Sean Beckerman is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Woodward Insurance Agency and Financial Service of America, where he also sells life insurance and annuities through multiple insurance marketing organizations. Beckerman is active in insurance sales, including Medicare-related products and life insurance, through FSA Health Insurance Agency. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term focus, offering tailored asset allocations and discretionary management that often includes third-party platforms.

Maximilian Baker is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI, holding a Series 65 credential with one year of industry experience. His background includes roles at Kestra Investment Services and The Baker Group Financial Services, as well as work at Michigan State University and De La Salle Collegiate. Q3 Asset Management provides fee-based investment management and financial planning to individual investors, retirement plans, trusts, charitable organizations, and other financial professionals. The firm employs a quantitative, statistics-driven approach with actively managed strategies that include market-timing and tactical positions, overseeing approximately $795 million in assets across about 2,900 accounts.

Robert Taylor is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Taylor & Morgan since 2011 and serves as CEO of Taylor Capital, LLC, a private real estate investment fund general partner. Outside of advisory roles, Taylor owns a law firm established to collect referral fees and is a member of a municipal financial advisory firm. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm uses fundamental and cyclical analysis across a variety of investment instruments and is notable for its affiliated professional activities, including accounting and private investment vehicles.

Michel Tenaglia is a CFP® professional with 20 years of industry experience, currently serving as an advisor at VIMA, LLC since 2011. He is a board member of the Italian American Chamber of Commerce of Michigan. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process and may include covered-call option writing and margin use where authorized.

Doris Karras is a financial advisor at StraightLine with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with StraightLine and its predecessor, Straightline Group LLC, since 2005. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, discretionary cash management, and retirement plan education. The firm uses institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program alongside managing employer-sponsored and personal accounts.

Dace Dekruif is a CFP® with 23 years of industry experience, currently serving at Origin Investment Advisory LLC. His prior experience includes roles at PNC Wealth Management, TCF National Bank, and other financial firms. He also works as a financial planner with Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs, using an investment approach based on Modern Portfolio Theory enhanced with behavioral-finance adjustments and AI-driven tools.

Sadeer Jamil is a financial advisor at VIMA, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at VIMA since 2014, following roles at Raymond James & Associates, Charles Schwab, and Comerica Securities. Outside of his advisory work, Jamil is also active as a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a sector-level screening process and uses strategies such as covered-call option writing and margin, typically exercising discretionary trading authority on client accounts.

Andrew Bryant is a financial advisor at FSA Advisors, Inc. with the Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and Financial Services of America, as well as work outside the financial industry in structural consulting and student event management. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses, using an investment approach based on fundamental analysis and modern portfolio theory with tailored asset allocations and discretionary portfolio management.

Heather Trbovich is a Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial industry since 2012, focusing on investment management and tax-advantaged strategies. Heather works with individuals, business professionals, and real estate investors to develop strategies that grow and protect wealth over time, emphasizing clear communication, thoughtful planning, and long-term relationships. Heather has expertise in areas including college education planning, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. She has particular experience with 1031 exchanges and helps clients create tailored financial plans that are structured yet flexible to suit their unique circumstances. Heather holds an Associate's Degree from Baker College and is a Personal Investment Advisor (PIA). Outside of work, she enjoys boating, reading, traveling, and watching movies.

Timothy Mack is a Series 65-registered advisor with William Mack & Associates Inc in Troy, MI. He has been with the firm since 2014 and has no prior industry experience outside this role. 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 about 957 clients through a team of ten advisers, focusing on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs across six model portfolios with a long-term orientation.

Timothy Griffin is a financial advisor at GPM Growth Investors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Griffin Portfolio Management Corp. since 1993. GPM Growth Investors is an employee-owned investment adviser that provides discretionary portfolio management and comprehensive 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, offering stock-focused, balanced, and actively managed ETF-based portfolios.

Kent Golightly is a CFP® professional with seven years of industry experience, currently serving as an advisor at Planning Alternatives Ltd in Birmingham, MI. Before joining Planning Alternatives Ltd, he worked at BDO USA, LLP for four years. Planning Alternatives Ltd offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, and business entities. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Todd Ifkovits is a CFA® charterholder with 14 years of industry experience. He has been with Jay A. Fishman, Ltd. since 1997. Jay A. Fishman, Ltd. provides fee-based, discretionary portfolio management and investment counseling to high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment approach, focusing on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income in concentrated, low-turnover portfolios.

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 Medvedik is a financial advisor at FSA Advisors, Inc. with the Series 65 designation. He joined the firm in 2024 and has previous work experience at La Fitness, Target, and Dakota High School. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth individuals, and businesses. The firm uses a long-term investment approach based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary portfolio management.

Makaella Caruth is a CFP® and holds a Series 65 license, currently with ISTO Advisors, LLC. She has two years of industry experience, including prior roles at Plante Moran and Alphastar Capital Management. ISTO Advisors serves individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and a two-phase “Prosperity” program that integrates financial planning with ongoing wealth management and multigenerational coaching. The firm operates under a fiduciary standard, tailoring strategies to client objectives and risk tolerances using a broad range of investment options and third-party technology for estate and tax-aware planning.

Anthony Sellors is a financial advisor at Carrera Capital Advisors with Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC for three years and Humana for six years. Carrera Capital Advisors serves individual clients across the wealth spectrum, retirement plans, trusts, foundations, and institutional entities, providing discretionary portfolio management, financial planning, and consulting. The firm employs a multifaceted investment approach combining quantitative tools, fundamental analysis, technical patterns, and machine-learning techniques to create diversified, tax-aware portfolios.

Kevin Stempin is a financial advisor with UHY Wealth Management RIA LLC in Sterling Heights, MI. He holds the Series 66, Series 63, and Series 65 licenses and has 27 years of industry experience. Since 2008, he has been associated with John Hancock Distributors LLC and John Hancock. 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 aligned with clients’ objectives and offers tailored investment policies, with a notable focus on pension consulting and plan sponsor services.

Andrew Charbonneau is a CFP® professional with 12 years of industry experience. He is currently with Defining Wealth Partners LLC and has previously worked at Securities America, Inc., and The O.N. Equity Sales Company, among others. Outside of his advisory role, he owns Redwood Wealth Management, Inc., a consulting business, and is also active as an insurance agent. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach focused on low-cost, tax-aware implementation.

Kelly Fetterman is an advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation and bringing 12 years of industry experience. He previously worked at Yousif Capital Management, LLC and World Asset Management, Inc. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm follows a value-oriented, bottom-up fundamental investment approach and maintains distinct strategies across equities and fixed income.