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 one year of industry experience. He holds the Series 65 designation and previously worked at MB Advisors from 2015 to 2024. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a multi-advisor team approach and combines fundamental analysis with Modern Portfolio Theory to construct primarily long-term diversified portfolios.

Eric Wathen is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Provident Investment Management, Inc., where he has worked since 2023. Prior to that, he was with ESW Management Services, LLC from 2018 to 2023 and Ameriprise Financial Services, Inc. from 2015 to 2018. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamental, bottom-up investment process focused on individual securities and manages approximately $1.23 billion for about 349 clients.

Andrew Settecerri is a CFP® and holds a Series 66 license with seven years of experience in financial advising. He is currently part of the team at Arbor Trust Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Fidelity Investments, Purshe Kaplan Sterling Investments, Integrated Capital Management, and involvement with the Top 50 Junior Golf Tour. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement support. The firm serves individuals, high-net-worth clients, and various institutional account types, using customized, primarily long-term portfolios with a mix of individual equities, fixed income, mutual funds, ETFs, and occasional REITs and limited partnerships.

Aaron Tanner is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Retirement Income Solutions since 2005. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, providing discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm uses a committee-driven, active management approach with customized portfolios based on client objectives and risk profiles, managing multi-billion dollars on a discretionary basis with a small team of 12 advisors.

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.

James Hayman is an advisor with Aptus Financial, LLC in Ann Arbor, MI, holding a Series 65 designation. He has been with Aptus Financial since 2025 and has 30 years of experience working at the University of Michigan. Aptus Financial provides comprehensive financial planning and advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm follows a passive, long-term asset allocation approach and serves clients who retain investment discretion, using fixed fees and subscription-based ongoing support instead of percentage-of-assets fees.

Jeanette Lopiccolo is a CFP® and holds a Series 66 license with 19 years of industry experience. She is affiliated with Center for Financial Planning Inc, where she has worked since 2016, following prior positions at Merrill and Raymond James Financial Services. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, including high-net-worth households, as well as trusts, estates, and charitable organizations. The firm manages nearly $2 billion in assets and emphasizes strategic asset allocation and diversification through documented suitability processes and regular portfolio reviews.

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.

Yongyi Fan is a financial advisor with Sun Global LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Prior to joining Sun Global in 2026, Fan worked at The Leaders Group Inc for five years and had roles at several other firms including Transamerica Financial Advisors and Cambridge Investment Research Advisors. Fan is also involved in insurance product distribution through separate business activities. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individual clients, employing a combination of fundamental, technical, cyclical, and quantitative analysis. The firm uses Investment Policy Statements and risk questionnaires to guide its investment approach and offers both long-term and short-term strategies, including options trading.

Mark Minder is a financial advisor at Darden Wealth Group in Ann Arbor, MI, with 16 years of industry experience. He has held roles at Minder Planning Group, Chisholm & Darden Investment Advisors, and Darden Wealth Group since 2009. Minder serves as Treasurer on the Finance Committee for the Kiwanis Club of Flint Michigan, a nonprofit organization focused on supporting children and communities. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofits, providing wealth management, financial planning, retirement plan consulting, and educational seminars. The firm employs a fundamental, bottom-up investment approach combined with tactical allocations and hedging, managing portfolios primarily with stocks, bonds, and ETFs on a discretionary basis.

James Pollock is a CFA® charterholder with over 21 years of experience in financial advisory roles. He currently serves at Diversified, LLC, having previously worked at Pollock Investment Advisors, LLC, McDonald Partners LLC, and Comerica Securities. Diversified, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, corporations, employee benefit plans, trusts, charitable organizations, and pooled investment vehicles. The firm utilizes a two-phase planning process and employs a diversified, long-term asset allocation strategy that may include advanced trading instruments and AI-supported research.

Chavez Vincent is a financial advisor with FAI Advisors, Inc. based in Farmington Hills, MI. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services, all since 2015 or 2016. Vincent is also involved in non-registered insurance sales, focusing on life, disability, and fixed annuity products. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental and technical analysis and emphasizes long-term investment strategies, while also offering insurance-based investment programs and access to managed account 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.

Amy Holzer is a Series 66 credentialed financial advisor with 18 years of industry experience. She has worked at Retirement Income Solutions, Inc. since 2021 and previously held roles at Parkland Securities, Spc, and Sigma Financial Corporation. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven, active management approach and manages multi-billion dollars entirely on a discretionary basis with a relatively small team of 12 advisors.

Payton Mattis is a Series 65-licensed financial advisor with three years of industry experience, currently with MariPau Wealth Management LLC. He has also worked at Collier Financial, where he is a licensed insurance agent planning to begin selling policies related to senior benefits. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of advisory affiliates and maintaining affiliations with an insurance agency.

Kenneth Bloom is a Series 65-licensed advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1984 and also serves as owner and attorney at Bloom, Bloom & Associates, P.C., a legal services firm. Bloom Advisors serves individual and high-net-worth clients, offering discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset class portfolios, and systematic rebalancing using primarily institutional-share mutual funds and ETFs.

Patrick Marody is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with ON Investment Management Co., THE O.N. Equity Sales Company, General American Life Insurance Company, and Mutual Benefit Life. Outside of his advisory role, he is involved in insurance sales and managing non-investment businesses including consulting/coaching through Empowering Futures, LLC and business succession planning with B Trace Partners/Q5. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF screening, and asset allocation strategies focused on long-term investment objectives, with additional offerings such as insurance-based investment programs and access to managed account solutions.

Michael Nemes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with The Nemes Rush Group, LLC, and has prior experience at Topel Forman, LLC. Nemes serves as a board member for the Risk Management Association East Michigan Chapter. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combined fundamental and technical investment approach, offering both discretionary and non-discretionary mandates, and manages over $1.35 billion in discretionary assets.

Miles Putnam is a CFA® charterholder with 15 years of industry experience, currently serving at Provident Investment Management, Inc. since 2010. He holds the Series 65 designation and works out of Novi, MI as part of a six-advisor team. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on individual securities, managing approximately $1.23 billion for about 349 clients.