Michelle Brow is a ChFC® and holds a Series 66 license, with 13 years of experience in the financial services industry. She has worked at firms including J.P. Morgan Securities, Michigan Securities, and StraitGate Financial prior to founding Full Bloom Financial. Full Bloom Financial serves individuals, high-net-worth clients, charitable organizations, corporations, and other businesses with wealth management, investment management, and comprehensive financial planning, including business and exit-planning advisory. The firm combines modern portfolio theory with both passive and active investment strategies, offering specialized allocations such as socially responsible and Biblically Responsible Investing, and manages accounts primarily on a non-discretionary basis.

Stephanie Squires is a Series 66 licensed financial advisor with 15 years of industry experience. She is the owner and president of Colloquium Asset Management, Inc., an independent advisory firm based in Canton, MI. Outside of her advisory role, she also works as a paralegal for an immigration and defense attorney and manages tax preparation services through SCS Capital, LLC. Colloquium Asset Management advises individuals, high-net-worth clients, and business owners by providing tailored portfolio management and financial planning services. The firm combines fundamental analysis, modern portfolio theory, and quantitative models, primarily focusing on non-discretionary assets that allow clients to retain trading authority.

Shelisa Fields is a financial advisor at Williamson Ross Financial with six years of industry experience. She holds a Series 65 designation and has worked at Williamson Ross Financial since 2016, following an 11-year tenure at Ford Motor Credit Company. In addition to her advisory role, she serves as an adjunct professor at Trine University, teaching undergraduate finance courses. Williamson Ross Financial provides personal wealth management, non-discretionary portfolio management, guided portfolio recommendations, and retirement plan consulting to individuals, families, high-net-worth households, and small businesses. The firm employs a top-down investment approach based on Modern Portfolio Theory and offers primarily non-discretionary services, combining adviser selection, educational workshops, and consulting arrangements.

Kristian Kalaj is the principal advisor at Kalaj Capital in Novi, Michigan, holding a Series 65 designation with two years of industry experience. He has worked as an independent contractor in general contracting since 2014, dedicating about 10 hours per week to this activity. Kalaj Capital provides asset management and financial planning services, offering continuous supervision of custodial accounts and comprehensive financial plans that cover tax planning, retirement, insurance, and other personal financial matters. The firm employs a combination of fundamental and technical analysis across various investment strategies, managing accounts on a separate-account basis with discretionary authority granted by clients.

Brent Bell is a CFP® professional with nine years of industry experience. He is the principal advisor at Bell Financial Planning, an independent firm based in South Lyon, Michigan. Prior to founding his firm, Bell worked at several financial services organizations including Tempus Wealth Planning, fpPathfinder, and Planning Alternatives Ltd. He also contributes to fpPathfinder by reviewing financial planning resources used by other advisors. Bell Financial Planning provides investment management and retirement-plan advisory services to both institutional and individual clients. The firm employs a Modern Portfolio Theory–based approach using third-party managers and offers a range of financial planning services, including project, hourly, and subscription models, serving a diverse client base that includes high-net-worth individuals and retirement plan sponsors.

Corey Voorman is a financial advisor at Voorman Investment Counsel LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Berndt & Associates, Karstens Investment Counsel, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves on the board of Rooted Ministries Inc., participates in a musical project called The City Inside, and is Vice President of the Sigma Chi Detroit Alumni Chapter. Voorman Investment Counsel LLC provides fee-only investment advisory services to individuals, trusts, estates, corporations, charitable organizations, and pension or profit-sharing plans. The firm employs a combination of fundamental, technical, and charting analysis, offering both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Hussien Fawaz is a CFP® professional with 17 years of industry experience, operating through Ydream Financial Services, Inc. in Canton, MI. He has been with YDFS since 2003 and also owns a separate accounting, tax, and technology consulting business. Ydream Financial Services provides personalized financial planning and investment management to a diverse client base including individuals, small business owners, corporate executives, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a financial-planning-led investment approach that emphasizes long-term passive strategies supplemented by fundamental, technical, and cyclical analysis, managing client portfolios on an individualized, discretionary basis.

Sevag Vartanian is the sole advisor at Vartanian Capital Management in Novi, MI, holding Series 63 and Series 66 licenses with 26 years of industry experience. Prior to founding his firm in 2019, he worked at Cambridge Investment Research Inc for five years. He is also involved with DGC Leasing, LLC, an equipment leasing business. Vartanian Capital Management provides discretionary and non-discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis with a long-term strategy tailored to each client’s financial and tax situation, and is notable for its focus on servicing charitable and private foundations.

