Daniel Hoban is a financial advisor with Spectrum Financial Resources in Troy, MI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has worked at United Planners' Financial Services since 2009 and has been involved with Spectrum Financial Resources since 2006. Outside of advisory work, Hoban is a tax preparer and a notary public. Spectrum Financial Resources provides financial planning, advisory consulting, and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to build portfolios, offering both discretionary and non-discretionary management with ongoing supervision and re-optimization.

Riley Manwaring is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 65 credential with one year of industry experience. Prior to joining Verde Capital Management, Riley worked at Rocket Companies, Uber, Grubhub, DoorDash, and held various roles during his time as a student. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses with investment management and fiduciary services. The firm combines fundamental and technical analysis with diversified fund menus and employs derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Logan Ross is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. He has been with Cranbrook Wealth Management, LLC since 2015. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities by managing portfolios on a discretionary basis. The firm integrates investment management with financial planning, using model allocations based on risk assessments and offers services including tax-loss harvesting and private equity access through independent managers.

Bryan Long is a CFP® with nine years of industry experience, currently serving at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked with Taylor & Morgan since 2017 and also holds a consulting role with Taylor Capital LLC, a private real estate investment fund. Prior to this, he was associated with Regulus Advisors, LLC and Saginaw Valley State University. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a variety of instruments and is notable for its affiliated professional activities, including legal, accounting, and private real estate investment services.

Jill Wall is a CFA® charterholder affiliated with ISTO Advisors, LLC, where she has worked since 2016. She holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of her advisory role, Wall serves as Treasurer on the House Advisory Board for the Christ Child Society of Detroit, where she prepares financial reports and oversees budgeting. ISTO Advisors serves individuals and families, including high-net-worth clients, as well as trusts, estates, retirement plans, and corporate entities. The firm offers comprehensive wealth management, financial planning, and a multigenerational “Prosperity” program, tailoring strategies to client objectives while operating under a fiduciary standard.

Steven Lewis is a Series 65-licensed advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He has been with the firm since 2015. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities, using a value-oriented, bottom-up fundamental investment approach across equities and fixed income. The firm manages focused equity portfolios and distinct strategies, serving mainly high-net-worth clients and participating in donor-advised fund programs.

Connor Hughes is a CFP® professional with four years of experience at Diversified Portfolios, Inc. Prior to his current role, he worked at Dentsu International and Yanfeng Automotive, and he has an academic background from Michigan State University. 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, emphasizing long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Alexander Strek is a CFP® with 12 years of industry experience, currently serving at Modell Capital Management LLC since 2025. He also holds roles at Alps Distributors, Inc. and Clarkston Capital Partners, LLC, where he is involved in business development, client relationship management, and financial analyses. Modell Capital Management LLC provides discretionary asset management to a diverse client base including individuals, institutions, trusts, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation in fixed income, managing approximately $1.88 billion in assets with a small advisory team.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

David Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VIMA, LLC since 2020. His prior roles include positions at Financial Strategies Group, Inc. and Securian Financial Group. Outside of his advisory work, Roberts is involved with Zeiders Enterprises, providing personal financial education and counseling to active duty military personnel. VIMA, LLC is a mid-sized advisory firm that primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and 401(k) consulting. The firm customizes portfolios using a top-down, sector-level screening approach and typically manages accounts on a discretionary basis.

Melissa Scenga is a CFP® professional at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI, with 10 years of industry experience. She previously worked at Cambridge Connection, Inc. from 2009 to 2017 before joining her current firm in 2017. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm employs a holistic, client-centered process incorporating Functional Asset Allocation and modern portfolio theory, and offers tailored engagement structures including intergenerational and transition-focused retainers.

Karen Culver is a financial advisor at Managed Asset Portfolios, LLC with 22 years of industry experience. She holds the Series 65 designation and has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts, mutual fund sub-advisory roles, and model portfolios across multiple strategies.

Robert Kahn is a financial advisor at Stoney Creek Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been involved in the financial services industry since 1990, including roles at FSC Securities Corporation and his own firm, R. Kahn & Associates. In addition to his advisory work, he is a licensed accountant and occasionally offers accounting services to clients. Stoney Creek Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a documented investment policy process, uses a variety of analytical methods, and offers services such as third-party money manager selection and retirement plan advisory, including held-away 401(k) account management.

Thomas Post is a CFP® with 16 years of experience and has been with Diversified Portfolios, Inc. since 2010. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a trustee for Christ Church Cranbrook in Bloomfield Hills, Michigan. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm focuses on long-term asset allocation using broadly diversified, low-cost passive and enhanced index funds, and incorporates alternative strategies such as collateralized loan obligations and reinsurance-linked securities in some client portfolios.

Thomas Delpup is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at Enlightened Finance LLC and Cssc Brokerage Services, Inc. alongside their affiliated advisory firms. In addition to his financial advisory work, Delpup owns and operates a law practice providing legal services to clients and manages Blackheath Capital Management. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a team of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active management across multiple portfolio programs tailored to client needs.

Marguerite Tschirhart is a financial advisor at VIMA, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors. In addition to her advisory role, she is a sole-practitioner attorney and operates a health insurance business. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting, employing a top-down, sector-focused investment process that includes equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Michael Rodzik is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Managed Asset Portfolios since 2011 and Alt Fund Distributors LLC since 2014. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, offers separately managed accounts, sub-advisory roles, and retirement plan consulting, and utilizes tools such as the Bloomberg MAC-3 risk model to inform portfolio construction.

Daniel Goldberg is a CFA® charterholder with 15 years of experience in the financial industry. He has worked at Diversified Portfolios, Inc. since 2021 and previously spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. He holds a Series 63 license and is based in Bloomfield Hills, MI. 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, using a long-term asset allocation strategy focused on broad diversification and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Benjamin Klamo is a CFA® charterholder with 16 years of industry experience. He has been with Gainplan LLC since 2015. Gainplan LLC is a team firm based in Bloomfield Hills, MI, consisting of eight advisors. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, offering asset management, retirement plan consulting, and business consulting. The firm uses a factor-based, top-down investment process that incorporates tactical and strategic asset allocations with various instruments including ETFs, mutual funds, individual securities, and derivatives.

Daniel Patterson is a financial advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Managed Asset Portfolios since 2001, serving as a client relations manager and a 5% owner. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, offering separately managed accounts, sub-advisory services, and retirement plan consulting.