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 with Center for Financial Planning Inc in Southfield, MI. He holds the CFP® designation and has seven years of industry experience. His career includes roles at Raymond James Financial Services Inc and CIG Capital Advisors. He also serves as an agent for Metropolitan Tower Life Insurance, assisting with a disability policy transition. Center for Financial Planning Inc is an SEC-registered adviser managing approximately $1.97 billion in assets, serving individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification through documented suitability processes and periodic reviews.

Connor Gordon is a financial advisor at GEM Asset Management, LLC with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining GEM Asset Management, he worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations, offering discretionary investment management and stand-alone financial planning. The firm uses globally diversified, factor-driven portfolios emphasizing low-cost passive funds and employs proprietary models and option overlays in select strategies.

Anthony Mansoor is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 65 and Series 63 licenses and with nine years of industry experience. Prior to joining Spartan Wealth Management in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2015 to 2025. Mansoor provides investment advisory services through Spartan Wealth Management, an independent investment advisory firm. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $1.48 billion in discretionary assets and uses fundamental analysis combined with Modern Portfolio Theory to construct diversified long-term portfolios.

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 licenses. Prior to joining Blue Chip Partners, she worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 plans, managing approximately $1.88 billion across about 1,000 client relationships. The firm offers tailored asset-allocation models and integrates investment management with affiliated tax and estate-planning services through its related entities.

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.

Matthew Lamarre is a financial advisor at SimplyRIA Advisor Network with 15 years of industry experience. He holds a Series 65 designation and has been involved with firms including Jackson Kennedy since 2013, Caitlin John, LLC since 2011, and M&L Retirement Solutions since 2009. Outside of advisory roles, he is a managing partner and owner involved in selling annuities, FIA, and life insurance products. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, consulting, and fiduciary support. The firm employs a combination of active and passive strategies, offering discretionary and non-discretionary management through a multi-office structure that supports multiple independent IAR practices.

Andrea Cloutier is a Series 65-registered advisor at Blue Chip Partners, LLC with two years of industry experience. She previously worked at Plante Moran for seven years before joining Blue Chip Partners. 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 both discretionary and non-discretionary portfolio management alongside comprehensive or limited financial planning.

Zakerie Thompson is a financial advisor with Spartan Wealth Management who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Bank of America, Merrill, Northern Trust, and other firms. 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 and combines fundamental analysis with Modern Portfolio Theory to build primarily long-term diversified portfolios while utilizing strategies such as options and hedging for risk management.

Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at several firms including Jackson National Life and currently serves as Director of Business Development at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering investment management, financial planning, consulting, and fiduciary support. The firm combines strategic asset allocation with active and passive management through a corporate RIA structure that hosts multiple independent advisory practices.

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.