Erin Goss is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC. She joined Blue Chip Partners in 2021 after 16 years at Plante Moran Financial Advisors, LLC. 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 through customized asset allocation and utilizes fundamental, technical, and cyclical analysis in portfolio management.

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.

Jacob Gingell is a financial advisor at Royal Oak Financial Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Wealth Strategies Financial Group. In addition to his advisory role, he is also an insurance agent involved in the sales of fixed insurance products. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach is based on asset allocation and client risk profiles, utilizing model portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.

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.

Brian Branch is a financial advisor at Royal Oak Financial Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Royal Oak Financial Advisors since 2018. Prior to that, he was with WFG Investments, Inc. and Capital Asset Advisory Services, LLC. Branch is also an independent insurance agent involved in investment-related insurance sales. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm uses asset allocation strategies based on client questionnaires, risk tolerance, and goals, managing portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.

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® professional with 19 years of industry experience. He currently serves as a Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc, where he has worked since 2021. His prior experience includes roles at McClaren Investment Partners LLC and Edward Jones. He is also a partner at Center for Financial Planning II, LLC. 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 employs a strategic asset allocation approach across a diversified mix of investments and manages adviser accounts through Raymond James & Associates, offering both discretionary and non-discretionary services.

Keely Mc Leod is an advisor at Blue Chip Partners, LLC with Series 65 credentials and one year of industry experience. Before joining Blue Chip Partners, she held roles at the University of Michigan, Miss Kim Korean Restaurant, Oakhurst Country Club, Auburn Hills Chamber of Commerce, and Notre Dame Prep. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships, offering services that include discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and employer-sponsored account management.

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.

Cody Vanderhagen is a financial advisor with Blue Chip Partners, LLC in Farmington Hills, MI, holding a Series 65 credential and five years of industry experience. Prior to joining Blue Chip Partners in 2020, he worked at CBRE and was a graduate student at the University of Michigan. Blue Chip Partners provides fee-based investment management and financial planning to a diverse client base including individuals, high net worth clients, trusts, estates, and small businesses. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services ranging from discretionary portfolio management to comprehensive financial planning, supported by an affiliated service network offering tax and estate-planning resources.

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.

Bryan Azzo is a financial advisor at FAI Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with FinancePros, LLC and FinancePros Lending, LLC, where he oversees mortgage financial services operations. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients, offering tailored portfolio management and focused consulting on retirement and estate planning using fundamental and technical analysis, asset allocation, and a long-term investment approach.