Brian Weisberger is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients by providing 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.

Jennifer Kravis is a CFP® professional with Bloom Advisors, where she has worked since 2019. She previously spent nine years with Bloom Strategic Consulting. Jennifer is based in Farmington Hills, MI, and is part of a nine-advisor team. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm manages over $1.4 billion in discretionary assets and emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing using institutional-share mutual funds and ETFs.

Kirk Dahring is a financial advisor at Dahring | Cusmano and Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NEXT Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as President of The Tawny K. Dahring Foundation, a nonprofit focused on medical research and comfort care. Dahring | Cusmano and Associates provides holistic financial planning, investment management, and consulting services to individuals, family offices, trusts, private foundations, and retirement plans. The firm’s client-centered approach emphasizes risk profiling, asset allocation, and long-term portfolio management, and it offers institutional plan services including fiduciary management and plan education.

Michael Masserant is a CFP® and holds a Series 65 license with six years of industry experience. He is currently affiliated with C2 Private Wealth and has worked at Strategic Investment Advisors, Inc. and Senior Planning Advisors, Inc. since 2019, as well as Lumin Financial from 2016 to 2019. Outside of his advisory role, he is involved in insurance services and product sales as an agent for Senior Planning Advisors, Inc. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis, and integrates tax and insurance services through affiliated firms to support client objectives.

Joshua Bitel is a financial advisor at Center for Financial Planning Inc in Southfield, MI, with seven years of industry experience. He holds the CFP® and Series 63 designations. His career includes roles at Center for Financial Planning, Inc., Raymond James Financial Services Inc., and CIG Capital Advisors. He also serves as an agent handling a disability insurance policy on behalf of a retiring colleague. 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 emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets through a team of 17 advisors.

Tina Troup is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research for 11 years. 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 through customized asset-allocation models and offers integrated tax and estate planning services via affiliated entities.

Anthony Mansoor is a financial advisor at Spartan Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, and other financial firms. Mansoor provides investment advisory services through Spartan Wealth Management, an independent registered investment advisor. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm uses fundamental analysis combined with Modern Portfolio Theory to build primarily long-term portfolios including individual stocks, ETFs, mutual funds, bonds, and alternative investments, and incorporates strategies such as options and hedging for risk management.

Adam Smith is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., and UBS Financial Services. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies within a multi-advisor team.

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.

Matthew Lamarre is a financial advisor with Caitlin John, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked with Caitlin John, LLC since 2011 and is also a managing partner at Jackson Kennedy and owner of M&L Retirement Solutions, both of which involve selling annuity and life insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a variety of instruments, including ETFs, mutual funds, equities, fixed insurance products, alternatives, and options strategies.

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.

Zakerie Thompson is a financial advisor with Spartan Wealth Management holding Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Bank of America, Merrill, Northern Trust, and several other financial firms. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering 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 long-term portfolios, while also utilizing options, hedging, derivatives, and third-party research as part of its investment strategies.

Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network based in Brighton, MI. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining SimplyRIA, he worked with Jackson National Life and currently serves as Director of Business Development for Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network offers advisory services to individuals, trusts and estates, and qualified retirement plans, combining discretionary and non-discretionary investment management with financial planning and consulting. The firm operates as an RIA-aggregator, with supervised Investment Adviser Representatives managing independent practices under its compliance framework, utilizing a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

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.

Colin Fraser is a CFP® professional with nine years of industry experience. He has worked at Bloom Advisors since 2023 and was previously with Northern Financial Advisors, Inc. for twelve years. Outside of advising, he is involved with Taxcraft LLC, a tax preparation business. Bloom Advisors serves individual and high-net-worth clients with discretionary, fee-only money management and retirement plan advice. The firm employs a strategic asset allocation approach using diversified multi-asset class portfolios primarily composed of institutional-share mutual funds and ETFs.

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.

Farah Kobeissi Nasser is a financial advisor with Spartan Wealth Management and holds a Series 65 designation. She has six years of industry experience, with prior roles at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. Outside of her advisory work, she is a 30% owner of Sapphire Accounting & Tax Solutions, which provides tax preparation, consulting, payroll, and bookkeeping services. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm uses a multi-advisor team approach with an investment process focused on long-term portfolio construction through fundamental analysis and Modern Portfolio Theory.

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.

Jared Lee is a financial advisor at C2 Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at Ford Credit and Signature Associates, as well as three years at Strategic Investment Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients, primarily focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to manage income distribution and market exposure.