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. He holds a Series 65 designation and has experience working with Q3 since 2024, as well as prior roles at Kestra Investment Services and The Baker Group Financial Services. He also spent six years at Michigan State University and has been involved with the Bayview Yacht Club. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary approach combining strategic allocation with tactical elements and offers various billing arrangements, including subscription and performance-based fees.

Susan Hodess is a CFP® with 42 years of experience in financial services. She has been affiliated with Arrow Financial Group and Arrow Investment Management since 2009, and she has operated her own sole proprietorship, Capital Consulting Group, since 1985. Hodess is a licensed insurance agent and is also a board member of the non-profit Hebrew Free Loan. Arrow Investment Management provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm serves a select client base using personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.

Robert Taylor is a financial advisor at Taylor & Morgan Asset Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Taylor & Morgan Asset Management since 2011 and Taylor Capital, LLC since 2019, where he serves as CEO overseeing a private real estate investment fund. In addition to his advisory roles, Taylor owns a law firm that collects referral fees and is a member of a municipal financial advisory specializing in bond issues. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 accounts, employing a range of strategies including discretionary portfolio management, options, and third-party managers, complemented by a mergers & acquisitions advisory practice.

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® professional with 22 years of experience in financial planning and wealth management. He is the sole advisor at Silver Strand Financial Planning and also works as a financial planner with Blend Financial, Inc. dba Origin Financial. His prior roles include positions at PNC Investments and TCF National Bank. Silver Strand Financial Planning provides wealth management, investment management, and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, offers discretionary and non-discretionary account management, and includes insurance consulting services without accepting commissions on those products.

Sadeer Jamil is a financial advisor at VIMA, LLC with 24 years of industry experience and holds a Series 66 designation. He has been with VIMA since 2014. Outside of his advisory role, he is also a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC serves individual and high-net-worth clients offering portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and manages discretionary and non-discretionary accounts with a range of investment strategies including equities, fixed income, mutual funds, ETFs, and covered call options.

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 four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Humana. Carrera Capital Advisors provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and other institutions. The firm uses a blend of macroeconomic, fundamental, and behavioral analysis combined with proprietary quantitative tools and machine-learning techniques to construct diversified, tax-aware portfolios tailored to client objectives.

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

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.

Stephen Dzialo is a financial advisor at Managed Asset Portfolios, LLC with two years of industry experience. He holds a Series 65 designation and has been with Managed Asset Portfolios since 2022. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, utilizing tools such as the Bloomberg MAC-3 risk model and offering strategies across multi-cap and global portfolios.