David Mercier is a financial advisor at Pathworks Financial, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms including Scott Smith Financial, Inc. and Sigma Financial Corporation. Outside of his advisory work, he serves as secretary and treasurer of a small private hunting club. Pathworks Financial, Inc. is an SEC-registered investment adviser serving individuals, pension plans, trusts, small businesses, and estates. The firm offers diversified asset management, financial planning, retirement consulting, and family office services, using academic investment models and including alternative investments such as private funds and digital assets.

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.

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.

Kenneth Bloom is a Series 65-licensed advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1984 and also serves as owner and attorney at Bloom, Bloom & Associates, P.C., a legal services firm. Bloom Advisors serves individual and high-net-worth clients, offering discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset class portfolios, and systematic rebalancing using primarily institutional-share mutual funds and ETFs.

Patrick Marody is a financial advisor with FAI Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at On Investment Management Co and The O.N. Equity Sales Company since 2004, as well as longstanding positions with General American Life Insurance Company and Mutual Benefit Life. Outside of his advisory work, he is involved in consulting and coaching through Empowering Futures, LLC and manages business succession activities with B Trace Partners/Q5. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension plans, trusts, estates, and business entities. The firm manages approximately $301 million for around 516 clients through a team of five advisors, employing fundamental and technical analysis alongside tailored portfolio management and consulting on retirement and estate planning.

Michael Nemes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with The Nemes Rush Group, LLC, and has prior experience at Topel Forman, LLC. Nemes serves as a board member for the Risk Management Association East Michigan Chapter. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combined fundamental and technical investment approach, offering both discretionary and non-discretionary mandates, and manages over $1.35 billion in discretionary assets.

Miles Putnam is a CFA® charterholder with 15 years of industry experience, currently serving at Provident Investment Management, Inc. since 2010. He holds the Series 65 designation and works out of Novi, MI as part of a six-advisor team. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on individual securities, managing approximately $1.23 billion for about 349 clients.

Ann Shadle is a CFP® professional with 24 years of industry experience, currently serving at Dahring | Cusmano and Associates since 2016. She previously worked at Next Financial Group, Inc. for nine years. In addition to her advisory role, she operates an independent insurance agency affiliated with Dahring | Cusmano. Dahring | Cusmano and Associates provides holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as various entities such as family offices and qualified retirement plans. The firm focuses on client-centered investment processes with an emphasis on asset allocation and long-term portfolio management.

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.

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.

Scott Whyte is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bloom Advisors since 2000. Bloom Advisors serves individual and high-net-worth clients, offering discretionary, fee-only money management and retirement plan advice. The firm manages over $1.4 billion in discretionary assets and employs a strategic, multi-asset class investment approach using institutional-share mutual funds and ETFs.

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.

Corey Weintraub is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients, focusing on discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.

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.

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.

Matthew Mondoux is a CFP® and CFA® with nine years of industry experience. He has been with Blue Chip Partners, LLC since 2016. 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 and offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored and other accounts.

Brendan Best is a financial advisor at Richard W. Paul & Associates, LLC with three years of industry experience and holds a Series 65 designation. Before joining Richard W. Paul & Associates, he worked at BorgWarner from 2020 to 2023. In addition to his advisory role, he assists clients with insurance policies, including annuities and life insurance, as a licensed insurance agent. 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 uses a combination of actively and passively managed strategies with a focus on value, safety, quality, and risk control.

Gil Feldman is a financial advisor with The Enterprise Investment Company, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Enterprise Securities Company since 2005. Feldman serves as a board member of the Jewish Federation of Metropolitan Detroit’s Israel & Overseas Committee and is president of the board of directors for Farber Hebrew Day School Yeshivat Akiva. The Enterprise Investment Company serves high-net-worth individuals, trusts, estates, corporations, and employee benefit and pension plans, offering portfolio management, financial planning, and pension consulting. The firm primarily recommends unaffiliated sub-advisers and employs tailored, dynamic portfolio strategies based on fundamental security analysis and client-specific factors.

Steven Story is a Series 65 licensed advisor with eight years of industry experience, currently serving at GEM Asset Management, LLC. He has been with GEM since 2003. GEM Asset Management provides discretionary investment management and financial planning to individuals, qualified retirement plans, and charitable organizations. The firm employs globally diversified portfolios emphasizing factor exposures and generally favors low-cost passive funds while incorporating active management in certain sectors.