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.

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.

Robert Boutin is a financial advisor at Physicians' Financial L.C. in Northville, MI, with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Physicians' Financial L.C. and Midwest Financial Education L.C. since 2011. Physicians' Financial L.C. provides personal wealth planning primarily for medical professionals, combining investment management with income tax planning, life and disability insurance, and financial counseling. The firm employs a long-term, disciplined investment approach using diversified, risk-based model portfolios and offers a combination of advisory, insurance, and tax services within a single 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.

Richard Gillikin is the founder and sole advisor at GilliKin Advisors Limited, an independent firm based in Farmington Hills, MI. He holds a Series 65 designation and has 12 years of experience in investment advisory services. In addition to his advisory role, Gillikin has been president of Gillikin & Associates, CPA, PC since 1982, a public accounting firm specializing in tax and financial statement services. GilliKin Advisors Limited provides personalized investment advisory and portfolio management services to a small group of individual clients, overseeing approximately $26.4 million across 21 accounts. The firm operates on a primarily non-discretionary basis and integrates investment guidance with tax and accounting considerations.

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® with 13 years of industry experience, currently serving as the sole advisor at Olive Tree Asset Management since 2020. His prior experience includes roles at Blue Chip Partners, General Motors, and the University of Virginia. In addition to his advisory work, he maintains a full-time corporate finance position outside the firm. Olive Tree Asset Management is an independent, state-registered advisory firm providing individualized portfolio management and comprehensive financial planning to households and institutional clients. The firm combines fundamental analysis and modern portfolio theory, blending passive and active strategies to tailor portfolios, and offers services including retirement, college savings, tax, and estate planning, along with employee benefit plan consulting and participant education.

Jeffrey Belmonte is a CFP® professional with 17 years of industry experience. He is the sole advisor at Summitview Advisors, an independent firm he has led since 2018. Prior to founding Summitview Advisors, he worked at Advanced Asset Management LLC and provided leadership coaching at 2-0 Leadership Coaching. Summitview Advisors serves individual clients, trusts, qualified retirement plans, corporations, and charitable organizations by offering portfolio management along with comprehensive and project-based financial planning. The firm’s investment approach emphasizes strategic asset allocation combined with fundamental and cyclical analysis and includes a diversified mix of asset classes and investment strategies.

Jeffrey Grad is the principal of Grad Wealth Management PLLC in Livonia, MI, where he has worked since 2024. He holds a Series 66 designation and has six years of industry experience. Prior to founding his firm, he worked at Founders Financial Securities, LLC for five years. Outside of advisory work, he owns Grad & Shoemaker, PC, a tax and accounting practice. Grad Wealth Management provides financial planning, consulting, and retirement plan services to individuals, high-net-worth clients, and business entities. The firm matches client objectives and risk profiles to third-party model portfolios, monitors those managers regularly, and offers written financial plans and hourly consulting engagements.

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.

Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Kinetyc, LPL Enterprise, PRUCO Securities, and Populus Group, LLC, following a 22-year career at Ford Motor Company. Measured Path Capital, LLC is a Michigan state-registered investment adviser offering non-discretionary portfolio management, financial planning coordination through third-party firms, and hourly consulting and investment education. The firm emphasizes diversified, low-cost investment vehicles and combines fundamental and technical analysis in its approach, with an emphasis on cost efficiency and long-term suitability.

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.

Christopher Ford is the sole advisor at Ford Financial Fitness, LLC, an independent, fee-only registered investment adviser. He holds a Series 65 designation and has one year of experience in investment advisory services. Ford also works as a mortgage originator at Rocket Mortgage, where he has been employed since 2010. Ford Financial Fitness provides discretionary and non-discretionary investment management as well as financial planning services primarily for high-net-worth individuals. The firm employs a mix of passive and active investment strategies based on fundamental and cyclical analysis, and it offers clients options for socially conscious investing and customizable restrictions.

Alan Caldwell is a CFP® with seven years of experience in financial advising. He is the sole advisor at On Track to Retire LLC, an independent firm based in Livonia, MI. His work history includes roles at Origin Financial and involvement with several organizations focused on economic solutions and financial coaching. Prior to his advisory career, he was involved with Real Baked Goods for three years. On Track to Retire LLC provides financial planning and investment advice to individuals and high-net-worth clients. The firm focuses on client-specific plans and employs a fixed and hourly fee model, avoiding percentage-of-assets billing and discretionary trading.

Michelle Brow is a financial advisor at Full Bloom Financial with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at StraitGate Financial LLC and Michigan Securities, Inc. Full Bloom Financial is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, corporations, and other businesses. The firm provides wealth management and comprehensive financial planning services, employing a strategic asset allocation approach that incorporates both passive and active investment vehicles, with a focus on non-discretionary portfolio management and coordination with outside managers.

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.

Corey Voorman is a financial advisor at Voorman Investment Counsel LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Berndt & Associates, Karstens Investment Counsel, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves on the board of Rooted Ministries Inc., participates in a musical project called The City Inside, and is Vice President of the Sigma Chi Detroit Alumni Chapter. Voorman Investment Counsel LLC provides fee-only investment advisory services to individuals, trusts, estates, corporations, charitable organizations, and pension or profit-sharing plans. The firm employs a combination of fundamental, technical, and charting analysis, offering both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

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.

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.