Steven Pierce is the principal of Pierce Financial LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Pierce Financial since 2004 and also worked at Chisholm & Darden Investment Advisors for 10 years. He serves as a volunteer board member of the Ann Arbor Symphony Orchestra. Pierce Financial LLC provides investment advisory services to individuals, charitable organizations, and business entities, offering portfolio management and pension/401(k) consulting. The firm employs a blend of charting, cyclical, and fundamental analysis, utilizing both long- and short-term trading techniques, including options and margin.

Keith Southwick is a CFP® and ChFC® with 14 years of industry experience. He has been with Straitgate Financial L.L.C. since 2010, where he serves as the sole advisor. StraitGate Financial L.L.C. offers comprehensive financial and investment planning primarily for individuals and couples, as well as trusts, estates, charitable organizations, and corporations. The firm uses model portfolios and third-party money managers via the AssetMark platform, maintaining a primarily non-discretionary asset base while providing clients with regular reports and quarterly reviews.

Gregory Brown is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been the sole advisor at Pathway Financial Planning, LLC since 2011. Pathway Financial Planning is a fee-only, independent registered investment adviser serving individual clients, including high-net-worth households. The firm offers discretionary portfolio management and comprehensive wealth management services, emphasizing low-cost, tax-aware, evidence-based portfolio construction with a focus on strategic asset allocation across global asset classes.

Scott Chisholm is a financial advisor at C&D Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has been associated with Chisholm & Dames, Inc. since 1995. C&D Wealth Advisors, Inc. provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm employs a low-turnover, core equities investment approach supported by a proprietary economic model for tactical asset allocation and manages client assets on a discretionary basis.

Brian Heal is the principal advisor at Heal Financial LLC in Novi, Michigan, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Sports & Entertainment Investment Advisors, The Heal Agency, NYLIFE Securities, PKS Financial Corp, Major League Financial Group, and Woodbury Financial Services. He is also an independent insurance agent. Heal Financial, LLC provides discretionary investment management and financial planning services to individuals, trusts, and pension and profit-sharing plans. The firm employs a model-based approach featuring diversified portfolios, including a specialized Sports & Entertainment model, and integrates both long- and short-term holdings with options strategies.

David Palmer is a financial advisor with Wealth Management Partners of Michigan, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wealth Management Partners of MI since 2003. Palmer serves as corporate secretary for Palmer Productions Group Inc., a business owned by his wife, in name only to meet state corporate requirements. Wealth Management Partners of MI is a fee-only advisory firm serving individual retail investors and sponsors of smaller retirement plans. The firm employs a client-driven process to develop investment profiles and policy statements, favoring long-term, passive portfolios constructed from ETFs, institutional no-load mutual funds, and managed futures, typically providing non-discretionary advice coordinated with third-party portfolio managers.

Jesse Geary is the sole advisor at Geddi Capital LLC in Ann Arbor, MI, holding a Series 65 credential with five years of industry experience. Prior to founding Geddi Capital, he worked in nonprofit roles focusing on violence intervention and peacemaking. Since 2022, he has served as a grant writer for a domestic violence assistance nonprofit. Geddi Capital provides individualized investment management and retirement-focused financial planning for individual clients. The firm employs an actively tactical investment approach that integrates third-party predictive algorithms with quantitative and fundamental analysis to adjust portfolio allocations across multiple asset classes.

George Papadopoulos is the sole advisor at George Papadopoulos, CPA/PFS, CFP®, an independent firm based in Ann Arbor, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 15 years of industry experience. In addition to his advisory work, he contributes original content to financial industry publications and manages an online blog unrelated to finance. The firm provides ongoing wealth management and consultation services primarily to individual clients, including high-net-worth individuals, integrating annual federal and state tax return preparation into its services. The investment approach is based on Modern Portfolio Theory with a focus on strategic, long-term asset allocation using mutual funds and ETFs, and the firm manages accounts on a limited discretionary basis with regular client reviews.

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.

Eric Holmes is the principal of Reliance Capital Holdings, LLC, an independent advisory firm based in Southfield, Michigan. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. In addition to his work in financial advising, Holmes oversees operations for Excell Diabetic Supply, a mail order diabetic supplies business. Reliance Capital Holdings provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combined fundamental and technical analysis approach to build diversified portfolios and offers ongoing portfolio supervision, including the selection and monitoring of third-party money managers.

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.

David Brock is the principal advisor at The Brock Group, LLC, an independent registered investment adviser based in Plymouth, Michigan. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. In addition to his work as a financial advisor since 2006, he has been an independent insurance agent selling fixed insurance and annuity products since 2003. The Brock Group serves individuals, trusts, estates, and business entities by providing portfolio management and investment consulting, emphasizing diversification and low-cost mutual funds and index strategies. The firm manages approximately $93.9 million for about 253 clients and combines ongoing management with project-based services.