Natalie Snyder is a Series 65-licensed financial advisor at VIMA, LLC with two years of industry experience. She has been with VIMA since 2021. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may employ covered-call option writing, hedging with cash positions, and margin trading when authorized by clients.

Jason Mac Lean is a financial advisor with C2 Private Wealth in Novi, Michigan, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Strategic Investment Advisors, AssetMark, Global Financial Private Capital, and Flexible Plan Investments. He also spends approximately 40% of his time as an insurance agent with Senior Planning Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes risk and scenario analysis in its investment process and integrates tax and estate coordination through affiliated providers.

Joseph Olekszyk is a CFP® and Series 66-licensed advisor at Q3 Asset Management Corporation with 13 years of industry experience. He previously worked at Rehmann Financial for nine years and held positions at Lifetime Financial Growth and Park Avenue Securities. Olekszyk is an officer of Tidewater Technologies, LLC, where he assists with data processing and output review on a limited basis. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors. The firm provides discretionary portfolio management combining strategic and tactical allocation, serving both individual and investment company clients, and offers flexible billing and service options including subscription and performance-based fees.

Brendan Bugenski is a CFP® professional with eight years of experience at William Mack & Associates Inc and nine years at The Adams Group. He has been with William Mack & Associates since 2018. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities. The firm manages approximately $820 million for about 957 clients through a team of ten advisers, focusing on diversified, tax-efficient, and low-cost investment strategies using no-load mutual funds and ETFs.

Dennis Prost is a CFP® with 37 years of industry experience, currently serving at VIMA, LLC since 2022. His prior roles include positions at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. Prost holds Series 63 and Series 65 licenses. VIMA, LLC is a mid-sized advisory firm that serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process with strategies that may include covered-call option writing and hedging, offering customized portfolios across equities, fixed income, mutual funds, and ETFs.

Joseph Ashmore is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Heron Bay Capital Management since 2020 and previously held roles at Clarkston Capital Partners and Pinnacle Wealth Management Group. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term investment strategy combining fundamental, technical, and cyclical analysis to create customized portfolios primarily consisting of individual equities and low-cost ETFs.

Ryan Essenmacher is a financial advisor at Integrated Investment Consultants, LLC with a Series 65 designation. He has been with the firm since 2025 and has prior experience working at golf clubs and in full-time education. Integrated Investment Consultants serves a broad client base including individuals, pension plans, trusts, nonprofit organizations, and corporations. The firm employs a fundamental analysis and Modern Portfolio Theory-based approach, offering customized investment management, wealth management, and retirement plan consulting services.

Scott Smith is a CFP® professional with 10 years of industry experience, currently serving as a principal and senior advisor at Lifecycle Financial Planners Inc. and Olympia Ridge, LLC. He provides consulting advice to other fee-only financial planners, dedicating about 10% of his time to this work. Lifecycle Financial Planners is a fee-only advisory firm that serves individuals, families, small businesses, trusts, estates, and charitable organizations. The firm employs a holistic financial life planning approach and uses Functional Asset Allocation and modern portfolio theory to create tailored Investment Policy Statements.

Zachary Fellows is a CFA® charterholder with 11 years of industry experience, currently serving at Managed Asset Portfolios, LLC. He has been with the firm since 2015, holding multiple roles over that period. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, trusts, and mutual funds. The firm employs a bottom-up, fundamental value research approach focused on high-quality companies and manages a range of strategies including fixed-income, balanced, and global equity portfolios.

Frederick Moosherr is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy, he worked at Hebbia and held roles at Luma Language Inc., Mour Inc., and Deloitte. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management and comprehensive financial planning services.

Evan Pribble is a financial advisor at FSA Advisors, Inc. with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Equitable Advisors LLC and various positions outside the financial services sector. He is also registered as an insurance agent involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm utilizes fundamental analysis and modern portfolio theory with a focus on long-term trading and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Catharine Betzig is a financial advisor at Diversified Portfolios, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at firms including JPMorgan Securities LLC, Morgan Stanley, and The Northern Trust Company. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supported by proprietary analytics from Dimensional Fund Advisors.

Johnathon Lipka is a financial advisor at FSA Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Clarity In Retirement and AE Wealth Management LLC. Outside of his advisory work, he has been involved with J&A Lipka Life LLC since 2022. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary management.

Dominic Arnold is a CFP® and holds a Series 65 license, with nine years at Northern Financial Advisors, Inc. and a total of five years in the financial industry. Before joining the firm, he worked at Wyndgate Country Club and has spent over a decade coaching part time at Flipspot Gymnastics and Cheer. Northern Financial Advisors, Inc. is a fee-only registered investment adviser serving individuals and high-net-worth clients and families. The firm offers holistic financial planning and discretionary portfolio management, using its Functional Asset Allocation™ framework to tailor portfolios based on clients’ personal circumstances.

Joseph Mansoor is a financial advisor at Spartan Wealth Management in Bingham Farms, MI, with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including UBS Financial Services and Cadaret Grant & Co., Inc. Mansoor also engages in non-variable insurance activities through Spartan Wealth Management. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term portfolio construction approach using fundamental analysis and Modern Portfolio Theory, offering customized asset allocation and portfolio strategies through a multi-advisor team.

Brittney Della Torre is a financial advisor at GPM Growth Investors, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Griffin Portfolio Management Corp. since 2018, following two years at Financial Independence, LLC. GPM Growth Investors is an employee-owned investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and offers stock-focused, balanced, and actively managed ETF-based portfolios combined with comprehensive financial planning.

Adam Quiring is a financial advisor at Q3 Asset Management Corporation with 15 years of industry experience. He has been with Q3 since 2009 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independently licensed insurance agent. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients, including high-net-worth households and investment company clients. The firm employs a discretionary portfolio management approach that integrates strategic and tactical allocation, and it offers non-traditional billing options such as subscription services and performance-based fees.

Brian Lakkides is a financial advisor at Financial Freedom House with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cygnet Financial Planning, Inc. (dba Financial Freedom House) since 2010 and at Triad Advisors, Inc. from 2005 to 2016. He serves as president of Fiduciary Firewall Consulting, Inc., providing ERISA compliance and consulting services, and is a board member and instructor at the Cygnet Institute of Personal Financial Literacy, a nonprofit organization offering financial education. Additionally, he officiates USSF sanctioned youth and adult soccer matches as a Grade 7 referee. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses a fiduciary approach with strategic asset allocation primarily through ETFs and passively managed funds, employing tools like Monte Carlo simulation and ongoing financial plan modeling to assess goal probabilities.

Andrew Morgan is a Series 65 licensed advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, with eight years of industry experience. He has worked at Taylor & Morgan Asset Management since 2020 and previously at Plante Moran from 2016 to 2020. Outside of his advisory role, Morgan consults on tax and business transactions through an accounting firm and is involved in investment analysis and financial reporting for a real estate-related business. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans, managing approximately $327 million across 418 accounts. The firm also offers mergers and acquisitions advisory services and employs a variety of investment strategies guided by fundamental and cyclical analysis.

Joshua Kinnee is a CFP® with 15 years of industry experience and currently serves as an advisor at ISTO Advisors, LLC. He previously worked at Wealth Enhancement Advisory Services and LPL Financial from 2014 to 2018. Outside of his advisory role, he serves as Treasurer of the Board of Trustees of Arlington Countryside Church, where he participates in board meetings and oversees church funds. ISTO Advisors provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, employer retirement plans, and corporate entities. The firm operates under a fiduciary standard and uses a broad investable universe along with third-party sub-advisers to tailor portfolios aligned with client objectives and risk tolerances.