Angelo D'orazio is a financial advisor at Stoney Creek Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Ameriprise and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as treasurer on the board of the Italian American Club of Livonia Charitable Foundation, which supports Italian culture and scholarships. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, model portfolios, and a mix of analytical methods to manage investments, with at least quarterly account reviews and rebalancing.

Bardette Hicks is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses. Hicks has seven years of industry experience, including prior roles at Pruco Securities, LLC and eXp Realty, LLC. In addition to advising, Hicks works as a real estate agent with Virtual Real Estate Services, LLC. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized investment policies while maintaining primarily non-discretionary management of client accounts.

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® and holds a Series 66 license with 19 years of industry experience. She is affiliated with Center for Financial Planning Inc, where she has worked since 2016, following prior positions at Merrill and Raymond James Financial Services. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, including high-net-worth households, as well as trusts, estates, and charitable organizations. The firm manages nearly $2 billion in assets and emphasizes strategic asset allocation and diversification through documented suitability processes and regular portfolio reviews.

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.

Chavez Vincent is a financial advisor with FAI Advisors, Inc. based in Farmington Hills, MI. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services, all since 2015 or 2016. Vincent is also involved in non-registered insurance sales, focusing on life, disability, and fixed annuity products. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental and technical analysis and emphasizes long-term investment strategies, while also offering insurance-based investment programs and access to managed account solutions.

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.

Adam Simon is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 65 and Series 63 licenses and possessing 16 years of industry experience. His career includes roles at CPR Financial Group LLC, Ausdal Financial Partners, and HBW Securities LLC. Outside of finance, Simon serves as a firefighter and paramedic with the Clinton Township Fire Department and occasionally preaches 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 constructs multi-manager portfolios combining tactical models and third-party advisors, emphasizing defensive positioning and ongoing portfolio monitoring.

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 a financial advisor at FSA Advisors, Inc. with 4 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in financial services since 1993, including roles at Financial Services Of America Advisors and Usallianz Securities Inc. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm’s investment approach combines fundamental analysis and modern portfolio theory with tailored asset allocations and a focus on mutual funds, fixed income, REITs, annuities, and ETFs.

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.

Patrick Marody is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with ON Investment Management Co., THE O.N. Equity Sales Company, General American Life Insurance Company, and Mutual Benefit Life. Outside of his advisory role, he is involved in insurance sales and managing non-investment businesses including consulting/coaching through Empowering Futures, LLC and business succession planning with B Trace Partners/Q5. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF screening, and asset allocation strategies focused on long-term investment objectives, with additional offerings such as insurance-based investment programs and access to managed account solutions.

Michael Nemes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with The Nemes Rush Group, LLC, and has prior experience at Topel Forman, LLC. Nemes serves as a board member for the Risk Management Association East Michigan Chapter. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combined fundamental and technical investment approach, offering both discretionary and non-discretionary mandates, and manages over $1.35 billion in discretionary assets.

Miles Putnam is a CFA® charterholder with 15 years of industry experience, currently serving at Provident Investment Management, Inc. since 2010. He holds the Series 65 designation and works out of Novi, MI as part of a six-advisor team. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on individual securities, managing approximately $1.23 billion for about 349 clients.

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.

Michael Spica is an investment advisor representative at FSA Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSA Advisors since 2017, with prior experience at Independence Capital Co Inc and AE Financial Services. Outside of his advisory role, he is involved in insurance sales and serves as president of MVS Incorporated, which receives commissions for insurance products. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth, and business clients. The firm combines fundamental analysis with modern portfolio theory and a long-term investment horizon, typically utilizing mutual funds, fixed income, ETFs, REITs, and annuities in client portfolios.

Jeffrey Petherick is a CFA® charterholder with 17 years of industry experience. He has worked at Northpointe Capital, LLC for 19 years before joining Integrated Investment Consultants, LLC. Integrated Investment Consultants, LLC manages approximately $1.08 billion for a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.