Diane Young is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has previously worked with Financial Gravity Wealth, Inc. and Athena Advisory Services Inc. Outside of her advisory role, she serves as a board member for the Girl Scouts of Southeast Michigan and is president of the Women’s Democratic Club of Greater Rochester. Diane is also the author of a financial book titled "Owning Your Financial Success" and occasionally speaks publicly about it. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients, including individuals, families, retirement plans, and charitable organizations. The firm focuses on customized asset allocation using analytical methods and offers discretionary and non-discretionary asset management alongside multi-family office capabilities.

Norman Leon is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Greystone Financial Group, LLC and Retirement Funding Advisors Inc. before joining Vertrix in 2026. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

George Johnson III is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 66 and Series 65 licenses and has worked with firms including CPR Investments Inc, Willenbrecht Legal Services, LLC, and LPL Financial, LLC. Outside of his advisory role, he is involved in business consulting and estate planning services through several referral-based activities. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by providing investment advisory services with tailored portfolios based on client objectives and risk tolerances. The firm offers both discretionary and non-discretionary management, sub-advisory oversight, retirement plan consulting, and financial planning, utilizing a combination of in-house management and third-party managers across multiple offices.

Daniel Ladzinski is a financial advisor with Summit Financial Working with People You Trust, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Strategic Wealth Advisors Group and American Retirement Advisors, and operates as a sole proprietor. Outside of advisory services, he owns a retail sales business, DAL Essentials LLC, and is licensed to sell insurance products. Summit Financial serves a diverse client base including retirees, trusts, business entities, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan services, and insurance products, utilizing model portfolios with no-load mutual funds and ETFs that range from conservative to aggressive allocations.

Peter Mitroff is a financial advisor at Stoney Creek Advisors LLC in Rochester Hills, MI, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stoney Creek Advisors since 2016. Outside of advising, he is the owner and partner of an affiliated life and health insurance agency, Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy, model portfolios, and various analytical methods to manage and review client accounts regularly, offering a broad range of investment options and retirement-plan advisory services.

Richard Keil is a financial advisor at William Mack & Associates Inc with eight years of industry experience. He holds the PFS™ designation and has worked at William Mack & Associates since 2019. Keil has prior experience at a mutual fund management company and has been involved with Keil & Associates, P.C. since 1988. He is also president of Payroll Express, Inc., a payroll service firm. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients. The firm serves individuals, trusts, retirement plans, and other entities through a team of ten advisors, emphasizing diversified, tax-efficient, low-cost investment strategies using mutual funds and ETFs.

John Devine is a CFP® professional with three years of industry experience, currently with MKD Wealth in Troy, MI. His prior roles include positions at Integrated Capital Management, JP Morgan Securities LLC, and Northwestern Mutual. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and offers model portfolios across a range of risk levels, incorporating mutual funds, ETFs, individual securities, alternative investments, and digital assets.

Kendra Simon is a financial advisor at CPR Investments Inc with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including HBW Securities LLC and Ausdal Financial Partners, Inc. In addition to advisory work, she prepares taxes for clients. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with an emphasis on tactical and absolute-return strategies designed to reduce downside risk.

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with seven years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of advisory roles, he is involved with Energetic LLC. Ironwood Financial provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a distinctive approach incorporating derivatives and options-writing strategies within separately managed accounts.

Gaurav Mehra is a Series 65-licensed advisor with StraightLine in Troy, MI, where he has worked since 2008. He has 15 years of industry experience. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, and retirement plan education services. The firm uses institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program.

Robert Wink is a financial advisor with Summit Financial Working with People You Trust, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been involved with multiple related firms, including Summit Financial Consulting LLC and Gradient Securities, LLC, and also provides tax planning and preparation services through Summit Tax Services LLC. Summit Financial serves a diverse client base that includes retirees, trusts, businesses, and retirement plans, offering discretionary asset management, written financial planning, ERISA plan services, and insurance-based products. The firm employs model portfolios with a range of allocation strategies and utilizes fundamental, technical, and cyclical analysis along with third-party research and sub-advisors to support its investment approach.

David James is a financial advisor with FSA Advisors, Inc. He holds a Series 65 designation and has been in the financial services industry for several years, including roles at Hub International Midwest Inc and The Right Choice Insurance Agency Inc. He is also licensed as a life insurance agent with Financial Services of America. FSA Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and typically uses mutual funds, fixed income, ETFs, and other products to implement client portfolios.

John Fawcett is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at CPR Financial Group and CPR Investments Inc since 2016 and at The Gurney Agency since 2019. Outside of investment advisory roles, he is also an insurance agent involved with Medicare-related activities. CPR Investments Inc provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue tactical and absolute-return strategies with a focus on defensive positioning and ongoing model management.

Paul Housey is a CFP® professional with 26 years of experience in the financial services industry. He has been with ISTO Advisors, LLC for 10 years and also leads FlipSide Consulting, LLC and Snook Housey Advisors. Housey founded the community and charitable organization Building Bridges. ISTO Advisors works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and a multigenerational coaching program. The firm tailors strategies to client goals and risk tolerances and employs a broad range of investment options, including third-party sub-advisers and technology solutions for estate and tax planning.

Nathan Marshall is an advisor at Managed Asset Portfolios, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Topgolf and United Wholesale Mortgage. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across multiple strategies and serves as sub-adviser to affiliated mutual funds while managing pooled and model portfolios.

Nicholas Shaheen is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with FSA Advisors, Inc. and has held roles at AE Financial Services, LLC, Fsa Health, Independence Capital Company, Woodward Insurance Group, and Financial Services of America. Outside of his advisory work, he is involved in insurance sales through several business activities, including ownership of his own insurance agency. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, and annuities.

Jeffrey Medvedik is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at AE Financial Services, Independence Capital Co, Usallianz Securities Inc., and Financial Services of America. He is also president of J.D. Medvedik & Associates, an advisory business pass-through entity. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, and annuities.

John Reynolds is a financial advisor with FSA Advisors, Inc., holding Series 63 and 65 licenses and possessing 26 years of industry experience. His prior work includes long-term roles at Cssc Brokerage Services, Inc., Cssc Investment Advisory Services, Inc., and Consulting Services Support Corporation. Outside of advisory activities, he is an insurance agent selling life insurance and fixed and fixed/indexed annuities on a commission basis. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus, offering tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

Christopher Crawford is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Fidelity Personal and Workplace Advisors, and Prudential Financial Planning Services. He is also an insurance agent affiliated with CPR Financial Group LLC. CPR Investments Inc primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach that emphasizes tactical and absolute-return strategies to manage downside risk.

John Cole is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Independence Capital Co. and HUB Insurance Group. He is also involved in selling life insurance, fixed and indexed annuities, and health insurance through related business activities. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory to create long-term investment strategies, utilizing a range of products including mutual funds, ETFs, fixed income, REITs, and annuities.