Geri Mira is a financial advisor at Transcend Capital Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services for 25 years before joining Transcend Capital Advisors. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning and portfolio management with a long-term, diversified investment approach that includes both marketable and non-marketable assets.

Kourtnee Jury is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with one year of industry experience. Prior to joining FSA Advisors and Financial Services of America in 2025, she worked at Financial Plus Credit Union for seven years and has experience in the hospitality industry. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses, employing an investment approach that combines fundamental analysis with modern portfolio theory and a long-term trading horizon. The firm manages approximately $395 million in assets and uses a variety of investment products while documenting client-specific investment policies and risk tolerances.

Nicole Standen is a CFP® with 13 years of industry experience and has been with Gainplan LLC since 2017. Prior to joining Gainplan, she worked at CIG Asset Management, CIG Securities, and CIG Capital Advisors from 2015 to 2017. In addition to her advisory role, she is involved in selling life, accident, and health insurance. Gainplan LLC serves individuals, trusts, pension, and corporate clients by providing investment advisory and financial planning services. The firm uses a factor-based, top-down investment process incorporating tactical and strategic asset allocation and employs a range of investment vehicles including ETFs, mutual funds, and derivatives.

Gerald Seizert is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Heron Bay Capital Management since 2019 and previously spent 19 years at Seizert Capital Partners. He serves as an independent director for Advent Capital Management, a closed-end mutual fund company. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term strategy using fundamental, technical, and cyclical analysis to build customized portfolios primarily of individual equities and low-cost ETFs, with selective use of bonds, options, and closed-end funds.

Ryan Sitto is a financial advisor at Spartan Wealth Management with a Series 65 credential and one year of industry experience. He previously worked at Deloitte from 2014 to 2020 and has been associated with Hope Management Group, Inc. since 2020. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.

Kali Hassinger is a CFP® professional with 12 years of industry experience, currently affiliated with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services, Inc. since 2013. Hassinger also serves as an insurance agent at Lloyd's/International Specialty Insurance. Center for Financial Planning, Inc. provides comprehensive 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 through a team of 17 advisors.

Christian Karges is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to his financial services roles, he worked at Green Lantern Pizza for several years, including as a delivery driver. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, employing an investment approach based on fundamental analysis and modern portfolio theory with tailored asset allocations and discretionary management.

Justin Pontz is a financial advisor with City Center Advisors, LLC in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hantz Financial Services, Inc. and Southwest Foodservice Excellence, LLC, as well as a lengthy career at WDIV. Pontz is also active as an insurance agent with City Center Financial, LLC. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm follows Modern Portfolio Theory in its investment approach and offers a unified managed account program that incorporates model portfolios and third-party managers.

Justin Reinhold is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with CPR Financial Group LLC, CPR Investments Inc., and Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he owns Reinhold Custom Homes, LLC, where he designs and builds a residential home annually. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing portfolio monitoring.

Stephanie Morawski is a financial advisor with Expressive Wealth LLC in Grosse Pointe, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Expressive Wealth in 2024, she worked at Equitable Advisors and Blue Cross Blue Shield of Michigan. She is also the owner of MID Concierge, LLC, a business providing coaching and consulting services to divorce-related professionals. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm uses a variety of investment strategies tailored to client goals and risk tolerances and is known for its multi-office presence and oversight of managed accounts and sub-advisors.

Anthony Reckling is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 66 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise Financial, JP Morgan Securities, and Infinex Investments. He is also an associate advisor at Financial Services of America, where he sells life insurance and fixed index annuities. 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 trading focus, offering discretionary portfolio management and tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

James Peters Jr. is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with RPG Family Wealth Advisory and Risk Paradigm Group, LLC since 2016 and is also involved with Tactical Allocation Group, LLC, where he performs a limited administrative role. RPG Family Wealth Advisory operates under Risk Paradigm Group and offers tactical, ETF-focused investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional clients. Their approach is policy-based and driven by proprietary quantitative and qualitative research, employing momentum and volatility algorithms alongside risk controls to manage allocations across ETFs and ETNs.

Nicholas Boguth is a CFP® and CFA® with 11 years of industry experience. He is an associate and portfolio manager at Center for Financial Planning Inc. in Southfield, MI, and has been with Raymond James Financial Services, Inc. since 2015. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing financial planning and investment management services. The firm emphasizes strategic asset allocation and diversification and manages approximately $1.97 billion in assets through a team of 17 advisors.

Mark Tabock is a financial advisor at Stoney Creek Advisors LLC with 12 years of industry experience and holds the PFS™ designation. He has been associated with Tabock Business TR TBT Corp Mgmt Assoc Co since 1988, where he serves as an account executive and accounting manager, including providing tax services and business-related advice as a certified public accountant. He is a shareholder in Tabock Company, a Michigan for-profit corporation. Stoney Creek Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, a variety of analytical methods, and quarterly reviews to manage client accounts, and offers a broad investment menu alongside retirement-plan advisory services and client education initiatives.

Wayne Bell Warren is a financial advisor at Gainplan LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and is also a licensed Michigan bar attorney, providing legal referrals outside of investment hours. Warren has been with Gainplan since 2015. Gainplan LLC offers investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, utilizing a factor-based, top-down investment process that incorporates tactical and strategic asset allocation across various securities and derivatives. The firm also features an affiliated legal practice and discloses its use of derivatives and crypto-linked products in certain strategies.

Richard Trombley is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 66 credential and bringing nine years of industry experience. His work history includes roles at AE Financial Services, HUB International Midwest, Independence Capital Co Inc, and Financial Service of America. He is also active as an insurance agent with Financial Services of America and FSA Health. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, annuities, and selected third-party managers.

Kylie Thiessen is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Financial Services of America, Palazzo Di Bocce, Goldfish Swim School, and Wyndgate Country Club. She also serves as a client service representative for insurance agencies without receiving commissions. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary portfolio management.

Timothy Wyman is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding the CFP® designation and Series 63 license with 34 years of industry experience. He has been associated with Raymond James Financial Services since 1999. Wyman serves on the Board of Trustees at Albion College, where he chairs the Investment Committee and Endowment Investment Committee. He is also a licensed attorney in Michigan. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning and investment management services. The firm employs a strategic asset allocation approach, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, and managed accounts.

Zachary Rivard is a CFP® professional with seven years of industry experience, currently a team member at StraightLine. He has worked at StraightLine Group, LLC since 2022 and previously held positions at ACT TWO FINANCIAL ADVISORS, DBS Investment Advisers, and PNC Financial Services. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, retirement plan education, and communication services. The firm uses institutional research and proprietary model portfolios, employing strategies such as modern portfolio theory and quantitative analysis to guide investment decisions.

Daniel Richmond is a financial advisor at Carrera Capital Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American United Life, OneAmerica Securities, Mass Mutual Investors Services, Northwestern Mutual, and Woodbridge. Outside of advising, Richmond is involved as an employee benefits partner with Worklife Benefit Consultants, connecting business owners to employee benefits solutions. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities with discretionary portfolio management, financial planning, and consulting services. The firm uses a multifaceted investment process combining quantitative tools, fundamental and technical analysis, and machine-learning techniques to construct diversified, tax-aware portfolios.