Fadi Issa is a financial advisor at Boardwalk Wealth Management in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Bank of America and Merrill Lynch, and he has experience managing a food service business. Outside of advisory services, Issa serves as CFO for Transmed Mobility, a non-medical emergency transportation provider for group homes. Boardwalk Wealth Management offers investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a passive investment approach using index funds and ETFs supplemented by various analytical methods and provides pension consulting and employee benefit plan services uncommon among firms of similar size.

Peter Savarino is the sole advisor at Creo Global Capital LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has led Creo Global Capital since 2013, providing investment management and advisory services. Creo Global Capital LLC serves primarily high-net-worth individuals, trusts, and other individual clients, offering tailored portfolio management and investment advice across equities, ETFs, mutual funds, and occasional private placements. The firm constructs diversified, tax-aware portfolios with a focus on both macroeconomic themes and individual security selection, operating a non-discretionary advisory model and sponsoring a simplified wrap fee program.

Michael Demeyere is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Summit Wealth Strategies Group, LLC since 2009. Prior to founding the firm, he was associated with Cynosure Financial, Inc. for ten years. Summit Wealth Strategies Group is an independent, fee-only registered investment adviser providing investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages corporate and institutional retirement plans and offers non-investment business consulting, emphasizing long-term asset allocation and diversification through individualized portfolio management.

Kenneth Basel is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stepping Stone Advisors, LLC since 2018. He previously worked at Charles Schwab & Co., Inc. and concurrently holds a position as a Personal Financial Counselor with the Department of Defense/Office of the Secretary of Defense. Stepping Stone Advisors is a single-advisor firm providing comprehensive financial planning and customized investment management to individuals, families, and high-net-worth clients. The firm emphasizes holistic planning and utilizes a blend of passive management and various analytical methods to guide investment decisions, delivering services through written plans and subscription-based engagements without accepting custody of client assets.

Thomas Hardy is a CFP® professional with 15 years of experience in financial advising. He has led Hardy Financial Planning since 2007 and has served as an Adjunct Professor of Finance at Cleary University since 2004, where he teaches courses in Finance, Investing, and Financial Planning. Hardy Financial Planning is an independent firm serving individuals, trusts, estates, and business entities with fee-only financial planning, investment advisory, and consulting services. The firm offers tailored portfolio management that incorporates both fundamental and technical analysis, including options strategies, and provides retirement-plan consulting for employers.

Steven Brown is a financial advisor at Precision Vector Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Pinnacle Wealth Management, Inc. In addition to his advisory role, Brown is an air traffic controller with the Federal Aviation Administration and works as an independent insurance agent. Precision Vector Financial is a state-registered advisory firm providing retirement consulting, financial planning, investment management, and 401(k) plan administration. The firm utilizes a strategic asset allocation framework centered on index mutual funds and ETFs, with discretionary management guided by client-specific Investment Policy Statements.

John Pelon is a financial advisor at Patrick Financial Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ATS Capital Advisors and Advance Capital Services. Pelon also serves as President and Chief Compliance Officer of ATS Capital Advisors. Patrick Financial Group, LLC provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm customizes portfolios based on client objectives and risk tolerances, primarily using no-load mutual funds and ETFs, with ongoing rebalancing and portfolio supervision.

Artur Engler Pinto is a financial advisor at Engler Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to founding Engler Financial, he worked at Prostatis Financial Advisors Group and several other firms in various financial roles. Engler Financial LLC, established in 2026, provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory, focusing on long-term trading and customized asset allocation, with client risk tolerance documented in each investment plan.

Richard Griffin Jr. is the principal of Rickstar Financial, LLC, an independent advisory firm based in Ypsilanti, Michigan. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Griffin also engages in insurance sales as a licensed agent. Rickstar Financial provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach incorporating charting, cyclical, fundamental, quantitative, and technical analysis, and it manages accounts with Schwab Institutional while documenting client risk profiles in investment policy statements.

Andrew Chong is a financial advisor at MGC Capital with a Series 65 designation and three years of industry experience. Prior to his current role, he was involved with his own professional dentistry corporation and spent four years at the University of Michigan. MGC Capital is an independent advisory firm that provides portfolio management and investment advisory services to individuals, high-net-worth clients, and business entities. The firm employs a variety of analytical methods and option strategies to tailor portfolios according to each client’s investment policy statement and risk profile.

