Erik Klumpp is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Chessie Advisors, LLC. He founded Chessie Tax, LLC, a tax preparation service focused on personal and small business returns, and is also the founder and Director of Tax Operations at Magni Publicani, LLP (DBA Student Loan Tax Experts), which specializes in personal income tax preparation. Chessie Advisors is an independent, fee-only firm serving individuals and families, including high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based Core + Satellite investment approach and integrates ongoing financial planning into its discretionary portfolio management services.

Michael Skrzypczak is the sole advisor at Triumph Investment Advisory Group, LLC in Rochester, MI, holding a Series 65 designation with 11 years of industry experience. He has been self-employed since 2010. Triumph Investment Advisory Group provides fee-based investment advisory and money-management services to individuals, high-net-worth clients, trusts, and charitable entities, along with financial and retirement planning. The firm employs a client-focused, value-oriented investment approach and offers educational seminars, regular portfolio reviews, and flexible financial planning options.

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Thomas Graber is a CFP® and ChFC® with 35 years of industry experience. He is the principal at Impact Investment Strategies, Inc., an independent firm he has led since 2021. Prior to this, he spent over a decade with Raymond James Financial and operated Impact Benefits, Inc., where he provided non-variable insurance services. Impact Investment Strategies serves individuals, high-net-worth clients, families, and businesses by offering discretionary and non-discretionary investment management, comprehensive financial planning, and qualified retirement plan consulting. The firm uses a proprietary strategic asset-allocation framework and multiple analytical methods to tailor and monitor portfolios, and it provides qualified plan consulting including fiduciary services and educational seminars.

David Cretcher is a financial advisor at Weather Eye Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Castle Tax Defense, Inc. since 2021 alongside his role at Weather Eye Advisors, which he joined in 2012. Weather Eye Advisors provides investment advisory and financial planning services to individuals, families, corporations, and non-U.S. clients. The firm employs an All-Weather, macro-driven investment approach focused on risk management and income-producing instruments, with services that include portfolio management, tax and financial planning, and insurance advice.

Howard Bayliss is a financial advisor at Core Financial Planning in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Core Financial Planning since 2008. Core Financial Planning is an independent, fee-only fiduciary firm serving individuals, families, trusts, and retirement plan participants through financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing tailored investment advice without discretionary management or commission-based products.

Kevin Delaere is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is the principal of GK Private Wealth Partners LLC, an independent advisory firm he joined in 2023 after 20 years at Linsco/Private Ledger Corp. In addition to his advisory role, he is a shareholder at Groen, Kluka & Company, where he prepares financial statements and tax returns for individuals and small businesses. GK Private Wealth Partners is a fee-only firm serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting, using a blend of passive and active strategies aligned with clients’ risk tolerance and tax considerations.

Michael Miley is a financial advisor with New View Financial, LLC in Auburn Hills, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Sigma Financial Corporation and operated Miley Financial before founding his current firm in 2018. New View Financial is a state-registered, fee-only investment adviser serving individuals, families, trusts, estates, and small businesses. The firm provides personalized investment management and financial consulting, utilizing a range of analytical methods and typically recommending exchange-traded funds and no-load mutual funds, while also accommodating sophisticated strategies such as option contracts.

Robert Minasian is a financial advisor with Personal Wealth Management, LLC in Commerce, MI, holding Series 65 and Series 66 licenses and 27 years of industry experience. He previously worked at firms including Prime Meridian Capital Management, LLC and Novus Investments LLC. Minasian provides life insurance and fixed index annuity solutions through affiliations with independent firms. Personal Wealth Management, LLC offers investment supervisory services and financial planning to individuals, business owners, and institutional clients. The firm develops individualized portfolios using both fundamental and technical analysis and manages accounts on a discretionary basis with regular monitoring and reviews.

Mena Ghattas is a financial advisor with Henchmen Partners in Troy, MI, holding a Series 65 designation and two years of industry experience. He has worked at Henchmen Partners since 2022 and concurrently serves as a Senior Manager at Niterra, an automotive supplier. Henchmen Partners provides ongoing portfolio management to individual clients, including high-net-worth individuals, tailoring Investment Policy Statements to clients’ goals and risk tolerances. The firm’s investment approach combines fundamental analysis with long-term trading and options strategies across various asset classes, operating primarily with discretionary trading authority.

