Jeffrey Grad is a financial advisor with Grad Wealth Management PLLC in Livonia, Michigan, holding a Series 66 designation and seven years of industry experience. Prior to founding his current firm, he worked at Founders Financial Securities, LLC. Outside of his advisory role, he owns Grad & Shoemaker, PC, a tax and accounting firm, where he prepares and reviews personal and corporate tax returns. Grad Wealth Management offers comprehensive financial planning, consulting, and retirement plan services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm primarily matches client objectives and risk profiles to third-party model portfolios, overseeing these managers with ongoing reviews and portfolio rebalancing.

John Mcgonagle Jr. is a CFP® certificant and financial advisor with 16 years of industry experience. He has been with Asset Architects, LLC since 2015 and operates as a sole proprietor since 2014. In addition to his advisory role, he spends a significant portion of his time as a licensed insurance agent. Asset Architects, LLC is a solo, fee-based advisory firm serving individuals and high-net-worth clients by providing personalized financial planning and consulting. The firm arranges relationships with third-party money managers rather than directly managing client assets, and also offers commissioned insurance products as part of its services.

Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Kinetyc, LPL Enterprise, PRUCO Securities, and Populus Group, LLC, following a 22-year career at Ford Motor Company. Measured Path Capital, LLC is a Michigan state-registered investment adviser offering non-discretionary portfolio management, financial planning coordination through third-party firms, and hourly consulting and investment education. The firm emphasizes diversified, low-cost investment vehicles and combines fundamental and technical analysis in its approach, with an emphasis on cost efficiency and long-term suitability.

Thomas Horton is a CFP® professional with 16 years of industry experience. He has operated Horton Financial Planning LLC since 2004, serving clients from Farmington Hills, MI. Horton Financial Planning LLC is an independent, fee-only advisory firm that offers hourly, as-needed financial planning and investment advice primarily to individual clients. The firm emphasizes comprehensive planning and a long-term, buy-and-hold investment approach focused on passive, low-cost index funds with periodic rebalancing.

In Soo Suh is the sole advisor at FITSHA Consulting and holds a Series 65 designation. Suh has approximately one year of experience in financial advisory services, following prior roles at Scout Motors, Freudenburg EPS, Stoneridge, Aptiv, and GM. Outside of advisory work, Suh is a licensed real estate professional and occasionally provides engineering consulting. FITSHA Consulting serves both institutional and individual clients, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s investment approach focuses on asset allocation and model portfolios with ongoing monitoring, and it provides participant education, seminars, and hourly planning engagements.

Christopher Ford is the sole advisor at Ford Financial Fitness, LLC, an independent, fee-only registered investment adviser. He holds a Series 65 designation and has one year of experience in investment advisory services. Ford also works as a mortgage originator at Rocket Mortgage, where he has been employed since 2010. Ford Financial Fitness provides discretionary and non-discretionary investment management as well as financial planning services primarily for high-net-worth individuals. The firm employs a mix of passive and active investment strategies based on fundamental and cyclical analysis, and it offers clients options for socially conscious investing and customizable restrictions.

Bernard Shinkel is the sole advisor at Alpha Investment Management, Inc. in Novi, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Alpha Investment Management since 2010. Alpha Investment Management is a Michigan-registered advisory firm providing discretionary portfolio management and wealth management services to high-net-worth individuals, family limited partnerships, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a top-down, macro-oriented investment process that emphasizes diversified global portfolios with a focus on low-cost ETFs and index funds, aiming to manage risk and deliver steady returns.

Alan Caldwell is a CFP® with seven years of experience in financial advising. He is the sole advisor at On Track to Retire LLC, an independent firm based in Livonia, MI. His work history includes roles at Origin Financial and involvement with several organizations focused on economic solutions and financial coaching. Prior to his advisory career, he was involved with Real Baked Goods for three years. On Track to Retire LLC provides financial planning and investment advice to individuals and high-net-worth clients. The firm focuses on client-specific plans and employs a fixed and hourly fee model, avoiding percentage-of-assets billing and discretionary trading.

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.

Ilirjan Shkurti is a CFA charterholder and registered Series 66 advisor with 12 years of industry experience. He founded Whistle Stop Financial Advice in 2024 after working at Ameriprise and Hantz Financial Services. In addition to his advisory role, he serves part-time as a physician financial counselor at Henry Ford Health. Whistle Stop Financial Advice offers advice-only financial planning services on an hourly basis, focusing on passive investment strategies using index mutual funds and ETFs. The firm does not provide discretionary portfolio management or custody of assets, emphasizing individualized, point-in-time planning engagements.

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.

Bryan Mortenson is the sole advisor at Long Lake Capital Management, LLC in Birmingham, MI, holding a Series 65 designation with 13 years of industry experience. He has led Long Lake Capital Management since 2014. Bryan serves on the Board of Directors at Nexteon, an aviation software company, where he participates in board meetings and engages with management and investors. Long Lake Capital Management is an independent advisory firm providing discretionary portfolio management through separately managed long/short accounts to individuals, high-net-worth investors, and corporate clients. The firm employs a value-oriented, special-situations investment approach based on fundamental, bottom-up research and offers tailored investment solutions, including client-imposed restrictions.

Matthew Cook is a CFA® charterholder and Series 63 registered advisor with 21 years of industry experience. He has been the principal of Cook & Associates since 2010 and has also been affiliated with LPL Financial LLC since 2009. Outside of his advisory role, he owns an insurance agency specializing in non-variable life insurance. Cook & Associates is an independent registered investment adviser managing approximately $56.6 million for about 89 clients. The firm provides individualized portfolio management and manager-selection services primarily to individuals, including high-net-worth clients, and certain charitable organizations, focusing on long-term investment strategies based on fundamental analysis and asset allocation.

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.

Merid Amde is the sole advisor at M.A. Global Investment Advisor, LLC and holds Series 63 and Series 66 designations with 35 years of industry experience. He founded M.A. Global Investment Advisor, LLC, where he has worked since 2014, and previously worked at Investshares Advisor Group, LLC and InvestShares. Outside of advising, he is also actively involved as an insurance agent, dedicating approximately half of his professional time to this activity. M.A. Global Investment Advisor, LLC provides non-discretionary asset management and referrals to third-party managers for individuals and business entities. The firm offers tailored investment recommendations based on clients’ goals and risk tolerance and supplements its advisory services with educational seminars, workshops, and an affiliated insurance business.

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.

Jarryd Smith is a financial advisor at Harbor Light Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Portfolio Solutions and CACI International. Harbor Light Planning is an independent, fee-only firm serving individuals and families with a focus on tax-aware, holistic financial and life planning. The firm combines comprehensive planning, investment management, and individual tax return preparation within a retainer-style advisory model.

Paul Cerro is a financial advisor with Cedar Grove Capital Management in Royal Oak, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. He serves as a financial analyst for Seed Health, a consumer goods company. Cedar Grove Capital Management is an independent registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients. The firm primarily focuses on U.S. equities and employs a fundamental analysis approach, regularly monitoring portfolios with discretionary trading authority and a variety of strategies including options and short sales.

David Kubicek is a CFP® professional with 16 years of industry experience and has been associated with the Institute of Trade Management since 1997. He holds Series 63 and Series 65 licenses and operates out of Farmington Hills, MI. The Institute of Trade Management serves individuals, corporate pension and profit-sharing plans, charitable and nonprofit institutions, and corporations, providing financial consulting, investment advice, litigation support, treasury and cash-management consulting, and broader management consulting services. The firm customizes advice to client goals, employs fundamental analysis and occasional technical analysis for timing, and does not take custody of assets or charge fees based on assets under management.

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.