Dominic Arnold is a CFP® and holds a Series 65 license, with nine years at Northern Financial Advisors, Inc. and a total of five years in the financial industry. Before joining the firm, he worked at Wyndgate Country Club and has spent over a decade coaching part time at Flipspot Gymnastics and Cheer. Northern Financial Advisors, Inc. is a fee-only registered investment adviser serving individuals and high-net-worth clients and families. The firm offers holistic financial planning and discretionary portfolio management, using its Functional Asset Allocation™ framework to tailor portfolios based on clients’ personal circumstances.

Joseph Mansoor is a financial advisor at Spartan Wealth Management in Bingham Farms, MI, with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including UBS Financial Services and Cadaret Grant & Co., Inc. Mansoor also engages in non-variable insurance activities through Spartan Wealth Management. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term portfolio construction approach using fundamental analysis and Modern Portfolio Theory, offering customized asset allocation and portfolio strategies through a multi-advisor team.

Brittney Della Torre is a financial advisor at GPM Growth Investors, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Griffin Portfolio Management Corp. since 2018, following two years at Financial Independence, LLC. GPM Growth Investors is an employee-owned investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on 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 combined with comprehensive financial planning.

Brian Lakkides is a financial advisor at Financial Freedom House with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cygnet Financial Planning, Inc. (dba Financial Freedom House) since 2010 and at Triad Advisors, Inc. from 2005 to 2016. He serves as president of Fiduciary Firewall Consulting, Inc., providing ERISA compliance and consulting services, and is a board member and instructor at the Cygnet Institute of Personal Financial Literacy, a nonprofit organization offering financial education. Additionally, he officiates USSF sanctioned youth and adult soccer matches as a Grade 7 referee. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses a fiduciary approach with strategic asset allocation primarily through ETFs and passively managed funds, employing tools like Monte Carlo simulation and ongoing financial plan modeling to assess goal probabilities.

Mary Sheahan is a financial advisor with Center for Financial Planning Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at Raymond James Financial Services, The Fiduciary Alliance, and Ameriprise. Sheahan has also been involved in educational and community roles, including work with Lindamood-Bell Learning Processes and various Catholic organizations. 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 and manages approximately $1.97 billion in assets with a team of 17 advisors.

Pamela Landy is a CFP® professional with 16 years of experience in financial advising. She has worked at Lifecycle Financial Planners Inc. since 2017 and previously spent 15 years at Cambridge Connection, Inc. She is based in Bloomfield Hills, MI. Lifecycle Financial Planners is a fee-only advisory firm that serves individuals, families, small businesses, trusts, estates, and charitable organizations. The firm employs a holistic financial life planning process and applies Functional Asset Allocation alongside modern portfolio theory to tailor investment strategies according to each client’s life stage and goals.

Kirk Cassidy is a financial advisor at C2 Private Wealth with 16 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including Yaske & Associates, PLLC and Senior Planning Advisors, Inc. Outside of advising, he is an owner and insurance agent at Senior Planning Advisors and is involved with a CPA firm, Yaske & Associates, PLLC. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing risk and scenario analysis, integrated tax coordination through affiliated accounting, and retirement education as part of its approach.

Amar Mashhour is a financial advisor at Spartan Wealth Management with a Series 65 designation and over eight years of industry experience. He previously worked at MB Advisors from 2015 to 2023 before joining Spartan Wealth in 2025. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, managing portfolios through a multi-advisor team.

James Kruzan is a CFP® with 43 years of industry experience, currently serving at Kaydan Wealth Management, Inc. He has worked with Raymond James Financial Services Advisors since 2009 and has been involved with Kaydan Wealth Management since 2005. Kruzan is also the owner of Asset & Risk Management, Inc., a support company based in Fenton, MI. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Katharine Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. since 2015. She holds a Series 65 registration and is based in Bloomfield Hills, MI. Diversified Portfolios, Inc. is a team of nine advisors managing approximately $1.66 billion for individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Andrew Mc Lane is a CFP® professional with 10 years of experience, currently serving at Northern Financial Advisors, Inc. in Bloomfield Hills, MI, where he has worked since 2013. He is part of a six-advisor team focused on financial planning and investment management. Northern Financial Advisors serves individual and high-net-worth clients with holistic financial planning and discretionary investment management. The firm’s Functional Asset Allocation™ framework aligns portfolios with clients’ life circumstances and tax considerations, offering tailored strategies through retainer-based engagements that often include tax preparation.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Kevin Hurley is a financial advisor with Arrow Financial Group in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is owner and partner of HFG Benefits LLC, which provides business and individual insurance solutions. Hurley has been associated with Royal Alliance Associates since 2003 and operates Hurley Financial Group LLC as a holding company for his insurance business. Arrow Investment Management, LLC offers investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm employs personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.

Adam Smart is a Series 65-licensed advisor at Verde Capital Management, Inc. in Clarkston, MI, with six years at the firm and a total of three years of industry experience. Prior to joining Verde, he worked at Ralco Industries for six years. Outside of his advisory role, he serves as secretary of the Pontiac Community Foundation, chairs the development committee at Central Detroit Christian, and is a leadership team member at the Church of The Holy Redeemer. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis investment approach with diversified fund menus and may use derivatives and synthetic strategies to manage exposure or enhance portfolio efficiency.

Jeanette Lopiccolo is a CFP® and Series 66-registered advisor with 19 years of industry experience. She is currently with Center for Financial Planning Inc. in Southfield, MI, where she has worked since 2016. Prior to this, she spent nine years at Merrill and nine years associated with Raymond James 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 employs a strategic asset allocation approach emphasizing diversification across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Ronald Braun is a CFP® professional with 40 years of industry experience, currently serving at Vantage Point Financial, LLC since 2022. He previously worked at Spc and Sigma Financial Corporation from 2011 to 2022. Braun is a board member of the Greater Northville UM Alumni Club in a volunteer capacity. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm follows a fiduciary, customized approach with a focus on long-term portfolio construction utilizing low-cost mutual funds and ETFs, while incorporating flexibility for alternative investments and coordinated planning services.

Chavez Vincent is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at O.N. Investment Management Company since 2016 and has been associated with The O.N. Equity Sales Company and Ohio National Financial Services since 2015. In addition to his advisory role, he is involved in non-registered insurance sales focused on life, disability, and fixed annuities. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, along with asset allocation strategies emphasizing long-term investments, and offers clients access to specialized insurance-based investment programs and sub-advisory solutions.

David Mercier is a financial advisor at Pathworks Financial, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms including Scott Smith Financial, Inc. and Sigma Financial Corporation. Outside of his advisory work, he serves as secretary and treasurer of a small private hunting club. Pathworks Financial, Inc. is an SEC-registered investment adviser serving individuals, pension plans, trusts, small businesses, and estates. The firm offers diversified asset management, financial planning, retirement consulting, and family office services, using academic investment models and including alternative investments such as private funds and digital assets.

Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill. Outside of advisory work, he is a partner in Team Renegade, LLC, a technology business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1 billion in assets for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary portfolio management and financial planning, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

James Maendel is a financial advisor with Vestech Asset Management Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Vestech since 2018 and concurrently at Amerco since 2015, where he manages interstate corporate relocations and traffic logistics. Maendel is also an author and technical reviewer for John Wiley & Sons, contributing to the "For Dummies" book series. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning engagements.