Adam Saghir is a financial advisor at Spartan Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. from 2023 to 2025. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory to create personalized portfolios using a range of securities, with ongoing monitoring and the discretion to rebalance to meet client objectives.

Jacob Zagor is a financial advisor with C2 Private Wealth, holding a Series 65 license and six years of industry experience. He has worked at Strategic Investment Advisors, Inc. since 2018 and is also involved with Senior Planning Advisors, Inc., an insurance agency where he spends a significant portion of his time. Prior to his advisory roles, he worked in catering and was a full-time student for several years. 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 analysis in its investment process and integrates tax and estate coordination through third-party partnerships, offering a comprehensive approach that includes financial planning, portfolio management, and insurance solutions.

Charles Nemes is a CFP® with 39 years of industry experience and is a principal at The Nemes Rush Group, LLC. He has worked at Raymond James & Associates and currently holds roles at Alden Investment Group and Silverwood Risk Management, LLC. Nemes also serves as Treasurer for a nonprofit association related to Lake Charlevoix. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm employs both fundamental and technical analysis with a range of trading strategies and offers tailored written financial plans along with fiduciary retirement plan support.

Suzanne Aitchison is a financial advisor at Liberty Capital Management Inc with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. Liberty Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, and various institutional clients including corporate pension plans, charities, and municipalities. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing fundamental equity analysis and investment-grade fixed income selections tailored to client risk tolerance.

Jeffery Bleim is a financial advisor at FSA Advisors, Inc., with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in financial services firms since 2002. Outside of advisory work, he serves as CFO of Hatty Group Inc., a staffing firm. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term focus, offering tailored asset allocations and discretionary portfolio management.

Sean Metrose is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with DeRoy & Devereaux since 2008. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm uses a bottom-up, value-oriented approach to manage concentrated equity portfolios and diversified bond strategies with a long-term focus.

Ariel Wagner is a financial advisor with Spartan Wealth Management and holds the Series 66 credential. He has nine years of industry experience, including prior roles at LPL Financial, Cadaret Grant & Co., Inc., and Cambridge Investment Research. Outside of his advisory work, Wagner is a business owner of Score Pickleball, LLC. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build primarily long-term portfolios while incorporating derivatives and hedging strategies as part of its risk management.

Charles Roehrer is a financial advisor at GPM Growth Investors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Advisors Group, American Retirement Advisors, and as an independent insurance agent. 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 emphasizes long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and offers stock-focused, balanced, and actively managed ETF-based portfolios.

John Cunningham is a CFP® with 10 years of industry experience, currently affiliated with William Mack & Associates Inc. He has operated Cunningham & Associates, LLC since 2003 and Cunningham & Associates Advisory Services, PLLC since 2011. In addition to his advisory work, he provides tax planning, preparation, business consulting, and some non-investment legal services through related entities. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients. The firm serves individuals, trusts, retirement plans, and other entities, employing a diversified, tax-efficient investment approach using low-cost mutual funds and ETFs across multiple model strategies.

Daniel Dusina is a CFA® charterholder with 10 years of industry experience. He has worked at Blue Chip Partners, LLC since 2021 and was previously employed at BlackRock Investments LLC from 2015 to 2021. 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 relationships and customized asset-allocation models, supported by a network of affiliated tax and estate planning service providers.

Joseph Lasslett is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Baron Wealth Management since 2023 and previously spent nine years at Plante Moran Financial Advisors. Lasslett is also a licensed life insurance agent. Baron Wealth Management provides fiduciary wealth management and consultation services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm focuses on individualized advice and diversified asset allocation using a combination of internally researched securities, mutual funds, ETFs, and separately managed programs.

William Waggoner II is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stoney Creek Advisors since 2016 and previously worked at Oakland Community College for 22 years. Outside of his advisory role, he is a partner and owner of Stoney Creek Partners, LLC, a life and health insurance agency. Stoney Creek Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy statement, multiple analytical methods, and offers services including third-party money manager selection, retirement-plan advisory, and held-away 401(k) account management through the Pontera platform.

Jeremy Modell is a financial advisor with Modell Capital Management LLC, holding Series 65 and Series 63 licenses and possessing 20 years of industry experience. He has worked with Clarkston Capital Partners, LLC for over a decade in various roles and was employed at ALPS Distributors, Inc. for three years. Outside of his advisory role, he manages a holding company as well as a real estate holding company. Modell Capital Management LLC provides discretionary asset management to a diverse client base, including individuals, institutions, and insurance companies. The firm employs a quality- and valuation-driven equity investment process focused on long-term compounding and capital preservation strategies in fixed income, overseeing approximately $1.88 billion in discretionary assets with a small advisory team.

Natalie Snyder is a Series 65-licensed financial advisor at VIMA, LLC with two years of industry experience. She has been with VIMA since 2021. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may employ covered-call option writing, hedging with cash positions, and margin trading when authorized by clients.

Jason Mac Lean is a financial advisor with C2 Private Wealth in Novi, Michigan, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Strategic Investment Advisors, AssetMark, Global Financial Private Capital, and Flexible Plan Investments. He also spends approximately 40% of his time as an insurance agent with Senior Planning Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes risk and scenario analysis in its investment process and integrates tax and estate coordination through affiliated providers.

Joseph Olekszyk is a CFP® and Series 66-licensed advisor at Q3 Asset Management Corporation with 13 years of industry experience. He previously worked at Rehmann Financial for nine years and held positions at Lifetime Financial Growth and Park Avenue Securities. Olekszyk is an officer of Tidewater Technologies, LLC, where he assists with data processing and output review on a limited basis. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors. The firm provides discretionary portfolio management combining strategic and tactical allocation, serving both individual and investment company clients, and offers flexible billing and service options including subscription and performance-based fees.

Brendan Bugenski is a CFP® professional with eight years of experience at William Mack & Associates Inc and nine years at The Adams Group. He has been with William Mack & Associates since 2018. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities. The firm manages approximately $820 million for about 957 clients through a team of ten advisers, focusing on diversified, tax-efficient, and low-cost investment strategies using no-load mutual funds and ETFs.

Dennis Prost is a financial advisor at VIMA, LLC with 36 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, consulting, and 401(k) advisory services. The firm employs a top-down, sector-focused investment process and customizes portfolios across various asset classes, often managing accounts on a discretionary basis.

Joseph Ashmore is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Heron Bay Capital Management since 2020 and previously held roles at Clarkston Capital Partners and Pinnacle Wealth Management Group. 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 investment strategy combining fundamental, technical, and cyclical analysis to create customized portfolios primarily consisting of individual equities and low-cost ETFs.

Ryan Essenmacher is a financial advisor at Integrated Investment Consultants, LLC with a Series 65 designation. He has been with the firm since 2025 and has prior experience working at golf clubs and in full-time education. Integrated Investment Consultants serves a broad client base including individuals, pension plans, trusts, nonprofit organizations, and corporations. The firm employs a fundamental analysis and Modern Portfolio Theory-based approach, offering customized investment management, wealth management, and retirement plan consulting services.