Steven Lewis is a Series 65 licensed advisor with DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, Michigan, where he has worked since 2015. He has 14 years of experience in the financial industry. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts, with portfolios managed individually and a long-term orientation.

Connor Hughes is a CFP® professional with four years of experience at Diversified Portfolios, Inc. Prior to his current role, he worked at Dentsu International and Yanfeng Automotive, and he has an academic background from Michigan State University. 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, emphasizing long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Alexander Strek is a CFP® with 12 years of industry experience, currently serving at Modell Capital Management LLC since 2025. He also holds roles at Alps Distributors, Inc. and Clarkston Capital Partners, LLC, where he is involved in business development, client relationship management, and financial analyses. Modell Capital Management LLC provides discretionary asset management to a diverse client base including individuals, institutions, trusts, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation in fixed income, managing approximately $1.88 billion in assets with a small advisory team.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Melissa Scenga is a CFP® professional at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI, with 10 years of industry experience. She previously worked at Cambridge Connection, Inc. from 2009 to 2017 before joining her current firm in 2017. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm employs a holistic, client-centered process incorporating Functional Asset Allocation and modern portfolio theory, and offers tailored engagement structures including intergenerational and transition-focused retainers.

Thomas Post is a CFP® with 16 years of experience and has been with Diversified Portfolios, Inc. since 2010. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a trustee for Christ Church Cranbrook in Bloomfield Hills, Michigan. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm focuses on long-term asset allocation using broadly diversified, low-cost passive and enhanced index funds, and incorporates alternative strategies such as collateralized loan obligations and reinsurance-linked securities in some client portfolios.

Thomas Delpup is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at Enlightened Finance LLC and Cssc Brokerage Services, Inc. alongside their affiliated advisory firms. In addition to his financial advisory work, Delpup owns and operates a law practice providing legal services to clients and manages Blackheath Capital Management. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a team of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active management across multiple portfolio programs tailored to client needs.

Daniel Goldberg is a CFA® charterholder with 15 years of experience in the financial industry. He has worked at Diversified Portfolios, Inc. since 2021 and previously spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. He holds a Series 63 license and is based in Bloomfield Hills, MI. 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, using a long-term asset allocation strategy focused on broad diversification and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Benjamin Klamo is a CFA® charterholder with 16 years of industry experience. He has been with Gainplan LLC since 2015. Gainplan LLC is a team firm based in Bloomfield Hills, MI, consisting of eight advisors. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, offering asset management, retirement plan consulting, and business consulting. The firm uses a factor-based, top-down investment process that incorporates tactical and strategic asset allocations with various instruments including ETFs, mutual funds, individual securities, and derivatives.

Derek Podolak is a financial advisor with Solyco Wealth LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Gladstone Wealth Partners, Affinity Wealth Management Group, LPL Financial, and CITIZENS Bank. In addition to his advisory role, he operates as an independent insurance agent. Solyco Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and offers tax preparation and accounting services through an affiliated entity.

Joseph Griffin is a financial advisor at GPM Growth Investors, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Malbork Capital Management LLC and as a self-employed investment research analyst. GPM Growth Investors is an employee-owned investment adviser that offers 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 selected through a disciplined valuation process, managing concentrated stock portfolios, balanced portfolios, and actively managed ETF-based accounts.

Avery Ragatzki is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation and five years of industry experience. Prior to joining Baron Wealth Management in 2023, Avery worked at Plante Moran Financial Advisors for multiple periods between 2018 and 2022. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on individualized, ongoing advice and strategic diversified asset allocation, combining internally researched securities with mutual funds, ETFs, and separately managed programs.

Kathryn Gillman is a CFP® professional with 22 years of experience in the financial industry. She has worked at ISTO Advisors, LLC since 2016 and previously held roles at Regal Securities and Fisher Financial Partners. Outside of her advisory role, she serves as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering wealth management, financial planning, and a two-phase “Prosperity” program that incorporates multigenerational coaching. The firm operates under a fiduciary standard, tailoring strategies to client objectives using a broad range of investment options and may utilize third-party sub-advisers.

Dena Soule is a financial advisor at Integrated Investment Consultants, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Integrated Investment Consultants since 2015. The firm serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, wealth management, and retirement plan consulting. Integrated combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and employs a variety of investment vehicles tailored to client risk tolerances and circumstances.

Ethan Siekkinen is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with one year of industry experience. His background includes roles at J Wilson Wealth Management and multiple years working with Rizzo Lawn Care. He has also attended The Ohio State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, overseeing over $25 billion in assets.

Brian Mackey is a CFA® charterholder with three years of industry experience. He is currently with Arax Advisory Partners and has prior experience at Schechter Investment Advisors, Hutchinson & Walter, Harbus Capital, and Adviser Investments. Outside of advisory roles, he serves as Chief Operating Officer at Robert Schechter & Associates, managing accounting and marketing functions. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and is noted for its use of performance-based fee arrangements and its broader institutional footprint.

Shadi Maasri is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and six years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company, Fidelity Investments, and Merrill Lynch. Outside of advisory work, Maasri has experience in the restaurant industry with Elies Mediterranean Grill and Bar. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on individualized client investment policies without maintaining traditional corporate business relationships.

Douglas Coursen is a financial advisor at Plante Moran Financial Advisors with 16 years of industry experience. He holds the CFP® designation and Series 65 license. He has been with Plante Moran Financial Advisors since 2009 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the Plante Moran enterprise that enable integrated financial services.

Marc Neville is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at LPL Financial, SCF Investment Advisors, and Aurora Securities. Outside of his advisory work, he is an officer of Neville Financial Group, Inc., which provides financial consulting, estate planning, and tax preparation services. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policy statements and periodic reviews, often utilizing third-party money managers and platforms for held-away account management.

Devin Cragin is a financial advisor at Azimuth Capital Management with a Series 65 designation and seven years of experience at the firm. Prior to joining Azimuth, he was self-employed for six years. Azimuth Capital Investment Management LLC advises individuals, trusts, foundations, banks, and municipal entities with discretionary and nondiscretionary investment supervisory services, subadvisory arrangements, and limited personal financial planning. The firm employs a combination of quantitative and qualitative analysis, using proprietary equity screening databases and model-based equity strategies alongside customized fixed-income portfolios to serve its clients.