Anthony Mansoor is a financial advisor at Spartan Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, and other financial firms. Mansoor provides investment advisory services through Spartan Wealth Management, an independent registered investment advisor. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm uses fundamental analysis combined with Modern Portfolio Theory to build primarily long-term portfolios including individual stocks, ETFs, mutual funds, bonds, and alternative investments, and incorporates strategies such as options and hedging for risk management.

Bradley Sorenson is a financial advisor at Diversified Portfolios, Inc. in Bloomfield Hills, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Rochester Wealth Strategies, Jobin Financial, Inc., and Equitable Advisors, LLC. 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 focuses on long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supported by third-party technology including proprietary analytics from Dimensional Fund Advisors.

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 designations. Prior to joining Blue Chip Partners, she worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. 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 services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored accounts.

Karl Knas is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with DeRoy & Devereaux since 2015. 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 investment approach across equities and fixed income, managing concentrated and diversified portfolios with a long-term focus.

Adam Braatz is a financial advisor at Integrated Investment Consultants, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Timpani Capital Management LLC. Integrated Investment Consultants, LLC provides investment and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm combines fundamental security analysis with an asset allocation framework based on Modern Portfolio Theory and employs both discretionary and non-discretionary portfolio management, including alternative pooled investments for accredited clients.

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.

Ronald Yolles is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Portfolios, Inc. since 2010, working as part of a nine-advisor team 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 and 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 strategies.

Andrea Cloutier is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Plante Moran from 2016 to 2023. 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, managing approximately $1.88 billion across about 1,000 client relationships. The firm offers portfolio management, financial planning, and affiliated tax and estate planning services through its network of related entities.

Zakerie Thompson is a financial advisor with Spartan Wealth Management holding Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Bank of America, Merrill, Northern Trust, and several other financial firms. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering 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 construct long-term portfolios, while also utilizing options, hedging, derivatives, and third-party research as part of its investment strategies.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Don Gill III is a financial advisor at SkyOak Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and BKS Advisors. SkyOak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, and financial planning services. The firm combines proprietary actively managed strategies with outside separately managed accounts, employing a customized discretionary approach that integrates fundamental, technical, and trend analysis.

Colin Fraser is a CFP® professional with nine years of industry experience. He has worked at Bloom Advisors since 2023 and was previously with Northern Financial Advisors, Inc. for twelve years. Outside of advising, he is involved with Taxcraft LLC, a tax preparation business. Bloom Advisors serves individual and high-net-worth clients with discretionary, fee-only money management and retirement plan advice. The firm employs a strategic asset allocation approach using diversified multi-asset class portfolios primarily composed of 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 with Spartan Wealth Management and holds a Series 65 designation. She has six years of industry experience, with prior roles at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. Outside of her advisory work, she is a 30% owner of Sapphire Accounting & Tax Solutions, which provides tax preparation, consulting, payroll, and bookkeeping services. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm uses a multi-advisor team approach with an investment process focused on long-term portfolio construction through fundamental analysis and Modern Portfolio Theory.

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.

Christopher Forte is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Integrated Investment Consultants since 2015. Outside of his advisory role, he serves as a trustee for a family-related trust. Integrated Investment Consultants, LLC provides investment management and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm manages approximately $1.084 billion in regulatory assets and employs a fundamental security analysis approach combined with Modern Portfolio Theory, tailoring portfolios to client-specific risk tolerances and time horizons.

Kathryn Jay is a financial advisor at Spartan Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. 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 mix of fundamental analysis and Modern Portfolio Theory to manage long-term portfolios and incorporates strategies such as options and hedging to support risk management.

Christopher Bakken is a financial advisor with Strickler Investment Services, LLC, holding a Series 65 designation and beginning his industry experience in 2026. Prior to joining Strickler, he worked at several firms including Mercer Advisors and CMT Digital. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach using diversified holdings and third-party model managers, and it offers additional services such as financial planning, estate planning coordination, and tax preparation through affiliated entities.