Kendra Mc Kinney is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding a Series 65 designation and six years of industry experience. She has worked at Pinnacle Wealth Management Group since 2017 and previously held a position at Jaggaer from 2009 to 2017. Outside of advisory services, she is also a licensed insurance agent. Pinnacle Wealth Management Group serves individual and high-net-worth clients, providing discretionary investment management, comprehensive financial planning, and a family office “Platinum Program” for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a broad investable universe, managing about $243 million for roughly 200 clients through customized and model portfolio strategies.

Jon Rothenberg is a financial advisor at Greenway Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Silberberg & Rothenberg Plc. Outside of his advisory role, he is the managing member of JD Rothenberg & Associates, a CPA tax preparation, accounting, and business consulting firm, and is CEO and majority owner of a film production company, Say There There Productions, LLC. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio, and offers both discretionary and non-discretionary management.

James Pilat is a financial advisor at Peak Wealth Management, LLC in Plymouth, MI, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Mutual Securities, Inc., Regulus Advisors, LPL Financial, and Axa Advisors. Pilat also engages in insurance sales as an independent agent. Peak Wealth Management primarily serves individual and high-net-worth clients, offering financial planning, a financial coaching program, and discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to create tailored model portfolios and manages approximately $446 million in discretionary assets across three advisors.

Daniel Cesta is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding the CFP® designation with 30 years of industry experience. He has worked with Private Client Services and Pinnacle Wealth Management Group since 2016. Outside of advisory services, he serves as president of a local condo association. Pinnacle Wealth Management Group advises individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office Platinum Program for clients with $1 million or more in assets. The firm employs strategic and tactical asset allocation across a diverse investable universe, managing approximately $243 million for around 200 clients.

Preston Gee is a financial advisor at Peak Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Central Michigan University and in the retail and entertainment sectors. Outside of advising, he is involved in managing rental properties. Peak Wealth Management serves individual clients, including high-net-worth households, by offering financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis and utilizes institutional strategists through the Envestnet platform, managing portfolios primarily on a discretionary basis with quarterly reviews.

Mark Young is a financial advisor with Forever Young Integrated Wealth, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pinnacle Wealth Management, PURSHE KAPLAN STERLING INVESTMENTS, and Questar Asset Management. Outside of advisory work, he operates a cryptocurrency mining business and provides technology support through an affiliated tax advisory firm. Forever Young Integrated Wealth offers discretionary asset management and account services using model portfolios and managed-account platforms. The firm serves individuals, high-net-worth investors, and business entities, employing portfolio construction methods such as modern portfolio theory and quantitative analysis while utilizing third-party sub-advisors and institutional SEI model programs.

Matthew Kidd is a PFS™ credentialed financial advisor with three years of industry experience. He is principal of Kidd Financial Planning, LLC and also serves as president of Kidd Advisors, LLC, a CPA firm providing tax and accounting services. Kidd Financial Planning, LLC offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term, Modern Portfolio Theory–based approach with diversified, primarily passive asset-class exposure, frequently utilizing Dimensional Fund Advisors funds, and maintains an affiliation with an accounting practice for integrated financial and tax services.

Timothy Robertson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Cambridge Investment Research and The Financial Center, LLC since 2019 and 2020, respectively, and previously held a position at Quicken Loans. Robertson serves as a board member and volunteer for the Fairview Place Condo Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Theodore Bytnar is a financial advisor at Affinity Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TFG Financial Advisors, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Affinity Risk Management LLC and is a licensed residential real estate salesperson. Affinity Wealth Management provides portfolio management services primarily to individuals and high-net-worth clients. The firm employs a long-term investment approach that integrates charting, fundamental and technical analysis, and modern portfolio theory, managing a diverse range of securities with discretionary authority.

Jatia Huey is a financial advisor at Dahring | Cusmano and Associates with one year of industry experience. She holds a Series 65 designation and previously worked at Five Brothers Asset Management and Mortgage Contracting Services. Dahring | Cusmano provides holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment process focuses on client-specific financial conditions and goals, using diversified asset allocation and low-cost investments, and offers comprehensive retirement-plan services including fiduciary roles and plan operations support.

James Skubik is a CFA® charterholder with four years of industry experience. He has been with Provident Investment Management, Inc. since 2017 and previously worked at Long Lake Capital Management, LLC from 2015 to 2017. Provident Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach with distinct strategies for growth equities, dividend total return, and laddered fixed-income portfolios, managing approximately $1.23 billion for about 349 clients.

Jared Kohlenberg is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Purshe Kaplan Sterling Investments. He also played football at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm offers tailored investment policies and a range of investment options, combining various analytical approaches and manager due diligence in its investment process.

Alec Copeland is a financial advisor at Strickler Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase and Xanterra Travel Collection. Outside of financial advising, he is involved in landscaping and cleaning services through Flaunt Salon. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach using diversified holdings and third-party model managers, and offers additional services including financial planning, estate planning coordination, and tax preparation through affiliated entities.

Hayden Kibbey is a financial advisor at Blue Chip Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Piper Sandler & Co. from 2022 to 2024. Prior to his professional career, he was a full-time student for nearly two decades. 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 uses a tailored approach based on an in-depth discovery process and offers customized asset-allocation models alongside fundamental, technical, and cyclical analysis.

Jacob Kasperski is a financial advisor at A Smarter Way to Invest with three years of industry experience. He holds a Series 65 designation and also serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. His prior experience includes roles in education and small business ownership. A Smarter Way to Invest provides third-party investment advisory services to registered investment adviser firms, offering systematically managed strategies that combine fundamental and technical analysis. The firm focuses on institutional and RIA clients, delivering proprietary models and customized solutions rather than serving individual retail investors.

Nicholas Defenthaler is a financial advisor at Center for Financial Planning Inc with 13 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. He has worked at Raymond James Financial Services, Inc. since 2014. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets through a team of 17 advisors.

Robert Bilkie Jr. is a CFA® charterholder with 16 years of industry experience. He is with Sigma Investment Counselors, a firm where he has worked since 1987. Bilkie serves as Chairman of the Board for Eagle Capital Growth Fund. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities, employing a client-specific financial model and diversified portfolios that blend ETFs, equities, and fixed-income holdings.

Richard Bloom is a Series 65-licensed advisor with Bloom Advisors in Farmington Hills, MI, bringing 15 years of industry experience. He has been with Bloom Advisors since 1996. Outside of his advisory role, he owns and operates Bloom, Bloom & Associates, P.C., a law firm specializing in estate, tax, and small-business matters. Bloom Advisors serves individual and high-net-worth clients with discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.

David Martin is a financial advisor at Gainplan LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Gainplan since 2015. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm employs a factor-based, top-down investment process combining tactical and strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and derivatives, and offers discretionary portfolio management with periodic reviews.

Robert Genereaux is a CFP® at Retirement Income Solutions, Inc. in Ann Arbor, MI, with two years of industry experience. His prior roles include positions at Bank of Ann Arbor, Central Michigan University, and Foresight Capital Management Advisors, Inc. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities by providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven active management approach, including a defined Seasonal Strategy, and manages multi-billion dollars on a discretionary basis with a relatively small team of 12 advisors.