Larry Fitzpatrick is the sole advisor at Fitzpatrick Financial Solutions, LLC, an independent firm based in Lansing, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, having founded his firm in 2009. Fitzpatrick Financial Solutions provides investment advisory and financial planning services to individual investors as well as retirement plans, trusts, estates, and small-business pension arrangements. The firm emphasizes primarily non-discretionary account management, utilizing technical, fundamental, and statistical analysis with a focus on ETFs, stocks, and bonds for cost efficiency and liquidity.

Gary Wedge is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He has been the sole advisor at Newage Advisors LLC since 2015. In addition to his advisory role, he works as an independent insurance agent specializing in life and health insurance and annuities. Newage Advisors LLC serves a select group of individual and institutional clients, including federal employees and high-net-worth individuals, providing discretionary portfolio management, financial planning, and participant account management for held-away retirement assets. The firm employs a Lifestyle Select buy-and-hold investment approach with strategic rebalancing and tactical adjustments, using mutual funds, ETFs, and occasionally alternative investments tailored to client goals and risk tolerance.

Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.

Richard Diaz Jr. is the principal advisor at MD Advice Financial in Holt, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Principal Securities Inc., Washington Avenue Advisors, The Centennial Group, and Principal Life Insurance Company. MD Advice Financial provides investment advice, comprehensive financial planning, and insurance solutions primarily to individuals and high-net-worth clients. The firm employs a mix of tactical and strategic asset allocation models and may implement portfolios through separately managed accounts or external managers.

Marvin Brigman is the principal of Brigman Wealth Management in Holt, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been self-employed since 1995 and maintains a life, accident, and health insurance license as part of his business activities. Brigman Wealth Management serves individual investors and a limited number of business clients, offering discretionary portfolio management and advice focused on fundamental securities analysis with a primarily long-term investment approach. The firm emphasizes selecting individual securities and provides direct oversight through the principal, managing approximately $5.4 million in assets across about 38 clients.

Jeffrey Hollenbeck is a financial advisor at ACE Management with 13 years of industry experience. He has held previous roles at Ryzome Investment Advisors and Vining Leonard Group. In addition to his advisory work, he prepares tax returns for a small number of individual clients. ACE Management serves individual clients, including high-net-worth households and small business owners, providing portfolio management with a non-discretionary approach that emphasizes fundamental analysis, current income, and limited trading frequency. The firm manages approximately $13.5 million across 105 accounts and employs a small, supported advisor team with professional credentials.

Stefan Cherniawski is a financial advisor at Wealth Management Institute, Inc. in Lansing, MI, holding Series 63, Series 65, and Series 66 licenses with two years of industry experience. His prior roles include positions at Madison Avenue Securities, Fountain and Co, and Transamerica Financial Advisors, Inc. Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and employee benefit plans. The firm delivers advisory work through tailored written plans and consultations that emphasize asset allocation, risk tolerance, and income planning, without ongoing discretionary portfolio management.

Nathan Whitson is a financial advisor with Maner Wealth, LLC in Lansing, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Triad Advisors, LLC, Michigan Money Management Advisers, LLC, and Invest Financial Corp. Outside of his advisory work, he has experience as an insurance agent and has owned a hobby house rentals and retreats business. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund of funds approach with model portfolios and may use subadvisers to align investment styles with client objectives, also offering fiduciary services for retirement plans.

Richard Tanke is a financial advisor at Maner Wealth, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is a principal and CPA at Maner Costerisan, PC, a CPA firm based in Lansing, MI. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors, including retirement plans. The firm employs a “fund of funds” approach with model portfolios, subadvisory relationships, and fiduciary services tailored to client objectives.

Francis Cherniawski is a financial advisor with Wealth Management Institute, Inc. in Lansing, MI, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has worked with multiple firms including Madison Avenue Securities, Inc. and Global Financial Opportunities Corp. Outside of advisory services, he is vice president of Pohl and Associates, Inc., where he sells various types of insurance and annuities. Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and institutional entities. The firm delivers tailored written plans using proprietary processes focused on asset allocation, risk tolerance, and income planning, primarily recommending mutual funds, ETFs, and individual securities without ongoing discretionary portfolio management.

