Kipatrick Mrkva is a CFP® with 27 years of industry experience. He has worked at Gainplan LLC since 2020 and previously spent 16 years with LPL Financial, LLC. Mrkva has been involved in outside sales of non-variable insurance. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients using a factor-based, top-down investment approach that incorporates tactical and strategic asset allocation with various securities, including ETFs and derivatives. The firm also offers estate-planning and contract services through an affiliated legal practice and emphasizes transparency in its investment strategies and operational policies.

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.

Colleen Nemes is a financial advisor at The Nemes Rush Group, LLC with a Series 65 credential and three years of industry experience. Her work history includes roles at The Nemes Rush Group since 2022 and prior experience with The Auto Club Group. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary management, and conducts regular portfolio reviews and client meetings.

Brian Weisberger is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients by providing discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.

Tannar Martines is a financial advisor at The Nemes Rush Group, LLC with a Series 65 designation and three years of industry experience. Prior to joining The Nemes Rush Group, Martines worked at Mass Mutual Great Lakes and Rothenberger Company, Inc. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension and profit-sharing plans. The firm utilizes a combination of fundamental and technical analysis with both long-term and short-term trading strategies, offering tailored written plans and regular portfolio reviews.

Daniel Boyle is a CFA® charterholder with 15 years of industry experience. He has been with Provident Investment Management, Inc. since 2004. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm applies a fundamental, bottom-up investment process focused on individual securities and manages approximately $1.23 billion for around 349 clients.

Jennifer Kravis is a CFP® professional with Bloom Advisors, where she has worked since 2019. She previously spent nine years with Bloom Strategic Consulting. Jennifer is based in Farmington Hills, MI, and is part of a nine-advisor team. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm manages over $1.4 billion in discretionary assets and emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing using institutional-share mutual funds and ETFs.

Kirk Dahring is a financial advisor at Dahring | Cusmano and Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NEXT Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as President of The Tawny K. Dahring Foundation, a nonprofit focused on medical research and comfort care. Dahring | Cusmano and Associates provides holistic financial planning, investment management, and consulting services to individuals, family offices, trusts, private foundations, and retirement plans. The firm’s client-centered approach emphasizes risk profiling, asset allocation, and long-term portfolio management, and it offers institutional plan services including fiduciary management and plan education.

Milo Bonell is a CFP®-certified financial advisor with three years of industry experience, currently serving at Imber Financial Group, LLC in Ann Arbor, Michigan. Prior to joining Imber Financial Group, he worked for J.P. Morgan Securities and Jpmorgan Chase Bank. He has also been involved with Clean Power LLC and the Girl Scouts of Wisconsin Southeast. Imber Financial Group, LLC provides investment advisory and financial planning services to individuals, high-net-worth households, charitable organizations, and participants in employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment approach and manages client accounts on a discretionary basis with regular monitoring and reviews.

Caleb Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at Signal Advisors USA, Inc., AE Wealth Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, where he is involved in business operations and insurance sales. MariPau Wealth Management provides tailored investment advisory and portfolio management services along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms to support its investment approach and coordinates advice through a network of advisory affiliates.

Bepin Serraj is a Series 65 licensed financial advisor at Richard W. Paul & Associates, LLC with eight years of industry experience. He has been with the firm since 2017 and previously worked at Albion College from 2014 to 2018. In addition to his advisory role, Serraj assists in servicing annuity client accounts as a Client Service Specialist and Insurance Agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm offers discretionary portfolio management and custom retirement income projections, blending actively and passively managed strategies with an emphasis on value, safety, quality, and risk control.

Andrew Nemes is a financial advisor with The Nemes Rush Group, LLC in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silverwood Risk Management, LLC, J Alden Associates, Inc., UHY Advisors, and Deloitte Tax LLP. Nemes is also a registered representative for J Alden Associates and works as an insurance agent with Silverwood Risk Management. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering discretionary and non-discretionary mandates along with regular account reviews and written financial plans.

Michael Masserant is a CFP® and holds a Series 65 license with six years of industry experience. He is currently affiliated with C2 Private Wealth and has worked at Strategic Investment Advisors, Inc. and Senior Planning Advisors, Inc. since 2019, as well as Lumin Financial from 2016 to 2019. Outside of his advisory role, he is involved in insurance services and product sales as an agent for Senior Planning Advisors, Inc. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis, and integrates tax and insurance services through affiliated firms to support client objectives.

Joshua Bitel is a financial advisor at Center for Financial Planning Inc in Southfield, MI, with seven years of industry experience. He holds the CFP® and Series 63 designations. His career includes roles at Center for Financial Planning, Inc., Raymond James Financial Services Inc., and CIG Capital Advisors. He also serves as an agent handling a disability insurance policy on behalf of a retiring colleague. 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, managing approximately $1.97 billion in assets through a team of 17 advisors.

Tina Troup is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research for 11 years. 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 through customized asset-allocation models and offers integrated tax and estate planning services via affiliated entities.

Anthony Mansoor is a financial advisor at Spartan Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, and other financial firms. Mansoor provides investment advisory services through Spartan Wealth Management, an independent registered investment advisor. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm uses fundamental analysis combined with Modern Portfolio Theory to build primarily long-term portfolios including individual stocks, ETFs, mutual funds, bonds, and alternative investments, and incorporates strategies such as options and hedging for risk management.

Adam Smith is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., and UBS Financial Services. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies within a multi-advisor team.

Gina Di Girolamo is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Blue Chip Partners, she worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. 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 offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored accounts.

Dylan Stockwell is a financial advisor at Blue Chip Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Blue Chip Partners, he worked at Deloitte Services LP and several other firms. Outside of finance, he has experience in the brewing industry and fitness clubs. 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 utilizes a team approach with customizable asset-allocation models and affiliated tax and estate-planning services.