Sean Beckerman is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Woodward Insurance Agency and Financial Service of America, where he also sells life insurance and annuities through multiple insurance marketing organizations. Beckerman is active in insurance sales, including Medicare-related products and life insurance, through FSA Health Insurance Agency. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term focus, offering tailored asset allocations and discretionary management that often includes third-party platforms.

Jack Riashi is a CFP® with 15 years of industry experience and has been with Bloom Advisors since 2002. He holds a Series 63 license and is based in Farmington Hills, MI. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm employs a strategic asset allocation approach with diversified multi-asset class portfolios, using institutional-share mutual funds and ETFs, and incorporates factor investing, optimization, and technical analysis in its research.

Maximilian Baker is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI. He holds a Series 65 designation and has experience working with Q3 since 2024, as well as prior roles at Kestra Investment Services and The Baker Group Financial Services. He also spent six years at Michigan State University and has been involved with the Bayview Yacht Club. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary approach combining strategic allocation with tactical elements and offers various billing arrangements, including subscription and performance-based fees.

Susan Hodess is a CFP® with 42 years of experience in financial services. She has been affiliated with Arrow Financial Group and Arrow Investment Management since 2009, and she has operated her own sole proprietorship, Capital Consulting Group, since 1985. Hodess is a licensed insurance agent and is also a board member of the non-profit Hebrew Free Loan. Arrow Investment Management provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm serves a select client base using personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.

Tyler Curley is a financial advisor with Dahring | Cusmano and Associates and holds a Series 65 designation. He has seven years of industry experience, including prior roles at AE Wealth Management, Brokers International Financial Services, and TriFound. Outside of his advisory work, he is also involved in fixed insurance sales. Dahring | Cusmano and Associates provides comprehensive financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and cost efficiency, managing portfolios primarily for the long term while offering extensive fiduciary and operational services for institutional retirement plans.

Robert Taylor is a financial advisor at Taylor & Morgan Asset Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Taylor & Morgan Asset Management since 2011 and Taylor Capital, LLC since 2019, where he serves as CEO overseeing a private real estate investment fund. In addition to his advisory roles, Taylor owns a law firm that collects referral fees and is a member of a municipal financial advisory specializing in bond issues. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 accounts, employing a range of strategies including discretionary portfolio management, options, and third-party managers, complemented by a mergers & acquisitions advisory practice.

Joshua Jackson is a financial advisor with C2 Private Wealth in Novi, MI, holding a Series 65 credential and nine years of industry experience. He has worked at Senior Planning Advisors, Inc. and Strategic Investment Advisors, Inc. since 2017 and was previously with Advisors Excel from 2011 to 2017. Jackson is also involved in insurance services as an insurance agent at Senior Planning Advisors, Inc. 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 analysis to guide income distributions while maintaining market exposure. Its integrated approach includes affiliated tax and insurance services and emphasizes client education through a required retirement course.

Erin Goss is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC. She joined Blue Chip Partners in 2021 after 16 years at Plante Moran Financial Advisors, LLC. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships through customized asset allocation and utilizes fundamental, technical, and cyclical analysis in portfolio management.

Michel Tenaglia is a CFP® professional with 20 years of industry experience, currently serving as an advisor at VIMA, LLC since 2011. He is a board member of the Italian American Chamber of Commerce of Michigan. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process and may include covered-call option writing and margin use where authorized.

Doris Karras is a financial advisor at StraightLine with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with StraightLine and its predecessor, Straightline Group LLC, since 2005. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, discretionary cash management, and retirement plan education. The firm uses institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program alongside managing employer-sponsored and personal accounts.

Dace Dekruif is a CFP® professional with 22 years of experience in financial planning and wealth management. He is the sole advisor at Silver Strand Financial Planning and also works as a financial planner with Blend Financial, Inc. dba Origin Financial. His prior roles include positions at PNC Investments and TCF National Bank. Silver Strand Financial Planning provides wealth management, investment management, and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, offers discretionary and non-discretionary account management, and includes insurance consulting services without accepting commissions on those products.

Samuel Fleischer is a financial advisor at Dahring | Cusmano and Associates in Novi, MI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stellantis and Carl's Golfland. Dahring | Cusmano 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 approach focuses on comprehensive financial assessments and long-term portfolio management with a range of investment vehicles.

Sadeer Jamil is a financial advisor at VIMA, LLC with 24 years of industry experience and holds a Series 66 designation. He has been with VIMA since 2014. Outside of his advisory role, he is also a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC serves individual and high-net-worth clients offering portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and manages discretionary and non-discretionary accounts with a range of investment strategies including equities, fixed income, mutual funds, ETFs, and covered call options.

Stephanie Lucker is a CFP®-certified financial advisor at Bloom Advisors with seven years of industry experience. She previously worked at Boston Consulting Group for three years before joining Bloom Advisors in 2019. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, managing approximately $1.6 billion in assets. The firm’s investment approach uses factor investing, optimization, and technical analysis to build diversified, multi-asset portfolios mainly through institutional-share mutual funds and ETFs, maintaining active management with systematic rebalancing.

Jacob Gingell is a financial advisor at Royal Oak Financial Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Wealth Strategies Financial Group. In addition to his advisory role, he is also an insurance agent involved in the sales of fixed insurance products. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach is based on asset allocation and client risk profiles, utilizing model portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.

Gregory Haeger III is a financial advisor at C2 Private Wealth with one year of industry experience. He holds a Series 65 designation and has been involved with C2 Private Wealth in various capacities since 2021. Outside of advising, he operates a part-time youth baseball training business called High Performance Training. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning, discretionary portfolio management, and integrates tax and estate services through affiliated partners.

Heather Trbovich is a Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial industry since 2012, focusing on investment management and tax-advantaged strategies. Heather works with individuals, business professionals, and real estate investors to develop strategies that grow and protect wealth over time, emphasizing clear communication, thoughtful planning, and long-term relationships. Heather has expertise in areas including college education planning, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. She has particular experience with 1031 exchanges and helps clients create tailored financial plans that are structured yet flexible to suit their unique circumstances. Heather holds an Associate's Degree from Baker College and is a Personal Investment Advisor (PIA). Outside of work, she enjoys boating, reading, traveling, and watching movies.

Jonathan Goldberg is a Series 65-registered financial advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1995. Outside of his advisory role, he is also an attorney at Bloom, Bloom & Associates, P.C., a legal firm specializing in estate, tax, and small-business matters. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset portfolios, and employs factor investing, optimization, and technical analysis in its investment process.

Timothy Mack is a Series 65-registered advisor with William Mack & Associates Inc in Troy, MI. He has been with the firm since 2014 and has no prior industry experience outside this role. 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, low-cost investment strategies using no-load mutual funds and ETFs across six model portfolios with a long-term orientation.

Brian Branch is a financial advisor at Royal Oak Financial Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Royal Oak Financial Advisors since 2018. Prior to that, he was with WFG Investments, Inc. and Capital Asset Advisory Services, LLC. Branch is also an independent insurance agent involved in investment-related insurance sales. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm uses asset allocation strategies based on client questionnaires, risk tolerance, and goals, managing portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.