Michael Doyle is an advisor with Richard W. Paul & Associates, LLC, holding Series 65 and Series 66 licenses. He has approximately one year of industry experience, including prior roles at Imber Financial Group, LLC and Imber Wealth Advisors. Before entering the financial advisory field, he worked in the fitness and automotive sectors. 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 blends actively and passively managed strategies emphasizing value, safety, quality, and risk control, and offers customized retirement income projections and risk assessments as part of its client onboarding process.

Timothy Rush is a financial advisor with The Nemes Rush Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James and Associates, Alden Investment Group, and Silverwood Risk Management, where he is also an owner and insurance agent. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis in its investment approach and offers both discretionary and non-discretionary management with regular account reviews.

Hylan Moises is a financial advisor with Darden Wealth Group in Ann Arbor, MI, holding a Series 66 designation and 21 years of industry experience. He previously worked at North Star Financial Consultants and Commonwealth Financial Network for 15 and 18 years, respectively. Outside of his advisory role, he is a member of Times 3 Ventures, LLC, a non-investment-related business. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofit organizations, focusing on wealth management, financial planning, and retirement plan consulting. The firm employs a fundamental, bottom-up investment approach supplemented by macroeconomic and technical analysis, managing portfolios through individual securities, bonds, and ETFs, often on a discretionary basis.

Robert Pollock Jr. is a financial advisor at Diversified, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Pollock Investment Advisors, LLC from 2010 to 2026. Diversified, LLC provides investment advice and financial planning to a broad client base including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and utilizes third-party managers and platforms to tailor asset allocation and diversification strategies to client objectives and risk tolerances.

Bryan Smith is a financial advisor at Pathworks Financial, Inc. with eight years of industry experience. He holds a Series 65 credential and has worked at Pathworks Financial since 2017. In addition to his advisory role, he is a licensed realtor and works part-time selling residential real estate through Center Street Realty, LLC. Pathworks Financial, Inc. serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs an investment approach based on academic models like Modern Portfolio Theory and the Fama-French model, offering diversified asset allocation primarily through mutual funds and ETFs, along with alternative investments and family office services.

Matthew Paul is a CFP® professional with 12 years of industry experience, currently serving at Richard W. Paul & Associates, LLC. He has previously worked at J.W. Cole Financial, Inc. and G.F. Investment Services, LLC. Outside of his advisory role, he participates as a cryptocurrency validator on the Ethereum network. Richard W. Paul & Associates, LLC provides fee-based advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs a blend of actively and passively managed investment strategies with a focus on value, safety, quality, and risk control, and offers customized retirement income projections and ongoing portfolio monitoring.

Steven Paul is a CFP® with 11 years of industry experience, currently serving at Richard W. Paul & Associates, LLC since 2015. He also has a role as an insurance agent at Midwest Financial Consultants, where he has been active since 2010. 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 manages discretionary portfolios combining active and passive strategies with an emphasis on value, safety, quality, and risk control.

Lucas Rhodes is a Series 65 licensed advisor at MariPau Wealth Management LLC with one year of industry experience. He has prior work experience at Collier Financial and held various positions outside the financial industry, including roles at All Pro Fitness Things Inc, Western Golf & Country Club, Jets Pizza, and Dominos. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary and typically manages discretionary portfolios using a range of investment vehicles while offering planning, consulting, and educational seminars.

David Fransko is a financial advisor with Provizr in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been affiliated with Provizr since 2015 and Four Financial Management since 2016, as well as maintaining a longstanding relationship with LPL Financial since 2008. Outside of his advisory work, he is involved as a business owner in a non-investment related venture, Rose Laundry Northville LLC. Provizr primarily serves current and former employees of select public and nonprofit institutions, providing financial planning and discretionary portfolio management focused on retirement plan investments. The firm employs a core asset-allocation strategy supplemented by monthly tactical rotations using a proprietary algorithm, managing approximately $59.7 million for about 108 clients.

James Winslow is a CFP® credentialed financial advisor with Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI, bringing 26 years of industry experience. He has been with Arbor Trust since 2014, having also worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2022. Outside of his advisory role, Winslow serves on the finance committee of the Foundation for Saline Area Schools and is a licensed insurance agent focusing on life, disability, and long-term care insurance. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutional accounts. The firm constructs customized, long-term portfolios using fundamental analysis across multiple asset classes and manages over $600 million in client assets with a compact advisory team.

