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.

William Hubbard is a financial advisor at Cirrus Capital LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Cirrus Capital since 2017. Prior to that, he was employed at Flexible Plan Investments and Fundbase. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans, offering discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, routinely monitoring and rebalancing portfolios while incorporating alternative investments and short selling when appropriate.

Jake Powers is a CFA® charterholder with two years of industry experience. He is currently with Modell Capital Management LLC and has previously worked at Clarkston Capital Partners, LLC. Modell Capital Management LLC provides discretionary asset management to a diverse range of individual and institutional clients, including trusts, retirement plans, foundations, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation and income in its fixed-income strategies.

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.

Steven Bernier is a financial advisor with MPM Wealth Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments from 2020. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, offering investment advisory and financial planning services. The firm emphasizes diversified portfolios built mainly from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

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.

Adam Saghir is a financial advisor at Spartan Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. from 2023 to 2025. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory to create personalized portfolios using a range of securities, with ongoing monitoring and the discretion to rebalance to meet client objectives.

Jacob Zagor is a financial advisor with C2 Private Wealth, holding a Series 65 license and six years of industry experience. He has worked at Strategic Investment Advisors, Inc. since 2018 and is also involved with Senior Planning Advisors, Inc., an insurance agency where he spends a significant portion of his time. Prior to his advisory roles, he worked in catering and was a full-time student for several years. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm emphasizes risk and scenario analysis in its investment process and integrates tax and estate coordination through third-party partnerships, offering a comprehensive approach that includes financial planning, portfolio management, and insurance solutions.

Charles Nemes is a CFP® with 39 years of industry experience and is a principal at The Nemes Rush Group, LLC. He has worked at Raymond James & Associates and currently holds roles at Alden Investment Group and Silverwood Risk Management, LLC. Nemes also serves as Treasurer for a nonprofit association related to Lake Charlevoix. 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 employs both fundamental and technical analysis with a range of trading strategies and offers tailored written financial plans along with fiduciary retirement plan support.

Sean Metrose is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with DeRoy & Devereaux since 2008. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm uses a bottom-up, value-oriented approach to manage concentrated equity portfolios and diversified bond strategies with a long-term focus.

Ariel Wagner is a financial advisor with Spartan Wealth Management and holds the Series 66 credential. He has nine years of industry experience, including prior roles at LPL Financial, Cadaret Grant & Co., Inc., and Cambridge Investment Research. Outside of his advisory work, Wagner is a business owner of Score Pickleball, LLC. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build primarily long-term portfolios while incorporating derivatives and hedging strategies as part of its risk management.

Charles Roehrer is a financial advisor at GPM Growth Investors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Advisors Group, American Retirement Advisors, and as an independent insurance agent. GPM Growth Investors is an employee-owned investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm emphasizes long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and offers stock-focused, balanced, and actively managed ETF-based portfolios.

Daniel Dusina is a CFA® charterholder with 10 years of industry experience. He has worked at Blue Chip Partners, LLC since 2021 and was previously employed at BlackRock Investments LLC from 2015 to 2021. 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 emphasizes tailored relationships and customized asset-allocation models, supported by a network of affiliated tax and estate planning service providers.

Amanda Lehnert is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with Sigma Investment Counselors since 2015, working within a team of 11 advisors based in Northville, MI. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses a client-specific financial model and investment policy statement to implement diversified portfolios combining ETFs, individual equities, and fixed-income holdings, relying on both quantitative tools and qualitative research.

Jeremy Modell is a financial advisor with Modell Capital Management LLC, holding Series 65 and Series 63 licenses and possessing 20 years of industry experience. He has worked with Clarkston Capital Partners, LLC for over a decade in various roles and was employed at ALPS Distributors, Inc. for three years. Outside of his advisory role, he manages a holding company as well as a real estate holding company. Modell Capital Management LLC provides discretionary asset management to a diverse client base, including individuals, institutions, and insurance companies. The firm employs a quality- and valuation-driven equity investment process focused on long-term compounding and capital preservation strategies in fixed income, overseeing approximately $1.88 billion in discretionary assets with a small advisory team.