Anthony Digiovanni is a CFA® charterholder with 11 years of industry experience. He has been with White Pine Investment Co since 2012. White Pine Investment Company provides fee-only investment management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and provides regular written updates and estate-planning coordination.

Angela Cusmano is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior firms include Next Financial Group Inc and Purshe Kaplan Sterling Investments. She is also an owner involved in providing fixed annuity insurance to clients. Dahring | Cusmano and Associates offers 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 emphasizes client-centered portfolio management with a focus on asset allocation and low-cost investments, and it provides institutional plan services including fiduciary roles and operational support.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. 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’s investment approach emphasizes strategic asset allocation and diversification, with approximately $1.97 billion in assets under management and a team of 17 advisors.

Bradley Hoekstra is a financial advisor at GEM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michigan State University, NextEra Energy, and Pet Supplies Plus. GEM Asset Management provides discretionary investment management and standalone financial planning to individuals, qualified retirement plans, and charitable organizations. The firm emphasizes globally diversified, factor-based portfolios using primarily low-cost passive funds alongside active management in select sectors.

Cyril White is a financial advisor at Four Financial Management in Ann Arbor, MI, holding a Series 66 designation with 20 years of industry experience. He has been associated with Four Financial Management, Provizr, and LPL Financial LLC since 2022. Outside of his advisory work, he is the owner of White House International LLC dba Be Bold Excel Fitness, a business he has operated since 2014, and he is also an author. Four Financial Management serves individuals, trusts, retirement plans, non-profits, and business entities, providing financial planning, estate-settlement assistance, retirement consulting, and portfolio management. The firm uses a tailored investment approach that includes discretionary asset management and program-based options, employing strategies such as asset allocation, income, capital preservation, and tactical growth supported by fundamental and technical analysis.

Cody Vanderhagen is a financial advisor with Blue Chip Partners, LLC in Farmington Hills, MI, holding a Series 65 credential and five years of industry experience. Prior to joining Blue Chip Partners in 2020, he worked at CBRE and was a graduate student at the University of Michigan. Blue Chip Partners provides fee-based investment management and financial planning to a diverse client base including individuals, high net worth clients, trusts, estates, and small businesses. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services ranging from discretionary portfolio management to comprehensive financial planning, supported by an affiliated service network offering tax and estate-planning resources.

Eric Larson is a Series 65 licensed financial advisor with eight years of industry experience. He has worked at Sigma Investment Counselors since 2021 and was previously with Plante Moran Financial Advisors from 2014 to 2020. 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 client-specific financial models and diversified portfolios that blend ETFs, individual equities, and fixed income, supported by quantitative and qualitative research tools.

Bryan Azzo is a financial advisor at FAI Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with FinancePros, LLC and FinancePros Lending, LLC, where he oversees mortgage financial services operations. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients, offering tailored portfolio management and focused consulting on retirement and estate planning using fundamental and technical analysis, asset allocation, and a long-term investment approach.

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.

Brock Hastie is a financial advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Retirement Income Solutions since 2012. Outside of his advisory role, he is a partner with a 25% ownership stake in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities, offering discretionary portfolio management and financial planning. The firm employs a committee-driven, active management approach and manages multi-billion dollar assets with a relatively small team of 12 advisors.

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.

Audrey Feldpausch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Stenger Family Office, LLC, where she has worked since 2023, following prior roles at Timothy Financial Counsel, Inc. and multiple other firms. Stenger Family Office serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, managing approximately $735 million. The firm utilizes varied investment strategies such as factor analysis and fundamental security analysis, and offers segmented services ranging from wealth management to a subscription content service and pension consulting.

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.

Karen Chapell is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Retirement Income Solutions since 2012. Outside of her advisory role, she is a partner with 25% ownership in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a committee-driven, active management investment process and manages multi-billion dollar assets with a relatively small team of 12 advisors.