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.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

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.

David Underhill is the sole advisor at Underhill Investments, LLC, an independent firm based in Berkley, MI. He holds a Series 66 designation and has 14 years of experience in investment advisory services. In addition to his financial advisory work, Mr. Underhill is a licensed attorney providing estate planning services and a licensed insurance agent offering fixed annuities, life, and long-term care insurance. Underhill Investments provides discretionary portfolio management and co-advisory services primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporating long- and short-term positions and option strategies tailored to each client’s Investment Policy Statement.

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 sole advisor at GilliKin Advisors Limited in Farmington Hills, MI, holding a Series 65 credential with 11 years of experience in financial advising. He has also served as President and CPA at Gillikin & Associates, CPA, PC since 1982. Outside of advisory work, he manages Timber Ridge Associates, Inc., an office building management and leasing business. GilliKin Advisors Limited provides personalized, non-discretionary investment advisory and portfolio management services to a small group of individual clients. The firm integrates investment guidance with tax and accounting considerations through its affiliation with an established CPA practice.

Michael Cho is a financial advisor at Armor Wealth Strategies, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cutter & Company, Inc and Morgan Stanley Smith Barney LLC. Outside of advising, Cho serves as a fencing referee and volunteers as treasurer for the Disability Network of Oakland and Macomb Counties. Armor Wealth Strategies is a small advisory firm serving individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm tailors portfolios to client goals and risk tolerances, employing a range of investment strategies and providing ongoing monitoring and quarterly reviews.

Brewster Smith is a CFP® professional with nine years of industry experience. He has been with The Financial Planning Company in Royal Oak, MI since 2016. The Financial Planning Company offers financial planning and discretionary investment management to individuals, high-net-worth individuals, qualified retirement plans, and trusts. The firm uses a long-term strategic asset allocation approach combined with enhanced indexing, quarterly rebalancing, and inputs from Morningstar and Dimensional Fund Advisors to construct portfolios tailored to client goals and risk tolerances.

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.

Tarek Abouljoud is a CFA® charterholder with 15 years of industry experience and has been the sole advisor at Abram Asset Management since 2009. He is also a partner in Gourmet Food Holdings, a food distribution business where he contributes to recipe development and management. Abram Asset Management offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, balanced approach to portfolio management, incorporating fundamental and technical analysis, credit-spread comparisons, and proprietary timing models, with strategies tailored to client risk tolerance and liquidity needs.

Thomas Horton is a CFP® professional with 16 years of industry experience. He has operated Horton Financial Planning LLC since 2004, serving clients from Farmington Hills, MI. Horton Financial Planning LLC is an independent, fee-only advisory firm that offers hourly, as-needed financial planning and investment advice primarily to individual clients. The firm emphasizes comprehensive planning and a long-term, buy-and-hold investment approach focused on passive, low-cost index funds with periodic rebalancing.

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.

Merid Amde is the sole advisor at M.A. Global Investment Advisor, LLC and holds Series 63 and Series 66 designations with 35 years of industry experience. He founded M.A. Global Investment Advisor, LLC, where he has worked since 2014, and previously worked at Investshares Advisor Group, LLC and InvestShares. Outside of advising, he is also actively involved as an insurance agent, dedicating approximately half of his professional time to this activity. M.A. Global Investment Advisor, LLC provides non-discretionary asset management and referrals to third-party managers for individuals and business entities. The firm offers tailored investment recommendations based on clients’ goals and risk tolerance and supplements its advisory services with educational seminars, workshops, and an affiliated insurance business.

Jarryd Smith is a financial advisor at Harbor Light Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Portfolio Solutions and CACI International. Harbor Light Planning is an independent, fee-only firm serving individuals and families with a focus on tax-aware, holistic financial and life planning. The firm combines comprehensive planning, investment management, and individual tax return preparation within a retainer-style advisory model.

Paul Cerro is a financial advisor at Cedar Grove Capital Management with one year of industry experience. He holds Series 65 and Series 63 licenses and also works as a Financial Analyst for Seed Health, a small consumer goods company. His prior experience includes roles at Bank of America/Merrill Lynch and various health and technology companies. Cedar Grove Capital Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on a range of asset classes including U.S. equities, fixed income, ETFs, commodities, and international securities. The firm’s investment approach is based on fundamental analysis and offers performance-based fee arrangements to qualified clients.

Robert Solway is the sole advisor at Nylrem Asset Management, LLC, an independent firm based in Huntington Woods, MI. He holds a Series 65 designation and has 10 years of industry experience, all with Nylrem since 2016. Nylrem Asset Management provides investment advice, portfolio management, and financial planning to private and high-net-worth individuals. The firm operates on an hourly, consultative basis without discretionary trading authority, focusing on long-term, diversified asset allocation with attention to tax implications and after-tax performance.

David Sutts is a financial advisor at R.J. Sutts & Company with 29 years of experience in the industry. He holds a Series 65 designation and has been with the firm since its founding in 1997. R.J. Sutts & Company provides investment advisory services to individuals, families, and trusts, focusing on risk assessment, investment strategy, portfolio management, and withdrawal planning. The firm manages approximately $9.7 million on a discretionary basis for about 40 clients, utilizing technical, fundamental, and macroeconomic analysis to construct diversified portfolios primarily composed of no-load mutual funds and ETFs.

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice. David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018. Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

William Shelmon is a financial advisor at Paycheck to Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Toyota Motor of North America since 1990 as a product design engineer and executive project manager focused on investigating new technologies. Paycheck to Wealth provides fee-based investment advice and financial planning primarily to individual clients, offering subscription-based services, seminars, and employee-education workshops. The firm emphasizes passive, asset-class investing using low-cost index funds and model portfolios, incorporating statistical analysis and semi-annual portfolio monitoring.