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.

Aaron Cary is a financial advisor with Financial Freedom House in Waterford, Michigan, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2012. In addition to his advisory role, Cary is also licensed as an insurance agent, soliciting life, disability, and fixed annuity products. Financial Freedom House provides discretionary portfolio management, financial planning, and fiduciary investment services to individuals, businesses, and qualified retirement plans. The firm uses a consultative, cash-flow based planning process and emphasizes strategic asset allocation implemented primarily with ETFs and passively managed funds.

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.

James Peters Jr. is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with RPG Family Wealth Advisory and its affiliated Risk Paradigm Group since 2016, and previously worked at Tactical Allocation Group for 13 years, where he continues to contribute in administrative tasks. RPg Family Wealth Advisory provides customized wealth management, financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a combination of individual equities, fixed income, mutual funds, ETFs, and limited partnerships, supported by both fundamental and technical analysis and internal due diligence.

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.

Wayne Bell Warren is a financial advisor at Gainplan LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and is also a licensed Michigan bar attorney, providing legal referrals outside of investment hours. Warren has been with Gainplan since 2015. Gainplan LLC offers investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, utilizing a factor-based, top-down investment process that incorporates tactical and strategic asset allocation across various securities and derivatives. The firm also features an affiliated legal practice and discloses its use of derivatives and crypto-linked products in certain strategies.

Spencer Knickerbocker is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Stonebrook Private LLC and has previously been employed at Raymond James & Associates and Lord Abbett. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis and manages approximately $937 million in client assets.

Timothy Wyman is a CFP®-designated financial advisor with 34 years of industry experience, currently practicing at Center for Financial Planning Inc in Southfield, MI. He has been affiliated with Raymond James Financial Services, Inc. for 27 years. Wyman serves as an attorney licensed in Michigan and holds leadership roles at Center for Financial Planning, including managing partner and CEO. He is also a board member and chair of the Endowment Investment Committee at Albion College. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages nearly $2 billion in assets, focusing on strategic asset allocation and diversification through a documented suitability process, offering both discretionary and non-discretionary portfolio management.

Connor Cloetingh is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to his current role, he worked at Key Private Bank and Ancora Advisors. 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 across market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies such as All Cap Value and Total Return Bond.

Norman Pappas is a ChFC® credentialed advisor with 54 years of industry experience, currently serving at The Enterprise Investment Company since 2003. His career also includes long-term roles at The Enterprise Securities Company and NAPCO, INC. He serves as a board member of the Jewish Federation of Metropolitan Detroit. The Enterprise Investment Company serves high-net-worth individuals, trusts, estates, corporations, and employee benefit and pension plans, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm primarily refers clients to unaffiliated sub-advisers and employs dynamic portfolio strategies tailored to clients’ individual profiles.

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. 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 offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.