John Cole is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Independence Capital Co. and HUB Insurance Group. He is also involved in selling life insurance, fixed and indexed annuities, and health insurance through related business activities. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory to create long-term investment strategies, utilizing a range of products including mutual funds, ETFs, fixed income, REITs, and annuities.

Samuel Morley is a financial advisor with Managed Asset Portfolios, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior work includes roles at Alt Fund Distributors LLC and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and manages various pooled and model investment vehicles, serving also as a sub-adviser to mutual funds.

David Tutak is a CFA® charterholder with Planning Alternatives Ltd in Birmingham, MI. He has worked in the financial services industry since 2016, including roles at Wells Fargo Advisors and Northwestern Mutual. Tutak has been with Planning Alternatives Ltd since 2019, contributing to the firm’s team of 10 advisors. Planning Alternatives Ltd provides wealth management, financial planning, and investment management services to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a Modern Portfolio Theory-based approach to build globally diversified, risk-based portfolios and offers specialized services such as ERISA fiduciary oversight, Section 3(38) investment management, and Family Office coordination.

James Wink is a financial advisor with Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His career includes roles at Summit Tax Services LLC, Summit Insurance Services, LLC, Gradient Securities, LLC, and leadership of his own entities, James D. Wink, Inc. and James Wink, Sole Proprietor. Outside of advising, he serves as president of the Anchor Bay Community Foundation Kaarto Christian School Fund, overseeing scholarship application processes. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, ERISA advisory services, and insurance products. The firm uses model portfolios primarily composed of no-load mutual funds and ETFs, applying fundamental, technical, and cyclical analysis tailored to client risk profiles, with an emphasis on principal preservation and a range of strategies from conservative to aggressive equity allocations.

David Hardin II is a Series 65-registered advisor with City Center Advisors, LLC, where he has worked since 2018. He has 10 years of industry experience, including prior roles at CoreCap Advisors, Inc. and City Center Financial LLC. Outside of his advisory work, he is a member of Einsteinian AI LLC, a non-investment-related venture. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—as well as businesses and qualified retirement plans. The firm uses Modern Portfolio Theory in its investment approach and offers a unified managed account program that includes model portfolios and third-party managers.

Nathan Mersereau is a CFP® and holds a Series 63 license with 19 years of industry experience. He has worked at Planning Alternatives Ltd. for multiple years since 2009, with an interlude at Wealthcare Advisors, LLC from 2011 to 2018. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management services to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and businesses. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for retirement plans.

Robert Quayle is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 63 designation and 43 years of industry experience. He has worked at Taylor & Morgan since 2016 and previously at Quayle Financial Group and Quayle & Co. Securities. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 client accounts with a team of seven advisors and also offers mergers & acquisitions advisory services for business owners and corporate clients.

Adam Grubius is a financial advisor with FSA Advisors, Inc. in Troy, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Independence Capital Company Inc and Financial Services of America. He is involved in selling life insurance, fixed and indexed annuities, as well as health insurance. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary management and tailored asset allocations across various asset classes.

Geoffrey Clark is a financial advisor at Fairway Investment Group, LLC with a Series 66 designation and one year of industry experience. He is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory roles, Clark is involved with Cruises by Geoff & Nicole and has teaching experience at Eastern Michigan University and Utica Community Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based portfolio management using programs sponsored by LPL Financial and emphasizes tailored advice through investor profiling and a combination of fundamental, technical, and cyclical analysis.

Matthew Mc Ewen is a financial advisor at Arrowroot Family Office, LLC in Rochester Hills, MI, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Arrowroot, he worked at Edward Jones for five years and ADP for twelve years. Arrowroot Family Office offers advisory services to individuals, families, and various entities including pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and employs analytics such as efficient-frontier analysis and Monte Carlo simulations to construct portfolios primarily composed of ETFs and mutual funds, while also providing multi-family office services and managing private funds.

Mark Fitzgerald is a financial advisor at Cranbrook Wealth Management, LLC with 16 years of industry experience. He has held Series 63 and Series 65 designations and has been with Cranbrook Wealth Management since 2006. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis for approximately 242 clients. The firm combines investment management with financial planning and uses model allocations tailored by a Risk Tolerance Assessment, implementing portfolios primarily with mutual funds and ETFs.

Eric Babcock is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Greystone Financial Group, LLC and Polaris Greystone Financial Group, LLC. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis and offers specialized retirement plan fiduciary services including 3(38) investment management and investment policy development.

Jay Fishman is a financial advisor at Jay A. Fishman, Ltd with 14 years of industry experience and holds a Series 65 designation. He has been associated with Jay A. Fishman, Ltd since 1970. Jay A. Fishman, Ltd provides fee-based, discretionary portfolio management and investment counseling to high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment approach focused on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income, managing concentrated portfolios with low turnover.

John Perko is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including HBW Insurance and Financial Services, HBW Securities, and Ausdal Financial Partners. Perko is also an independent insurance agent involved in life and fixed annuity sales through CPR Financial Group LLC. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing portfolio monitoring.

Eric Fishman is a financial advisor at Jay A. Fishman, Ltd. with four years of industry experience. He holds a Series 65 designation and has worked at Aspiriant prior to joining his current firm. Jay A. Fishman, Ltd. provides fee-based, discretionary portfolio management and investment counseling for high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment philosophy, managing concentrated portfolios primarily composed of mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income.

Keith Nichol is a financial advisor at Carrera Capital Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Northwestern Mutual Wealth Management Company from 2016 to 2024. Outside of his advisory role, he has been involved with Spartan Radio Network and WXYZ TV since 2014 and 2015, respectively. Carrera Capital Advisors serves individuals, retirement plans, trusts, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and consulting. The firm uses a multifaceted investment process combining quantitative analysis, fundamental research, technical patterns, and machine learning to construct diversified, tax-aware portfolios across multiple product groups.

Michael Sherman is a financial advisor at UHY Wealth Management RIA LLC, holding a Series 65 credential. He has two years of industry experience, including prior roles at Seraph, Driveline, and College Hunks. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs individualized investment policies supported by both fundamental and technical analysis, managing portfolios with objectives such as growth, income, or tax considerations.

Charles Reinhold is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with CPR Investments Inc and CPR Financial Group LLC since 2006 and has worked with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he serves as a township trustee in Washington Township, MI. CPR Investments provides discretionary portfolio management and financial planning for individuals, businesses, charitable organizations, and qualified retirement plans. The firm constructs multi-manager portfolios utilizing third-party advisors and in-house tactical strategies, emphasizing downside risk management and regular portfolio monitoring.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.

Christopher Brent is a financial advisor at City Center Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of finance, he has taught private piano lessons since 1997. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—and businesses. The firm follows Modern Portfolio Theory and offers a unified managed account program that incorporates third-party managers and sub-advisors.