Matthew Mc Ewen is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Edward Jones and Arrowroot Family Office, LLC in Rochester Hills, MI. Prior to his financial advisory career, he worked at ADP for twelve years. Arrowroot Family Office provides multi-family office and investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm offers customized asset allocation using advanced analytics and manages both discretionary and non-discretionary portfolios, often utilizing ETFs, mutual funds, and individual securities as directed by clients.

Eric Babcock is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Greystone Financial Group, LLC and Polaris Greystone Financial Group, LLC. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis and offers specialized retirement plan fiduciary services including 3(38) investment management and investment policy development.

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.

John Perko is a financial advisor with CPR Investments Inc and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at firms including CPR Financial Group LLC and Ausdal Financial Partners, Inc. Outside of advisory roles, he is an independent agent involved in the sale of life insurance and fixed annuities. CPR Investments Inc primarily serves individual investors, along with businesses and qualified retirement plans. The firm uses a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on reducing downside risk.

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.

Charles Reinhold is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with CPR Investments Inc and CPR Financial Group LLC since 2006 and has worked with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he serves as a township trustee in Washington Township, MI. CPR Investments provides discretionary portfolio management and financial planning for individuals, businesses, charitable organizations, and qualified retirement plans. The firm constructs multi-manager portfolios utilizing third-party advisors and in-house tactical strategies, emphasizing downside risk management and regular portfolio monitoring.

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.

Christopher Brent is a financial advisor at City Center Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of finance, he has taught private piano lessons since 1997. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—and businesses. The firm follows Modern Portfolio Theory and offers a unified managed account program that incorporates third-party managers and sub-advisors.

Katherine Johnstone is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at RichMark Wealth Management and Haller Financial Group. Outside of finance, she is the owner of Wild Ideas Garden Design, a garden design business she has operated since 1999. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, with tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Reyn Eichenlaub is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Weber Inc and Michigan Bucks. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services, using quantitative tools and a range of investment vehicles to construct individualized portfolios.

Aaron Andreas is a financial advisor at Arbor Wealth Advisors LLC in Troy, MI, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Arbor Wealth Advisors since 2013. Arbor Wealth Advisors serves individual and high-net-worth clients by providing discretionary investment management along with project-based financial planning and consulting. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified, low-cost passive funds and Monte Carlo analysis to guide planning and asset allocation.

Bethany Mosshart is a financial advisor at StraightLine in Troy, MI, holding a Series 65 designation with 15 years of industry experience. She has been with StraightLine since 2003. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement education services. The firm uses institutional research and proprietary models to guide investment decisions across mutual funds, ETFs, stocks, and bonds, while offering a structured participant education program and access to sub-advisers for certain clients.

Adam Legg is a CFP®, ChFC®, and holds a Series 63 license, with nine years of industry experience. He has worked at ISTO Advisors, LLC since 2022, following prior roles at Stonebridge Financial Partners, LLC, and Northwestern Mutual. Before his financial advisory career, he was employed at Boulder Pointe Golf Club for six years. ISTO Advisors serves individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, retirement plan consulting, and a multigenerational “Prosperity” program. The firm operates under a fiduciary standard, uses a range of investment vehicles, and offers additional services such as executive coaching and leadership training through an affiliated business.

Timothy Hanna is a CFA® charterholder with one year of experience in the financial industry. He currently serves as an advisor at Planning Alternatives Ltd and previously worked at Flexible Plan Investments for 11 years. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management to a diverse client base, including high-net-worth individuals, qualified retirement plans, trusts, and charitable institutions. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.

Michael Rice is a financial advisor with StraightLine in Troy, MI, holding a Series 65 designation and 11 years of industry experience. He has been with StraightLine since 2013. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement plan education and communication services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program.

Dennis Raffin is a financial advisor at StraightLine based in Troy, MI, holding a Series 65 credential with three years of industry experience. He has worked at StraightLine and its predecessor entities since 2008. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, discretionary cash management, and retirement plan education services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and provides a structured participant education program through group meetings, one-on-one sessions, and webinars.

Tareq Jallaf is a financial advisor at Hilltop Wealth & Tax Solutions with Series 65 credentials and two years of industry experience. His prior roles include positions at Unique Wealth Strategies and experience in academic settings at Northern Illinois University and the University of Vermont. Hilltop Wealth & Tax Solutions serves a diverse client base, including high-net-worth individuals, trusts, corporations, and tax-exempt entities, offering discretionary portfolio management, financial planning, and integrated tax and estate planning. The firm customizes investment decisions based on client objectives and risk tolerance, combining advisory services with in-house tax and bookkeeping capabilities.

Brandon Taylor is a financial advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 65 designation. He has prior experience at PricewaterhouseCoopers and currently works as a consultant at Taylor Capital, LLC. Brandon is based in Charlotte, NC and has been in the industry since 2025. 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 and offers a mergers and acquisitions advisory practice alongside portfolio management.