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 worked previously at JP Morgan Chase and Xanterra Travel Collection. Outside of finance, he is involved with Flaunt Salon, a landscaping and cleaning services business. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, utilizing an active, asset-allocation driven approach with portfolios composed of equities, ETFs, and mutual funds. The firm also offers tax preparation services through an affiliated entity and employs risk-analysis tools to tailor portfolio construction to client objectives.

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 with SimplyRIA Advisor Network, holding a Series 65 credential and bringing four years of industry experience. He currently serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors with products and tools. Prior to his advisory career, he worked in education and operated a lawn care business. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans with investment management, financial planning, and retirement plan fiduciary support. The firm combines strategic asset allocation with active and passive management through a corporate RIA structure that hosts multiple independent adviser practices.

Nicholas Defenthaler is a CFP®-certified financial advisor with 13 years of industry experience. He is associated with Center for Financial Planning Inc and has worked at Raymond James Financial Services since 2014. His prior experience includes roles at CIG Asset Management and Mercer Global Advisors. Center for Financial Planning, Inc. serves individual clients, trusts, estates, and charitable organizations, managing approximately $1.97 billion in assets. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management with regular account reviews.

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 financial advisor at Bloom Advisors with 16 years of industry experience. He has been with the firm since 1996 and is also the owner of Bloom, Bloom & Associates, P.C., a law firm specializing in estate work, small and family-owned businesses, real estate, and tax planning. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, employing a multi-asset investment approach that combines factor investing, optimization, and technical analysis. The firm manages approximately $1.6 billion in client assets and also advises retirement-plan participant accounts.

David Martin is a financial advisor with Gainplan LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial and CIG Asset Management, Inc. He has been with Gainplan LLC since 2015. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients. The firm employs a factor-based, top-down investment process that combines tactical and strategic asset allocation, using a range of securities including ETFs, mutual funds, leveraged ETFs, options, and derivatives, and incorporates third-party sub-advisers for certain accounts.

Jake Powers is a CFA® charterholder with two years of industry experience. He is currently an advisor at Modell Capital Management LLC, where he has worked since 2025. Prior to that, he spent 12 years at Clarkston Capital Partners, LLC. Modell Capital Management LLC provides discretionary asset management to a diverse client base, including individuals, institutions, and tax-exempt organizations. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation and income within its fixed-income strategies.

Jennifer Jones is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently with Accelerate Investment Advisors LLC and SJE Retirement LLC, having previously worked at firms including OneDigital Investment Advisors LLC, Sigma Planning Corporation, Flynn & Company, and Wells Fargo Clearing. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, constructing customized portfolios and offering fiduciary investment services for plan sponsors.

John Kloster is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Regal Advisory Services since 2016 and is also the owner of Kloster Capital Management LLC, an entity he established in 1995 to accept compensation from Regal. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with access to various investment programs and third-party managers.

Christopher Nemes is a financial advisor at The Nemes Rush Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Deloitte Tax LLP. Nemes also serves as a guest lecturer at the University of Detroit Mercy and Detroit Central High School and is a board member of Legatus Ann Arbor. 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 uses a combination of fundamental and technical analysis with both long- and short-term strategies and offers discretionary and non-discretionary mandates.

Jeffrey Ivory is a CFP® professional with 17 years of experience in the financial industry. He has been with Gainplan LLC since 2015. In addition to his advisory role, he teaches financial classes to individuals transitioning from their current employers and holds a non-variable insurance licensing background. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients. The firm employs a factor-based, top-down investment approach using tactical and strategic asset allocation models, incorporating ETFs, mutual funds, individual securities, and derivatives.

Robert Schmansky is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Pathworks Financial, Inc., where he has worked for two years, and has been associated with Clear Financial Advisors, LLC since 2011. Outside of his advisory roles, he is involved in tax preparation services through Royal Oak Tax Preparation Services, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs academic investment frameworks to build diversified asset-allocation models and offers services including asset management, financial planning, retirement consulting, estate planning support, and family office services.

Jennifer Kulek is a financial advisor at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI, with 15 years of industry experience. She holds the Series 66 designation and has worked at Lifecycle Financial Planners since 2018, previously spending a year at Cambridge Connection Inc. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm employs a holistic, client-centered process that incorporates Functional Asset Allocation and modern portfolio theory to align portfolios with clients’ life stages.

Nickolas Roeder is a financial advisor at CIG Asset Management, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Scottrade before joining CIG Capital Advisors in 2024. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers SRI/ESG screened portfolios, managing accounts primarily on a discretionary basis.