Kenneth Allen is a CFP® with 17 years of industry experience. He is the managing member and Chief Compliance Officer of Allen Financial Management, an independent firm he founded in 2010. He has worked at Mutual Securities, Inc. since 2015. In addition to his advisory work, he is also licensed to provide term life and universal life insurance services. Allen Financial Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and trading strategies to tailor portfolios primarily through mutual funds and exchange-traded funds.

Roger Steed is the sole advisor at KRS Capital Management, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has led KRS Capital Management since 2007. KRS Capital Management offers investment management and project-based financial planning to individuals, high-net-worth clients, pension plans, trusts, estates, and business or charitable entities. The firm employs a tailored approach using asset allocation and a combination of fundamental, technical, and cyclical analysis, and provides clients with a weekly market commentary and periodic newsletter.

Michael Prus is the president and founder of Scale Investment Group, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to founding Scale Investment Group in 2010, he worked at Freedom One Financial Group and Investment Counsel Inc. Scale Investment Group provides investment advisory and consulting services to individual and institutional clients, including ERISA-qualified retirement plans and other advisers. The firm focuses on low-cost, diversified portfolios using a combination of quantitative and qualitative fund selection, offering both discretionary and non-discretionary management along with pension consulting and sub-advisory services.

Satish Dharwadkar is a financial advisor at Mangotree Capital, LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Mangotree Capital since 2012. Mangotree Capital provides discretionary portfolio management, ERISA plan advisory, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages approximately $38.9 million on a discretionary basis and uses in-house model portfolios that combine active and passive strategies, including long–short and options trading, tailored to clients’ risk profiles and objectives.

James Fydroski is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Haas Financial Services Inc since 2010. He holds Series 63 and Series 65 licenses and has been treasurer for the Rotary Club of Milford, MI since 1999. Additionally, he has edited the Michigan Nut Growers Newsletter since 1991. Haas Financial Services Inc provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a proprietary money management program focused on active, trend- and momentum-based strategies with risk controls, and serves clients through both fee-based and commissionable insurance products.

Nagi Reddy Nallavelli is a financial advisor with Birmingham Capital LLC, holding Series 63 and Series 65 designations and over 22 years of industry experience. He previously worked at J.P. Morgan Private Bank and Securities, Cetera Advisor Networks, and Voya Financial Advisors. Nallavelli serves as Managing Director and Head of the Private Client Group at Birmingham Capital and its DBA, Supreme Alliance LLC. Birmingham Capital provides discretionary investment management, wealth management, and financial planning services to a diverse client base, including pension plans, trusts, municipalities, and individuals. The firm offers ERISA 3(38) fiduciary services and employs a long-term, ETF- and mutual fund-based investment approach, with a focus on selecting and overseeing unaffiliated independent managers.

Michael Bink is a financial advisor at Equivest Financial Advisors LLC with over 10 years of industry experience. He holds the Series 65 designation and has been with Equivest since 2015. In addition to his advisory role, he works as a senior business analyst for Cooper Standard Automotive, where he evaluates and implements software solutions. Equivest Financial Advisors LLC provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a goals-based, core-and-satellite investment approach focusing on globally diversified, low-cost ETFs and selected individual stocks, with active managers used selectively.

Joseph Nelson is a CFP® professional with 33 years of industry experience currently serving as an advisor at Emde Wealth Management LLC. His prior experience includes roles at BlackRock Investment, LLC and Aurora Securities. Outside of finance, he is a songwriter and music publisher and serves as a board member and treasurer for his homeowners association. Emde Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, managing customized portfolios that include a range of asset classes and alternative investments.

Anmar Sarafa is a CFA charterholder with 33 years of industry experience and has been with Steward Capital Management since 2000. He is the sole advisor at the firm and holds Series 63 and Series 65 licenses. Outside of his advisory role, Sarafa is the managing member of several entities related to Frankenmuth Brewery, where he oversees strategic investment decisions and capital expenditures. Steward Capital Management is an SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, trusts, and private investment funds. The firm employs a core/satellite Global Diversified Balanced strategy using ETFs and individual securities, and is known for sponsoring private funds and managing affiliated real estate entities.

David Patterson is a CFP® professional with 16 years of industry experience and has been with Patterson Advisors, LLC since 2005. Based in Waterford, MI, he is part of a two-advisor firm focused on comprehensive financial planning and investment analysis. Patterson Advisors serves individual investors, including high-net-worth clients and family trust beneficiaries, offering tailored services such as goal-based planning, investment recommendations, and ongoing financial support. The firm employs a disciplined, asset-allocation approach using diversified portfolios and maintains a fee-for-service model without discretionary trading authority.