Chris Luong is a financial advisor at Columbia Asset Management, L.L.C. in Ann Arbor, MI, holding a Series 65 designation with three years of industry experience. Prior to his advisory career, he managed Fabulous Nails & Spa LLC for eight years. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis alongside Modern Portfolio Theory with a generally long-term approach.

Brendan Best is a financial advisor at Richard W. Paul & Associates, LLC with three years of industry experience and holds a Series 65 designation. Before joining Richard W. Paul & Associates, he worked at BorgWarner from 2020 to 2023. In addition to his advisory role, he assists clients with insurance policies, including annuities and life insurance, as a licensed 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 uses a combination of actively and passively managed strategies with a focus on value, safety, quality, and risk control.

Steven Story is a Series 65 licensed advisor with eight years of industry experience, currently serving at GEM Asset Management, LLC. He has been with GEM since 2003. GEM Asset Management provides discretionary investment management and financial planning to individuals, qualified retirement plans, and charitable organizations. The firm employs globally diversified portfolios emphasizing factor exposures and generally favors low-cost passive funds while incorporating active management in certain sectors.

Tyler Curley is a financial advisor with Dahring | Cusmano and Associates and holds a Series 65 designation. He has seven years of industry experience, including prior roles at AE Wealth Management, Brokers International Financial Services, and TriFound. Outside of his advisory work, he is also involved in fixed insurance sales. Dahring | Cusmano and Associates provides comprehensive financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and cost efficiency, managing portfolios primarily for the long term while offering extensive fiduciary and operational services for institutional retirement plans.

Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.

Samuel Fleischer is a financial advisor at Dahring | Cusmano and Associates in Novi, MI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stellantis and Carl's Golfland. 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 client-centered investment approach focuses on comprehensive financial assessments and long-term portfolio management with a range of investment vehicles.

Sonia Patel is a CFA® charterholder with eight years of industry experience, currently serving at Arbor Trust Wealth Advisors, LLC since 2023. Prior to joining Arbor Trust, she worked for twelve years at Bank of Ann Arbor. She is a member of the Investment and Finance Committee at the Ann Arbor Area Community Foundation. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement services. The firm serves individuals, high-net-worth clients, and institutional accounts, constructing customized long-term portfolios using fundamental analysis and a mix of equities, fixed income, mutual funds, ETFs, and occasionally REITs and limited partnerships.

Douglas Smith is a CFP® professional with 15 years of industry experience, currently serving at Pathworks Financial, Inc. He has held roles at Pathworks Financial, LLC and Center Street Holdings, LLC, and is also a licensed real estate broker with Center Street Realty, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser that serves 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, and family office support.

Brian Nemes is a CFP® with 16 years of industry experience, currently a principal at The Nemes Rush Group, LLC. His prior experience includes 12 years at Raymond James & Associates Inc. Outside of advisory work, he serves as treasurer for the Ridgelands Condominium Association. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and conducts regular account reviews.

Lauren Adams is a CFP® with eight years of industry experience, currently serving as a financial advisor at Center for Financial Planning, Inc. She has worked with Raymond James Financial Services, Inc. since 2016. Outside of her advisory role, Adams is an officer and treasurer on the board of Kirk in the Hills Preschool, where she oversees budgeting and financial reporting. Center for Financial Planning, Inc. offers 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, utilizing a range of investment vehicles including stocks, bonds, mutual funds, ETFs, and managed accounts.

William Johnson is a CFP® with 21 years of industry experience, currently serving at White Pine Investment Co since 2018. His prior roles include positions at Charles Schwab and Fidelity. White Pine Investment Company provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and it emphasizes regular written communications and quarterly account reviews.

Michael Brocavich is a CFP® with 19 years of industry experience, currently serving as Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc. He has worked at Raymond James Financial Services and Edward Jones, among other firms. Brocavich is also a partner in Center for Financial Planning II, LLC. Center for Financial Planning, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation and diversification across various asset classes, with adviser-managed accounts maintained through Raymond James & Associates.

Lisa Carey is a CFP® with eight years of industry experience and has been with GEM Asset Management, LLC since 2012. She holds the Series 63 designation and works from Plymouth, MI as part of a six-advisor team. GEM Asset Management, LLC provides discretionary investment management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm constructs globally diversified portfolios that emphasize factor exposures and combines low-cost passive funds with active management in less efficient sectors.

Amanda Toia is a financial advisor with Center for Financial Planning, Inc. and Raymond James Financial Services, holding Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Center for Financial Planning since 2010. 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 with a team of 17 advisors.

Anthony Digiovanni is a CFA® charterholder with 11 years of industry experience. He has been with White Pine Investment Co since 2012. White Pine Investment Company provides fee-only investment management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and provides regular written updates and estate-planning coordination.

Angela Cusmano is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior firms include Next Financial Group Inc and Purshe Kaplan Sterling Investments. She is also an owner involved in providing fixed annuity insurance to clients. Dahring | Cusmano and Associates offers 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 emphasizes client-centered portfolio management with a focus on asset allocation and low-cost investments, and it provides institutional plan services including fiduciary roles and operational support.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. 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’s investment approach emphasizes strategic asset allocation and diversification, with approximately $1.97 billion in assets under management and a team of 17 advisors.

Bradley Hoekstra is a financial advisor at GEM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michigan State University, NextEra Energy, and Pet Supplies Plus. GEM Asset Management provides discretionary investment management and standalone financial planning to individuals, qualified retirement plans, and charitable organizations. The firm emphasizes globally diversified, factor-based portfolios using primarily low-cost passive funds alongside active management in select sectors.

Cyril White is a financial advisor at Four Financial Management with 21 years of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial and other business ventures including ownership of Be Bold Excel Fitness. Additionally, he is a published book author. Four Financial Management serves individual investors, non-profits, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and estate settlement assistance. The firm emphasizes asset allocation and customized strategies, using both proprietary analysis tools and third-party model portfolios, and operates through affiliations with LPL Financial and related entities.

Eric Larson is a Series 65 licensed financial advisor with eight years of industry experience. He has worked at Sigma Investment Counselors since 2021 and was previously with Plante Moran Financial Advisors from 2014 to 2020. 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 client-specific financial models and diversified portfolios that blend ETFs, individual equities, and fixed income, supported by quantitative and qualitative research tools.