Jonathan Goldberg is a Series 65-registered financial advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1995. Outside of his advisory role, he is also an attorney at Bloom, Bloom & Associates, P.C., a legal firm specializing in estate, tax, and small-business matters. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset portfolios, and employs factor investing, optimization, and technical analysis in its investment process.

Lauren Adams is a CFP® with eight years of industry experience, currently serving as a financial advisor at Center for Financial Planning, Inc. She has worked with Raymond James Financial Services, Inc. since 2016. Outside of her advisory role, Adams is an officer and treasurer on the board of Kirk in the Hills Preschool, where she oversees budgeting and financial reporting. Center for Financial Planning, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, utilizing a range of investment vehicles including stocks, bonds, mutual funds, ETFs, and managed accounts.

Timothy Griffin is a financial advisor at GPM Growth Investors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Griffin Portfolio Management Corp. since 1993. GPM Growth Investors is an employee-owned investment adviser that provides 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 through a disciplined valuation process, offering stock-focused, balanced, and actively managed ETF-based portfolios.

Kent Golightly is a CFP® professional with seven years of industry experience, currently serving as an advisor at Planning Alternatives Ltd in Birmingham, MI. Before joining Planning Alternatives Ltd, he worked at BDO USA, LLP for four years. Planning Alternatives Ltd offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, and business entities. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Kyle Worthy is a CFP® professional with nine years of industry experience, currently serving as an advisor at Spartan Wealth Management. His career includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Sentry Equity Services Inc, and Transamerica, among others. Outside of his advisory work, Kyle coaches at the Brighton Pickleball Club. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team approach and combines fundamental analysis with Modern Portfolio Theory to manage portfolios across a range of asset classes while incorporating strategies such as options and hedging.

William Johnson is a CFP® with 20 years of industry experience. He has been with White Pine Investment Co since 2018 and previously worked at Charles Schwab and Charles Schwab & Co., Inc. from 2014 to 2018. White Pine Investment Company is a fee-only registered investment adviser serving primarily individual clients, including high-net-worth households, with discretionary investment management and integrated financial planning. The firm combines fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client goals and provides ongoing portfolio oversight and written plan reviews.

Andrew Charbonneau is a CFP® practitioner at Defining Wealth with 12 years of industry experience. He has previously worked at Securities America, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory role, he owns Redwood Wealth Management, Inc., a consulting business, and is active as an insurance agent. Defining Wealth Partners serves individual and high-net-worth clients and small businesses, providing financial planning, retirement-plan advice, and portfolio management using a broadly diversified, evidence-based investment approach focused on low-cost and tax-aware strategies.

Kelly Fetterman is an advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation and bringing 12 years of industry experience. He previously worked at Yousif Capital Management, LLC and World Asset Management, Inc. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm follows a value-oriented, bottom-up fundamental investment approach and maintains distinct strategies across equities and fixed income.

Michael Brocavich is a CFP® professional with 19 years of industry experience. He currently serves as a Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc, where he has worked since 2021. His prior experience includes roles at McClaren Investment Partners LLC and Edward Jones. He is also a partner at Center for Financial Planning II, LLC. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach across a diversified mix of investments and manages adviser accounts through Raymond James & Associates, offering both discretionary and non-discretionary services.

Lisa Carey is a CFP® with eight years of industry experience and has been with GEM Asset Management, LLC since 2012. She holds the Series 63 designation and works from Plymouth, MI as part of a six-advisor team. GEM Asset Management, LLC provides discretionary investment management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm constructs globally diversified portfolios that emphasize factor exposures and combines low-cost passive funds with active management in less efficient sectors.

Amanda Toia is a financial advisor with Center for Financial Planning, Inc. and Raymond James Financial Services, holding Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Center for Financial Planning since 2010. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Anthony Digiovanni is a CFA® charterholder with 11 years of industry experience. He has been with White Pine Investment Co since 2012. White Pine Investment Company provides fee-only investment management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and provides regular written updates and estate-planning coordination.

Steven Nofar is a financial advisor with Spartan Wealth Management who holds a Series 65 license and has 10 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Cambridge Investment Research Advisors, and LPL. Outside of financial advising, he is the owner and president of a law firm and serves as Vice Chairman of a medical care nonprofit for underserved communities. Spartan Wealth Management is a multi-advisor team serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and advisory services, utilizing fundamental analysis combined with Modern Portfolio Theory to construct long-term, diversified portfolios.

Angela Cusmano is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior firms include Next Financial Group Inc and Purshe Kaplan Sterling Investments. She is also an owner involved in providing fixed annuity insurance to clients. Dahring | Cusmano and Associates offers holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes client-centered portfolio management with a focus on asset allocation and low-cost investments, and it provides institutional plan services including fiduciary roles and operational support.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Center for Financial Planning Inc provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation and diversification, with approximately $1.97 billion in assets under management and a team of 17 advisors.

Bradley Hoekstra is a financial advisor at GEM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michigan State University, NextEra Energy, and Pet Supplies Plus. GEM Asset Management provides discretionary investment management and standalone financial planning to individuals, qualified retirement plans, and charitable organizations. The firm emphasizes globally diversified, factor-based portfolios using primarily low-cost passive funds alongside active management in select sectors.

Chetan Rastogi is a financial advisor at Heron Bay Capital Management with five years of industry experience. He holds the Series 65 designation and has worked previously at Seizert Capital Partners and Empowerment International, Inc. 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 employs a long-term strategy using fundamental, technical, and cyclical analysis to construct customized portfolios primarily composed of individual equities and low-cost ETFs.

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.

Connor Holton is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at LPL Financial, Cambridge Investment Research, and Cadaret, Grant & Co., Inc. His other business activities include providing investment advisory services through Spartan Wealth Management. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm combines fundamental analysis with Modern Portfolio Theory to construct long-term portfolios including stocks, ETFs, mutual funds, bonds, and alternative investments, while employing derivatives and third-party research as part of its risk management and investment strategies.