Jared Kohlenberg is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Purshe Kaplan Sterling Investments. He also played football at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm offers tailored investment policies and a range of investment options, combining various analytical approaches and manager due diligence in its investment process.

Richard Aubuchon is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hantz Group and various non-financial firms such as Great Oaks Country Club and Top Golf. Outside of advisory work, he is involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and modern portfolio theory in its investment approach, offering discretionary management and tailored asset allocations across multiple asset classes.

Jack Yarosh is a financial advisor at Verde Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and various other organizations. Outside of advising, he is a minority owner of Millpond Bed and Breakfast LLC, a historic property with multiple Airbnb rental units in Clarkston, Michigan. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with investment management, fiduciary services, and financial planning. The firm’s investment process incorporates fundamental and technical analysis and utilizes diversified fund menus along with derivatives and synthetic strategies to manage portfolios.

Christopher Brittingham is a CFP® professional affiliated with Diversified Portfolios, Inc. in Bloomfield Hills, MI, with three years of industry experience. His prior roles include positions at Financial Engines Advisors, L.L.C., and he has also been involved with the Fellowship Of Christian Athletes. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, pension plans, charitable organizations, corporations, and trusts. The firm emphasizes long-term asset allocation, broad diversification, and the use of low-cost passive and enhanced index funds, incorporating third-party analytics and alternative investment strategies such as collateralized loan obligations and reinsurance-linked securities.

Nathan Bohannon is a financial advisor at MKD Wealth with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at MKD Wealth Coaches, LLC and its predecessor firm from 2009 to the present. Outside of advising, he is a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a range of portfolio models across risk profiles using mutual funds, ETFs, individual securities, and alternative investments.

Timothy Sullivan is a financial advisor at Strategic Wealth Advisors Group, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at the firm since 2014. In addition to his advisory role, he is the CEO and founder of Strategic Wealth Insurance Group, where he focuses on life insurance, annuity, and federal employee benefits sales. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and provides ERISA plan services, along with public educational seminars on investment topics.

Kenneth Arafat is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI. He holds a Series 65 designation and has been with the firm for one year. Prior to joining the firm, he worked in retail and food service industries. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm primarily allocates client assets to independent managers and conducts ongoing monitoring, combining fundamental and technical analysis in its planning approach.

Richard Bloom is a Series 65-licensed advisor with Bloom Advisors in Farmington Hills, MI, bringing 15 years of industry experience. He has been with Bloom Advisors since 1996. Outside of his advisory role, he owns and operates Bloom, Bloom & Associates, P.C., a law firm specializing in estate, tax, and small-business matters. Bloom Advisors serves individual and high-net-worth clients with discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.

David Martin is a financial advisor at Gainplan LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Gainplan since 2015. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm employs a factor-based, top-down investment process combining tactical and strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and derivatives, and offers discretionary portfolio management with periodic reviews.

William Hubbard is a financial advisor at Cirrus Capital LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Cirrus Capital since 2017. Prior to that, he was employed at Flexible Plan Investments and Fundbase. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans, offering discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, routinely monitoring and rebalancing portfolios while incorporating alternative investments and short selling when appropriate.

Thomas Trouba is a financial advisor with Solyco Wealth LLC in Birmingham, MI. He holds Series 63 and Series 65 licenses and has been with Solyco Wealth since 2025. Prior to joining Solyco, he was involved in life insurance sales and held real estate and brokerage licenses primarily used for referral and networking purposes. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management and written financial planning. The firm integrates tax preparation and accounting services through an affiliated entity and constructs diversified portfolios using a mix of mutual funds, ETFs, stocks, bonds, options, and alternative investments with a blend of fundamental and technical analysis.

Jake Powers is a CFA® charterholder with two years of industry experience. He is currently with Modell Capital Management LLC and has previously worked at Clarkston Capital Partners, LLC. Modell Capital Management LLC provides discretionary asset management to a diverse range of individual and institutional clients, including trusts, retirement plans, foundations, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation and income in its fixed-income strategies.

Michael Vendittelli is a CFP® professional with 13 years of industry experience, currently serving at ISTO Advisors, LLC since 2020. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2020. Outside of his financial advisory work, he is a musician and general partner in Greenstreet Band LLC, a classic rock and blues band. ISTO Advisors, LLC serves individuals, families, trusts, estates, retirement plans, and corporate entities with comprehensive wealth management, financial planning, and multigenerational coaching programs. The firm operates under a fiduciary standard and uses a broad range of investment options, incorporating third-party sub-advisers and technology to tailor strategies to client objectives and risk tolerances.

John Kloster is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Regal Advisory Services since 2016 and is also the owner of Kloster Capital Management LLC, an entity he established in 1995 to accept compensation from Regal. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with access to various investment programs and third-party managers.

Dominic Stewart is a financial advisor with CPR Investments Inc holding a Series 65 credential. He has one year of industry experience and previously worked at Studio Design & Millwork for eight years while also completing a decade as a full-time student. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm offers multi-manager portfolios combining tactical models with third-party advisors, emphasizing defensive positioning and ongoing model monitoring.

Michael Dzialo is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Managed Asset Portfolios since 2000. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, pension and government plans, trusts, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, utilizing tools such as the Bloomberg MAC-3 risk model and employing strategies across multi-cap and global portfolios.

Jeffrey Ivory is a CFP® professional with 17 years of experience in the financial industry. He has been with Gainplan LLC since 2015. In addition to his advisory role, he teaches financial classes to individuals transitioning from their current employers and holds a non-variable insurance licensing background. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients. The firm employs a factor-based, top-down investment approach using tactical and strategic asset allocation models, incorporating ETFs, mutual funds, individual securities, and derivatives.

Cassandra Beardslee is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with MKD Wealth since 2016, currently working as part of a six-advisor team. She is also licensed as an independent insurance agent, authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels, incorporating mutual funds, ETFs, individual securities, independent managers, and alternative investments.

David Laidlaw is a financial advisor at Spectrum Financial Resources in Troy, MI, with 24 years of industry experience. He holds a Series 66 designation and has been associated with Spectrum Financial since 2014. In addition to his financial advisory role, he operates a law office providing legal and tax preparation services and acts as a notary public. Spectrum Financial Resources offers financial planning, advisory consulting, and portfolio management to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a mixed investment approach combining fundamental, technical, and cyclical analysis with both long-term holdings and short-term trading strategies.

Beth Zilka is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Baron Wealth Management since 2010. In addition to her advisory role, she is an independently licensed insurance agent. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment professionals. The firm emphasizes individualized, ongoing advice and strategic diversified asset allocation based on Modern Portfolio Theory, combining internally researched securities with mutual funds and ETFs, and regularly reviews and monitors client portfolios.