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 Risk Paradigm Group, LLC since 2016 and is also involved with Tactical Allocation Group, LLC, where he performs a limited administrative role. RPG Family Wealth Advisory operates under Risk Paradigm Group and offers tactical, ETF-focused investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional clients. Their approach is policy-based and driven by proprietary quantitative and qualitative research, employing momentum and volatility algorithms alongside risk controls to manage allocations across ETFs and ETNs.

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 CFP® and CFA® with 11 years of industry experience. He is an associate and portfolio manager at Center for Financial Planning Inc. in Southfield, MI, and has been with Raymond James Financial Services, Inc. since 2015. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing financial planning and investment management services. The firm emphasizes strategic asset allocation and diversification and manages approximately $1.97 billion in assets through a team of 17 advisors.

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 financial advisor with Center for Financial Planning Inc in Southfield, MI, holding the CFP® designation and Series 63 license with 34 years of industry experience. He has been associated with Raymond James Financial Services since 1999. Wyman serves on the Board of Trustees at Albion College, where he chairs the Investment Committee and Endowment Investment Committee. He is also a licensed attorney in Michigan. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning and investment management services. The firm employs a strategic asset allocation approach, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, and managed accounts.

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.

Andrew Jabro is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials, and has seven years of industry experience. Prior to joining Dahring | Cusmano in 2024, he worked at Flexible Plan Investments Ltd and Citizens Bank among other positions. Dahring | Cusmano offers holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and low-cost investments, managing portfolios primarily for the long term while also providing fiduciary and operational services to retirement-plan clients.

Avery Hasenauer is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Integrated Investment Consultants, LLC and previously worked at firms including Rehmann Capital Advisory Group and Merrill. The firm provides investment management and wealth consulting services to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. Integrated follows an investment approach that combines fundamental security analysis with Modern Portfolio Theory and offers tailored portfolio solutions alongside specialized consulting and alternative investment management.

Noel Villajuan is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. He has previously worked at Ford Estates, Sequoia Financial Advisors, LLC, Sequoia Financial Group, LLC, Ljpr Financial Advisors, and Fidelity Brokerage Services LLC. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion for about 606 clients and emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds.

Christopher Mac Kenzie is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He is currently with Integrated Investment Consultants, LLC and has previously worked at Gregory J. Schwartz & Co., Inc. and Telemus Capital, LLC. Integrated Investment Consultants, LLC provides investment and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm uses fundamental security analysis combined with an asset allocation framework grounded in Modern Portfolio Theory and offers specialized services including alternative pooled vehicle management and fiduciary services for ERISA plans.

Angela Palacios is a CFP® with 22 years of industry experience currently with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services since 2008 and was with Center for Financial Planning from 2012 to 2019. She serves as a board member and secretary for the Ice House Skating Academy, a nonprofit organization. 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.

Kipatrick Mrkva is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Gainplan LLC since 2020 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he is involved in outside sales of non-variable insurance. Gainplan LLC is a team-based firm serving individuals, trusts, pension, and corporate clients with investment advisory and financial planning services. The firm uses a factor-based, top-down investment approach that incorporates tactical and strategic asset allocation and manages portfolios through ETFs, mutual funds, individual securities, and derivatives.

Sandra Adams is a CFP® with 23 years of experience in the financial services industry. She is affiliated with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 1996. Adams is also involved with the Society for Active Retirees. 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 and diversification approach and manages approximately $1.97 billion in assets with a team of 17 advisors.

Russell Strickler is a CFP® with 20 years of experience in the financial services industry. He is the principal of Strickler Investment Services, LLC and has held various roles at related entities including Strickler Tax Advisory and Strickler Financial Group. Outside of investment advisory, he owns a tax preparation firm and serves as managing member of a personal real estate investment entity. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach with diversified holdings and uses third-party model managers and platform services to implement portfolios.