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.

Steven Shepich is a CFA® charterholder with 13 years of industry experience. He has been with Laffer Tengler Investments, Inc. since 2011. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage a range of investment strategies across multiple asset classes.

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.

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.

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.

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.

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.

Jay Fishman is a financial advisor at Jay A. Fishman, Ltd with 14 years of industry experience and holds a Series 65 designation. He has been associated with Jay A. Fishman, Ltd since 1970. Jay A. Fishman, Ltd provides fee-based, discretionary portfolio management and investment counseling to high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment approach focused on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income, managing concentrated portfolios with low turnover.