Geoffrey Clark is a financial advisor at Fairway Investment Group, LLC with a Series 66 designation and one year of industry experience. He is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory roles, Clark is involved with Cruises by Geoff & Nicole and has teaching experience at Eastern Michigan University and Utica Community Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based portfolio management using programs sponsored by LPL Financial and emphasizes tailored advice through investor profiling and a combination of fundamental, technical, and cyclical analysis.

Matthew Mc Ewen is a financial advisor at Arrowroot Family Office, LLC in Rochester Hills, MI, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Arrowroot, he worked at Edward Jones for five years and ADP for twelve years. Arrowroot Family Office offers advisory services to individuals, families, and various entities including pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and employs analytics such as efficient-frontier analysis and Monte Carlo simulations to construct portfolios primarily composed of ETFs and mutual funds, while also providing multi-family office services and managing private funds.

Michael Brasza is a CFP® with 17 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2022 following 14 years at Mainstay Capital Management. RetireMitten Financial LLC serves individuals, high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction with stocks and ETFs, guided by client-specific Investment Policy Statements and periodic reviews.

Gregory Oray is a financial advisor at Cirrus Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, Retirewise Wealth Management, and his own firms, Oray King Wealth Advisors and Oray Financial. Outside of his advisory role, he is an independent licensed insurance agent specializing in life insurance, fixed annuities, and health insurance. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, retirement plan consulting, and access to estate-planning tools. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitoring and rebalancing portfolios while offering fee-based research and model portfolio construction.

Colin Connery is a Series 65-registered advisor at Heron Bay Capital Management with two years of industry experience. He previously worked at Wilson Partners for eight years and Asset Health for five years. 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 offers discretionary investment management with a long-term strategy that incorporates fundamental, technical, and cyclical analysis to build customized portfolios primarily composed of individual equities and low-cost ETFs.

John Perko is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including HBW Insurance and Financial Services, HBW Securities, and Ausdal Financial Partners. Perko is also an independent insurance agent involved in life and fixed annuity sales through CPR Financial Group LLC. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing portfolio monitoring.

Michael Sherman is a financial advisor at UHY Wealth Management RIA LLC, holding a Series 65 credential. He has two years of industry experience, including prior roles at Seraph, Driveline, and College Hunks. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs individualized investment policies supported by both fundamental and technical analysis, managing portfolios with objectives such as growth, income, or tax considerations.

Charles Reinhold is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with CPR Investments Inc and CPR Financial Group LLC since 2006 and has worked with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he serves as a township trustee in Washington Township, MI. CPR Investments provides discretionary portfolio management and financial planning for individuals, businesses, charitable organizations, and qualified retirement plans. The firm constructs multi-manager portfolios utilizing third-party advisors and in-house tactical strategies, emphasizing downside risk management and regular portfolio monitoring.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.

Paul Seizert is a financial advisor at Heron Bay Capital Management with 12 years of industry experience. He has been with Heron Bay since 2019 and previously worked five years at Seizert Capital Partners. He holds a Series 65 credential. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis to create customized portfolios primarily of individual equities and low-cost ETFs, with selective use of bonds, options, and closed-end funds.

Todd Wagenberg is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including nine years at Wells Fargo Clearing prior to joining Integrated Investment Consultants in 2015. Integrated Investment Consultants, LLC manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios based on client-specific factors and provides discretionary and non-discretionary investment management alongside fiduciary consulting and retirement plan services.

Sarah Schattner is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. She has been with DeRoy & Devereaux since 2012. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on fundamentally analyzed, concentrated equity portfolios and diversified bond strategies managed with a long-term perspective.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.

Ryan Howarth is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at LPL Enterprise and Prudential Insurance Company of America. Outside of his advisory work, he is the founder and owner of Summit Financial Partners, an entity related to his prior LPL business. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios tailored to client objectives and is notable for its pension consulting focus and oversight procedures related to auditor independence.

Christine Isham is a CFP® professional with 19 years of experience in financial advising. She has been with Northern Financial Advisors, Inc. in Bloomfield Hills, MI since 2002. Northern Financial Advisors serves individual and high-net-worth clients through holistic financial planning and discretionary investment management. The firm uses a Functional Asset Allocation™ framework that considers clients’ life circumstances and tax profiles, offering tailored strategies and a mix of retainer-based engagement models.

Sean Wright is a CFA® charterholder currently with DeRoy & Devereaux Private Investment Counsel, Inc., where he has worked since 2026. He has over a decade of industry experience, including 15 years at Munder Capital Management. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients, employing a value-oriented, bottom-up fundamental investment approach across equity and fixed income portfolios.

Ivan Rose is a Financial Consultant currently serving at Fidelity Investments since 2025. He has previously held financial consulting and advisory roles at Charles Schwab, Edward Jones, and Merrill Lynch, spanning from 2017 to 2025. Ivan emphasizes a team culture in his approach to servicing clients, advocating for collaborative environments to leverage collective knowledge and Fidelity's resources effectively. His professional experience covers a broad range of financial advisory and consulting roles, demonstrating a consistent focus on client service within the financial sector. Outside of his professional life, Ivan engages in family activities and enjoys football, golf, hiking, military service, and running.

Emily Chludzinski is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Baron Wealth Management since 2022 and previously spent seven years at Plante Moran Financial Advisors. Baron Wealth Management provides fiduciary wealth management and consultation services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on individualized advice, strategic diversified asset allocation, and regularly reviews portfolios using a combination of internally researched securities, mutual funds, ETFs, and separately managed programs.

Daniel Laginess is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has previously worked at Corecap Advisors and CoreCap Investments for 12 years, and at Equitable Advisors for 6 years. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm manages both discretionary and non-discretionary portfolios using fundamental and technical analysis tailored to client objectives such as growth, income, or tax considerations.

Kenneth Wink is an investment advisor representative at Summit Financial Working with People You Trust with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in related businesses including tax services and health insurance. Outside of investment advising, he manages Kwink, Inc., a company established for tax purposes. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans with discretionary portfolio management, financial planning, ERISA plan advisory services, and insurance products. The firm employs a model portfolio approach using no-load mutual funds and ETFs, incorporates fundamental and technical analysis, and offers tailored services focused on principal preservation and a range of strategies calibrated to client risk profiles.