Gina Di Girolamo is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Blue Chip Partners, she worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Blue Chip Partners provides fee-based investment management and financial planning services 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 and offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored accounts.

Dylan Stockwell is a financial advisor at Blue Chip Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Blue Chip Partners, he worked at Deloitte Services LP and several other firms. Outside of finance, he has experience in the brewing industry and fitness clubs. Blue Chip Partners provides fee-based investment management and financial planning services 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 and utilizes a team approach with customizable asset-allocation models and affiliated tax and estate-planning services.

Andrea Cloutier is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Plante Moran from 2016 to 2023. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans, managing approximately $1.88 billion across about 1,000 client relationships. The firm offers portfolio management, financial planning, and affiliated tax and estate planning services through its network of related entities.

Elizabeth Foley is a CFP® professional with 37 years of industry experience. She has worked at Hilltop Wealth & Tax Solutions since 2018 and previously spent 29 years at Ameriprise Financial Services, Inc. She serves as President of the Board of Directors for Hilltop Kids, an organization that provides education, goods, and services to underprivileged children and families in the community. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities. The firm offers discretionary portfolio management, comprehensive financial and tax planning, and integrates tax and estate considerations into investment recommendations.

Don Gill III is a financial advisor at SkyOak Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and BKS Advisors. SkyOak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, and financial planning services. The firm combines proprietary actively managed strategies with outside separately managed accounts, employing a customized discretionary approach that integrates fundamental, technical, and trend analysis.

Karrie Maier is a financial advisor at Pathworks Financial, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Pathworks Financial since 2021. Prior to her advisory role, she was a homemaker and worked at Desco Properties. Pathworks Financial, Inc. serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates, offering services such as asset management, financial planning, retirement plan consulting, and family office services. The firm uses academic investment models to construct diversified portfolios and evaluates alternative investments, including digital assets.

Adam Bressler is a ChFC® credentialed advisor at Dahring | Cusmano and Associates with five years at the firm. His prior work experience includes roles at Door Dash and Target. Dahring | Cusmano and Associates 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 process focuses on understanding financial conditions, risk profiles, and goals to construct tailored portfolios emphasizing asset allocation and low-cost investments.

Tyler Bashaw is a financial advisor at JLB & Associates Inc with a Series 65 designation and six years of industry experience. He has been with JLB & Associates since 2018 and previously attended Eastern Michigan University from 2013 to 2017. JLB & Associates is a registered investment adviser that manages discretionary portfolios for individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm employs a fundamental analysis approach, focusing on a defined universe of about 200 companies and emphasizing investment-grade corporate bonds in fixed-income management.

Genadi Slavov is a CFA® charterholder affiliated with Sigma Investment Counselors, with one year of industry experience. Prior to joining Sigma in 2023, he held positions at RHP Properties and Roofing Depot LLC, and briefly worked at UBS. Sigma Investment Counselors offers 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 diversified investment portfolios, utilizing both quantitative tools and qualitative research, and manages approximately $2.1 billion across multiple advisory teams.

Wendy Simmons is a financial advisor with Dahring | Cusmano and Associates, holding Series 63, 65, and 66 licenses and possessing 16 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, JP Morgan Chase Bank, and ELE Wealth Advisors. Wendy is also a licensed insurance agent, dedicating a minimal amount of time to this role. Dahring | Cusmano provides holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, and qualified retirement plans. The firm emphasizes a client-centered investment process focused on asset allocation and low-cost investments, managing portfolios primarily for the long term while also offering institutional plan services and fiduciary roles.

David Foret is a CFP® with eight years of experience in the financial advisory industry. He has worked at Blue Chip Partners, LLC since 2016, with a brief tenure at Stratos Wealth Partners in 2016. Foret holds a Series 65 license and is based in Farmington Hills, MI. 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 offers customized asset allocation models, combining fundamental, technical, and cyclical analysis.

