Devin Ellis is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Carrera Capital Advisors in 2025, Devin worked at Bank of America, Merrill, JPMorgan Chase Bank, JPMorgan Securities, and Quicken Loans. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities through discretionary portfolio management and financial planning. The firm employs a multifaceted investment process incorporating quantitative tools, fundamental analysis, technical patterns, and artificial intelligence to build diversified, tax-aware portfolios.

Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill. Outside of advisory work, he is a partner in Team Renegade, LLC, a technology business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1 billion in assets for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary portfolio management and financial planning, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

Adam Simon is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 65 and Series 63 licenses and 16 years of industry experience. He has worked with multiple related firms since 2010 and serves as a firefighter and paramedic for the Clinton Township Fire Department, a role he has held for over 20 years. Additionally, he preaches occasionally at Woodside Bible Church. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue defensive, tactical, and absolute-return strategies on a discretionary basis.

James Maendel is a financial advisor with Vestech Asset Management Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Vestech since 2018 and concurrently at Amerco since 2015, where he manages interstate corporate relocations and traffic logistics. Maendel is also an author and technical reviewer for John Wiley & Sons, contributing to the "For Dummies" book series. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning engagements.

Mark Kersten is an advisor at FSA Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Financial Services Of America Advisors since 2020. He also maintains a long-standing association with Usallianz Securities Inc. and Financial Services Of America dating back to the early 1990s. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business clients. The firm’s investment approach combines fundamental analysis with modern portfolio theory and typically implements allocations using mutual funds, fixed income, ETFs, REITs, annuities, and similar products.

Michael Madison is a CFA® charterholder with 23 years of experience in the investment industry. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2003. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed individually with a long-term perspective.

Steven Husovsky is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, incorporating tools such as the Bloomberg MAC-3 risk model and using derivatives and income-oriented allocations where appropriate.

Jeffrey Petherick is a CFA® charterholder with 17 years of industry experience. He is currently with Integrated Investment Consultants, LLC and has worked at Northpointe Capital, LLC since 2000. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, nonprofits, corporations, and government entities. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, offering tailored portfolios through a range of investment vehicles and providing specialized consulting for family offices, nonprofit endowments, and plan sponsors.

Derek Damian is a financial advisor with Spartan Wealth Management, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Cambridge Investment Research. 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 investment approach using fundamental analysis and Modern Portfolio Theory, offering personalized portfolio strategies managed by a multi-advisor team.

Deanna K Inney is a Series 65-licensed advisor with William Mack & Associates Inc, where she has been working since 2004. She is based in Troy, MI, and is part of a team of ten advisors. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for around 957 clients, including individuals, trusts, and retirement plans. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs across six model portfolios with a long-term orientation and periodic rebalancing.

Ethan Pinto is a financial advisor at Q3 Asset Management Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Q3 since 2022. Prior to joining Q3, he held positions at Padnos, True Lacrosse, EP's Enterprise, and Heneveld Industrial Group, among others. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers various billing and service options, including subscription and performance-based fees.

Nicolas Vilotti is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Verde Capital Management and Oakland University. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, pension and government plans, trusts, and investment companies. The firm employs a fundamental, value-oriented equity analysis combined with detailed fixed-income research and manages separately managed accounts, mutual fund sub-advisory services, and retirement plan consulting.

Steven Lane is a CFP® and ChFC® with 24 years of experience in financial advising. He has worked at Carrera Capital Advisors since 2024 and previously held roles at Keith Nichol and Northwestern Mutual Wealth Management Company. Lane serves as treasurer for the Creekside Village of Orion Homeowners Association. Carrera Capital Advisors, established in 2024 by three former private-client professionals, provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and institutions. The firm uses a blend of macroeconomic, fundamental, and behavioral analysis along with proprietary quantitative tools and AI techniques to create diversified, tax-aware portfolios tailored to client objectives.

Steven Feeman is a financial advisor at GPM Growth Investors, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with two years of industry experience. Prior to joining GPM Growth Investors, he worked in the mortgage industry at Perry Johnson Mortgage Company, Inc. and Amerisave Mortgage Corporation. GPM Growth Investors is an employee-owned investment adviser offering discretionary portfolio management and financial planning to 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 employs concentrated stock portfolios, balanced variants, and actively managed ETF strategies.

Sabrina Isham is a CFP® professional with one year of industry experience, currently serving with Northern Financial Advisors, Inc. Her prior work includes roles at UCLA and Chipotle. Northern Financial Advisors, Inc. is a fee-only registered investment adviser that serves individuals and high-net-worth clients, offering holistic financial planning and discretionary portfolio management. The firm uses its Functional Asset Allocation™ framework to tailor portfolios based on clients’ personal circumstances and includes tax preparation services within its retainer engagements.

Brian Mcisaac is a financial advisor with Financial Freedom House in Waterford, MI, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked for Munder Capital Management | Victory Capital for 20 years before joining Financial Freedom House, where he has been since 2020. Financial Freedom House serves individuals, high-net-worth clients, and qualified retirement plan sponsors with investment advisory, portfolio management, and financial planning services. The firm employs a fiduciary-based approach focused on Modern Portfolio Theory and strategic asset allocation using primarily ETFs, no-load index funds, and passively managed institutional funds.

Michael Vissotski is a financial advisor at VIMA, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with VIMA since 2009. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios across various asset classes, including equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Daniel Kostaroff is a CFP® and CFA® with 15 years of industry experience. He has been with LS Investment Advisors, LLC since 2008. Outside of his advisory role, he volunteers teaching financial literacy at Woodside Bible Church and Dream Centers of Michigan. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, employing a fundamental analysis approach focused on large-cap U.S. equities and fixed income. The firm manages approximately $916 million in discretionary assets and serves a diverse client base that includes charitable organizations and insurance companies.

Julie Fici is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Managed Asset Portfolios since 2017. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, manages mutual funds through a joint venture, and offers sub-advisory, wrap program, and retirement plan consulting services.

Patrick Cunningham is a CFP® professional with 15 years of experience in financial advisory services. He is currently with William Mack & Associates Inc and has operated Cunningham & Associates Advisory Services, PLLC, and Cunningham & Associates, LLC since 2011 and 2003, respectively. Outside of his advisory roles, he is involved in tax planning, preparation, and business consulting through Cunningham & Associates Advisory Services. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities. The firm manages approximately $820 million for nearly 1,000 clients through a team of ten advisers, offering discretionary retainer investment management and financial planning with an emphasis on diversification, tax efficiency, and low-cost implementation.