Michael Green is a financial advisor at ACE Management in East Lansing, MI, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining ACE Management in 2023, he worked at Blue Water Asset Management and was self-employed, with a long career at the Michigan Department of Corrections from 1999 to 2018. He is also licensed as an insurance agent, primarily providing referrals for property casualty, annuities, and life insurance. ACE Management serves individual clients, including high-net-worth households and small business owners, by providing ongoing investment advisory and portfolio management services with a predominantly non-discretionary approach. The firm emphasizes fundamental equity analysis, longer holding periods, and a focus on current income with secondary price appreciation.

Aidan Kern is a financial advisor at Maner Wealth in Lansing, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Maner Wealth, he has worked in construction and the food service industry, including a role at Kern Konstruction and brief positions at Little Caesars and Jersey Mikes. Maner Wealth, LLC is an SEC-registered investment adviser managing approximately $299 million for individual clients and institutional retirement plans. The firm employs a fund-of-funds investment approach using ETFs and mutual funds, offering portfolio management, financial planning, and turnkey retirement-plan services.

Scott Dorer is a financial advisor with Ataraxis Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Managed Money Concepts and Securities America, Inc., alongside operating as an insurance agent since 1986. He is also a notary public for Ingham County, Michigan. Ataraxis Advisors LLC serves individual investors, high-net-worth clients, trusts, pension plans, and corporate entities by providing financial planning, consultations, seminars, and portfolio management through various program structures. The firm employs a long-term investment approach using mutual funds, model portfolios, separately managed accounts, and unified managed accounts, often utilizing third-party platforms and sub-advisors for execution and custody.

Steven Clisch is a Certified Financial Planner® with 17 years of industry experience. He currently works at ACE Management and has held prior roles at PNC Investments LLC, Equitable Advisors, and AXA Advisors, LLC. Clisch also owns and operates Clisch Financial Planning, LLC, where he provides fee-based financial planning and life insurance services. ACE Management serves individual clients, including high-net-worth households and small business owners, by offering ongoing investment advisory and portfolio management with a focus on fundamental analysis and long-term equity holdings. The firm operates primarily on a non-discretionary basis, requiring client approval for all trades, and manages portfolios that may include equities, fixed income, hybrids, and derivatives.

Ashley Loveall is a financial advisor with Ataraxis Advisors LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Managed Money Concepts and Securities America, Inc., and currently serves as a registered investment advisor representative and compliance officer. In addition to her advisory role, she owns an insurance business selling fixed index annuities. Ataraxis Advisors LLC serves individual investors, including high-net-worth clients, as well as trusts, pension plans, and corporate entities, offering financial planning, consultations, seminars, and portfolio management. The firm manages approximately $60 million across about 138 client accounts, utilizing mutual funds, model portfolios, separately managed accounts, and unified managed accounts with a primarily long-term investment approach.

Steven Guipe is a financial advisor at Maner Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Maner Wealth since 2021. His prior roles include positions at CG Financial Services, North Salem State Bank, and experience in educational and community organizations. Maner Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund-of-funds approach with model portfolios and may use subadvisers to align manager styles with client objectives.

Cody Rogers is a Series 65-registered advisor with Rightoak Asset Management, LLC, based in Grand Ledge, MI. He has one year of experience at Rightoak and over a decade of prior experience at Auto-Owners Insurance. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers financial planning, retirement consulting, estate-planning assistance through an online platform, and educational seminars.

Brandon Weaver is a CFP® professional with two years of industry experience, currently serving at Washington Avenue Advisors since 2021. Prior to joining Washington Avenue Advisors, he worked at the Burgess Institute and held various roles in different sectors. Washington Avenue Advisors is an SEC-registered advisory firm based in Lansing, MI, managing approximately $336 million for a diverse client base that includes individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm employs a comprehensive investment approach combining behavioral, fundamental, and quantitative analysis, with financial planning as a core element tailored to clients’ objectives.

Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.

Lindsey Roehl is a financial advisor with 12 years of industry experience, currently affiliated with 724 Capital, LLC. She holds a Series 66 designation and has worked with multiple firms including Independent Financial Group and Investment Centers of America. Outside of her advisory role, she assists with bookkeeping for her husband’s trucking business. 724 Capital, LLC serves individual and high-net-worth clients as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations.