Robert Taylor is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Taylor & Morgan since 2011 and serves as CEO of Taylor Capital, LLC, a private real estate investment fund general partner. Outside of advisory roles, Taylor owns a law firm established to collect referral fees and is a member of a municipal financial advisory firm. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm uses fundamental and cyclical analysis across a variety of investment instruments and is notable for its affiliated professional activities, including accounting and private investment vehicles.

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.

Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.

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® with 23 years of industry experience, currently serving at Origin Investment Advisory LLC. His prior experience includes roles at PNC Wealth Management, TCF National Bank, and other financial firms. He also works as a financial planner with Blend Financial, Inc. dba Origin Financial. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs, using an investment approach based on Modern Portfolio Theory enhanced with behavioral-finance adjustments and AI-driven tools.

Sadeer Jamil is a financial advisor at VIMA, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at VIMA since 2014, following roles at Raymond James & Associates, Charles Schwab, and Comerica Securities. Outside of his advisory work, Jamil is also active as a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a sector-level screening process and uses strategies such as covered-call option writing and margin, typically exercising discretionary trading authority on client accounts.

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.

Andrew Bryant is a financial advisor at FSA Advisors, Inc. with the Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and Financial Services of America, as well as work outside the financial industry in structural consulting and student event management. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses, using an investment approach based on fundamental analysis and modern portfolio theory with tailored asset allocations and discretionary portfolio management.

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 financial advisor with Bloom Advisors in Farmington Hills, MI, holding a Series 65 designation and 16 years of industry experience. He has been with Bloom Advisors since 1995. In addition to his advisory role, Goldberg is an attorney affiliated with Bloom, Bloom & Associates, P.C., a legal firm specializing in estate work, tax planning, and services for small and family-owned businesses. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, utilizing a multi-asset investment approach that incorporates factor investing, optimization, and technical analysis. The firm manages approximately $1.6 billion in assets and maintains a relationship with its affiliated legal firm for reciprocal referrals.

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.

Lauren Adams is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is affiliated with Center for Financial Planning Inc and has been associated with Raymond James Financial Services, Inc. for ten years. Outside of her advisory role, Adams serves as treasurer and board member for the nonprofit Kirk in the Hills Preschool, overseeing its budget and fiscal management. Center for Financial Planning, Inc. is an SEC-registered investment adviser managing approximately $1.97 billion in assets for individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside ongoing financial planning.

Timothy Griffin is a financial advisor at GPM Growth Investors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Griffin Portfolio Management Corp. since 1993. GPM Growth Investors is an employee-owned investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process, offering stock-focused, balanced, and actively managed ETF-based portfolios.

Kent Golightly is a CFP® professional with seven years of industry experience, currently serving as an advisor at Planning Alternatives Ltd in Birmingham, MI. Before joining Planning Alternatives Ltd, he worked at BDO USA, LLP for four years. Planning Alternatives Ltd offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, and business entities. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Todd Ifkovits is a CFA® charterholder with 14 years of industry experience. He has been with Jay A. Fishman, Ltd. since 1997. Jay A. Fishman, Ltd. provides fee-based, discretionary portfolio management and investment counseling to high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment approach, focusing on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income in concentrated, low-turnover portfolios.

Kyle Worthy is a CFP® professional with nine years of industry experience, currently serving as an advisor at Spartan Wealth Management. His career includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Sentry Equity Services Inc, and Transamerica, among others. Outside of his advisory work, Kyle coaches at the Brighton Pickleball Club. 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 employs a multi-advisor team approach and combines fundamental analysis with Modern Portfolio Theory to manage portfolios across a range of asset classes while incorporating strategies such as options and hedging.

William Medvedik is a financial advisor at FSA Advisors, Inc. with the Series 65 designation. He joined the firm in 2024 and has previous work experience at La Fitness, Target, and Dakota High School. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth individuals, and businesses. The firm uses a long-term investment approach based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary portfolio management.

James Williams II is a financial advisor with Spectrum Financial Resources in St. Clair Shores, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is also the owner of JD Williams Enterprises LLC, an LLC used for payroll and tax purposes. Spectrum Financial Resources provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolio management typically emphasizing mutual funds, ETFs, equities, fixed income, and occasional use of options or margin.