Timothy Rush is a financial advisor with The Nemes Rush Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James and Associates, Alden Investment Group, and Silverwood Risk Management, where he is also an owner and insurance agent. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis in its investment approach and offers both discretionary and non-discretionary management with regular account reviews.

Hylan Moises is a financial advisor with Darden Wealth Group in Ann Arbor, MI, holding a Series 66 designation and 21 years of industry experience. He previously worked at North Star Financial Consultants and Commonwealth Financial Network for 15 and 18 years, respectively. Outside of his advisory role, he is a member of Times 3 Ventures, LLC, a non-investment-related business. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofit organizations, focusing on wealth management, financial planning, and retirement plan consulting. The firm employs a fundamental, bottom-up investment approach supplemented by macroeconomic and technical analysis, managing portfolios through individual securities, bonds, and ETFs, often on a discretionary basis.

Robert Pollock Jr. is a financial advisor at Diversified, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Pollock Investment Advisors, LLC from 2010 to 2026. Diversified, LLC provides investment advice and financial planning to a broad client base including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and utilizes third-party managers and platforms to tailor asset allocation and diversification strategies to client objectives and risk tolerances.

Jonathan Johnson is a CFP® and Series 65 licensed advisor at Blue Chip Partners, LLC with eight years of industry experience. He has worked at Blue Chip Partners since 2017 and was previously employed at ATS Advisors, a CPA firm. Outside of his advisory role, he also works as an independent tax preparer in Canton, Michigan. 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 emphasizes tailored client relationships and employs customized asset-allocation models using fundamental, technical, and cyclical analysis.

Jeremy Brandt is a financial advisor at SkyOak Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brandt, Kelly & Simmons Securities, LLC and Bks Advisors, LLC since 2006. SkyOak Wealth provides wealth management, investment management, comprehensive financial planning, retirement plan advisory, and family office services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm uses a discretionary, customized investment approach that blends fundamental, trend, and technical analysis across various asset classes.

Bryan Smith is a financial advisor at Pathworks Financial, Inc. with eight years of industry experience. He holds a Series 65 credential and has worked at Pathworks Financial since 2017. In addition to his advisory role, he is a licensed realtor and works part-time selling residential real estate through Center Street Realty, LLC. Pathworks Financial, Inc. serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs an investment approach based on academic models like Modern Portfolio Theory and the Fama-French model, offering diversified asset allocation primarily through mutual funds and ETFs, along with alternative investments and family office services.

Matthew Paul is a CFP® professional with 12 years of industry experience, currently serving at Richard W. Paul & Associates, LLC. He has previously worked at J.W. Cole Financial, Inc. and G.F. Investment Services, LLC. Outside of his advisory role, he participates as a cryptocurrency validator on the Ethereum network. Richard W. Paul & Associates, LLC provides fee-based advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs a blend of actively and passively managed investment strategies with a focus on value, safety, quality, and risk control, and offers customized retirement income projections and ongoing portfolio monitoring.

Craig Simmons is a financial advisor at SkyOak Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brandt, Kelly & Simmons Securities, LLC since 2002. Simmons has been with SkyOak Wealth since 2019. SkyOak Wealth provides wealth management, investment management, comprehensive financial planning, and family office services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment process often using a core–satellite approach with active management across a range of asset classes and strategies.

Steven Paul is a CFP® with 10 years of industry experience, currently serving as an advisor at Richard W. Paul & Associates, LLC since 2015. He also works as an insurance agent with Midwest Financial Consultants, a role he has held since 2010. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and modular consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a customized approach beginning with retirement income projections and risk assessments, combining active and passive investment strategies with insurance solutions.

Daniel Sippell is a CFP® currently with SGH Wealth Management, where he has worked since 2023. He has prior experience at Grand Capital Advisors and Alpha Management Group, and spent several years in educational roles at the University of Michigan and local community schools. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a variety of investment techniques, including mutual funds, ETFs, equities, bonds, alternative investments, and options.

Lucas Rhodes is a Series 65 licensed advisor at MariPau Wealth Management LLC with one year of industry experience. He has prior work experience at Collier Financial and held various positions outside the financial industry, including roles at All Pro Fitness Things Inc, Western Golf & Country Club, Jets Pizza, and Dominos. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary and typically manages discretionary portfolios using a range of investment vehicles while offering planning, consulting, and educational seminars.

