Julia Wachler is a financial advisor at Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation with three years of industry experience. She previously worked at Bedrock from 2016 to 2021 before joining Baron Wealth Management in 2021. Baron Wealth Management provides wealth management, portfolio management, and consultation services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a customized, strategic asset-allocation framework grounded in modern portfolio theory and emphasizes data-driven client relationships with regular portfolio monitoring.

Katherine Osentoski is a CFP® professional with two years of industry experience, currently advising at MKD Wealth in Troy, MI. She has been involved with MKD Wealth Coaches, LLC since 2016. Osentoski is also a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth is a team-based firm managing approximately $505 million in assets, providing investment management, financial planning, and family office services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels and incorporates alternative investments and digital assets within its investment approach.

Joseph Klimowicz is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Financial Services of America and 1st State Bank. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term trading horizon, typically using mutual funds, fixed income, ETFs, REITs, and annuities to implement client portfolios.

Daniel Hoban is a financial advisor with Spectrum Financial Resources in Troy, MI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has worked at United Planners' Financial Services since 2009 and has been involved with Spectrum Financial Resources since 2006. Outside of advisory work, Hoban is a tax preparer and a notary public. Spectrum Financial Resources provides financial planning, advisory consulting, and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to build portfolios, offering both discretionary and non-discretionary management with ongoing supervision and re-optimization.

Bryan Long is a CFP® with nine years of industry experience, currently serving at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked with Taylor & Morgan since 2017 and also holds a consulting role with Taylor Capital LLC, a private real estate investment fund. Prior to this, he was associated with Regulus Advisors, LLC and Saginaw Valley State University. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a variety of instruments and is notable for its affiliated professional activities, including legal, accounting, and private real estate investment services.

Jill Wall is a CFA® charterholder affiliated with ISTO Advisors, LLC, where she has worked since 2016. She holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of her advisory role, Wall serves as Treasurer on the House Advisory Board for the Christ Child Society of Detroit, where she prepares financial reports and oversees budgeting. ISTO Advisors serves individuals and families, including high-net-worth clients, as well as trusts, estates, retirement plans, and corporate entities. The firm offers comprehensive wealth management, financial planning, and a multigenerational “Prosperity” program, tailoring strategies to client objectives while operating under a fiduciary standard.

Jordan Neumann is a financial advisor at Vertrix Wealth Management, LLC in Troy, MI, holding a Series 65 designation with five years of industry experience. Prior to joining Vertrix Wealth Management in 2026, he worked at Greystone Financial Group, LLC for eight years and had shorter tenures at Financial Focus, LPL, Kroger, and Quicken Loans. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, offering portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that combines fundamental and technical analysis with dynamic asset allocation.

Kristie Guadiano is a financial advisor at Vertrix Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Greystone Financial Group and Polaris Greystone Financial Group. Kristie serves as a board member of the Sentinel Group advisory partner board. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

David Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VIMA, LLC since 2020. His prior roles include positions at Financial Strategies Group, Inc. and Securian Financial Group. Outside of his advisory work, Roberts is involved with Zeiders Enterprises, providing personal financial education and counseling to active duty military personnel. VIMA, LLC is a mid-sized advisory firm that primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and 401(k) consulting. The firm customizes portfolios using a top-down, sector-level screening approach and typically manages accounts on a discretionary basis.

Corey Davis is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 license and four years of industry experience. His prior roles include positions at EHG Wealth Management LLC and Mattson Financial Services, LLC. Outside of finance, he owns Corey Davis Films, LLC, a wedding videography business. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with a preference for passive, low-cost investments. The firm integrates estate-planning and tax services within a fixed annual fee structure.

Marguerite Tschirhart is a financial advisor at VIMA, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors. In addition to her advisory role, she is a sole-practitioner attorney and operates a health insurance business. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting, employing a top-down, sector-focused investment process that includes equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Matthew Doering is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thurston Springer and Edward Jones. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call strategies.

Avery Ragatzki is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation and five years of industry experience. Prior to joining Baron Wealth Management in 2023, Avery worked at Plante Moran Financial Advisors for multiple periods between 2018 and 2022. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on individualized, ongoing advice and strategic diversified asset allocation, combining internally researched securities with mutual funds, ETFs, and separately managed programs.

Kathryn Gillman is a CFP® certificant with 22 years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2016. She holds a Series 63 license and is based in Troy, Michigan. Outside of her financial advisory role, she is involved as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, providing comprehensive wealth management, financial planning, and multigenerational coaching through its two-phase “Prosperity” program. The firm employs a broad range of investment options and operates under a fiduciary standard, tailoring strategies to client objectives and risk tolerances.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market valuation models and frequently employs third-party managers and alternative investments.

Jonathan Arntz is an associate advisor at SEIA with two years of industry experience. He previously worked at Cedar Brook Group for four years and was self-employed in construction for nine years. Outside of advising, he is involved in property management through BDD Unlimited LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured six-step process.

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior work includes nine years at Lincoln Investment and nine years at Legend Equities Corp. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its service offerings.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Shadi Maasri is a financial advisor at Secure Asset Management, L.L.C. with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Merrill Lynch. Maasri also has experience as a licensed insurance agent and is associated with Secure Investors Group and Titan Wealth Advisors. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on individual and plan-level consulting rather than traditional corporate clients.