Stephen Richardson is a financial advisor at Quantum Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2017 to 2023. Quantum Wealth Strategies provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $32.2 million across about 67 client relationships. The firm uses a combination of investment methods and both long- and short-term strategies, offering clients ongoing monitoring and reporting along with a subscription newsletter at no extra charge.

Brett Busuttil is a CFP® and ChFC® with 13 years of industry experience. He is currently with Bay Pointe Financial and has previously worked at Sigma Financial Corporation and MKD Wealth. Busuttil is also a licensed insurance agent appointed with various companies. Bay Pointe Financial provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and employee benefit plans. The firm integrates insurance products and uses documented client profiles alongside fundamental analysis and modern portfolio theory to tailor investment strategies.

Colin Overweg is a financial advisor at Advize Wealth Management with 11 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including WealthSource Partners, Waddell & Reed, and Cetera Advisors. He is also licensed to sell life and health insurance and may engage in product sales with clients. Advize Wealth Management advises individuals, high-net-worth clients, and employer plan sponsors, providing wealth management, investment management, and financial planning services. The firm emphasizes passive investing through strategic and tactical asset allocation and utilizes technology-enabled platforms alongside custodial relationships to implement client strategies.

Zhaoji Yang is a CFA® charterholder with one year of industry experience, currently advising at Rochester Wealth Strategies, LLC. Prior to this role, he spent eight years at Joshua Analytical Research, LLC and ten years at Flexible Plan Investments, Ltd. Outside of his financial advisory work, he is employed by LanguageLine Solutions, Inc. Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals, trusts, and institutional sponsors. The firm employs a planning-centric investment process focused on fundamental analysis and primarily ETF-based portfolios tailored to clients’ risk tolerance and liquidity needs.

Gary Aidem is a Series 65 licensed advisor at A & L Financial Services, LLC with 16 years of industry experience. He has been with A & L Financial since 2000 and also works as a loan officer at St. James Mortgage Corp., assisting clients with residential mortgages. A & L Financial Services provides personalized financial planning and discretionary asset management primarily for individual and high net worth clients. The firm uses a fee-only, percentage-of-assets approach and employs fundamental, technical, and cyclical analysis alongside option-writing strategies and borrowing within managed accounts.

Noah Wolthuis is a CFP® with five years of industry experience currently affiliated with On Point CRNA. His prior roles include positions at Barnhart Wealth Management LLC, Zhang Financial LLC, and PrairieView Partners, among others. On Point CRNA is an SEC-registered adviser serving individual and high-net-worth clients with a two-advisor team managing approximately $100 million. The firm employs a passive, model-portfolio approach focused on diversified, risk-based allocations using ETFs and index mutual funds, and offers bundled services including discretionary investment management, financial planning, tax preparation, and payroll facilitation.

Benjamin Barnhart is a CFP® professional with 12 years of industry experience, currently serving as an advisor at On Point CRNA. His prior roles include positions at Barnhart Wealth Management, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. On Point CRNA is an SEC-registered adviser managing approximately $100 million across 183 accounts, offering discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a passive, model-portfolio approach primarily using ETFs and index mutual funds and provides additional services such as tax preparation and payroll facilitation.

Dominic Stewart is a financial advisor with CPR Investments Inc holding a Series 65 credential. He has one year of industry experience and previously worked at Studio Design & Millwork for eight years while also completing a decade as a full-time student. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm offers multi-manager portfolios combining tactical models with third-party advisors, emphasizing defensive positioning and ongoing model monitoring.

Michael Dzialo is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Managed Asset Portfolios since 2000. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, pension and government plans, trusts, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, utilizing tools such as the Bloomberg MAC-3 risk model and employing strategies across multi-cap and global portfolios.

Zachary Fellows is a CFA® charterholder with 11 years of industry experience, currently serving at Managed Asset Portfolios, LLC. He has been with the firm since 2015, holding multiple roles over that period. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, institutions, trusts, and mutual funds. The firm employs a bottom-up, fundamental value research approach focused on high-quality companies and manages a range of strategies including fixed-income, balanced, and global equity 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.

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.

Nicolas Vilotti is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Verde Capital Management and Oakland University. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, pension and government plans, trusts, and investment companies. The firm employs a fundamental, value-oriented equity analysis combined with detailed fixed-income research and manages separately managed accounts, mutual fund sub-advisory services, and retirement plan consulting.

Julie Fici is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Managed Asset Portfolios since 2017. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, manages mutual funds through a joint venture, and offers sub-advisory, wrap program, and retirement plan consulting services.

Michael Awwad is a financial advisor at MDRN Capital with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, PNC Investments, Huntington Financial Advisors, and Cetera. Outside of advising, he is an adjunct professor teaching finance-related courses at Southern New Hampshire University and serves as Assistant Chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm utilizes unaffiliated independent managers and low-cost mutual funds and ETFs, focusing on long-term portfolio management with flexibility for shorter-term adjustments.

Stephen Dzialo is a Series 65 credentialed advisor at Managed Asset Portfolios, LLC with three years of industry experience. He has been with the firm since 2022. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and is notable for its role as a sub-adviser to affiliated mutual funds and its use of varied fee arrangements.

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.

Gary Lloyd is a financial advisor with CPR Investments Inc. in Rochester, MI, holding a Series 65 credential and 15 years of industry experience. He has worked with CPR Investments since 2016 and has prior experience at Quantum Capital Group LLC and Adaptive Equities. Outside of advisory work, he operates Gary Lloyd II, LLC, a real estate investment education company, and is involved in real estate purchase and resale through multiple business entities. CPR Investments Inc. primarily serves individual investors, businesses, and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-manager approach focusing on tactical and absolute-return strategies to manage downside risk.

Kendra Simon is a financial advisor at CPR Investments Inc with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including HBW Securities LLC and Ausdal Financial Partners, Inc. In addition to advisory work, she prepares taxes for clients. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with an emphasis on tactical and absolute-return strategies designed to reduce downside risk.

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Watch Advisors and ON Investment Management CO. Outside of advising, he is involved with Energetic Brands LLC and Energetic LLC, businesses he has been associated with since 2015. Ironwood Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm uses distinctive options-writing strategies within separately managed accounts and tailors portfolios based on clients’ risk profiles and time horizons.