Kali Hassinger is a CFP® professional with 12 years of industry experience, currently affiliated with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services, Inc. since 2013. Hassinger also serves as an insurance agent at Lloyd's/International Specialty Insurance. Center for Financial Planning, Inc. provides comprehensive 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 through a team of 17 advisors.

Paul Warholak Jr is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sigma Investment Counselors, where he has worked in multiple roles since 2017. Prior to joining Sigma, he was with Flexible Plan Investments for two years. Sigma Investment Counselors provides wealth management and discretionary portfolio management services to individuals, families, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial modeling, diversified portfolio construction, and accesses private market strategies through third-party platforms.

Todd Knickerbocker is a financial advisor at Stonebrook Private LLC with 36 years of industry experience. He previously worked at Raymond James & Associates for 18 years before joining Stonebrook in 2023. Outside of his advisory role, he is a limited partner investor in a private equity firm, Lakehouse Ventures Partners. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes a long-term investment approach grounded in fundamental analysis and offers discretionary portfolio management combined with oversight of independent managers and third-party platforms.

Matthew Dombrowski is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently an Investment Adviser Representative with Richard W. Paul & Associates, LLC and has prior experience at GF Investment Services, LLC, J.W. Cole Financial, Inc., Midwest Financial Consultants, Inc., and Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also involved with Midwest Financial Consultants, Inc., where he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance products. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a customized approach that includes retirement income projections, risk assessments, and a mix of active and passive investment strategies focused on value, safety, and loss avoidance.

Daniel Seder is a CFP® and CFA® with 24 years of industry experience. He has been with Blue Chip Partners, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. He is also a partner in a non-variable insurance business. 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 and implements customized asset allocation models using fundamental, technical, and cyclical analysis.

Nicholas Boguth is a CFP® and CFA® with 11 years of industry experience. He is an associate and portfolio manager at Center for Financial Planning Inc. in Southfield, MI, and has been with Raymond James Financial Services, Inc. since 2015. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing financial planning and investment management services. The firm emphasizes strategic asset allocation and diversification and manages approximately $1.97 billion in assets through a team of 17 advisors.

Denise Grace is a financial advisor with AAN Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at AlphaStar Capital Management, LLC, Virtue Capital Management, LLC, and has been the owner and insurance agent at Grace Financial Group, LLC since 2008, where she spends a significant portion of her time offering insurance products. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, project consulting, and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide portfolio recommendations and oversees an external subadvisor to manage and rebalance client portfolios.

Deborah Van Dam is a CFP® with two years of experience, currently serving as a financial advisor at Blue Chip Partners, LLC. Her prior work includes roles in hospitality and education, including positions at Cantoro Trattoria, LLC and University of Michigan-Dearborn. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored relationships through in-depth discovery and customized asset allocation, offering services supported by affiliated tax and estate planning providers.

Spencer Knickerbocker is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Stonebrook Private LLC and has previously been employed at Raymond James & Associates and Lord Abbett. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis and manages approximately $937 million in client assets.

Timothy Wyman is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding the CFP® designation and Series 63 license with 34 years of industry experience. He has been associated with Raymond James Financial Services since 1999. Wyman serves on the Board of Trustees at Albion College, where he chairs the Investment Committee and Endowment Investment Committee. He is also a licensed attorney in Michigan. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning and investment management services. The firm employs a strategic asset allocation approach, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, and managed accounts.

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. 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 offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.

Andrew Jabro is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials, and has seven years of industry experience. Prior to joining Dahring | Cusmano in 2024, he worked at Flexible Plan Investments Ltd and Citizens Bank among other positions. Dahring | Cusmano offers holistic financial planning and investment management 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 emphasizes asset allocation and low-cost investments, managing portfolios primarily for the long term while also providing fiduciary and operational services to retirement-plan clients.

Robert Mulcahy is a financial advisor at Royal Oak Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Wfg Investments, Inc., and Liberty Tax. Mulcahy also has experience as an insurance agent. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and retirement plans, providing discretionary portfolio management and financial planning with an investment approach based on asset allocation and model portfolios tailored to client goals and risk tolerance.

Angela Palacios is a CFP® with 22 years of industry experience currently with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services since 2008 and was with Center for Financial Planning from 2012 to 2019. She serves as a board member and secretary for the Ice House Skating Academy, a nonprofit organization. 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.

Sandra Adams is a CFP® with 23 years of experience in the financial services industry. She is affiliated with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 1996. Adams is also involved with the Society for Active Retirees. 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 and diversification approach and manages approximately $1.97 billion in assets with a team of 17 advisors.

Colleen Nemes is a financial advisor at The Nemes Rush Group, LLC with a Series 65 credential and three years of industry experience. Her work history includes roles at The Nemes Rush Group since 2022 and prior experience with The Auto Club Group. 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 uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary management, and conducts regular portfolio reviews and client meetings.

Steven Shepich is a CFA® charterholder with 13 years of industry experience. He has been with Laffer Tengler Investments, Inc. since 2011. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage a range of investment strategies across multiple asset classes.

Tannar Martines is a financial advisor at The Nemes Rush Group, LLC with a Series 65 designation and three years of industry experience. Prior to joining The Nemes Rush Group, Martines worked at Mass Mutual Great Lakes and Rothenberger Company, Inc. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension and profit-sharing plans. The firm utilizes a combination of fundamental and technical analysis with both long-term and short-term trading strategies, offering tailored written plans and regular portfolio reviews.

Daniel Boyle is a CFA® charterholder with 16 years of industry experience. He has been with Provident Investment Management, Inc. since 2004. Provident Investment Management serves individual and institutional clients, including high net worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on active portfolio construction and offers a range of strategies alongside management of held-away accounts through the Pontera platform.

Kirk Dahring is a financial advisor at Dahring | Cusmano and Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NEXT Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as President of The Tawny K. Dahring Foundation, a nonprofit focused on medical research and comfort care. Dahring | Cusmano and Associates provides holistic financial planning, investment management, and consulting services to individuals, family offices, trusts, private foundations, and retirement plans. The firm’s client-centered approach emphasizes risk profiling, asset allocation, and long-term portfolio management, and it offers institutional plan services including fiduciary management and plan education.