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.

Mark Tabock is a financial advisor at Stoney Creek Advisors LLC with 12 years of industry experience and holds the PFS™ designation. He has been associated with Tabock Business TR TBT Corp Mgmt Assoc Co since 1988, where he serves as an account executive and accounting manager, including providing tax services and business-related advice as a certified public accountant. He is a shareholder in Tabock Company, a Michigan for-profit corporation. Stoney Creek Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, a variety of analytical methods, and quarterly reviews to manage client accounts, and offers a broad investment menu alongside retirement-plan advisory services and client education initiatives.

Richard Trombley is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 66 credential and bringing nine years of industry experience. His work history includes roles at AE Financial Services, HUB International Midwest, Independence Capital Co Inc, and Financial Service of America. He is also active as an insurance agent with Financial Services of America and FSA Health. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, annuities, and selected third-party managers.

Kylie Thiessen is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Financial Services of America, Palazzo Di Bocce, Goldfish Swim School, and Wyndgate Country Club. She also serves as a client service representative for insurance agencies without receiving commissions. FSA Advisors provides portfolio management and financial planning services 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 tailored asset allocations and discretionary portfolio management.

Zachary Rivard is a CFP® professional with seven years of industry experience, currently a team member at StraightLine. He has worked at StraightLine Group, LLC since 2022 and previously held positions at ACT TWO FINANCIAL ADVISORS, DBS Investment Advisers, and PNC Financial Services. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, retirement plan education, and communication services. The firm uses institutional research and proprietary model portfolios, employing strategies such as modern portfolio theory and quantitative analysis to guide investment decisions.

Daniel Richmond is a financial advisor at Carrera Capital Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American United Life, OneAmerica Securities, Mass Mutual Investors Services, Northwestern Mutual, and Woodbridge. Outside of advising, Richmond is involved as an employee benefits partner with Worklife Benefit Consultants, connecting business owners to employee benefits solutions. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities with discretionary portfolio management, financial planning, and consulting services. The firm uses a multifaceted investment process combining quantitative tools, fundamental and technical analysis, and machine-learning techniques to construct diversified, tax-aware portfolios.

Connor Cloetingh is a financial advisor with DeRoy & Devereaux Private Investment Counsel, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Key Private Bank, Ancora Advisors, and KeyBank Capital Markets Inc. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm employs a value-oriented, bottom-up fundamental investment approach across equities and fixed income, managing focused equity portfolios and distinct strategies on a mostly discretionary basis.

Jacob Mc Clellan is a financial advisor with FSA Advisors, Inc., holding a Series 65 designation and three years of industry experience. He has worked at Financial Services of America since 2022 and joined FSA Advisors in 2023. Prior to his career in financial services, he held positions in the fitness and healthcare industries. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and typically uses mutual funds, fixed income, ETFs, REITs, and annuities in client portfolios while employing a long-term trading horizon.

Heather Williams is a CFA® charterholder with 10 years of industry experience, currently serving at Pointe Capital Management LLC since 2016. She holds Series 63 and Series 65 licenses and is based in Grosse Pointe Farms, MI. Outside of her advisory role, she serves as a trustee for the Burroughs Memorial Trust, which supports various community and charitable organizations. Pointe Capital Management serves individuals, retirement plans, trusts, and select institutional accounts with a focus on discretionary and non-discretionary investment management and ERISA fiduciary retirement-plan advising. The firm emphasizes a long-term, fundamentally driven Large Cap Value equity strategy combined with diversified asset allocation and uses leverage and derivatives in separately managed accounts.

Gary Lloyd is a financial advisor with CPR Investments Inc. in Rochester, MI, holding a Series 65 credential and 15 years of industry experience. He has worked with CPR Investments since 2016 and has prior experience at Quantum Capital Group LLC and Adaptive Equities. Outside of advisory work, he operates Gary Lloyd II, LLC, a real estate investment education company, and is involved in real estate purchase and resale through multiple business entities. CPR Investments Inc. primarily serves individual investors, businesses, and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-manager approach focusing on tactical and absolute-return strategies to manage downside risk.

Avery Hasenauer is a CFP® with 10 years of industry experience currently with Integrated Investment Consultants, LLC. He has held prior roles at Rehmann Capital Advisory Group, Rehmann Financial Network, Gleaner Financial, Sigma Financial Corporation, Bank of America, and Merrill Lynch. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and government entities, offering investment management, wealth management, and retirement plan consulting. The firm employs a fundamental analysis and asset-allocation approach grounded in Modern Portfolio Theory and provides specialized consulting for family offices and nonprofit endowments.

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.

Robert Mulcahy is a financial advisor at Royal Oak Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Wfg Investments, Inc., and Liberty Tax. Mulcahy also has experience as an insurance agent. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and retirement plans, providing discretionary portfolio management and financial planning with an investment approach based on asset allocation and model portfolios tailored to client goals and risk tolerance.

Michael Wallace is an investment adviser representative at FSA Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AE Financial Services, HUB International Midwest, and Independence Capital Company. Wallace is also president of Wallace Holdings, a pass-through S corporation. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth, and business clients. The firm uses a combination of fundamental analysis and modern portfolio theory to guide investment decisions and typically employs mutual funds, fixed income, ETFs, REITs, and annuities in client portfolios.

Ryan Paye is a financial advisor at FSA Advisors, Inc. in Troy, Michigan, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America and Bridgewise Financial Partners. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, utilizing fundamental analysis and modern portfolio theory with a long-term investment focus. The firm offers discretionary portfolio management, prepares Investment Policy Statements, and delivers financial plans on fixed-fee or hourly bases, often incorporating third-party managers and specific custodial arrangements.

Diane Young is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has previously worked with Financial Gravity Wealth, Inc. and Athena Advisory Services Inc. Outside of her advisory role, she serves as a board member for the Girl Scouts of Southeast Michigan and is president of the Women’s Democratic Club of Greater Rochester. Diane is also the author of a financial book titled "Owning Your Financial Success" and occasionally speaks publicly about it. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients, including individuals, families, retirement plans, and charitable organizations. The firm focuses on customized asset allocation using analytical methods and offers discretionary and non-discretionary asset management alongside multi-family office capabilities.

Norman Leon is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Greystone Financial Group, LLC and Retirement Funding Advisors Inc. before joining Vertrix in 2026. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Adam Rivett is a financial advisor with Integrated Investment Consultants, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Resources Investment Advisors since 2019 and Gwfs Equities, Inc. since 2016. Outside of financial advising, he owns an Etsy business creating and selling woodworking projects such as tables, wall art, and shutters. Integrated Investment Consultants, LLC provides investment and wealth management consulting to individuals, retirement plan sponsors, and institutional clients. The firm uses a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios and offers specialized consulting and alternative investment options through affiliated pooled vehicles.

George Johnson III is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 66 and Series 65 licenses and has worked with firms including CPR Investments Inc, Willenbrecht Legal Services, LLC, and LPL Financial, LLC. Outside of his advisory role, he is involved in business consulting and estate planning services through several referral-based activities. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by providing investment advisory services with tailored portfolios based on client objectives and risk tolerances. The firm offers both discretionary and non-discretionary management, sub-advisory oversight, retirement plan consulting, and financial planning, utilizing a combination of in-house management and third-party managers across multiple offices.