Charles Reinhold is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with CPR Investments Inc and CPR Financial Group LLC since 2006 and has worked with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he serves as a township trustee in Washington Township, MI. CPR Investments provides discretionary portfolio management and financial planning for individuals, businesses, charitable organizations, and qualified retirement plans. The firm constructs multi-manager portfolios utilizing third-party advisors and in-house tactical strategies, emphasizing downside risk management and regular portfolio monitoring.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.

Christopher Brent is a financial advisor at City Center Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of finance, he has taught private piano lessons since 1997. City Center Advisors provides discretionary investment management, limited-scope financial planning, and retirement plan services to individuals—including high-net-worth clients—and businesses. The firm follows Modern Portfolio Theory and offers a unified managed account program that incorporates third-party managers and sub-advisors.

Katherine Johnstone is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at RichMark Wealth Management and Haller Financial Group. Outside of finance, she is the owner of Wild Ideas Garden Design, a garden design business she has operated since 1999. 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, with tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Paul Seizert is a financial advisor at Heron Bay Capital Management with 12 years of industry experience. He has been with Heron Bay since 2019 and previously worked five years at Seizert Capital Partners. He holds a Series 65 credential. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis to create customized portfolios primarily of individual equities and low-cost ETFs, with selective use of bonds, options, and closed-end funds.

Reyn Eichenlaub is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Weber Inc and Michigan Bucks. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services, using quantitative tools and a range of investment vehicles to construct individualized portfolios.

Robert Lasovage is a CFA® charterholder with 16 years of industry experience. He is affiliated with RDA Financial Network, a team-based firm, and has held prior roles at United Planners Financial Services and Interactive Financial Services. In addition to his advisory work, he assists with individual and estate tax return preparation. RDA Financial Network serves individual and institutional clients, offering a range of investment management and retirement-plan advisory services. The firm integrates discretionary portfolio management, third-party sub-advisors, and proprietary strategies under a Wealth Management Committee and supports multiple service channels including fiduciary plan-sponsor services and a Model Portfolio Advisor Program.

Todd Wagenberg is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including nine years at Wells Fargo Clearing prior to joining Integrated Investment Consultants in 2015. Integrated Investment Consultants, LLC manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios based on client-specific factors and provides discretionary and non-discretionary investment management alongside fiduciary consulting and retirement plan services.

Aaron Andreas is a financial advisor at Arbor Wealth Advisors LLC in Troy, MI, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Arbor Wealth Advisors since 2013. Arbor Wealth Advisors serves individual and high-net-worth clients by providing discretionary investment management along with project-based financial planning and consulting. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified, low-cost passive funds and Monte Carlo analysis to guide planning and asset allocation.

Sarah Schattner is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. She has been with DeRoy & Devereaux since 2012. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on fundamentally analyzed, concentrated equity portfolios and diversified bond strategies managed with a long-term perspective.

Bethany Mosshart is a Series 65-credentialed advisor with 16 years of industry experience. She has been with StraightLine, a Troy, MI-based firm, since 2003. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, discretionary cash management, and retirement plan education and communication services. The firm employs institutional research and proprietary model portfolios with diversified asset allocations and provides a structured participant education program.

Matthew Hart is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CG Advisory Services, Evangelista & Associates, and Geneos Wealth Management. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis approach with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Adam Legg is a CFP®, ChFC®, and holds a Series 63 license, with nine years of industry experience. He has worked at ISTO Advisors, LLC since 2022, following prior roles at Stonebridge Financial Partners, LLC, and Northwestern Mutual. Before his financial advisory career, he was employed at Boulder Pointe Golf Club for six years. ISTO Advisors serves individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, retirement plan consulting, and a multigenerational “Prosperity” program. The firm operates under a fiduciary standard, uses a range of investment vehicles, and offers additional services such as executive coaching and leadership training through an affiliated business.

Timothy Hanna is a CFA® charterholder with one year of experience in the financial industry. He currently serves as an advisor at Planning Alternatives Ltd and previously worked at Flexible Plan Investments for 11 years. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management to a diverse client base, including high-net-worth individuals, qualified retirement plans, trusts, and charitable institutions. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.

Michael Rice is a financial advisor with StraightLine in Troy, MI, holding a Series 65 designation and 11 years of industry experience. He has been with StraightLine since 2013. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement plan education and communication services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program.

Dennis Raffin is a financial advisor at StraightLine based in Troy, MI, holding a Series 65 credential with three years of industry experience. He has worked at StraightLine and its predecessor entities since 2008. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, discretionary cash management, and retirement plan education services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and provides a structured participant education program through group meetings, one-on-one sessions, and webinars.

Cynthia Lundberg is a financial advisor at Verde Capital Management, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Verde Capital since 2018, following two years at Merrill. Outside of her advisory role, she is involved with Millpond Bed and Breakfast, LLC, contributing to house maintenance and social media marketing, and serves as a representative for Sedera, assisting clients with medical cost sharing membership. Verde Capital Management serves individuals, trusts, estates, and various retirement and business plans, offering investment management, fiduciary services, and financial planning. The firm employs a combined fundamental and technical analysis approach, utilizing diversified assets and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars, tax-preparation, and financial coaching programs.

Brandon Taylor is a financial advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 65 designation. He has prior experience at PricewaterhouseCoopers and currently works as a consultant at Taylor Capital, LLC. Brandon is based in Charlotte, NC and has been in the industry since 2025. 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 client accounts and offers a mergers and acquisitions advisory practice alongside portfolio management.

Darwin Moore is a financial advisor at Financial Freedom House in Waterford, MI, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Freedom House since 2016. Outside of his advisory role, he owns and operates 4U, LLC, a transportation and handyman services business. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses Modern Portfolio Theory and strategic asset allocation with primarily passive investment vehicles, delivering advice on a fiduciary basis supported by ongoing financial plan modeling.