management, Inc. In addition to his advisory role, Brown is an air traffic controller with the Federal Aviation Administration and works as an independent insurance agent. Precision Vector Financial is a state-registered advisory firm providing retirement consulting, financial planning, investment management, and 401(k) plan administration. The firm utilizes a strategic asset allocation framework centered on index mutual funds and ETFs, with discretionary management guided by client-specific Investment Policy Statements.

Derek Elleman is a financial advisor at Ridge Investment Advisors in Brighton, MI, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Redhawk Wealth Advisors Inc., Bondurant Investment Management, and KW Andersen Investment Group. He is also the managing member of Elleman Investment Management, LLC. Ridge Investment Advisors offers discretionary, actively managed equity and fixed-income portfolios for individuals, trusts, and corporations, tailoring allocations based on client goals, time horizon, and risk tolerance. The firm uses a fundamentally driven, bottom-up investment process focusing on U.S. large-cap, high-quality equities and investment-grade fixed income, serving a mix of corporate and individual clients.

Brenda Oldham is a financial advisor at RAM Legacy Wealth Management with 23 years of industry experience. She holds Series 63 and Series 65 designations and has held roles at Calton & Associates, Inc. and IAMS Wealth Management, LLC. Outside of her advisory work, she is the president of Michigan Women in Insurance and Financial Services and is an author of a financial literacy novel. RAM Legacy Wealth Management is a state-registered investment adviser serving individuals, trusts, estates, high-net-worth clients, and retirement plans. The firm provides discretionary portfolio management, ERISA plan consulting, and tailored financial planning with a focus on limited-scope fiduciary services and a variety of fee arrangements.

Christopher Berry is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Castle Wealth Group Investments LLC, an independent firm based in Brighton, MI. Berry also practices law through an affiliated legal firm, Castle Wealth Group Legal, which he has operated since 2005. Castle Wealth Group Investments LLC manages approximately $62.1 million for around 96 individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm uses a variety of analytical methods to construct and monitor portfolios and operates with a single advisory professional across six offices.

Corey Wangler is a Series 65 licensed advisor with eight years of industry experience. He is currently with Paragon Investing, LLC, where he has worked since 2021. His prior experience includes roles at Sunpointe, LLC and Mercer Investment Consulting, LLC. Wangler also serves as a committee member on the investment committee of Sunpointe LLC. Paragon Investing provides investment advisory and financial planning services to individuals, high net worth clients, businesses, and other investment advisers. The firm offers tailored investment approaches including discretionary and non-discretionary managed accounts, utilizing asset allocation, fundamental and technical analysis, and a variety of investment vehicles.

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.