Katharine Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. since 2015. She holds a Series 65 registration and is based in Bloomfield Hills, MI. Diversified Portfolios, Inc. is a team of nine advisors managing approximately $1.66 billion for individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Andrew Mc Lane is a CFP® professional with 10 years of experience, currently serving at Northern Financial Advisors, Inc. in Bloomfield Hills, MI, where he has worked since 2013. He is part of a six-advisor team focused on financial planning and investment management. Northern Financial Advisors serves individual and high-net-worth clients with holistic financial planning and discretionary investment management. The firm’s Functional Asset Allocation™ framework aligns portfolios with clients’ life circumstances and tax considerations, offering tailored strategies through retainer-based engagements that often include tax preparation.

Emily Pehlis is a financial advisor at Strategic Wealth Advisors Group, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at MassMutual Great Lakes and Dynamic BDC. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, through financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and offers ERISA plan services along with public educational seminars on investment topics.

Kevin Hurley is a financial advisor with Arrow Financial Group in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is owner and partner of HFG Benefits LLC, which provides business and individual insurance solutions. Hurley has been associated with Royal Alliance Associates since 2003 and operates Hurley Financial Group LLC as a holding company for his insurance business. Arrow Investment Management, LLC offers investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm employs personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.

Kyle Zammit is a financial advisor with StraightLine, holding a Series 65 designation and three years of industry experience. He has been with StraightLine and Straightline Group LLC since 2023. Prior to that, he worked at Mercury and spent nine years in Washington Township. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement education services. The firm utilizes institutional research and proprietary model portfolios, applying modern portfolio theory and quantitative analysis, and supports client engagement through structured educational programs.

Angelo D’orazio is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Smith and Associates, and JPMorgan Chase Bank. He serves as Treasurer on the Board of Directors for the Italian American Club of Livonia Charitable Foundation, where he helps organize cultural events and scholarship efforts. Stoney Creek Advisors 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, model portfolios, and various analytical methods to manage accounts, offering services such as third-party money manager selection and held-away 401(k) account management.

Bardette Hicks is a financial advisor with ELE Advisory Services, Inc. based in Southfield, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining ELE Advisory Services in 2021, Hicks worked at Pruco Securities, LLC and has a long tenure at Comerica Bank from 1977 to 2016. Outside of advisory work, Hicks is also a licensed real estate agent with Virtual Real Estate Services, LLC. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm provides portfolio management, financial planning, and monthly retirement seminars, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and regular reviews.

William Caton is a financial advisor at William Mack & Associates Inc with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and several other companies outside the financial sector, including Door Dash and United Wholesale Mortgage. 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 across multiple model portfolios.

Jeanette Lopiccolo is a CFP® certificant and Series 66 license holder with 18 years of experience in financial advising. She has been with Center for Financial Planning Inc. and Raymond James Financial Services since 2016. 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 with a team of 17 advisors.

Ronald Braun is a CFP® professional with 40 years of industry experience, currently serving at Vantage Point Financial, LLC since 2022. He previously worked at Spc and Sigma Financial Corporation from 2011 to 2022. Braun is a board member of the Greater Northville UM Alumni Club in a volunteer capacity. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm follows a fiduciary, customized approach with a focus on long-term portfolio construction utilizing low-cost mutual funds and ETFs, while incorporating flexibility for alternative investments and coordinated planning services.

Michael Maley is a financial advisor with VIMA, LLC in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with VIMA since 2014 and operates an additional business under the name Maley Investment Group. VIMA serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and manages approximately $150 million in assets across a 12-advisor team.

Brian Swinney is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at FSA Advisors since 2017 and previously spent three years at Independence Capital Co Inc. Outside of his advisory role, Swinney serves as Vice President at Financial Services of America, where he sells life insurance and annuities, and is CEO of Core Four Services Inc, which also sells insurance products. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business clients. The firm’s investment approach combines fundamental analysis with modern portfolio theory and a long-term trading horizon, employing a mix of mutual funds, fixed income, ETFs, REITs, annuities, and third-party managers.

Devin Ellis is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Carrera Capital Advisors in 2025, Devin worked at Bank of America, Merrill, JPMorgan Chase Bank, JPMorgan Securities, and Quicken Loans. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities through discretionary portfolio management and financial planning. The firm employs a multifaceted investment process incorporating quantitative tools, fundamental analysis, technical patterns, and artificial intelligence to build diversified, tax-aware portfolios.

Jonathan Furest is a Series 65-licensed financial advisor with nine years of industry experience. He has been with First Financial Coaching, Inc. since 2014 and is also involved with Furest Furest Services, Inc. Outside of his advisory role, he serves on the Board of Directors for the Central Macomb Optimist Foundation and participates in the NextGen Macomb networking group. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers non-discretionary investment recommendations and partners with a third-party asset manager for discretionary portfolio management, emphasizing financial education and written analysis as part of its service offering.

Adam Simon is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 65 and Series 63 licenses and 16 years of industry experience. He has worked with multiple related firms since 2010 and serves as a firefighter and paramedic for the Clinton Township Fire Department, a role he has held for over 20 years. Additionally, he preaches occasionally at Woodside Bible Church. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue defensive, tactical, and absolute-return strategies on a discretionary basis.

James Maendel is a financial advisor with Vestech Asset Management Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked at Vestech since 2018 and concurrently at Amerco since 2015, where he manages interstate corporate relocations and traffic logistics. Maendel is also an author and technical reviewer for John Wiley & Sons, contributing to the "For Dummies" book series. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary management and project-based planning engagements.

Mark Kersten is an advisor at FSA Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Financial Services Of America Advisors since 2020. He also maintains a long-standing association with Usallianz Securities Inc. and Financial Services Of America dating back to the early 1990s. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business clients. The firm’s investment approach combines fundamental analysis with modern portfolio theory and typically implements allocations using mutual funds, fixed income, ETFs, REITs, annuities, and similar products.

Michael Madison is a CFA® charterholder with 23 years of experience in the investment industry. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2003. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed individually with a long-term perspective.

Kenneth Bloom is a Series 65-licensed advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1984 and also serves as owner and attorney at Bloom, Bloom & Associates, P.C., a legal services firm. Bloom Advisors serves individual and high-net-worth clients, offering discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset class portfolios, and systematic rebalancing using primarily institutional-share mutual funds and ETFs.

Steven Husovsky is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, incorporating tools such as the Bloomberg MAC-3 risk model and using derivatives and income-oriented allocations where appropriate.