Michael Green is a financial advisor at ACE Management in Lansing, MI, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining ACE Management, he worked at Blue Water Asset Management and spent nearly two decades with the Michigan Department of Corrections. He is also a licensed insurance agent providing referrals in property casualty, annuities, and life insurance. ACE Management serves individual and high-net-worth clients as well as small business owners, offering investment advisory and portfolio management services with a focus on income-oriented portfolios and multi-year holding periods. The firm manages client accounts on a non-discretionary basis and incorporates a range of instruments, including derivatives, in its investment approach.

Anne Lee is a Series 65-licensed advisor with four years of industry experience, currently working at Church Organizers Foundation since 2016. She previously practiced law at Lee Law Office PLLC from 2014 to 2022. Church Organizers Foundation is a nonprofit registered investment adviser serving individuals, trusts, estates, pastors, school teachers, endowments, foundations, charitable trusts, and businesses. The firm offers customized portfolio management and financial planning, emphasizing stewardship-focused services for churches and nonprofits alongside conventional investment management.

Brian Pugh is a financial advisor at Stewards Wealth Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked at LifePlan Financial Design Inc. since 2018, where he is also an insurance agent. Prior to that, he was employed at Hope Network from 2015 to 2018. Stewards Wealth Planning serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a client-driven investment process with quarterly reviews and uses both technical and fundamental analysis, managing approximately $86 million for over 600 clients.

Thomas Blasen is a financial advisor with Blasen Capital Markets Group, LLC and holds Series 63, 65, and 66 licenses. He has 18 years of industry experience and has held roles at several firms including Cambridge Digital Asset Group, LLC and Finalis Securities LLC. Outside of advisory work, he is an attorney and owner of BlockFi Law, LLC and is part owner of Lloyd Capital, LLC, a consulting and marketing firm. Blasen Capital Markets Group, operating as Cambridge Digital Asset Group, LLC, provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and institutional clients. The firm uses risk-based model portfolios and combines fundamental, quantitative, technical, and modern portfolio theory analyses with a long-term, buy-and-hold investment approach.

Aaron Harris is a financial advisor at Lifepoint Planning with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Northwestern Mutual in various capacities. Outside of his advisory role, Harris owns and operates Internet Marketing Consultants, a business focused on selling physical goods online. Lifepoint Planning manages approximately $168.5 million for about 110 clients, including individuals and employer retirement plan sponsors. The firm combines discretionary portfolio management with comprehensive financial and business planning, using client-specific investment policies and a mix of passive and active investment strategies.

Martin Lee is a financial advisor at Church Organizers Foundation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2013. In addition to his advisory role, Lee serves as an intentional interim pastor at St. Matthew Lutheran Church & School. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and targeted consulting services. The firm emphasizes customized portfolios focused on tax efficiency and risk management, and it offers specialized stewardship and trust administration services for charitable organizations.

Aidan Kern is a financial advisor at Maner Wealth in Lansing, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Maner Wealth, he has worked in construction and the food service industry, including a role at Kern Konstruction and brief positions at Little Caesars and Jersey Mikes. Maner Wealth, LLC is an SEC-registered investment adviser managing approximately $299 million for individual clients and institutional retirement plans. The firm employs a fund-of-funds investment approach using ETFs and mutual funds, offering portfolio management, financial planning, and turnkey retirement-plan services.

Scott Dorer is a financial advisor with Ataraxis Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Managed Money Concepts and Securities America, Inc., alongside operating as an insurance agent since 1986. He is also a notary public for Ingham County, Michigan. Ataraxis Advisors LLC serves individual investors, high-net-worth clients, trusts, pension plans, and corporate entities by providing financial planning, consultations, seminars, and portfolio management through various program structures. The firm employs a long-term investment approach using mutual funds, model portfolios, separately managed accounts, and unified managed accounts, often utilizing third-party platforms and sub-advisors for execution and custody.

Steven Clisch is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with ACE Management and has previous experience at PNC Investments LLC, Equitable Advisors, and AXA Advisors, LLC. He is also involved in fee-based financial planning through his roles at Greenstone Financial Planning, LLC and Clisch Financial Planning, LLC. ACE Management serves individual and high-net-worth clients as well as small business owners, offering ongoing investment advisory and portfolio management services with a focus on income-oriented portfolios and a non-discretionary approach that includes the use of derivatives.

