Cheri Young is a financial advisor with Forever Young Integrated Wealth, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at firms including Purshe Kaplan Sterling Investments and Questar Capital Corporation. Young also owns an affiliated tax advisory business. Forever Young Integrated Wealth provides discretionary asset management and account services using model portfolios and custom managed-account solutions. The firm serves individuals, high-net-worth investors, and business entities, employing methods such as modern portfolio theory and quantitative analysis, and maintains affiliations with broker-dealer and tax advisory businesses.

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 at Pinnacle Wealth Management, Inc. in Brighton, Michigan, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Pinnacle Wealth Management since 2013. Wojno also operates as a CPA providing accounting and tax preparation services through his separate CPA practice. Pinnacle Wealth Management advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, 401(k) plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a tiered planning process and tailored investment strategies.

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.

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 with Forever Young Integrated Wealth, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pinnacle Wealth Management, PURSHE KAPLAN STERLING INVESTMENTS, and Questar Asset Management. Outside of advisory work, he operates a cryptocurrency mining business and provides technology support through an affiliated tax advisory firm. Forever Young Integrated Wealth offers discretionary asset management and account services using model portfolios and managed-account platforms. The firm serves individuals, high-net-worth investors, and business entities, employing portfolio construction methods such as modern portfolio theory and quantitative analysis while utilizing third-party sub-advisors and institutional SEI model programs.

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 prior work experience at JP Morgan Chase and Xanterra Travel Collection. Outside of financial advising, he is involved in landscaping and cleaning services through Flaunt Salon. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach using diversified holdings and third-party model managers, and offers additional services including financial planning, estate planning coordination, and tax preparation through affiliated entities.

Jacob Kasperski is a financial advisor at A Smarter Way to Invest with three years of industry experience. He holds a Series 65 designation and also serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. His prior experience includes roles in education and small business ownership. A Smarter Way to Invest provides third-party investment advisory services to registered investment adviser firms, offering systematically managed strategies that combine fundamental and technical analysis. The firm focuses on institutional and RIA clients, delivering proprietary models and customized solutions rather than serving individual retail investors.

Luka Zachary is a financial advisor at Strickler Investment Services, LLC in Brighton, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Strickler Investment Services, he was a student for nine years and was unemployed for one year. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes an active, asset-allocation-focused approach with diversified holdings and employs third-party model managers alongside custodial and execution platform services.

Benjamin Luppino is an advisor at Caitlin John, LLC with Series 63 and Series 65 credentials and no prior industry experience. He has a 25-year background at Denso International America and currently serves as Chief Strategy Officer at Bharat Forge America, a company focused on design and engineering for automotive and heavy truck markets. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, providing investment management, financial planning, and consulting services. The firm offers personalized investment programs that combine active and passive management across a broad range of instruments and operates both wrap and non-wrap account arrangements.

Nathan Meyer is a CFP® with six years of industry experience, currently affiliated with Caitlin John, LLC. He has worked at several firms including Guardian Pointe Private Wealth Management and A Smarter Way To Invest, Inc. Meyer is also the Director of Compliance and Operations at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm delivers personalized investment programs through a team of registered investment adviser representatives, utilizing a mix of active and passive management, third-party portfolio managers, and a broad range of financial instruments.

John Lambert is a financial advisor with SimplyRIA Advisor Network in Brighton, MI, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 32 years of industry experience, including roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been involved in ski coaching and instruction for over four decades, working with junior alpine athletes and various ski teams. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through a team of 24 advisors. The firm operates as an RIA-aggregator, supporting independent advisors who tailor portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Logan Doty is a financial advisor at Strickler Investment Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Strickler Investment Services, he has held positions at Powerhouse Gym, Clemson University, BASF Corporation, and in education at South Lyon High School and Centennial Middle School. Outside of advising, he works as a life and health insurance agent with various carriers. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused investment approach with diversified holdings and uses third-party model managers and platform services to implement client portfolios.

Timothy Walworth is a financial advisor at Markowski Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tdw Financial Strategies, Truth of Investing LLC, and Caitlin John Private Wealth Management. In addition to his advisory work, he is an independent insurance agent. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach combining technical, fundamental, and chart analysis, with portfolio adjustments based on market conditions.

Alexander Walther is a financial advisor with Strickler Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, and he is also involved in insurance sales through Strickler Financial Group. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses an active, asset-allocation-focused approach with diversified holdings and offers integrated services including estate planning and tax preparation through affiliated entities.

Russell Strickler is a CFP® with 20 years of experience in the financial services industry. He is the principal of Strickler Investment Services, LLC and has held various roles at related entities including Strickler Tax Advisory and Strickler Financial Group. Outside of investment advisory, he owns a tax preparation firm and serves as managing member of a personal real estate investment entity. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach with diversified holdings and uses third-party model managers and platform services to implement portfolios.

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.

Matthew Lamarre is a financial advisor with Caitlin John, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked with Caitlin John, LLC since 2011 and is also a managing partner at Jackson Kennedy and owner of M&L Retirement Solutions, both of which involve selling annuity and life insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a variety of instruments, including ETFs, mutual funds, equities, fixed insurance products, alternatives, and options strategies.

Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network based in Brighton, MI. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining SimplyRIA, he worked with Jackson National Life and currently serves as Director of Business Development for Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network offers advisory services to individuals, trusts and estates, and qualified retirement plans, combining discretionary and non-discretionary investment management with financial planning and consulting. The firm operates as an RIA-aggregator, with supervised Investment Adviser Representatives managing independent practices under its compliance framework, utilizing a mix of active and passive strategies, third-party sub-advisers, and alternative investments.