Benjamin Radley is a Series 65 licensed advisor with SimplyRIA Advisor Network in Brighton, MI, and has one year of experience in financial services. His background includes roles at SimplyRIA and work in education at Grand Valley State University and South Lyon Public Schools. Outside of finance, he has worked in golf course operations. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans through discretionary and non-discretionary investment management, financial planning, consulting, and retirement services. The firm operates as an RIA-aggregator with supervised independent practices and offers a mix of active and passive strategies, third-party sub-advisers, and access to alternative investments.

Wendy Simmons is a financial advisor with Dahring | Cusmano and Associates, holding Series 63, 65, and 66 licenses and possessing 16 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, JP Morgan Chase Bank, and ELE Wealth Advisors. Wendy is also a licensed insurance agent, dedicating a minimal amount of time to this role. Dahring | Cusmano provides holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, and qualified retirement plans. The firm emphasizes a client-centered investment process focused on asset allocation and low-cost investments, managing portfolios primarily for the long term while also offering institutional plan services and fiduciary roles.

Paul Delmotte is a financial advisor at Vantage Point Financial, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Inlay Digital and Urge Juice. Outside of his advisory role, he owns and operates Modern Eagle Golf, a private golf simulator club. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, while incorporating alternative investments and integrated planning services.

Marilyn Carter Hogan is a financial advisor with Regal Advisory Services, Inc. holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She previously worked at Regal Securities for 14 years and has been with Cambridge Investment Research since 2026. Hogan is the founder of Carter Capital Management, an investment-related business. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, foundations, and business entities, offering financial planning, portfolio management, and retirement plan advisory services. The firm employs both discretionary and non-discretionary managed account programs, combining fundamental and quantitative research through proprietary and third-party platforms.

L Atherton is a financial advisor at C2 Private Wealth with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2011 to 2021. In addition to his advisory role, Atherton is involved with Strategic Planning Advisors, Inc., where he spends approximately half of his time providing insurance sales and services. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes risk and scenario analysis and integrates affiliated accounting and insurance services within its retirement-focused approach.

David Foret is a CFP® with eight years of experience in the financial advisory industry. He has worked at Blue Chip Partners, LLC since 2016, with a brief tenure at Stratos Wealth Partners in 2016. Foret holds a Series 65 license and is based in Farmington Hills, MI. 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 and offers customized asset allocation models, combining fundamental, technical, and cyclical analysis.

Adam Larkin is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at United Wholesale Mortgage. Outside of his advisory role, he serves as an assistant coach for the boys' varsity ice hockey team at Clarkston Community Schools. 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 offers customized asset-allocation models and integrates tax and estate planning services through affiliated providers.

Julia Shaw is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Plante Moran and Merrill Lynch. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships and uses customized asset-allocation models supported by fundamental, technical, and cyclical analysis.

Robert Steinberg is a CFP® professional with 37 years of industry experience, currently serving at Blue Chip Partners, LLC. He holds a Juris Doctor degree and has worked as an attorney since 1993. Steinberg has prior experience with Raymond James Financial Services and has been involved with Blue Chip Partners and related entities for over two decades. Outside of his advisory role, he is a proprietor and part owner of Blue Chip Estate Planning, LLP, providing legal services, and a partner in Blue Chip Tax, LLC, focusing on tax return preparation and planning. Blue Chip Partners, LLC offers 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 and utilizes customized asset allocation models and a combination of fundamental, technical, and cyclical analysis, supported by affiliated tax and estate planning service providers.

Avery Mona is a financial advisor at Spartan Wealth Management with a Series 65 credential. Avery has been in the financial industry since 2022, including experience at LPL Financial and prior roles in education at the middle and high school levels. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a multi-advisor team approach, focusing on long-term portfolio construction using fundamental analysis and Modern Portfolio Theory.

Shawn Srivastava is a Series 65-licensed advisor with C2 Private Wealth in Novi, MI, and has three years of industry experience. He has worked at Strategic Investment Advisors, LLC, Senior Planning Advisors, and Morgan Stanley. Outside of his advisory role, he dedicates significant time to client services and insurance support at Senior Planning Advisors. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, combining comprehensive financial planning with discretionary portfolio management. The firm emphasizes risk and scenario analysis to manage income distribution and sequence-of-returns risk, integrating planning with affiliated accounting and insurance services to support clients’ overall financial strategies.

