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.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

Caleb Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at Signal Advisors USA, Inc., AE Wealth Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, where he is involved in business operations and insurance sales. MariPau Wealth Management provides tailored investment advisory and portfolio management services along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms to support its investment approach and coordinates advice through a network of advisory affiliates.

Bepin Serraj is a Series 65 licensed financial advisor at Richard W. Paul & Associates, LLC with eight years of industry experience. He has been with the firm since 2017 and previously worked at Albion College from 2014 to 2018. In addition to his advisory role, Serraj assists in servicing annuity client accounts as a Client Service Specialist and Insurance Agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm offers discretionary portfolio management and custom retirement income projections, blending actively and passively managed strategies with an emphasis on value, safety, quality, and risk control.

Andrew Nemes is a financial advisor with The Nemes Rush Group, LLC in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silverwood Risk Management, LLC, J Alden Associates, Inc., UHY Advisors, and Deloitte Tax LLP. Nemes is also a registered representative for J Alden Associates and works as an insurance agent with Silverwood Risk Management. 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 combines fundamental and technical analysis with both long- and short-term strategies, offering discretionary and non-discretionary mandates along with regular account reviews and written financial plans.

Jessica Smith is a financial advisor with ELE Advisory Services, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., First Advisors National, and Inlight Wealth. Outside of advising, she is involved with JLS Vision Services. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements to guide asset allocation and portfolio management, primarily operating with non-discretionary client accounts.

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.

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.

Lisa Myers is a financial advisor with Retirement Income Solutions, Inc. in Ann Arbor, Michigan. She holds Series 63 and Series 65 licenses and has been with the firm since 2007. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion for over 1,200 clients through a team of 16 advisors. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities, using an active management approach guided by a structured six-step process and employing a discretionary Seasonal Strategy for portfolio rebalancing.

Osman Minkara is a managing principal and investment advisor representative at CIG Asset Management, Inc. with 32 years of industry experience. He is also the managing principal of CIG Capital Advisors and the managing member and majority owner of CIG Venture Management, LLC, which manages various special purpose vehicles and a private equity fund. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers socially responsible investment options.

Joseph Kettinger is a CFP®, ChFC®, and holds a Series 65 license with 13 years of industry experience. He has been with Retirement Income Solutions, Inc. in Ann Arbor, MI, since 2013. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion across 1,265 clients through a 16-advisor team. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities using an active, committee-driven investment approach with a discretionary Seasonal Strategy, emphasizing diversified allocations and periodic portfolio reviews.

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.

John Bailey is a CFP® and Series 65 credentialed advisor with six years of industry experience. He is currently with Retirement Income Solutions, Inc., where he has worked since 2020. Prior to joining Retirement Income Solutions, he worked at Old National Bank and operated Bailey Telecommunications LLC. Retirement Income Solutions is a fee-only advisory firm serving individuals, trusts, retirement plans, nonprofits, and other entities. The firm manages approximately $3.0 billion across a 16-advisor team, employing an active management approach guided by a structured six-step process and using a discretionary Seasonal Strategy to manage client portfolios.

Brian Weisman is a CFP® professional with 16 years of industry experience. He has been with Columbia Asset Management, L.L.C. since 1997. Columbia Asset Management provides discretionary wealth management and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental research combined with Modern Portfolio Theory to construct strategic asset allocations, generally maintaining a long-term investment horizon while allowing for rebalancing or shorter-term trades.

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.

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.

Evelyn Breen is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with Retirement Income Solutions, Inc., where she has worked since 2022. Prior to that, she was employed at Diamant Asset Management Inc. and Diamant Investment Corporation from 2016 to 2022. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion for around 1,265 clients, including individuals, trusts, retirement plans, and nonprofits. The firm uses an Investment Committee-driven, active management process and offers services such as asset management, retirement and financial planning, and retirement plan consulting.

Thomas Griffore is a financial advisor at Sovereign Financial Group, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Great Lakes Wealth, LLC and Fidelity. In addition to advising, he is a licensed insurance agent involved in implementing insurance recommendations. Sovereign Financial Group offers investment management, financial planning, retirement plan advisory, and cash-management services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a primarily long-term, portfolio-focused investment approach using a combination of low-cost mutual funds, ETFs, individual securities, and AI-supported analysis, while also providing sub-advisory and platform services to other registered investment advisers.