Daniel Seder is a CFP® and CFA® with 24 years of industry experience. He has been with Blue Chip Partners, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. He is also a partner in a non-variable insurance business. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships and implements customized asset allocation models using fundamental, technical, and cyclical analysis.

Brock Hastie is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Retirement Income Solutions since 2012. Outside of his advisory role, he is a partner with a 25% ownership stake in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, offering discretionary portfolio management and financial planning. The firm employs a committee-driven, active management approach and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Deborah Van Dam is a CFP® with two years of experience, currently serving as a financial advisor at Blue Chip Partners, LLC. Her prior work includes roles in hospitality and education, including positions at Cantoro Trattoria, LLC and University of Michigan-Dearborn. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored relationships through in-depth discovery and customized asset allocation, offering services supported by affiliated tax and estate planning providers.

Audrey Feldpausch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Stenger Family Office, LLC, where she has worked since 2023, following prior roles at Timothy Financial Counsel, Inc. and multiple other firms. Stenger Family Office serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, managing approximately $735 million. The firm utilizes varied investment strategies such as factor analysis and fundamental security analysis, and offers segmented services ranging from wealth management to a subscription content service and pension consulting.

Spencer Knickerbocker is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Stonebrook Private LLC and has previously been employed at Raymond James & Associates and Lord Abbett. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis and manages approximately $937 million in client assets.

Karen Chapell is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Retirement Income Solutions since 2012. Outside of her advisory role, she is a partner with 25% ownership in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a committee-driven, active management investment process and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Evan Leroy is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of Ann Arbor, Fifth Third Securities, and Morgan Stanley. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion across 1,265 clients with a 16-advisor team. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities using an active management approach guided by a six-step process and a discretionary Seasonal Strategy, focusing on retirement plan consulting, participant education, and a formal Asset Monitoring service.

Michael Kaplan is a financial advisor with Four Financial Management in Ann Arbor, MI, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at LPL Financial and as principal of Provizr. Kaplan is also involved in a tax preparation and accounting service through Four Financial Tax Services. Four Financial Management provides portfolio management, financial planning, and consulting services to individual investors, non-profits, trusts, retirement plans, and businesses. The firm employs a customized investment approach focusing on asset allocation, income, capital preservation, and tactical growth, utilizing both proprietary tools and third-party models.

Nicklaus Areddy is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Diversified, LLC, a team firm based in Ann Arbor, MI, and previously worked for Pollock Investment Advisors LLC. Diversified, LLC offers financial planning and portfolio management to a wide range of clients including individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm employs a two-phase planning process and utilizes diversified, long-term asset allocation strategies, incorporating tools such as options and leveraged ETFs, and may use AI in research and portfolio management.

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.

Andrew Jabro is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials, and has seven years of industry experience. Prior to joining Dahring | Cusmano in 2024, he worked at Flexible Plan Investments Ltd and Citizens Bank among other positions. Dahring | Cusmano offers holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and low-cost investments, managing portfolios primarily for the long term while also providing fiduciary and operational services to retirement-plan clients.

Melissa Joy is a CFP® with 22 years of experience in the financial services industry. She is currently with Pearl Planning and has previously worked at Stephens Consulting, Raymond James Financial Services, and the Center for Financial Planning. Outside of advisory work, she serves on the investment committee of the First Congregational Church in Ann Arbor. Pearl Planning is a team-based firm serving individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and business owners. The firm offers discretionary and non-discretionary portfolio management along with integrated financial planning and consulting, utilizing a diverse range of investment strategies and third-party platforms.

Toni Wander is a CFP® professional with eight years of industry experience. She currently serves as an advisor at Pearl Planning and has previously worked at Stephens Consulting, Legacy Wealth Planning, Old National Bank, and Plante Moran financial advisors. Pearl Planning advises individuals, qualified retirement plans, trusts, estates, and business owners, providing discretionary and non-discretionary portfolio management along with integrated financial planning and consulting. The firm employs client-specific allocations across various asset types and uses third-party tools such as the Pontera platform for managing held-away accounts and AI-assisted client relationship tools.

Colleen Nemes is a financial advisor at The Nemes Rush Group, LLC with a Series 65 credential and three years of industry experience. Her work history includes roles at The Nemes Rush Group since 2022 and prior experience with The Auto Club Group. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary management, and conducts regular portfolio reviews and client meetings.

Tannar Martines is a financial advisor at The Nemes Rush Group, LLC with a Series 65 designation and three years of industry experience. Prior to joining The Nemes Rush Group, Martines worked at Mass Mutual Great Lakes and Rothenberger Company, Inc. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension and profit-sharing plans. The firm utilizes a combination of fundamental and technical analysis with both long-term and short-term trading strategies, offering tailored written plans and regular portfolio reviews.

Daniel Boyle is a CFA® charterholder with 16 years of industry experience. He has been with Provident Investment Management, Inc. since 2004. Provident Investment Management serves individual and institutional clients, including high net worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on active portfolio construction and offers a range of strategies alongside management of held-away accounts through the Pontera platform.

Kirk Dahring is a financial advisor at Dahring | Cusmano and Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NEXT Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as President of The Tawny K. Dahring Foundation, a nonprofit focused on medical research and comfort care. Dahring | Cusmano and Associates provides holistic financial planning, investment management, and consulting services to individuals, family offices, trusts, private foundations, and retirement plans. The firm’s client-centered approach emphasizes risk profiling, asset allocation, and long-term portfolio management, and it offers institutional plan services including fiduciary management and plan education.

Caleb Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at Signal Advisors USA, Inc., AE Wealth Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, where he is involved in business operations and insurance sales. MariPau Wealth Management provides tailored investment advisory and portfolio management services along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms to support its investment approach and coordinates advice through a network of advisory affiliates.

Bepin Serraj is a Series 65 licensed financial advisor at Richard W. Paul & Associates, LLC with eight years of industry experience. He has been with the firm since 2017 and previously worked at Albion College from 2014 to 2018. In addition to his advisory role, Serraj assists in servicing annuity client accounts as a Client Service Specialist and Insurance Agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm offers discretionary portfolio management and custom retirement income projections, blending actively and passively managed strategies with an emphasis on value, safety, quality, and risk control.

Andrew Nemes is a financial advisor with The Nemes Rush Group, LLC in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silverwood Risk Management, LLC, J Alden Associates, Inc., UHY Advisors, and Deloitte Tax LLP. Nemes is also a registered representative for J Alden Associates and works as an insurance agent with Silverwood Risk Management. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering discretionary and non-discretionary mandates along with regular account reviews and written financial plans.