Cheri Young is a financial advisor with Forever Young Integrated Wealth in Brighton, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at several firms, including Purshe Kaplan Sterling Investments and Questar Asset Management. Outside of her advisory role, she owns a tax advisory business. Forever Young Integrated Wealth provides discretionary asset management and portfolio management to individuals, high-net-worth clients, and business entities, utilizing a combination of Modern Portfolio Theory and qualitative, quantitative, and risk analysis to tailor strategies. The firm employs SEI-managed account solutions alongside custom portfolios and conducts quarterly reviews with a focus on rebalancing and tax-loss harvesting.

Christopher Burrell is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential with eight years of industry experience. He has worked at Estate Performance Advisors since 2019 and previously at Questar Asset Management from 2017 to 2019. Outside of advisory roles, he is involved as an insurance agent and vice president in insurance marketing, focusing on agent recruiting and training. Estate Performance Advisors L.L.C. provides discretionary investment management through SEI Investments’ programs, offering financial planning and consulting services primarily to individual investors. The firm uses SEI-developed model portfolios and mutual funds, overseeing account selection and management while partnering with other advisers through tri-party co-advisory arrangements.

Mark Wojno is a financial advisor with Pinnacle Wealth Management, Inc. in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has also operated his own CPA and tax preparation practice since 1985. Wojno’s outside activities include tax preparation and accounting services under his CPA license. Pinnacle Wealth Management, Inc. serves individual investors, pension and profit-sharing plans, 401(k) plans, charitable organizations, and corporate entities, managing approximately $118 million in discretionary assets. The firm offers customized portfolio management and tiered financial planning packages, along with educational retirement classes and various consulting services.

Lucy Valandra is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. Her prior roles include positions at Stephens Consulting, LLC and Meridian Financial Partners LLC. Outside of finance, she has been involved with the Great Meadow Foundation and several equestrian and farm-related ventures. Copper Beech Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment methods and emphasizing diversification. The firm manages discretionary assets primarily through ETFs and mutual funds, and offers fiduciary retirement advice and standalone financial planning without account minimums.

Nicholas Bour is a financial advisor at Inspire Wealth Advisory LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brookwood Investment Group and Redwood Private Wealth LLC. In addition to his advisory role, he is active as a licensed insurance producer through Executive Financial Group. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm utilizes the UX Wealth platform and third-party managers to implement customized investment strategies.

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.

Eric Little is a Series 65 licensed advisor with eight years of industry experience. He has worked at Estate Performance Advisors L.L.C. since 2019 and previously spent two years at Questar Asset Management, Inc. In addition to his advisory role, he operates an affiliated insurance agency, Estate Preservation Agency Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm also offers financial planning and consulting services and collaborates with other advisers via SEI’s platform.

Mark Young is a financial advisor at Forever Young Integrated Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including PURSHE KAPLAN STERLING INVESTMENTS, Pinnacle Wealth Management, and Questar Asset Management. Outside of advisory services, he operates a sole proprietorship involved in cryptocurrency mining. Forever Young Integrated Wealth provides discretionary asset management and portfolio management services to individuals, high-net-worth clients, and business entities. The firm employs an investment approach combining Modern Portfolio Theory with qualitative and quantitative analysis and offers SEI-managed account solutions alongside custom portfolios.

Alec Copeland is a financial advisor at Strickler Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JP Morgan Chase and Xanterra Travel Collection. Outside of finance, he is involved with Flaunt Salon, a landscaping and cleaning services business. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, utilizing an active, asset-allocation driven approach with portfolios composed of equities, ETFs, and mutual funds. The firm also offers tax preparation services through an affiliated entity and employs risk-analysis tools to tailor portfolio construction to client objectives.

Jacob Kasperski is a financial advisor with SimplyRIA Advisor Network, holding a Series 65 credential and bringing four years of industry experience. He currently serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors with products and tools. Prior to his advisory career, he worked in education and operated a lawn care business. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans with investment management, financial planning, and retirement plan fiduciary support. The firm combines strategic asset allocation with active and passive management through a corporate RIA structure that hosts multiple independent adviser practices.

Jennifer Jones is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently with Accelerate Investment Advisors LLC and SJE Retirement LLC, having previously worked at firms including OneDigital Investment Advisors LLC, Sigma Planning Corporation, Flynn & Company, and Wells Fargo Clearing. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, constructing customized portfolios and offering fiduciary investment services for plan sponsors.

Luka Zachary is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Strickler Investment Services, he spent nine years in school and had a one-year period of unemployment. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach using equities, ETFs, and mutual funds, supported by third-party model managers and risk analysis tools to align portfolios with client objectives.

Nathan Meyer is a CFP®-certified financial advisor with six years of industry experience. He is currently affiliated with SimplyRIA Advisor Network, a team firm comprising 26 advisors. His prior experience includes roles at Guardian Pointe Private Wealth Management and leadership in compliance and operations at Entry Point Advisor Network. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, providing investment management, financial planning, and retirement plan fiduciary support. The firm employs a mix of active and passive management strategies and operates a corporate RIA structure hosting multiple independent advisory practices.

John Lambert is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at SimplyRIA Advisor Network since 2017 and previously held roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been a ski instructor and coach at Mt. Holly Ski School for over four decades, including coaching junior alpine ski racers and serving as an examiner for the Professional Ski Instructors of America. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm combines long-term strategic asset allocation, active and passive management, and offers both discretionary and non-discretionary portfolio management through a corporate RIA structure that supports multiple independent advisor practices.

Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, and OneDigital Investment Advisors LLC among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term allocation approach, managing portfolios with mutual funds, ETFs, individual securities, and other instruments, while offering fiduciary and co-fiduciary services under ERISA.

Logan Doty is a financial advisor with Strickler Investment Services, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Strickler, he gained experience in roles at Powerhouse Gym, BASF Corporation, and Clemson University. He is also licensed as a life and health insurance agent, dedicating part-time hours to that work. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach, utilizing third-party model managers and risk analysis tools to align portfolios with client objectives.

Timothy Walworth is a financial advisor with Markowski Investments in Pinckney, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include six years at TDW Financial Strategies and experience at Caitlin John Private Wealth Management and United Advisors America. In addition to advising, he works as an independent insurance agent, spending five to ten hours weekly on this activity. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm’s investment approach integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, typically favoring long-term holdings while employing option strategies to enhance or hedge portfolios.

Alexander Walther is a financial advisor at Strickler Investment Services, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, using an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds. The firm offers ongoing portfolio supervision, access to tax preparation services through an affiliated entity, and advises on held-away accounts and insurance products.

Russell Strickler is a CFP® with 20 years of industry experience and is affiliated with Strickler Investment Services, LLC in Brighton, MI. His career includes roles at AE Wealth Management, MassMutual Life Insurance Company, and PNC Wealth Management. He also owns Strickler Tax Advisory, a tax preparation firm. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation-driven approach, integrating equities, ETFs, and mutual funds, and offers additional services through affiliated tax preparation and insurance entities.

Joseph Morphew is a Series 65-licensed financial advisor with one year of industry experience, currently with MDRN Capital. His prior experience includes positions at Raymond James Financial Services and ownership of Morphew Insurance Group. Outside of financial services, he is CEO of La Boutique, a women’s clothing consignment shop in Howell, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm employs a primarily long-term investment approach, utilizing unaffiliated independent managers and low-cost funds.