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.

Elizabeth Foley is a CFP® professional with 37 years of industry experience. She has worked at Hilltop Wealth & Tax Solutions since 2018 and previously spent 29 years at Ameriprise Financial Services, Inc. She serves as President of the Board of Directors for Hilltop Kids, an organization that provides education, goods, and services to underprivileged children and families in the community. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities. The firm offers discretionary portfolio management, comprehensive financial and tax planning, and integrates tax and estate considerations into investment recommendations.

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.

Samuel Morley is an investment advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 65 and Series 63 credentials and having eight years of industry experience. He has worked at Managed Asset Portfolios since 2018 and Alt Fund Distributors LLC since 2019. Prior to his advisory roles, Morley held positions at the University of Michigan Hospital and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across various equity and fixed-income strategies, and serves as a sub-adviser to mutual funds while managing pooled and model portfolios.

James Wink is a financial advisor with Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Gradient Securities, LLC and various Summit-affiliated entities, with involvement in tax services, insurance sales, and investment advisory. Outside of his advisory work, he serves as president of the Anchor Bay Community Foundation’s Kaarto Christian School Fund Scholarships, where he processes and evaluates scholarship applications. Summit Financial serves individual clients, trusts, business entities, and retirement plans, offering discretionary asset management, financial planning, ERISA plan services, and insurance products. The firm employs model portfolios primarily using no-load mutual funds and ETFs, with strategies ranging from conservative to aggressive, and emphasizes principal preservation for retirees.

David Hardin II is a Series 65-registered advisor with City Center Advisors, LLC, where he has worked since 2018. He has 10 years of industry experience, including prior roles at CoreCap Advisors, Inc. and City Center Financial LLC. Outside of his advisory work, he is a member of Einsteinian AI LLC, a non-investment-related venture. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—as well as businesses and qualified retirement plans. The firm uses Modern Portfolio Theory in its investment approach and offers a unified managed account program that includes model portfolios and third-party managers.

Robert Quayle is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 63 designation and 43 years of industry experience. He has worked at Taylor & Morgan since 2016 and previously at Quayle Financial Group and Quayle & Co. Securities. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 client accounts with a team of seven advisors and also offers mergers & acquisitions advisory services for business owners and corporate clients.

Adam Grubius is a financial advisor at FSA Advisors, Inc. in Troy, Michigan, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Independence Capital Company Inc and AE Financial Services, LLC. In addition to his advisory role, he sells life insurance, fixed/indexed annuities, and health insurance through affiliated insurance agencies. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory with a long-term investment horizon, often using mutual funds, fixed income, ETFs, REITs, annuities, and third-party managers in client portfolios.

Geoffrey Clark is a financial advisor at Fairway Investment Group, LLC with Series 66 credentials and one year of industry experience. He has concurrent roles at Paradigm Equities, Inc. and MEA Financial Services, and has been involved in an entrepreneurial venture called Cruises by Geoff & Nicole since 2024. Clark also has a long-standing background in education, having worked at Utica Community Schools since 2002 and Eastern Michigan University since 2023. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored investment recommendations.

Matthew Mc Ewen is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Edward Jones and Arrowroot Family Office, LLC in Rochester Hills, MI. Prior to his financial advisory career, he worked at ADP for twelve years. Arrowroot Family Office provides multi-family office and investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm offers customized asset allocation using advanced analytics and manages both discretionary and non-discretionary portfolios, often utilizing ETFs, mutual funds, and individual securities as directed by clients.

Eric Babcock is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Greystone Financial Group, LLC and Polaris Greystone Financial Group, LLC. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis and offers specialized retirement plan fiduciary services including 3(38) investment management and investment policy development.

John Perko is a financial advisor with CPR Investments Inc and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at firms including CPR Financial Group LLC and Ausdal Financial Partners, Inc. Outside of advisory roles, he is an independent agent involved in the sale of life insurance and fixed annuities. CPR Investments Inc primarily serves individual investors, along with businesses and qualified retirement plans. The firm uses a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on reducing downside risk.

Charles Reinhold is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with CPR Investments Inc and CPR Financial Group LLC since 2006 and has worked with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he serves as a township trustee in Washington Township, MI. CPR Investments provides discretionary portfolio management and financial planning for individuals, businesses, charitable organizations, and qualified retirement plans. The firm constructs multi-manager portfolios utilizing third-party advisors and in-house tactical strategies, emphasizing downside risk management and regular portfolio monitoring.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.

Katherine Johnstone is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at RichMark Wealth Management and Haller Financial Group. Outside of finance, she is the owner of Wild Ideas Garden Design, a garden design business she has operated since 1999. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, with tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Bethany Mosshart is a financial advisor at StraightLine in Troy, MI, holding a Series 65 designation with 15 years of industry experience. She has been with StraightLine since 2003. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement education services. The firm uses institutional research and proprietary models to guide investment decisions across mutual funds, ETFs, stocks, and bonds, while offering a structured participant education program and access to sub-advisers for certain clients.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.