Christopher Szydlowski is a CFA® charterholder based in Plymouth, MI, with 16 years of industry experience. He has worked at JLB & Associates Inc since 1998. JLB & Associates provides discretionary and non-discretionary portfolio management and retirement-plan advisory services to individuals, trusts, corporations, and employee benefit plans. The firm’s investment approach emphasizes fundamental equity analysis within a defined 200-company research universe, with portfolios typically holding 20–30 stocks blending growth and value, while fixed-income management focuses on investment-grade corporate bonds with maturities under ten years.

Stefanie Porter is a CFP® professional with 21 years of industry experience, currently serving as an advisor at White Pine Investment Company since 2022. Her prior experience includes roles at Pacific Life Distributors, TIAA-CREF, and Wells Fargo Clearing. She is also the sole member of Five Needles Estate Planning Services, PLLC, which offers estate planning and document drafting services. 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 employs a mix of fundamental, technical, cyclical, and charting analysis to implement tailored portfolios and emphasizes regular written client communications and estate-planning coordination.

Christen Sando is a financial advisor at Columbia Asset Management, L.L.C. with seven years of industry experience and holds a Series 65 designation. She is part of a four-person advisory team based in Ann Arbor, MI. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis alongside Modern Portfolio Theory with a generally long-term orientation.

Matthew Trujillo is a CFP®-certified financial advisor and partner at Center for Financial Planning Inc with 16 years of industry experience. He has worked at Center for Financial Planning and Raymond James Financial Services since 2013, following earlier roles at ON Investment Management Co and Mass Mutual Investors Services. Outside of his advisory work, Trujillo teaches chess to middle school students and has authored a chess instruction book that he incorporates into his teaching. Center for Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering financial planning and investment management with a focus on strategic asset allocation and diversification across various asset classes. The firm manages approximately $1.97 billion in assets with a team of 17 advisors.

Eric Pratt is a financial advisor at CIG Asset Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Morgan Stanley. Pratt has been with CIG Asset Management and its affiliated entities since 2019. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with both strategic and tactical models, integrating diversified exposures and risk management through model-driven rebalancing and committee oversight.

Stephen Morman is a financial advisor with Provizr in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has worked with Provizr since 2015 and Four Financial Management since 2016, alongside a longstanding association with LPL Financial dating back to 2008. Provizr primarily serves current and former employees of select public and nonprofit institutions, offering financial planning, discretionary portfolio management focused on plan-offered investments, and estate settlement assistance. The firm’s six-advisor team manages approximately $59.7 million for about 108 clients, using a core asset-allocation approach supplemented by monthly tactical rotations based on a proprietary algorithm.

Mark Zywiol is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Stonebrook Private LLC, where he has worked since 2024. His prior roles include positions at Charles Schwab & Co., Fidelity Investments, Raymond James & Associates, and teaching at Walsh College of Accountancy and Business. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with portfolios including ETFs, individual equities, covered options, structured products, and alternative investments, implemented through discretionary management and oversight of independent managers.

Kevin Decker is a CFP® with 10 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI. Prior to joining Retirement Income Solutions in 2025, he worked for nine years at The Vanguard Group, Inc. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion for over 1,200 clients through a 16-advisor team. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities using an active management approach guided by a structured six-step process and employs a discretionary Seasonal Strategy for portfolio rebalancing.

Wenma Gorman is a CFP®, CFA®, and Series 66 credentialed advisor at Sigma Investment Counselors with 15 years of industry experience. She has been with Sigma since 2012. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension plans, and charitable entities. The firm’s investment process uses client-specific financial models and diversified portfolios incorporating ETFs, individual equities, and fixed income, supported by both quantitative tools and qualitative research.

David Lindley is a CFP® with five years of industry experience, currently serving as a financial advisor at Oakwell Private Wealth Management. Prior to joining Oakwell, he worked at GEM Asset Management, LLC and Northern Trust Corporation. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and may allocate assets to third-party portfolio managers.