Jeffrey Medvedik is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at AE Financial Services, Independence Capital Co, Usallianz Securities Inc., and Financial Services of America. He is also president of J.D. Medvedik & Associates, an advisory business pass-through entity. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, and annuities.

John Reynolds is a financial advisor with FSA Advisors, Inc., holding Series 63 and 65 licenses and possessing 26 years of industry experience. His prior work includes long-term roles at Cssc Brokerage Services, Inc., Cssc Investment Advisory Services, Inc., and Consulting Services Support Corporation. Outside of advisory activities, he is an insurance agent selling life insurance and fixed and fixed/indexed annuities on a commission basis. 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 trading focus, offering tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Christopher Forte is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Integrated Investment Consultants since 2015. Outside of his advisory role, he serves as a trustee for a family-related trust. Integrated Investment Consultants, LLC provides investment management and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm manages approximately $1.084 billion in regulatory assets and employs a fundamental security analysis approach combined with Modern Portfolio Theory, tailoring portfolios to client-specific risk tolerances and time horizons.

John Cole is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Independence Capital Co. and HUB Insurance Group. He is also involved in selling life insurance, fixed and indexed annuities, and health insurance through related business activities. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory to create long-term investment strategies, utilizing a range of products including mutual funds, ETFs, fixed income, REITs, and annuities.

Paul Dziepak is a financial advisor with Cirrus Capital LLC in Bloomfield Hills, MI, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Black Oak Capital, LLC and Hudson Insurance Group, where he also serves as an insurance agent and producer. Outside of his advisory work, he is involved as a marketing and event coordinator for Key of Hope, an organization based in Durban, South Africa, and is the owner of Kingdom Building Ventures, LLC. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitors and rebalances portfolios, and offers model portfolios with performance results available to clients.

Samuel Morley is an investment advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 65 and Series 63 credentials and having eight years of industry experience. He has worked at Managed Asset Portfolios since 2018 and Alt Fund Distributors LLC since 2019. Prior to his advisory roles, Morley held positions at the University of Michigan Hospital and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across various equity and fixed-income strategies, and serves as a sub-adviser to mutual funds while managing pooled and model portfolios.

Keenan Casey is a CFP® with nine years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Core Planning, LLC. He has worked at firms including Facet Wealth and USAA in various financial planning roles. Mr. Casey divides his time evenly between both firms. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement guidance and investment consultations. The firm employs Modern Portfolio Theory to build diversified portfolios using low-cost index funds and ETFs, operating as a fee-only adviser without discretionary authority over client accounts.

Theodore Lakkides is a CFP® with 44 years of experience in financial planning. He has been with Financial Freedom House since 1982, including its predecessor entities, and previously worked at Triad Advisors, Inc. He serves as president, board member, and instructor for the Cygnet Institute of Personal Financial Literacy, a nonprofit organization providing financial education workshops and seminars. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm employs a fiduciary approach with strategic asset allocation based on Modern Portfolio Theory, using primarily ETFs and no-load index funds.

Robert Quayle is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 63 designation and 43 years of industry experience. He has worked at Taylor & Morgan since 2016 and previously at Quayle Financial Group and Quayle & Co. Securities. 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 client accounts with a team of seven advisors and also offers mergers & acquisitions advisory services for business owners and corporate clients.

Adam Grubius is a financial advisor with FSA Advisors, Inc. in Troy, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Independence Capital Company Inc and Financial Services of America. He is involved in selling life insurance, fixed and indexed annuities, as well as health insurance. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary management and tailored asset allocations across various asset classes.

Patrick Nalepa is a CFP® professional with four years of industry experience, currently serving at Gainplan LLC since 2022. Prior to joining Gainplan LLC, he worked at Hillsdale College from 2019 to 2022. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, utilizing a factor-based, top-down investment process that combines tactical and strategic asset allocation. The firm employs a range of investment vehicles, including ETFs, mutual funds, individual securities, and derivatives, and is noted for its affiliated legal practice and transparent disclosure of service relationships and product usage.

Michael Brasza is a CFP® with 17 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2022 following 14 years at Mainstay Capital Management. RetireMitten Financial LLC serves individuals, high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction with stocks and ETFs, guided by client-specific Investment Policy Statements and periodic reviews.

Mark Fitzgerald is a financial advisor at Cranbrook Wealth Management, LLC with 16 years of industry experience. He has held Series 63 and Series 65 designations and has been with Cranbrook Wealth Management since 2006. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis for approximately 242 clients. The firm combines investment management with financial planning and uses model allocations tailored by a Risk Tolerance Assessment, implementing portfolios primarily with mutual funds and ETFs.

Gregory Oray is a financial advisor at Cirrus Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, Retirewise Wealth Management, and his own firms, Oray King Wealth Advisors and Oray Financial. Outside of his advisory role, he is an independent licensed insurance agent specializing in life insurance, fixed annuities, and health insurance. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, retirement plan consulting, and access to estate-planning tools. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitoring and rebalancing portfolios while offering fee-based research and model portfolio construction.

Colin Connery is a Series 65-registered advisor at Heron Bay Capital Management with two years of industry experience. He previously worked at Wilson Partners for eight years and Asset Health for five years. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm offers discretionary investment management with a long-term strategy that incorporates fundamental, technical, and cyclical analysis to build customized portfolios primarily composed of individual equities and low-cost ETFs.

Jay Fishman is a financial advisor at Jay A. Fishman, Ltd with 14 years of industry experience and holds a Series 65 designation. He has been associated with Jay A. Fishman, Ltd since 1970. 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 focused on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income, managing concentrated portfolios with low turnover.

Eric Fishman is a financial advisor at Jay A. Fishman, Ltd. with four years of industry experience. He holds a Series 65 designation and has worked at Aspiriant prior to joining his current firm. Jay A. Fishman, Ltd. provides fee-based, discretionary portfolio management and investment counseling for high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment philosophy, managing concentrated portfolios primarily composed of mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income.

Keith Nichol is a financial advisor at Carrera Capital Advisors with 10 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he has maintained ongoing involvement with Spartan Radio Network and WXYZ TV. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions, offering financial planning, portfolio management, and consulting. The firm employs a blend of macroeconomic, fundamental, and behavioral analysis, utilizing proprietary quantitative tools and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.