Timothy Wyman is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding the CFP® designation and Series 63 license with 34 years of industry experience. He has been associated with Raymond James Financial Services since 1999. Wyman serves on the Board of Trustees at Albion College, where he chairs the Investment Committee and Endowment Investment Committee. He is also a licensed attorney in Michigan. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning and investment management services. The firm employs a strategic asset allocation approach, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, and managed accounts.

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.

Norman Pappas is a ChFC® credentialed advisor with 54 years of industry experience, currently serving at The Enterprise Investment Company since 2003. His career also includes long-term roles at The Enterprise Securities Company and NAPCO, INC. He serves as a board member of the Jewish Federation of Metropolitan Detroit. The Enterprise Investment Company serves high-net-worth individuals, trusts, estates, corporations, and employee benefit and pension plans, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm primarily refers clients to unaffiliated sub-advisers and employs dynamic portfolio strategies tailored to clients’ individual profiles.

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. 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 offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.

Andrew Jabro is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials, and has seven years of industry experience. Prior to joining Dahring | Cusmano in 2024, he worked at Flexible Plan Investments Ltd and Citizens Bank among other positions. Dahring | Cusmano offers holistic financial planning and investment management 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 approach emphasizes asset allocation and low-cost investments, managing portfolios primarily for the long term while also providing fiduciary and operational services to retirement-plan clients.

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.

Angela Palacios is a CFP® with 22 years of industry experience currently with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services since 2008 and was with Center for Financial Planning from 2012 to 2019. She serves as a board member and secretary for the Ice House Skating Academy, a nonprofit organization. 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 across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

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.

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.

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.

Stacey Gomez is a financial advisor at Planning Alternatives Ltd with 16 years of industry experience. She holds her Series 63 and Series 65 designations and has been with Planning Alternatives Ltd since 2009. 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 globally diversified, risk-based investment approach grounded in Modern Portfolio Theory and offers Family Office services along with fiduciary and Section 3(38) investment management for qualified retirement plans.

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.

Dominik Isham is a CFP® professional with nine years of experience at Northern Financial Advisors, Inc. He has been with the firm since 2017 and previously spent five years at Michigan State University. Northern Financial Advisors serves individual and high-net-worth clients through holistic financial planning and discretionary investment management. The firm uses a Functional Asset Allocation™ framework that considers clients’ life circumstances and tax profiles to tailor portfolio strategies, often managing accounts on a discretionary basis and incorporating third-party sub-advisors when appropriate.

Jeffrey Wardlow is a CFA® charterholder and financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 18 years of industry experience. He has been with DeRoy & Devereaux since 2004. 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 market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies on a discretionary basis.

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.