Elizabeth Foley is a CFP® professional with 37 years of industry experience. She has worked at Hilltop Wealth & Tax Solutions since 2018 and previously spent 29 years at Ameriprise Financial Services, Inc. She serves as President of the Board of Directors for Hilltop Kids, an organization that provides education, goods, and services to underprivileged children and families in the community. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities. The firm offers discretionary portfolio management, comprehensive financial and tax planning, and integrates tax and estate considerations into investment recommendations.

Don Gill III is a financial advisor with Skyoak Wealth in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Skyoak Wealth since 2019, following prior roles at BKS Advisors and Morgan Stanley. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and other institutions. The firm employs a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core–satellite framework, integrating proprietary active models with outside separately managed accounts and offering a mix of family office, private wealth management, and corporate retirement plan advisory services.

Colin Fraser is a CFP® with 10 years of industry experience, currently serving at Bloom Advisors since 2023. He previously worked at Northern Financial Advisors, Inc. for 12 years. Outside of his advisory role, he is an owner of Taxcraft LLC, a tax preparation business. Bloom Advisors is a fee-only firm managing approximately $1.6 billion in assets, primarily serving individual and high-net-worth clients. The firm employs a disciplined investment approach using factor investing, optimization, and technical analysis to build diversified, multi-asset portfolios mainly through institutional-share mutual funds and ETFs.

Karrie Maier is a financial advisor at Pathworks Financial, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Pathworks Financial since 2021. Prior to her advisory role, she was a homemaker and worked at Desco Properties. Pathworks Financial, Inc. serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates, offering services such as asset management, financial planning, retirement plan consulting, and family office services. The firm uses academic investment models to construct diversified portfolios and evaluates alternative investments, including digital assets.

Farah Kobeissi Nasser is a financial advisor at Spartan Wealth Management with seven years of industry experience. She holds a Series 65 designation and has worked previously at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. In addition to her advisory role, she is a 30% owner of Sapphire Accounting & Tax Solutions, a tax preparation and consulting business. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a multi-advisor team approach, combining fundamental analysis with Modern Portfolio Theory to manage diversified portfolios and incorporates derivative instruments and third-party research in its investment strategies.

Adam Bressler is a ChFC® credentialed advisor at Dahring | Cusmano and Associates with five years at the firm. His prior work experience includes roles at Door Dash and Target. 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 family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment process focuses on understanding financial conditions, risk profiles, and goals to construct tailored portfolios emphasizing asset allocation and low-cost investments.

Jared Lee is a financial advisor at C2 Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at Ford Credit and Signature Associates, as well as three years at Strategic Investment Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients, primarily focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to manage income distribution and market exposure.

Tyler Bashaw is a financial advisor at JLB & Associates Inc with a Series 65 designation and six years of industry experience. He has been with JLB & Associates since 2018 and previously attended Eastern Michigan University from 2013 to 2017. JLB & Associates is a registered investment adviser that manages discretionary portfolios for individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm employs a fundamental analysis approach, focusing on a defined universe of about 200 companies and emphasizing investment-grade corporate bonds in fixed-income management.

Kathryn Jay is a financial advisor at Spartan Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a mix of fundamental analysis and Modern Portfolio Theory to manage long-term portfolios and incorporates strategies such as options and hedging to support risk management.

Osman Minkara is a managing principal and investment advisor representative at CIG Asset Management, Inc. with 32 years of industry experience. He is also the managing principal of CIG Capital Advisors and the managing member and majority owner of CIG Venture Management, LLC, which manages various special purpose vehicles and a private equity fund. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers socially responsible investment options.

David Tutak is a CFA® charterholder with Planning Alternatives Ltd in Birmingham, MI. He has worked in the financial services industry since 2016, including roles at Wells Fargo Advisors and Northwestern Mutual. Tutak has been with Planning Alternatives Ltd since 2019, contributing to the firm’s team of 10 advisors. Planning Alternatives Ltd provides wealth management, financial planning, and investment management services to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a Modern Portfolio Theory-based approach to build globally diversified, risk-based portfolios and offers specialized services such as ERISA fiduciary oversight, Section 3(38) investment management, and Family Office coordination.

David Hardin II is a Series 65-registered advisor with City Center Advisors, LLC, where he has worked since 2018. He has 10 years of industry experience, including prior roles at CoreCap Advisors, Inc. and City Center Financial LLC. Outside of his advisory work, he is a member of Einsteinian AI LLC, a non-investment-related venture. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—as well as businesses and qualified retirement plans. The firm uses Modern Portfolio Theory in its investment approach and offers a unified managed account program that includes model portfolios and third-party managers.

Nathan Mersereau is a CFP® and holds a Series 63 license with 19 years of industry experience. He has worked at Planning Alternatives Ltd. for multiple years since 2009, with an interlude at Wealthcare Advisors, LLC from 2011 to 2018. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management services to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and businesses. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for retirement plans.

Genadi Slavov is a CFA® charterholder affiliated with Sigma Investment Counselors, with one year of industry experience. Prior to joining Sigma in 2023, he held positions at RHP Properties and Roofing Depot LLC, and briefly worked at UBS. Sigma Investment Counselors offers 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 portfolios, utilizing both quantitative tools and qualitative research, and manages approximately $2.1 billion across multiple advisory teams.

Wendy Simmons is a financial advisor with Dahring | Cusmano and Associates, holding Series 63, 65, and 66 licenses and possessing 16 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, JP Morgan Chase Bank, and ELE Wealth Advisors. Wendy is also a licensed insurance agent, dedicating a minimal amount of time to this role. Dahring | Cusmano provides holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, and qualified retirement plans. The firm emphasizes a client-centered investment process focused on asset allocation and low-cost investments, managing portfolios primarily for the long term while also offering institutional plan services and fiduciary roles.

Paul Delmotte is a financial advisor at Vantage Point Financial, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Inlay Digital and Urge Juice. Outside of his advisory role, he owns and operates Modern Eagle Golf, a private golf simulator club. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, while incorporating alternative investments and integrated planning services.

L Atherton is a financial advisor at C2 Private Wealth with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2011 to 2021. In addition to his advisory role, Atherton is involved with Strategic Planning Advisors, Inc., where he spends approximately half of his time providing insurance sales and services. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes risk and scenario analysis and integrates affiliated accounting and insurance services within its retirement-focused approach.

David Foret is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Blue Chip Partners, LLC since 2016. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships and employs a team-based approach focused on developing tailored Investment Policy Statements and asset allocation models that are actively monitored and rebalanced.

Adam Larkin is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at United Wholesale Mortgage. Outside of his advisory role, he serves as an assistant coach for the boys' varsity ice hockey team at Clarkston Community Schools. 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 offers customized asset-allocation models and integrates tax and estate planning services through affiliated providers.

Julia Shaw is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Plante Moran and Merrill Lynch. 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 emphasizes tailored client relationships and uses customized asset-allocation models supported by fundamental, technical, and cyclical analysis.