David Fransko is a financial advisor with Provizr in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been affiliated with Provizr since 2015 and Four Financial Management since 2016, as well as maintaining a longstanding relationship with LPL Financial since 2008. Outside of his advisory work, he is involved as a business owner in a non-investment related venture, Rose Laundry Northville LLC. Provizr primarily serves current and former employees of select public and nonprofit institutions, providing financial planning and discretionary portfolio management focused on retirement plan investments. The firm employs a core asset-allocation strategy supplemented by monthly tactical rotations using a proprietary algorithm, managing approximately $59.7 million for about 108 clients.

James Winslow is a CFP® credentialed financial advisor with Arbor Trust Wealth Advisors, LLC in Ann Arbor, MI, bringing 26 years of industry experience. He has been with Arbor Trust since 2014, having also worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2022. Outside of his advisory role, Winslow serves on the finance committee of the Foundation for Saline Area Schools and is a licensed insurance agent focusing on life, disability, and long-term care insurance. Arbor Trust Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutional accounts. The firm constructs customized, long-term portfolios using fundamental analysis across multiple asset classes and manages over $600 million in client assets with a compact advisory team.

Christopher Szydlowski is a CFA® charterholder based in Plymouth, MI, with 16 years of industry experience. He has worked at JLB & Associates Inc since 1998. JLB & Associates provides discretionary and non-discretionary portfolio management and retirement-plan advisory services to individuals, trusts, corporations, and employee benefit plans. The firm’s investment approach emphasizes fundamental equity analysis within a defined 200-company research universe, with portfolios typically holding 20–30 stocks blending growth and value, while fixed-income management focuses on investment-grade corporate bonds with maturities under ten years.

Sam Huszczo is a CFP® professional with 23 years of industry experience and has been with SGH Wealth Management since 2016. He holds a Series 66 license and operates as an independent life insurance agent, selling fixed annuities, life, and health insurance. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm manages discretionary portfolios using proprietary asset allocation strategies tailored to clients' risk tolerance and account types, employing a range of investment techniques and instruments.

Stefanie Porter is a CFP® professional with 21 years of industry experience, currently serving as an advisor at White Pine Investment Company since 2022. Her prior experience includes roles at Pacific Life Distributors, TIAA-CREF, and Wells Fargo Clearing. She is also the sole member of Five Needles Estate Planning Services, PLLC, which offers estate planning and document drafting services. White Pine Investment Company provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, cyclical, and charting analysis to implement tailored portfolios and emphasizes regular written client communications and estate-planning coordination.

Christen Sando is a financial advisor at Columbia Asset Management, L.L.C. with seven years of industry experience and holds a Series 65 designation. She is part of a four-person advisory team based in Ann Arbor, MI. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis alongside Modern Portfolio Theory with a generally long-term orientation.

Matthew Trujillo is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 16 years of industry experience. He is a lead financial planner and partner at Center for Financial Planning Inc, where he worked from 2013 to 2021, and has also been affiliated with Raymond James Financial Services since 2013. Outside of his advisory role, he teaches chess to middle school students and has authored a chess instruction book used in his classes. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing comprehensive financial planning and investment management. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets through a team of 17 advisors.

William Ciske is a CFP® professional with one year of experience, currently serving at SGH Wealth Management. His prior work includes roles at Central Michigan University College of Business Administration, Lifeworks Advisors, and other varied positions. Outside of advising, he engages in freelance handyman work. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a range of investment techniques, including mutual funds, ETFs, individual equities and bonds, alternative investments, options writing, and short sales.

Stephen Morman is a financial advisor with Provizr in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has worked with Provizr since 2015 and Four Financial Management since 2016, alongside a longstanding association with LPL Financial dating back to 2008. Provizr primarily serves current and former employees of select public and nonprofit institutions, offering financial planning, discretionary portfolio management focused on plan-offered investments, and estate settlement assistance. The firm’s six-advisor team manages approximately $59.7 million for about 108 clients, using a core asset-allocation approach supplemented by monthly tactical rotations based on a proprietary algorithm.