With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Kevin Hurley is a financial advisor with Arrow Financial Group in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is owner and partner of HFG Benefits LLC, which provides business and individual insurance solutions. Hurley has been associated with Royal Alliance Associates since 2003 and operates Hurley Financial Group LLC as a holding company for his insurance business. Arrow Investment Management, LLC offers investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm employs personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.

Kyle Zammit is a financial advisor with StraightLine, holding a Series 65 designation and three years of industry experience. He has been with StraightLine and Straightline Group LLC since 2023. Prior to that, he worked at Mercury and spent nine years in Washington Township. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement education services. The firm utilizes institutional research and proprietary model portfolios, applying modern portfolio theory and quantitative analysis, and supports client engagement through structured educational programs.

Angelo D’orazio is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Smith and Associates, and JPMorgan Chase Bank. He serves as Treasurer on the Board of Directors for the Italian American Club of Livonia Charitable Foundation, where he helps organize cultural events and scholarship efforts. Stoney Creek Advisors 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, model portfolios, and various analytical methods to manage accounts, offering services such as third-party money manager selection and held-away 401(k) account management.

Adam Smart is a Series 65-licensed advisor at Verde Capital Management, Inc. in Clarkston, MI, with six years at the firm and a total of three years of industry experience. Prior to joining Verde, he worked at Ralco Industries for six years. Outside of his advisory role, he serves as secretary of the Pontiac Community Foundation, chairs the development committee at Central Detroit Christian, and is a leadership team member at the Church of The Holy Redeemer. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis investment approach with diversified fund menus and may use derivatives and synthetic strategies to manage exposure or enhance portfolio efficiency.

William Caton is a financial advisor at William Mack & Associates Inc with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and several other companies outside the financial sector, including Door Dash and United Wholesale Mortgage. 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 across multiple model portfolios.

Ronald Braun is a CFP® professional with 40 years of industry experience, currently serving at Vantage Point Financial, LLC since 2022. He previously worked at Spc and Sigma Financial Corporation from 2011 to 2022. Braun is a board member of the Greater Northville UM Alumni Club in a volunteer capacity. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm follows a fiduciary, customized approach with a focus on long-term portfolio construction utilizing low-cost mutual funds and ETFs, while incorporating flexibility for alternative investments and coordinated planning services.

Michael Maley is a financial advisor with VIMA, LLC in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with VIMA since 2014 and operates an additional business under the name Maley Investment Group. VIMA serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and manages approximately $150 million in assets across a 12-advisor team.

Brian Swinney is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at FSA Advisors since 2017 and previously spent three years at Independence Capital Co Inc. Outside of his advisory role, Swinney serves as Vice President at Financial Services of America, where he sells life insurance and annuities, and is CEO of Core Four Services Inc, which also sells insurance products. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business clients. The firm’s investment approach combines fundamental analysis with modern portfolio theory and a long-term trading horizon, employing a mix of mutual funds, fixed income, ETFs, REITs, annuities, and third-party managers.

Chavez Vincent is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at O.N. Investment Management Company since 2016 and has been associated with The O.N. Equity Sales Company and Ohio National Financial Services since 2015. In addition to his advisory role, he is involved in non-registered insurance sales focused on life, disability, and fixed annuities. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, along with asset allocation strategies emphasizing long-term investments, and offers clients access to specialized insurance-based investment programs and sub-advisory solutions.

Devin Ellis is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Carrera Capital Advisors in 2025, Devin worked at Bank of America, Merrill, JPMorgan Chase Bank, JPMorgan Securities, and Quicken Loans. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities through discretionary portfolio management and financial planning. The firm employs a multifaceted investment process incorporating quantitative tools, fundamental analysis, technical patterns, and artificial intelligence to build diversified, tax-aware portfolios.

Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill. Outside of advisory work, he is a partner in Team Renegade, LLC, a technology business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1 billion in assets for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary portfolio management and financial planning, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

James Maendel is a financial advisor with Vestech Asset Management Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Vestech since 2018 and concurrently at Amerco since 2015, where he manages interstate corporate relocations and traffic logistics. Maendel is also an author and technical reviewer for John Wiley & Sons, contributing to the "For Dummies" book series. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning engagements.

Robert Shampine Jr. is a financial advisor at Golden Reserve Retirement, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Golden Reserve Retirement in 2026, he worked at Mainstay Capital Management, Greystone Financial Group, Polaris Greystone Advisory Group, Direct Financial, and Guardian Life Insurance Company. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with a preference for passive, low-cost investments. The firm integrates affiliated estate-planning legal and tax services within its fixed annual fee structure.

Mark Kersten is an advisor at FSA Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Financial Services Of America Advisors since 2020. He also maintains a long-standing association with Usallianz Securities Inc. and Financial Services Of America dating back to the early 1990s. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business clients. The firm’s investment approach combines fundamental analysis with modern portfolio theory and typically implements allocations using mutual funds, fixed income, ETFs, REITs, annuities, and similar products.

Michael Madison is a CFA® charterholder with 23 years of experience in the investment industry. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2003. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed individually with a long-term perspective.

Kenneth Bloom is a Series 65-licensed advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1984 and also serves as owner and attorney at Bloom, Bloom & Associates, P.C., a legal services firm. Bloom Advisors serves individual and high-net-worth clients, offering discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset class portfolios, and systematic rebalancing using primarily institutional-share mutual funds and ETFs.

Patrick Marody is a financial advisor with FAI Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at On Investment Management Co and The O.N. Equity Sales Company since 2004, as well as longstanding positions with General American Life Insurance Company and Mutual Benefit Life. Outside of his advisory work, he is involved in consulting and coaching through Empowering Futures, LLC and manages business succession activities with B Trace Partners/Q5. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension plans, trusts, estates, and business entities. The firm manages approximately $301 million for around 516 clients through a team of five advisors, employing fundamental and technical analysis alongside tailored portfolio management and consulting on retirement and estate planning.

Steven Husovsky is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, incorporating tools such as the Bloomberg MAC-3 risk model and using derivatives and income-oriented allocations where appropriate.

Ann Shadle is a CFP® professional with 24 years of industry experience, currently serving at Dahring | Cusmano and Associates since 2016. She previously worked at Next Financial Group, Inc. for nine years. In addition to her advisory role, she operates an independent insurance agency affiliated with Dahring | Cusmano. Dahring | Cusmano and Associates provides holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as various entities such as family offices and qualified retirement plans. The firm focuses on client-centered investment processes with an emphasis on asset allocation and long-term portfolio management.