Stephanie Lucker is a CFP®-certified financial advisor at Bloom Advisors with seven years of industry experience. She previously worked at Boston Consulting Group for three years before joining Bloom Advisors in 2019. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, managing approximately $1.6 billion in assets. The firm’s investment approach uses factor investing, optimization, and technical analysis to build diversified, multi-asset portfolios mainly through institutional-share mutual funds and ETFs, maintaining active management with systematic rebalancing.

Douglas Smith is a CFP® professional with 15 years of industry experience, currently serving at Pathworks Financial, Inc. He has held roles at Pathworks Financial, LLC and Center Street Holdings, LLC, and is also a licensed real estate broker with Center Street Realty, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs academic investment frameworks to build diversified asset-allocation models and offers services including asset management, financial planning, retirement consulting, and family office support.

Gregory Haeger III is a financial advisor at C2 Private Wealth with one year of industry experience. He holds a Series 65 designation and has been involved with C2 Private Wealth in various capacities since 2021. Outside of advising, he operates a part-time youth baseball training business called High Performance Training. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning, discretionary portfolio management, and integrates tax and estate services through affiliated partners.

Brian Nemes is a CFP® with 16 years of industry experience, currently a principal at The Nemes Rush Group, LLC. His prior experience includes 12 years at Raymond James & Associates Inc. Outside of advisory work, he serves as treasurer for the Ridgelands Condominium Association. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and conducts regular account reviews.

John Lambert is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at SimplyRIA Advisor Network since 2017 and previously held roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been a ski instructor and coach at Mt. Holly Ski School for over four decades, including coaching junior alpine ski racers and serving as an examiner for the Professional Ski Instructors of America. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm combines long-term strategic asset allocation, active and passive management, and offers both discretionary and non-discretionary portfolio management through a corporate RIA structure that supports multiple independent advisor practices.

Jonathan Goldberg is a financial advisor with Bloom Advisors in Farmington Hills, MI, holding a Series 65 designation and 16 years of industry experience. He has been with Bloom Advisors since 1995. In addition to his advisory role, Goldberg is an attorney affiliated with Bloom, Bloom & Associates, P.C., a legal firm specializing in estate work, tax planning, and services for small and family-owned businesses. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, utilizing a multi-asset investment approach that incorporates factor investing, optimization, and technical analysis. The firm manages approximately $1.6 billion in assets and maintains a relationship with its affiliated legal firm for reciprocal referrals.

Lauren Adams is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is affiliated with Center for Financial Planning Inc and has been associated with Raymond James Financial Services, Inc. for ten years. Outside of her advisory role, Adams serves as treasurer and board member for the nonprofit Kirk in the Hills Preschool, overseeing its budget and fiscal management. Center for Financial Planning, Inc. is an SEC-registered investment adviser managing approximately $1.97 billion in assets for individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside ongoing financial planning.

Kyle Worthy is a CFP® professional with nine years of industry experience, currently serving as an advisor at Spartan Wealth Management. His career includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Sentry Equity Services Inc, and Transamerica, among others. Outside of his advisory work, Kyle coaches at the Brighton Pickleball Club. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team approach and combines fundamental analysis with Modern Portfolio Theory to manage portfolios across a range of asset classes while incorporating strategies such as options and hedging.

William Johnson is a CFP® with 21 years of industry experience, currently serving at White Pine Investment Co since 2018. His prior roles include positions at Charles Schwab and Fidelity. 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 uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and it emphasizes regular written communications and quarterly account reviews.

Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, and OneDigital Investment Advisors LLC among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term allocation approach, managing portfolios with mutual funds, ETFs, individual securities, and other instruments, while offering fiduciary and co-fiduciary services under ERISA.

Michael Brocavich is a CFP®-certified financial advisor with 19 years of industry experience. He is currently a Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc, where he has worked since 2021. His prior experience includes roles at Raymond James Financial Services, Edward Jones, and McClaren Investment Partners LLC. Brocavich is also a partner at Center for Financial Planning II, LLC. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, emphasizing strategic asset allocation, diversification, and a documented suitability process with regular portfolio reviews.

Keely Mc Leod is an advisor at Blue Chip Partners, LLC with Series 65 credentials and one year of industry experience. Before joining Blue Chip Partners, she held roles at the University of Michigan, Miss Kim Korean Restaurant, Oakhurst Country Club, Auburn Hills Chamber of Commerce, and Notre Dame Prep. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships, offering services that include discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and employer-sponsored account management.

Lisa Carey is a CFP® with eight years of industry experience and has been with GEM Asset Management, LLC since 2012. She holds the Series 63 designation and works from Plymouth, MI as part of a six-advisor team. GEM Asset Management, LLC provides discretionary investment management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm constructs globally diversified portfolios that emphasize factor exposures and combines low-cost passive funds with active management in less efficient sectors.

Amanda Toia is a financial advisor with Center for Financial Planning Inc in Farmington Hills, MI, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has worked at Raymond James Financial Services since 2010 and previously held roles at Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. Center for Financial Planning Inc is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets and focuses on strategic asset allocation and diversification through a documented suitability process and regular portfolio reviews.

Anthony Digiovanni is a CFA® charterholder with 11 years of industry experience. He has been with White Pine Investment Co since 2012. White Pine Investment Company provides fee-only investment management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and provides regular written updates and estate-planning coordination.

Steven Nofar is a financial advisor with Spartan Wealth Management who holds a Series 65 license and has 10 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Cambridge Investment Research Advisors, and LPL. Outside of financial advising, he is the owner and president of a law firm and serves as Vice Chairman of a medical care nonprofit for underserved communities. Spartan Wealth Management is a multi-advisor team serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and advisory services, utilizing fundamental analysis combined with Modern Portfolio Theory to construct long-term, diversified portfolios.

Angela Cusmano is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior firms include Next Financial Group Inc and Purshe Kaplan Sterling Investments. She is also an owner involved in providing fixed annuity insurance to clients. Dahring | Cusmano and Associates offers holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes client-centered portfolio management with a focus on asset allocation and low-cost investments, and it provides institutional plan services including fiduciary roles and operational support.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc in Farmington Hills, MI. He holds the Series 63 and Series 66 designations and has 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Tru Vista Wealth Advisors. Center for Financial Planning Inc is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, offering tailored financial planning and portfolio management with both discretionary and non-discretionary mandates.

Bradley Hoekstra is a financial advisor at GEM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michigan State University, NextEra Energy, and Pet Supplies Plus. GEM Asset Management provides discretionary investment management and standalone financial planning to individuals, qualified retirement plans, and charitable organizations. The firm emphasizes globally diversified, factor-based portfolios using primarily low-cost passive funds alongside active management in select sectors.

Devon Mcardle is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2008. McDonald Partners LLC serves individual investors across wealth levels as well as institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside third-party portfolio strategies.