Logan Doty is a financial advisor with Strickler Investment Services, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Strickler, he gained experience in roles at Powerhouse Gym, BASF Corporation, and Clemson University. He is also licensed as a life and health insurance agent, dedicating part-time hours to that work. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach, utilizing third-party model managers and risk analysis tools to align portfolios with client objectives.

Anthony Mona is a financial advisor with Spartan Wealth Management, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 15 years and has also been affiliated with Cadaret Grant & Co., Inc. and LPL Financial LLC. Mona serves on the boards of several nonprofit organizations, including the Chaldean American Chamber of Commerce, the Chaldean Community Foundation, and the Chaldean Diocese of Saint Thomas Apostle USA. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.

Kent Bowman is a CFP® professional with 42 years of experience in the financial services industry. He has been with Arrow Financial Group since 2001 and is a principal at several affiliated firms, including Arrow Investment Management, LLC. Outside of his advisory work, he serves on the boards of two nonprofit organizations focused on environmental conservation and the arts. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses risk-adjusted, multi-asset allocation models and offers a variety of portfolio management platforms while maintaining a small advisory team and client base.

Alexander Walther is a financial advisor at Strickler Investment Services, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, using an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds. The firm offers ongoing portfolio supervision, access to tax preparation services through an affiliated entity, and advises on held-away accounts and insurance products.

Connor Holton is a financial advisor with Spartan Wealth Management, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at LPL Financial, Cadaret, Grant & Co., and Cambridge Investment Research. Holton is engaged as a financial advisor at Spartan Wealth Management, where he provides investment advisory services. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm applies fundamental analysis combined with Modern Portfolio Theory to create primarily long-term portfolios and incorporates derivatives, hedging, and third-party research in its investment strategies.

Cody Vanderhagen is a financial advisor with Blue Chip Partners, LLC in Farmington Hills, MI, holding a Series 65 credential and five years of industry experience. Prior to joining Blue Chip Partners in 2020, he worked at CBRE and was a graduate student at the University of Michigan. Blue Chip Partners provides fee-based investment management and financial planning to a diverse client base including individuals, high net worth clients, trusts, estates, and small businesses. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services ranging from discretionary portfolio management to comprehensive financial planning, supported by an affiliated service network offering tax and estate-planning resources.

Eric Larson is a Series 65 licensed financial advisor with eight years of industry experience. He has worked at Sigma Investment Counselors since 2021 and was previously with Plante Moran Financial Advisors from 2014 to 2020. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses client-specific financial models and diversified portfolios that blend ETFs, individual equities, and fixed income, supported by quantitative and qualitative research tools.

Nicole Standen is a CFP® with 13 years of industry experience and has been with Gainplan LLC since 2017. Prior to joining Gainplan, she worked at CIG Asset Management, CIG Securities, and CIG Capital Advisors from 2015 to 2017. In addition to her advisory role, she is involved in selling life, accident, and health insurance. Gainplan LLC serves individuals, trusts, pension, and corporate clients by providing investment advisory and financial planning services. The firm uses a factor-based, top-down investment process incorporating tactical and strategic asset allocation and employs a range of investment vehicles including ETFs, mutual funds, and derivatives.

Gerald Seizert is a CFA® charterholder with 16 years of industry experience. He is a founding member of Heron Bay Capital Management and previously led Seizert Capital Partners for nearly two decades. Seizert serves as an independent director for Advent Capital Management, a closed-end mutual fund company. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutions. The firm follows a long-term investment strategy using fundamental, technical, and cyclical analysis to build customized portfolios primarily composed of individual equities and low-cost ETFs.

Bryan Azzo is a financial advisor at FAI Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with FinancePros, LLC and FinancePros Lending, LLC, where he oversees mortgage financial services operations. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients, offering tailored portfolio management and focused consulting on retirement and estate planning using fundamental and technical analysis, asset allocation, and a long-term investment approach.

Paul Metler is a financial advisor with C2 Private Wealth in Novi, MI, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at Strategic Divorce Advisors, LLC, Strategic Investment Advisors, Inc., and Senior Planning Advisors, Inc. Outside of advisory work, he is involved in providing insurance products as an agent through Senior Planning Advisors. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm emphasizes risk- and scenario-based investment strategies and integrates advisory services with affiliated insurance, tax, and estate planning providers.

Ryan Sitto is a financial advisor at Spartan Wealth Management with a Series 65 credential and one year of industry experience. He previously worked at Deloitte from 2014 to 2020 and has been associated with Hope Management Group, Inc. since 2020. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.

Kali Hassinger is a CFP® professional with 12 years of industry experience, currently serving at the Center for Financial Planning Inc in Farmington Hills, MI. She has been with Raymond James Financial Services since 2013. Hassinger also holds a Series 63 designation and acts as an insurance agent with Lloyd’s/International Specialty Insurance. Center for Financial Planning, Inc. is an SEC-registered investment adviser managing approximately $1.97 billion in assets and providing financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and diversification approach, offering both discretionary and non-discretionary mandates along with access to Raymond James–administered programs.

Paul Warholak Jr is a financial advisor at Sigma Investment Counselors in Northville, MI, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Merrill, Flexible Plan Investments, and Sigma Financial Corporation. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diversified investment approach incorporating ETFs, individual equities, and fixed-income holdings, supported by quantitative and qualitative research tools.

Todd Knickerbocker is a financial advisor at Stonebrook Private LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and Edward Jones. Knickerbocker is also a limited partner investor in a private equity firm. Stonebrook Private LLC provides wealth management, investment management, and financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamental analysis-based investment approach, utilizing a variety of instruments and management strategies.

Matthew Dombrowski is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently an Investment Adviser Representative with Richard W. Paul & Associates, LLC and has prior experience at GF Investment Services, LLC, J.W. Cole Financial, Inc., Midwest Financial Consultants, Inc., and Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also involved with Midwest Financial Consultants, Inc., where he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance products. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a customized approach that includes retirement income projections, risk assessments, and a mix of active and passive investment strategies focused on value, safety, and loss avoidance.

Daniel Seder is a CFP® and CFA® with 24 years of industry experience. He has been with Blue Chip Partners, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. He is also a partner in a non-variable insurance business. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships and implements customized asset allocation models using fundamental, technical, and cyclical analysis.

Nicholas Boguth is a financial advisor at Center for Financial Planning Inc in Southfield, MI. He holds the CFP®, CFA®, and Series 63 credentials and has 11 years of industry experience, including his current role at Raymond James Financial Services, Inc. as a portfolio manager. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, focusing on strategic asset allocation and diversification with both discretionary and non-discretionary mandates.

Denise Grace is a financial advisor with AAN Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at AlphaStar Capital Management, LLC, Virtue Capital Management, LLC, and has been the owner and insurance agent at Grace Financial Group, LLC since 2008, where she spends a significant portion of her time offering insurance products. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, project consulting, and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide portfolio recommendations and oversees an external subadvisor to manage and rebalance client portfolios.

Deborah Van Dam is a CFP® with two years of experience, currently serving as a financial advisor at Blue Chip Partners, LLC. Her prior work includes roles in hospitality and education, including positions at Cantoro Trattoria, LLC and University of Michigan-Dearborn. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored relationships through in-depth discovery and customized asset allocation, offering services supported by affiliated tax and estate planning providers.