John Cunningham is a CFP® professional with 11 years of experience, currently serving at William Mack & Associates Inc since 2024. He has operated Cunningham & Associates Advisory Services, PLLC since 2011 and previously led Cunningham & Associates, LLC from 2003 to 2024. Outside of investment advisory work, he is involved in tax planning, preparation, business consulting, and provides certain non-investment legal services through separate entities. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients, including non-HNW and high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $1.03 billion in discretionary assets, employing a diversified, tax-efficient investment approach primarily using no-load mutual funds and ETFs across tailored model strategies.

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.

Michael Sarcheck is a financial advisor with First Financial Coaching, Inc. in Mt. Clemens, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Financial Coaching since 2010 and also works with First Financial Services of Michigan. Outside of advising, he is active as a licensed life insurance agent and is involved in managing a real estate rental business. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, often working with a third-party asset manager for discretionary portfolio management while emphasizing investment education and client workshops.

Jeremy Modell is a financial advisor at Modell Capital Management LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Clarkston Capital Partners, LLC, where he served in various roles over eight years, and at ALPS Distributors, Inc. outside of his advisory work, he manages a holding company. Modell Capital Management LLC provides discretionary asset management to individual and institutional clients, including trusts, retirement plans, and insurance companies. The firm employs a quality- and valuation-driven investment process across equities and fixed income, emphasizing long-term compounding and capital preservation.

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.

James Carroll is a CFA® charterholder with 15 years of industry experience. He has been with Pointe Capital Management LLC since 2014, where he is part of a five-advisor team. Pointe Capital Management provides discretionary and non-discretionary investment management and retirement plan advisory services to individuals, high-net-worth clients, institutions, trusts, and 401(k) plan sponsors. The firm uses a long-term, low-turnover investment approach centered on fundamental analysis and a proprietary valuation process, and it employs derivatives and margin in separately managed accounts, which is uncommon among similar advisers.

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 CFP® with 37 years of industry experience, currently serving at VIMA, LLC since 2022. His prior roles include positions at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. Prost holds Series 63 and Series 65 licenses. VIMA, LLC is a mid-sized advisory firm that serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process with strategies that may include covered-call option writing and hedging, offering customized portfolios across equities, fixed income, mutual funds, and ETFs.

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 one year of industry experience. He holds a Series 65 designation and previously worked in the golf industry at Forest Akers West Golf Course and Links of Novi Golf Club, and has a background in full-time education spanning ten years. Integrated Investment Consultants, LLC manages approximately $1.08 billion on behalf of individual, high-net-worth, and institutional clients. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to tailor investment portfolios, while offering discretionary and non-discretionary management, ERISA fiduciary consulting, and retirement plan services.

Phillip Afif is a financial advisor with Royal Oak Financial Advisors, LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Alpha Asset Advisors and has been with Royal Oak Financial Advisors since 2017. Outside of his advisory role, he is a limited partner in a real estate and construction company, SODECO Limited Partnership, though he is not actively engaged in its operations. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a model portfolio approach based on client risk tolerance and goals, managing accounts primarily on a discretionary basis.

Scott Smith is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI. He has worked at Lifecycle since 2018 and was previously Principal and Senior Advisor at Olympia Ridge, LLC. Scott also provides consulting services to other fee-only financial planners, dedicating a portion of his time to this activity. Lifecycle Financial Planners is a fee-only firm that serves individuals, families, small businesses, trusts, estates, and charitable organizations through a team of four advisors. The firm offers comprehensive financial life planning and investment advisory services, employing a holistic, client-centric approach with tailored investment strategies based on Functional Asset Allocation and modern portfolio theory.

Zachary Fellows is a CFA® charterholder with 11 years of industry experience, currently serving at Managed Asset Portfolios, LLC. He has been with the firm since 2015, holding multiple roles over that period. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, trusts, and mutual funds. The firm employs a bottom-up, fundamental value research approach focused on high-quality companies and manages a range of strategies including fixed-income, balanced, and global equity portfolios.

Frederick Moosherr is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy, he worked at Hebbia and held roles at Luma Language Inc., Mour Inc., and Deloitte. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management and comprehensive financial planning services.

Evan Pribble is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining FSA Advisors, he held positions at Equitable Advisors LLC and has diverse work experience including roles in education and retail. He is also licensed as an insurance agent, engaged in insurance sales and services. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary portfolio management and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Catharine Betzig is a financial advisor with Diversified Portfolios, Inc., holding a Series 66 designation and six years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, Morgan Stanley, and The Northern Trust Company. Diversified Portfolios, Inc. provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s investment approach focuses on long-term asset allocation, broad diversification, and use of low-cost passive and enhanced index funds, supplemented by third-party analytics and alternative strategies.

Johnathon Lipka is a financial advisor at FSA Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Clarity In Retirement and AE Wealth Management LLC. Outside of his advisory work, he has been involved with J&A Lipka Life LLC since 2022. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary management.

Mallory Hunt is a financial advisor with Center for Financial Planning Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, J.P. Morgan Securities, and Chase Investment Services. Center for Financial Planning Inc. provides financial planning and investment management to individuals, high-net-worth households, trusts, estates, and charitable organizations, managing approximately $1.97 billion in assets. The firm emphasizes strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside access to Raymond James–administered programs.