Steven Story is a Series 65 licensed advisor with eight years of industry experience, currently serving at GEM Asset Management, LLC. He has been with GEM since 2003. GEM Asset Management provides discretionary investment management and financial planning to individuals, qualified retirement plans, and charitable organizations. The firm employs globally diversified portfolios emphasizing factor exposures and generally favors low-cost passive funds while incorporating active management in certain sectors.

Naoko Mckelvey is a Certified Financial Planner™ (CFP®) affiliated with Blue Chip Partners, LLC, where she has worked since 2019. She has 16 years of experience in the financial industry, including eight years at Lumin Financial, LLC. She is also a licensed non-variable insurance agent. Blue Chip Partners provides fee-based investment management and financial planning primarily 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, offering services that include discretionary and non-discretionary portfolio management and tailored financial planning.

Mitchell Kahl is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Waldron Private Wealth and in various roles related to athletics and education at the University of Michigan and local schools. 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, customized asset-allocation models, and integrates tax and estate planning services through affiliated providers.

Jack Riashi is a CFP® with 15 years of industry experience and has been with Bloom Advisors since 2002. He holds a Series 63 license and is based in Farmington Hills, MI. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm employs a strategic asset allocation approach with diversified multi-asset class portfolios, using institutional-share mutual funds and ETFs, and incorporates factor investing, optimization, and technical analysis in its research.

Susan Hodess is a CFP® with 42 years of experience in financial services. She has been affiliated with Arrow Financial Group and Arrow Investment Management since 2009, and she has operated her own sole proprietorship, Capital Consulting Group, since 1985. Hodess is a licensed insurance agent and is also a board member of the non-profit Hebrew Free Loan. Arrow Investment Management provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm serves a select client base using personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.

Tyler Curley is a financial advisor with Dahring | Cusmano and Associates and holds a Series 65 designation. He has seven years of industry experience, including prior roles at AE Wealth Management, Brokers International Financial Services, and TriFound. Outside of his advisory work, he is also involved in fixed insurance sales. Dahring | Cusmano and Associates provides comprehensive financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and cost efficiency, managing portfolios primarily for the long term while offering extensive fiduciary and operational services for institutional retirement plans.

Joshua Jackson is a financial advisor with C2 Private Wealth in Novi, MI, holding a Series 65 credential and nine years of industry experience. He has worked at Senior Planning Advisors, Inc. and Strategic Investment Advisors, Inc. since 2017 and was previously with Advisors Excel from 2011 to 2017. Jackson is also involved in insurance services as an insurance agent at Senior Planning Advisors, Inc. C2 Private Wealth primarily serves individual and high-net-worth clients focusing on retirement planning for near and current retirees. The firm combines comprehensive financial planning with discretionary portfolio management, using risk and scenario analysis to guide income distributions while maintaining market exposure. Its integrated approach includes affiliated tax and insurance services and emphasizes client education through a required retirement course.

Erin Goss is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. She has worked at Blue Chip Partners, Inc. since 2021 and previously spent 16 years at Plante Moran Financial Advisors, LLC. Erin is based in Farmington Hills, MI. Blue Chip Partners provides fee-based investment management and financial planning 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, offering discretionary and non-discretionary portfolio management alongside comprehensive or limited financial planning.

Samuel Fleischer is a financial advisor at Dahring | Cusmano and Associates in Novi, MI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stellantis and Carl's Golfland. Dahring | Cusmano 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 approach focuses on comprehensive financial assessments and long-term portfolio management with a range of investment vehicles.

Stephanie Lucker is a CFP®-certified financial advisor at Bloom Advisors with seven years of industry experience. She previously worked at Boston Consulting Group for three years before joining Bloom Advisors in 2019. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, managing approximately $1.6 billion in assets. The firm’s investment approach uses factor investing, optimization, and technical analysis to build diversified, multi-asset portfolios mainly through institutional-share mutual funds and ETFs, maintaining active management with systematic rebalancing.

Douglas Smith is a CFP® professional with 15 years of industry experience, currently serving at Pathworks Financial, Inc. He has held roles at Pathworks Financial, LLC and Center Street Holdings, LLC, and is also a licensed real estate broker with Center Street Realty, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs academic investment frameworks to build diversified asset-allocation models and offers services including asset management, financial planning, retirement consulting, and family office support.

Gregory Haeger III is a financial advisor at C2 Private Wealth with one year of industry experience. He holds a Series 65 designation and has been involved with C2 Private Wealth in various capacities since 2021. Outside of advising, he operates a part-time youth baseball training business called High Performance Training. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning, discretionary portfolio management, and integrates tax and estate services through affiliated partners.

Brian Nemes is a CFP® with 16 years of industry experience, currently a principal at The Nemes Rush Group, LLC. His prior experience includes 12 years at Raymond James & Associates Inc. Outside of advisory work, he serves as treasurer for the Ridgelands Condominium Association. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and conducts regular account reviews.

John Lambert is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at SimplyRIA Advisor Network since 2017 and previously held roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been a ski instructor and coach at Mt. Holly Ski School for over four decades, including coaching junior alpine ski racers and serving as an examiner for the Professional Ski Instructors of America. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm combines long-term strategic asset allocation, active and passive management, and offers both discretionary and non-discretionary portfolio management through a corporate RIA structure that supports multiple independent advisor practices.

Jonathan Goldberg is a financial advisor with Bloom Advisors in Farmington Hills, MI, holding a Series 65 designation and 16 years of industry experience. He has been with Bloom Advisors since 1995. In addition to his advisory role, Goldberg is an attorney affiliated with Bloom, Bloom & Associates, P.C., a legal firm specializing in estate work, tax planning, and services for small and family-owned businesses. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, utilizing a multi-asset investment approach that incorporates factor investing, optimization, and technical analysis. The firm manages approximately $1.6 billion in assets and maintains a relationship with its affiliated legal firm for reciprocal referrals.

Lauren Adams is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is affiliated with Center for Financial Planning Inc and has been associated with Raymond James Financial Services, Inc. for ten years. Outside of her advisory role, Adams serves as treasurer and board member for the nonprofit Kirk in the Hills Preschool, overseeing its budget and fiscal management. Center for Financial Planning, Inc. is an SEC-registered investment adviser managing approximately $1.97 billion in assets for individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside ongoing financial planning.

Kyle Worthy is a CFP® professional with nine years of industry experience, currently serving as an advisor at Spartan Wealth Management. His career includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Sentry Equity Services Inc, and Transamerica, among others. Outside of his advisory work, Kyle coaches at the Brighton Pickleball Club. 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 employs a multi-advisor team approach and combines fundamental analysis with Modern Portfolio Theory to manage portfolios across a range of asset classes while incorporating strategies such as options and hedging.

William Johnson is a CFP® with 21 years of industry experience, currently serving at White Pine Investment Co since 2018. His prior roles include positions at Charles Schwab and Fidelity. White Pine Investment Company provides fee-only investment management and financial planning to 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 it emphasizes regular written communications and quarterly account reviews.

Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, and OneDigital Investment Advisors LLC among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term allocation approach, managing portfolios with mutual funds, ETFs, individual securities, and other instruments, while offering fiduciary and co-fiduciary services under ERISA.

Michael Brocavich is a CFP®-certified financial advisor with 19 years of industry experience. He is currently a Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc, where he has worked since 2021. His prior experience includes roles at Raymond James Financial Services, Edward Jones, and McClaren Investment Partners LLC. Brocavich is also a partner at Center for Financial Planning II, LLC. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, emphasizing strategic asset allocation, diversification, and a documented suitability process with regular portfolio reviews.