Pia Bennett is a financial advisor with Select Financial Services Group, Inc. in Ann Arbor, MI. She holds Series 63 and Series 65 designations and has 29 years of industry experience. She has worked at Select Financial Services Group since 2003 and at Commonwealth Equity Services, Inc. since 1999. Outside of her advisory role, she is co-owner of BluePath, LLC, a private entity unrelated to investment activities. Select Financial Services Group, Inc. is a single-advisor independent firm providing comprehensive financial planning to retail and high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on planning services and does not manage client accounts or hold custody of assets, instead using fundamental and technical analysis along with third-party research to support recommendations.

Derek Elleman is a financial advisor at Ridge Investment Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Redhawk Wealth Advisors, Bondurant Investment Management, and KW Andersen Investment Group. He is also the managing member of Elleman Investment Management, LLC. Ridge Investment Advisors manages discretionary, actively managed equity and fixed-income portfolios for individuals, trusts, and corporations. The firm uses a fundamentally driven, bottom-up investment approach, focusing on U.S. large-cap equities and investment-grade fixed income, and serves both individual and institutional clients.

Christopher Berry is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Castle Wealth Group Investments LLC, an independent firm based in Brighton, MI. Berry also practices law through an affiliated legal firm, Castle Wealth Group Legal, which he has operated since 2005. Castle Wealth Group Investments LLC manages approximately $62.1 million for around 96 individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm uses a variety of analytical methods to construct and monitor portfolios and operates with a single advisory professional across six offices.

Christopher Robbins is a financial advisor with Grand Street Wealth Management, LLC in Ann Arbor, MI. He holds a Series 65 designation and has 13 years of industry experience. Robbins has been with Grand Street Wealth Management since 2012 and concurrently works as a pilot for Delta Airlines. Grand Street Wealth Management is a solo independent advisory firm serving individuals and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm follows an investment approach based on peer-reviewed academic research, focusing on long-term holdings and diversified portfolios constructed from documented Investment Policy Statements.

Breann Mulligan is a financial advisor at Coriander Financial Group LLC with Series 65 registration and one year of industry experience. Prior to joining Coriander Financial Group, she held roles in the beauty and fitness industries. Outside of financial advising, she is affiliated with businesses including London Beauty and Lily Grace. Coriander Financial Group LLC is an independent investment adviser serving individuals, high-net-worth individuals, and trusts with wealth management, financial planning, portfolio management, and tax strategy services. The firm constructs customized long-term portfolios combining passive index ETFs and actively managed securities, offering discretionary management and an integrated tax-strategy practice.

Stacy Starr is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Old Oak Financial Planning, Inc. since 2022 and previously spent eight years at Quicken Loans. Old Oak Financial Planning, Inc. serves individual and high-net-worth clients with comprehensive financial planning and ongoing investment management. The firm employs a holistic, asset-allocation driven approach using fundamental and technical analysis, offering both discretionary and non-discretionary engagements with no account minimums.

Scott Wiard is a financial advisor with Horizons Planning Corporation in Ann Arbor, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Horizons Planning Corporation since 1988 and serves as its president and sole owner. Outside of his advisory role, he is involved in commercial property management through a partnership unrelated to investment activities. Horizons Planning Corporation advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $70 million in client assets and offers services including investment management through its Financial Coaching & Wealth Management program and a proprietary market-timing strategy called Strategic Journal Transfers, alongside financial planning, insurance, and tax consulting.

Francis Bonner is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 designation. He has five years of experience with Estate Preservation Agency and previously worked five years at ATI Physical Therapy. Estate Performance Advisors L.L.C. offers discretionary asset management primarily through SEI’s managed account solutions, along with financial planning and consulting services. The firm conducts ongoing portfolio monitoring and periodic client reviews while utilizing third-party platforms and model programs.

Clint Kraft is a financial advisor at Kraft Capital with a Series 65 designation and two years of industry experience. Prior to joining Kraft Capital, he worked at Morgan Stanley and has experience in educational and community settings through roles at Michigan State University and Saline High School. Kraft Capital provides investment management, financial planning, retirement plan consulting, income tax preparation, and educational seminars to individuals, businesses, and charitable organizations. The firm uses a mix of passive and active investment vehicles tailored to client goals and typically manages accounts on a discretionary basis while also offering retirement plan advisory services for employers.

Luke Zimmerman is a financial advisor at Millennium Personal Finance, LLC in Ypsilanti, MI, holding a Series 66 designation with six years of industry experience. His work history includes roles at Hantz Financial Services and Hantz Bank, as well as involvement with the University of Michigan. Millennium Personal Finance is a state-registered independent advisory firm that provides holistic financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a customized investment approach with diversified asset allocations and offers additional services including tax preparation and estate-planning consultations.