Amanda Lehnert is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with Sigma Investment Counselors since 2015, working within a team of 11 advisors based in Northville, MI. 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 a client-specific financial model and investment policy statement to implement diversified portfolios combining ETFs, individual equities, and fixed-income holdings, relying on both quantitative tools and qualitative research.

Steve Alexandrowski is a CFP® professional with 15 years of industry experience, currently serving at GEM Asset Management, LLC since 2001. He is based in Plymouth, MI, and is part of a four-advisor team. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations by providing discretionary investment management and standalone financial planning. The firm employs globally diversified, factor-driven portfolios emphasizing low-cost passive funds and selectively uses active managers, integrating proprietary models and derivative strategies for complex positions and tax-sensitive transitions.

Jeremy Modell is a financial advisor at Modell Capital Management LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Clarkston Capital Partners, LLC, where he served in various roles over eight years, and at ALPS Distributors, Inc. outside of his advisory work, he manages a holding company. Modell Capital Management LLC provides discretionary asset management to individual and institutional clients, including trusts, retirement plans, and insurance companies. The firm employs a quality- and valuation-driven investment process across equities and fixed income, emphasizing long-term compounding and capital preservation.

Jason Mac Lean is a financial advisor at C2 Private Wealth in Novi, MI, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AssetMark Brokerage, AssetMark Financial, Global Financial Private Capital, and Flexible Plan Investments. Mac Lean also serves as an insurance agent with Senior Planning Advisors, dedicating approximately 40% of his time to that role. 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-based analysis to address retirement income objectives and integrates tax and estate coordination through affiliated firms and partnerships.

Luka Zachary is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Strickler Investment Services, he spent nine years in school and had a one-year period of unemployment. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach using equities, ETFs, and mutual funds, supported by third-party model managers and risk analysis tools to align portfolios with client objectives.

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 one year of industry experience. He holds a Series 65 designation and previously worked in the golf industry at Forest Akers West Golf Course and Links of Novi Golf Club, and has a background in full-time education spanning ten years. Integrated Investment Consultants, LLC manages approximately $1.08 billion on behalf of individual, high-net-worth, and institutional clients. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to tailor investment portfolios, while offering discretionary and non-discretionary management, ERISA fiduciary consulting, and retirement plan services.

Scott Smith is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI. He has worked at Lifecycle since 2018 and was previously Principal and Senior Advisor at Olympia Ridge, LLC. Scott also provides consulting services to other fee-only financial planners, dedicating a portion of his time to this activity. Lifecycle Financial Planners is a fee-only firm that serves individuals, families, small businesses, trusts, estates, and charitable organizations through a team of four advisors. The firm offers comprehensive financial life planning and investment advisory services, employing a holistic, client-centric approach with tailored investment strategies based on Functional Asset Allocation and modern portfolio theory.

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.

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Sigma Investment Counselors since 2006. 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 employs a client-specific financial model and diversified portfolios that include ETFs, equities, and fixed-income holdings, utilizing both quantitative and qualitative research tools.

Catharine Betzig is a financial advisor with Diversified Portfolios, Inc., holding a Series 66 designation and six years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, Morgan Stanley, and The Northern Trust Company. Diversified Portfolios, Inc. provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s investment approach focuses on long-term asset allocation, broad diversification, and use of low-cost passive and enhanced index funds, supplemented by third-party analytics and alternative strategies.

Mallory Hunt is a financial advisor with Center for Financial Planning Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, J.P. Morgan Securities, and Chase Investment Services. Center for Financial Planning Inc. provides financial planning and investment management to individuals, high-net-worth households, trusts, estates, and charitable organizations, managing approximately $1.97 billion in assets. The firm emphasizes strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside access to Raymond James–administered programs.

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.

Michael Mullenax is a CFP® professional at Sigma Investment Counselors with two years of industry experience. He has been with Sigma since 2022 and previously worked at Michigan State University and Karl's Cabin. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial models and diversified portfolios, blending ETFs, individual equities, and fixed-income holdings, while employing both quantitative and qualitative research tools.

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.

Ellis Liddell is a financial advisor at ELE Advisory Services, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in multiple business ventures including coaching, motivational speaking, mortgage services, and charitable work through the ELE Cares Foundation. Liddell is also a board member of the Educators With Purpose foundation. 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, managing portfolios across a range of asset classes while typically maintaining non-discretionary client accounts.

Mary Sheahan is a financial advisor with Center for Financial Planning Inc. in Southfield, MI. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining her current firm, she worked at Raymond James Financial Services, The Fiduciary Alliance, and Ameriprise. Outside of advising, she has experience in educational and religious organizations. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, offering financial planning and investment management that emphasizes strategic asset allocation and diversification across multiple asset classes.

Pamela Landy is a CFP® professional with 16 years of experience in financial advising. She has worked at Lifecycle Financial Planners Inc. since 2017 and previously spent 15 years at Cambridge Connection, Inc. She is based in Bloomfield Hills, MI. 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 process and applies Functional Asset Allocation alongside modern portfolio theory to tailor investment strategies according to each client’s life stage and goals.