Joseph Lasslett is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Baron Wealth Management since 2023 and previously spent nine years at Plante Moran Financial Advisors. Lasslett is also a licensed life insurance agent. Baron Wealth Management provides fiduciary wealth management and consultation services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm focuses on individualized advice and diversified asset allocation using a combination of internally researched securities, mutual funds, ETFs, and separately managed programs.

William Waggoner II is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stoney Creek Advisors since 2016 and previously worked at Oakland Community College for 22 years. Outside of his advisory role, he is a partner and owner of Stoney Creek Partners, LLC, a life and health insurance agency. Stoney Creek Advisors, LLC 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, multiple analytical methods, and offers services including third-party money manager selection, retirement-plan advisory, and held-away 401(k) account management through the Pontera platform.

Amanda Lehnert is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with Sigma Investment Counselors since 2015, working within a team of 11 advisors based in Northville, MI. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses a client-specific financial model and investment policy statement to implement diversified portfolios combining ETFs, individual equities, and fixed-income holdings, relying on both quantitative tools and qualitative research.

Steve Alexandrowski is a CFP® professional with 15 years of industry experience, currently serving at GEM Asset Management, LLC since 2001. He is based in Plymouth, MI, and is part of a four-advisor team. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations by providing discretionary investment management and standalone financial planning. The firm employs globally diversified, factor-driven portfolios emphasizing low-cost passive funds and selectively uses active managers, integrating proprietary models and derivative strategies for complex positions and tax-sensitive transitions.

Jeremy Modell is a financial advisor at Modell Capital Management LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Clarkston Capital Partners, LLC, where he served in various roles over eight years, and at ALPS Distributors, Inc. outside of his advisory work, he manages a holding company. Modell Capital Management LLC provides discretionary asset management to individual and institutional clients, including trusts, retirement plans, and insurance companies. The firm employs a quality- and valuation-driven investment process across equities and fixed income, emphasizing long-term compounding and capital preservation.

Natalie Snyder is a Series 65-licensed financial advisor at VIMA, LLC with two years of industry experience. She has been with VIMA since 2021. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may employ covered-call option writing, hedging with cash positions, and margin trading when authorized by clients.

Jason Mac Lean is a financial advisor at C2 Private Wealth in Novi, MI, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AssetMark Brokerage, AssetMark Financial, Global Financial Private Capital, and Flexible Plan Investments. Mac Lean also serves as an insurance agent with Senior Planning Advisors, dedicating approximately 40% of his time to that role. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm combines comprehensive financial planning with discretionary portfolio management, using risk- and scenario-based analysis to address retirement income objectives and integrates tax and estate coordination through affiliated firms and partnerships.

Joseph Olekszyk is a CFP® and Series 66-licensed advisor at Q3 Asset Management Corporation with 13 years of industry experience. He previously worked at Rehmann Financial for nine years and held positions at Lifetime Financial Growth and Park Avenue Securities. Olekszyk is an officer of Tidewater Technologies, LLC, where he assists with data processing and output review on a limited basis. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors. The firm provides discretionary portfolio management combining strategic and tactical allocation, serving both individual and investment company clients, and offers flexible billing and service options including subscription and performance-based fees.

Brendan Bugenski is a CFP® professional with eight years of experience at William Mack & Associates Inc and nine years at The Adams Group. He has been with William Mack & Associates since 2018. 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.

Dennis Prost is a CFP® with 37 years of industry experience, currently serving at VIMA, LLC since 2022. His prior roles include positions at PVG Asset Management Corporation, Harvest Investment Services LLC, and Proequities, Inc. Prost holds Series 63 and Series 65 licenses. VIMA, LLC is a mid-sized advisory firm that serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process with strategies that may include covered-call option writing and hedging, offering customized portfolios across equities, fixed income, mutual funds, and ETFs.

Joseph Ashmore is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Heron Bay Capital Management since 2020 and previously held roles at Clarkston Capital Partners and Pinnacle Wealth Management Group. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term investment strategy combining fundamental, technical, and cyclical analysis to create customized portfolios primarily consisting of individual equities and low-cost ETFs.

Ryan Essenmacher is a financial advisor at Integrated Investment Consultants, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in the golf industry at Forest Akers West Golf Course and Links of Novi Golf Club, and has a background in full-time education spanning ten years. Integrated Investment Consultants, LLC manages approximately $1.08 billion on behalf of individual, high-net-worth, and institutional clients. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to tailor investment portfolios, while offering discretionary and non-discretionary management, ERISA fiduciary consulting, and retirement plan services.

Phillip Afif is a financial advisor with Royal Oak Financial Advisors, LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Alpha Asset Advisors and has been with Royal Oak Financial Advisors since 2017. Outside of his advisory role, he is a limited partner in a real estate and construction company, SODECO Limited Partnership, though he is not actively engaged in its operations. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a model portfolio approach based on client risk tolerance and goals, managing accounts primarily on a discretionary basis.

Scott Smith is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI. He has worked at Lifecycle since 2018 and was previously Principal and Senior Advisor at Olympia Ridge, LLC. Scott also provides consulting services to other fee-only financial planners, dedicating a portion of his time to this activity. Lifecycle Financial Planners is a fee-only firm that serves individuals, families, small businesses, trusts, estates, and charitable organizations through a team of four advisors. The firm offers comprehensive financial life planning and investment advisory services, employing a holistic, client-centric approach with tailored investment strategies based on Functional Asset Allocation and modern portfolio theory.

Zachary Fellows is a CFA® charterholder with 11 years of industry experience, currently serving at Managed Asset Portfolios, LLC. He has been with the firm since 2015, holding multiple roles over that period. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, trusts, and mutual funds. The firm employs a bottom-up, fundamental value research approach focused on high-quality companies and manages a range of strategies including fixed-income, balanced, and global equity portfolios.

Frederick Moosherr is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy, he worked at Hebbia and held roles at Luma Language Inc., Mour Inc., and Deloitte. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management and comprehensive financial planning services.

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Sigma Investment Counselors since 2006. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diversified portfolios that include ETFs, equities, and fixed-income holdings, utilizing both quantitative and qualitative research tools.

Evan Pribble is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining FSA Advisors, he held positions at Equitable Advisors LLC and has diverse work experience including roles in education and retail. He is also licensed as an insurance agent, engaged in insurance sales and services. FSA Advisors provides portfolio management and financial planning 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 discretionary portfolio management and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Catharine Betzig is a financial advisor with Diversified Portfolios, Inc., holding a Series 66 designation and six years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, Morgan Stanley, and The Northern Trust Company. Diversified Portfolios, Inc. provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s investment approach focuses on long-term asset allocation, broad diversification, and use of low-cost passive and enhanced index funds, supplemented by third-party analytics and alternative strategies.

Johnathon Lipka is a financial advisor at FSA Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Clarity In Retirement and AE Wealth Management LLC. Outside of his advisory work, he has been involved with J&A Lipka Life LLC since 2022. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary management.