Ashley Loveall is a financial advisor with Ataraxis Advisors LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Managed Money Concepts and Securities America, Inc., and currently serves as a registered investment advisor representative and compliance officer. In addition to her advisory role, she owns an insurance business selling fixed index annuities. Ataraxis Advisors LLC serves individual investors, including high-net-worth clients, as well as trusts, pension plans, and corporate entities, offering financial planning, consultations, seminars, and portfolio management. The firm manages approximately $60 million across about 138 client accounts, utilizing mutual funds, model portfolios, separately managed accounts, and unified managed accounts with a primarily long-term investment approach.

Steven Guipe is a financial advisor at Maner Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Maner Wealth since 2021. His prior roles include positions at CG Financial Services, North Salem State Bank, and experience in educational and community organizations. Maner Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund-of-funds approach with model portfolios and may use subadvisers to align manager styles with client objectives.

Michael Douglas is a CFP® with 10 years of industry experience, currently serving as an advisor at Stewards Wealth Planning, LLC. He has been with Stewards Wealth Planning since 2015 and is also involved with LifePlan Financial Design Inc. as an insurance agent. Additionally, he has been associated with Mount Hope Church since 2003. Stewards Wealth Planning serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm manages approximately $99 million across more than 600 client relationships and employs a combination of technical, seasonality, and fundamental analysis in its investment approach.

Joshua Roberds is a financial advisor at Fairhaven Financial Advisory Corporation with seven years of industry experience. He holds a Series 65 credential and has been with Fairhaven Financial since 2017, following a one-year tenure at Extend Your Reach. Fairhaven Financial Advisory Corporation primarily serves individual investors, retirees, and those nearing retirement, as well as qualified retirement plans. The firm provides investment advisory and financial planning services focused on retirement accounts, distribution planning, estate and trust guidance, and employer-sponsored plan consulting, using an asset-allocation based approach with both discretionary and non-discretionary portfolio management.

Jonathan Brooks is a financial advisor at Fairhaven Financial Advisory Corporation in East Lansing, MI, holding a Series 65 designation with eight years of industry experience. He has been with Fairhaven Financial Advisory Corporation since 2016. Brooks is also a licensed insurance agent for various insurance products, including life, health, disability, and fixed interest annuities. Fairhaven Financial Advisory Corporation serves primarily individual investors, especially retirees and those nearing retirement, along with qualified retirement plans. The firm employs an asset-allocation based approach and provides both discretionary and non-discretionary portfolio management combined with financial planning focused on retirement and estate matters.

Erin Ballor is a Series 65 credentialed advisor with RyZome Investment Advisors, where she has worked since 2016. She has eight years of industry experience. RyZome serves individual and high-net-worth clients by providing ongoing asset management, financial planning, and consulting. The firm emphasizes discretionary portfolio management tailored to client objectives, utilizing fundamental analysis and diversified investment vehicles, and manages approximately $86 million for about 468 clients.

Joshua Vandyke is a financial advisor at Cornerstone Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Cornerstone Wealth Partners since 2018. Prior to that, he spent eight years at Churchhill Mortgage. Cornerstone Wealth Partners provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $12.8 million across 59 client households and employs an academic, evidence-based, globally diversified investment approach with quarterly model reviews and rebalancing.

Jason Keene is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Fairway Investment Group since 2017 and is also involved with Mea Financial Services and Paradigm Equities, Inc. Outside of finance, he is the owner of Keene Farms, LLC, which is engaged in crop planting and harvesting, and serves as the president of the MEA-FSA union. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services, operating predominantly on a non-discretionary basis and utilizing multiple LPL Financial-sponsored programs tailored to client objectives.

Michael Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2015, previously working at Evergreen Financial Group. Outside of his advisory role, Gorsline is an independent licensed insurance agent and dedicates part of his professional time to offering insurance products. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing on long-term trading and diversified asset allocation.

Cody Rogers is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. He has also worked at Auto-Owners Insurance since 2014. Rogers holds a life insurance agent license in Michigan. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and a mix of investment types, while offering a retirement-plan consulting practice that includes ERISA fiduciary services.

Timothy Whelan is a financial advisor with Cornerstone Wealth Partners, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Churchill Mortgage Corporation. Outside of advisory work, he owns a sports league and provides consulting and business valuation services through Stafford Pathways, LLC. Cornerstone Wealth Partners is a team-based SEC-registered investment adviser serving individuals, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using diversified mutual funds and ETFs, managing approximately $146 million for over 400 client households.