Timothy Wyman is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding the CFP® designation and Series 63 license with 34 years of industry experience. He has been associated with Raymond James Financial Services since 1999. Wyman serves on the Board of Trustees at Albion College, where he chairs the Investment Committee and Endowment Investment Committee. He is also a licensed attorney in Michigan. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning and investment management services. The firm employs a strategic asset allocation approach, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, and managed accounts.

Connor Cloetingh is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to his current role, he worked at Key Private Bank and Ancora Advisors. 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 across market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies such as All Cap Value and Total Return Bond.

Norman Pappas is a ChFC® credentialed advisor with 54 years of industry experience, currently serving at The Enterprise Investment Company since 2003. His career also includes long-term roles at The Enterprise Securities Company and NAPCO, INC. He serves as a board member of the Jewish Federation of Metropolitan Detroit. The Enterprise Investment Company serves high-net-worth individuals, trusts, estates, corporations, and employee benefit and pension plans, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm primarily refers clients to unaffiliated sub-advisers and employs dynamic portfolio strategies tailored to clients’ individual profiles.

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.

Andrew Jabro is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials, and has seven years of industry experience. Prior to joining Dahring | Cusmano in 2024, he worked at Flexible Plan Investments Ltd and Citizens Bank among other positions. Dahring | Cusmano offers holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and low-cost investments, managing portfolios primarily for the long term while also providing fiduciary and operational services to retirement-plan clients.

Morgan Cinader is a financial advisor with Verde Capital Management, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining Verde Capital Management, Morgan worked at Michigan State University College of Human Medicine and Hope College. Outside of finance, Morgan teaches barre fitness classes at Pure Barre Clarkston. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach integrates fundamental and technical analysis with diversified asset allocation and uses both discretionary and non-discretionary management strategies.

Avery Hasenauer is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Integrated Investment Consultants, LLC and previously worked at firms including Rehmann Capital Advisory Group and Merrill. The firm provides investment management and wealth consulting services to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. Integrated follows an investment approach that combines fundamental security analysis with Modern Portfolio Theory and offers tailored portfolio solutions alongside specialized consulting and alternative investment management.

Noel Villajuan is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. He has previously worked at Ford Estates, Sequoia Financial Advisors, LLC, Sequoia Financial Group, LLC, Ljpr Financial Advisors, and Fidelity Brokerage Services LLC. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion for about 606 clients and emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds.

Christopher Mac Kenzie is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He is currently with Integrated Investment Consultants, LLC and has previously worked at Gregory J. Schwartz & Co., Inc. and Telemus Capital, LLC. Integrated Investment Consultants, LLC provides investment and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm uses fundamental security analysis combined with an asset allocation framework grounded in Modern Portfolio Theory and offers specialized services including alternative pooled vehicle management and fiduciary services for ERISA plans.

Carl Szasz is a financial advisor at Verde Capital Management, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Verde Capital Management since 2008. Outside of his advisory role, Mr. Szasz owns and manages Verde Real Estate and is a partner in Narrin Farms, LLC, a lakefront horse farm. He also serves as President of the Starbluff Homeowner's Association and manages Millpond Bed and Breakfast, an Airbnb rental property. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services, and financial planning. The firm employs a blend of fundamental and technical analysis, offers diversified fund menus, and uses synthetic instruments as part of its investment approach.

Angela Palacios is a CFP® with 22 years of industry experience currently with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services since 2008 and was with Center for Financial Planning from 2012 to 2019. She serves as a board member and secretary for the Ice House Skating Academy, a nonprofit organization. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Kipatrick Mrkva is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Gainplan LLC since 2020 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he is involved in outside sales of non-variable insurance. Gainplan LLC is a team-based firm serving individuals, trusts, pension, and corporate clients with investment advisory and financial planning services. The firm uses a factor-based, top-down investment approach that incorporates tactical and strategic asset allocation and manages portfolios through ETFs, mutual funds, individual securities, and derivatives.

Sandra Adams is a CFP® with 23 years of experience in the financial services industry. She is affiliated with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 1996. Adams is also involved with the Society for Active Retirees. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and diversification approach and manages approximately $1.97 billion in assets with a team of 17 advisors.

Eric Tomaszewski is a Series 66-licensed financial advisor with 14 years of industry experience, currently serving at Verde Capital Management, Inc. since 2013. He contributes to the Index Cooperative, a decentralized community focused on developing and promoting crypto structured tokens, assisting their institutional business team and broader community. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combination of fundamental and technical analysis with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Jennifer Slater is a CFP® professional with 15 years of experience in financial advising. She has worked at Kaydan Wealth Management, Inc. since 2018 and previously held roles at Raymond James Financial Services Advisors and Shard Financial. She is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm uses fundamental analysis and individualized portfolio construction with both modeled and customized strategies implemented on a discretionary basis.

Adam Rivett is a financial advisor with Integrated Investment Consultants, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Resources Investment Advisors since 2019 and Gwfs Equities, Inc. since 2016. Outside of financial advising, he owns an Etsy business creating and selling woodworking projects such as tables, wall art, and shutters. Integrated Investment Consultants, LLC provides investment and wealth management consulting to individuals, retirement plan sponsors, and institutional clients. The firm uses a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios and offers specialized consulting and alternative investment options through affiliated pooled vehicles.

Stacey Gomez is a financial advisor at Planning Alternatives Ltd with 16 years of industry experience. She holds her Series 63 and Series 65 designations and has been with Planning Alternatives Ltd since 2009. Planning Alternatives Ltd provides wealth management, financial planning, and investment management services to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a globally diversified, risk-based investment approach grounded in Modern Portfolio Theory and offers Family Office services along with fiduciary and Section 3(38) investment management for qualified retirement plans.

Brian Weisberger is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients by providing 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.

Dominik Isham is a CFP® professional with nine years of experience at Northern Financial Advisors, Inc. He has been with the firm since 2017 and previously spent five years at Michigan State University. Northern Financial Advisors serves individual and high-net-worth clients through holistic financial planning and discretionary investment management. The firm uses a Functional Asset Allocation™ framework that considers clients’ life circumstances and tax profiles to tailor portfolio strategies, often managing accounts on a discretionary basis and incorporating third-party sub-advisors when appropriate.

Jeffrey Wardlow is a CFA® charterholder and financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 18 years of industry experience. He has been with DeRoy & Devereaux since 2004. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm employs a value-oriented, bottom-up fundamental investment approach across market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies on a discretionary basis.