Jacob Fritts is a financial advisor with MariPau Wealth Management LLC in Brighton, MI, holding a Series 65 license and one year of industry experience. Before joining MariPau, he spent six years at Display Group and held roles at Detroit Wallpaper and as a Senior Account Executive. Outside of his advisory work, he consults for event production companies, providing sales, marketing, and leadership support. MariPau Wealth Management offers tailored investment advisory and financial planning services to individuals, corporations, and other entities, managing portfolios with a fiduciary approach that includes discretionary management and access to third-party independent managers.

Christopher Cousins is a ChFC® credentialed financial advisor with 33 years of industry experience. He is affiliated with FAI Advisors, Inc. and has held roles at The O.N. Equity Sales Company, Ohio National Financial Service, and Capital Planning Solutions, LLC. Cousins serves on the boards of Westside Christian Academy and the Face Foundation, and is involved with the Cousins Foundation as an authorized party. He is also the managing member of Empowering Futures, LLC and B Trace Partners/Q5, both non-investment related businesses focused on coaching and business succession planning. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a team of five advisors and manages approximately $301 million, offering tailored portfolio management and consulting with an emphasis on long-term investment strategies and the use of sub-advisers.

Richard Paul is a CFP® with 42 years of industry experience, currently serving as an advisor at Richard W. Paul & Associates, LLC, where he has worked since 2011. He is also the owner and president of Midwest Financial Consultants, a firm engaged in fixed insurance products since 2007. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and modular consulting to individuals, high-net-worth clients, and charitable organizations. The firm’s approach includes customized retirement income projections, risk assessments, and asset allocation across active and passive strategies, with a focus on value, safety, and loss avoidance.

Evelyn Breen is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with Retirement Income Solutions, Inc., where she has worked since 2022. Prior to that, she was employed at Diamant Asset Management Inc. and Diamant Investment Corporation from 2016 to 2022. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion for around 1,265 clients, including individuals, trusts, retirement plans, and nonprofits. The firm uses an Investment Committee-driven, active management process and offers services such as asset management, retirement and financial planning, and retirement plan consulting.

Thomas Griffore is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Sovereign Financial Group, Inc. since 2026 and previously held positions at Great Lakes Wealth, LLC, Eagle Strategies (NY Life), Citizens Securities, Inc., NYLIFE Securities LLC, and Fidelity Investments. Outside of his advisory role, he is involved in insurance sales through his separate activity with IAMS. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds and ETFs alongside individual securities, supported by fundamental and technical analysis with AI tools, and offers sub-advisory and bespoke services to other registered investment advisers.

James Bashaw is a financial advisor at JLB & Associates Inc with 15 years of industry experience. He holds a Series 65 designation and has been with JLB & Associates since 1987. JLB & Associates is a registered investment adviser serving individuals, trusts, corporations, and employee benefit plans, including high-net-worth clients. The firm manages discretionary portfolios using a fundamental analysis approach focused on a defined universe of approximately 200 companies and emphasizes investment-grade corporate bonds in its fixed-income strategy.

Kent Commer is a financial professional with 33 years of industry experience, currently affiliated with Arrow Financial Group. He holds Series 63 and Series 65 licenses and has worked at Arrow Investment Management LLC since 2010, with prior experience at Royal Alliance Associates, Inc. and Essex Financial Group. Outside of his advisory work, Commer serves as clerk for the First Church of Christ, Scientist, and holds nonprofit roles including secretary/treasurer of the Grosse Pointe Ministerial Association and secretary of the Lakshore Optimist Club & Fund. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses personalized, risk-adjusted asset allocation models across more than 15 asset classes and offers multiple portfolio delivery platforms while maintaining a small advisory team and client roster.

Timothy Rush is a financial advisor with The Nemes Rush Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James and Associates, Alden Investment Group, and Silverwood Risk Management, where he is also an owner and insurance agent. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis in its investment approach and offers both discretionary and non-discretionary management with regular account reviews.

Hylan Moises is a financial advisor with Darden Wealth Group in Ann Arbor, MI, holding a Series 66 designation and 21 years of industry experience. He previously worked at North Star Financial Consultants and Commonwealth Financial Network for 15 and 18 years, respectively. Outside of his advisory role, he is a member of Times 3 Ventures, LLC, a non-investment-related business. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofit organizations, focusing on wealth management, financial planning, and retirement plan consulting. The firm employs a fundamental, bottom-up investment approach supplemented by macroeconomic and technical analysis, managing portfolios through individual securities, bonds, and ETFs, often on a discretionary basis.