Adam Larkin is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at United Wholesale Mortgage. Outside of his advisory role, he serves as an assistant coach for the boys' varsity ice hockey team at Clarkston Community Schools. 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 offers customized asset-allocation models and integrates tax and estate planning services through affiliated providers.

Julia Shaw is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Plante Moran and Merrill Lynch. 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 client relationships and uses customized asset-allocation models supported by fundamental, technical, and cyclical analysis.

Robert Steinberg is a CFP® professional with 37 years of industry experience, currently serving at Blue Chip Partners, LLC. He holds a Juris Doctor degree and has worked as an attorney since 1993. Steinberg has prior experience with Raymond James Financial Services and has been involved with Blue Chip Partners and related entities for over two decades. Outside of his advisory role, he is a proprietor and part owner of Blue Chip Estate Planning, LLP, providing legal services, and a partner in Blue Chip Tax, LLC, focusing on tax return preparation and planning. Blue Chip Partners, LLC offers 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 utilizes customized asset allocation models and a combination of fundamental, technical, and cyclical analysis, supported by affiliated tax and estate planning service providers.

Christopher Cousins is a ChFC® credentialed financial advisor with 33 years of industry experience. He is affiliated with FAI Advisors, Inc. and has held roles at The O.N. Equity Sales Company, Ohio National Financial Service, and Capital Planning Solutions, LLC. Cousins serves on the boards of Westside Christian Academy and the Face Foundation, and is involved with the Cousins Foundation as an authorized party. He is also the managing member of Empowering Futures, LLC and B Trace Partners/Q5, both non-investment related businesses focused on coaching and business succession planning. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a team of five advisors and manages approximately $301 million, offering tailored portfolio management and consulting with an emphasis on long-term investment strategies and the use of sub-advisers.

Richard Paul is a CFP® with 42 years of industry experience, currently serving as an advisor at Richard W. Paul & Associates, LLC, where he has worked since 2011. He is also the owner and president of Midwest Financial Consultants, a firm engaged in fixed insurance products since 2007. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and modular consulting to individuals, high-net-worth clients, and charitable organizations. The firm’s approach includes customized retirement income projections, risk assessments, and asset allocation across active and passive strategies, with a focus on value, safety, and loss avoidance.

Tareq Jallaf is a financial advisor at Hilltop Wealth & Tax Solutions with Series 65 credentials and two years of industry experience. His prior roles include positions at Unique Wealth Strategies and experience in academic settings at Northern Illinois University and the University of Vermont. Hilltop Wealth & Tax Solutions serves a diverse client base, including high-net-worth individuals, trusts, corporations, and tax-exempt entities, offering discretionary portfolio management, financial planning, and integrated tax and estate planning. The firm customizes investment decisions based on client objectives and risk tolerance, combining advisory services with in-house tax and bookkeeping capabilities.

Thomas Griffore is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Sovereign Financial Group, Inc. since 2026 and previously held positions at Great Lakes Wealth, LLC, Eagle Strategies (NY Life), Citizens Securities, Inc., NYLIFE Securities LLC, and Fidelity Investments. Outside of his advisory role, he is involved in insurance sales through his separate activity with IAMS. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds and ETFs alongside individual securities, supported by fundamental and technical analysis with AI tools, and offers sub-advisory and bespoke services to other registered investment advisers.

James Bashaw is a financial advisor at JLB & Associates Inc with 15 years of industry experience. He holds a Series 65 designation and has been with JLB & Associates since 1987. JLB & Associates is a registered investment adviser serving individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm manages discretionary portfolios using a fundamental analysis approach focused on a defined universe of approximately 200 companies and emphasizes investment-grade corporate bonds in its fixed-income strategy.

Timothy Rush is a financial advisor with The Nemes Rush Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James and Associates, Alden Investment Group, and Silverwood Risk Management, where he is also an owner and insurance agent. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis in its investment approach and offers both discretionary and non-discretionary management with regular account reviews.