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.

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.

Steve Alexandrowski is a CFP® professional with 15 years of industry experience, currently serving at GEM Asset Management, LLC since 2001. He is based in Plymouth, MI, and is part of a four-advisor team. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations by providing discretionary investment management and standalone financial planning. The firm employs globally diversified, factor-driven portfolios emphasizing low-cost passive funds and selectively uses active managers, integrating proprietary models and derivative strategies for complex positions and tax-sensitive transitions.

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.

Jason Mac Lean is a financial advisor with C2 Private Wealth in Novi, Michigan, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Strategic Investment Advisors, AssetMark, Global Financial Private Capital, and Flexible Plan Investments. He also spends approximately 40% of his time as an insurance agent with Senior Planning Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes risk and scenario analysis in its investment process and integrates tax and estate coordination through affiliated providers.

Luka Zachary is a financial advisor at Strickler Investment Services, LLC in Brighton, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Strickler Investment Services, he was a student for nine years and was unemployed for one year. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes an active, asset-allocation-focused approach with diversified holdings and employs third-party model managers alongside custodial and execution platform services.

Joseph Ashmore is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Heron Bay Capital Management since 2020 and previously held roles at Clarkston Capital Partners and Pinnacle Wealth Management Group. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term investment strategy combining fundamental, technical, and cyclical analysis to create customized portfolios primarily consisting of individual equities and low-cost ETFs.

Ryan Essenmacher is a financial advisor at Integrated Investment Consultants, LLC with a Series 65 designation. He has been with the firm since 2025 and has prior experience working at golf clubs and in full-time education. Integrated Investment Consultants serves a broad client base including individuals, pension plans, trusts, nonprofit organizations, and corporations. The firm employs a fundamental analysis and Modern Portfolio Theory-based approach, offering customized investment management, wealth management, and retirement plan consulting services.

Scott Smith is a CFP® professional with 10 years of industry experience, currently serving as a principal and senior advisor at Lifecycle Financial Planners Inc. and Olympia Ridge, LLC. He provides consulting advice to other fee-only financial planners, dedicating about 10% of his time to this work. 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 approach and uses Functional Asset Allocation and modern portfolio theory to create tailored Investment Policy Statements.

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor at Sigma Investment Counselors with 15 years of industry experience. He has been with the firm since 2006. Sigma Investment Counselors, founded in 1973 and fully employee-owned, provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diverse portfolios, combining ETFs, individual equities, and fixed-income holdings, with a focus on conservative risk assessments and thorough research using both quantitative and qualitative tools.

Mallory Hunt is a financial advisor at Center for Financial Planning Inc with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and J.P. Morgan Securities. 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, managing approximately $1.97 billion in assets with a team of 17 advisors.

Benjamin Luppino is an advisor at Caitlin John, LLC with Series 63 and Series 65 credentials and no prior industry experience. He has a 25-year background at Denso International America and currently serves as Chief Strategy Officer at Bharat Forge America, a company focused on design and engineering for automotive and heavy truck markets. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, providing investment management, financial planning, and consulting services. The firm offers personalized investment programs that combine active and passive management across a broad range of instruments and operates both wrap and non-wrap account arrangements.