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.

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.

Robert Minasian is a financial advisor with Personal Wealth Management, LLC in Commerce, MI, holding Series 65 and Series 66 licenses and 27 years of industry experience. He previously worked at firms including Prime Meridian Capital Management, LLC and Novus Investments LLC. Minasian provides life insurance and fixed index annuity solutions through affiliations with independent firms. Personal Wealth Management, LLC offers investment supervisory services and financial planning to individuals, business owners, and institutional clients. The firm develops individualized portfolios using both fundamental and technical analysis and manages accounts on a discretionary basis with regular monitoring and reviews.

Wyatt Flynn is a financial advisor at Lakepoint Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James & Associates. Outside of advising, his background includes roles in banking and mortgage industries. Lakepoint Wealth Partners is a state-registered, fee-only investment adviser serving individuals, pre-retirees, retirees, growing families, and young professionals. The firm uses a long-term, passive, evidence-based investment approach centered on strategic asset allocation, global diversification, low-cost ETFs, and periodic rebalancing.

Herbert Glass is the principal of Glass Retirement Strategies, Inc. in Bingham Farms, MI, with 14 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Outside of investment advisory, he is involved in pension setup and administrative services as well as insurance product sales. Glass Retirement Strategies primarily advises pension, profit-sharing, and 401(k) plans and offers the SEI Asset Allocation Program to high-net-worth individuals, trusts, and institutional clients. The firm focuses on an asset-allocation approach and provides services largely on a non-discretionary basis, combining retirement plan consulting, administration, and participant education.

Michael Demeyere is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Summit Wealth Strategies Group, LLC since 2009. Prior to founding the firm, he was associated with Cynosure Financial, Inc. for ten years. Summit Wealth Strategies Group is an independent, fee-only registered investment adviser providing investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages corporate and institutional retirement plans and offers non-investment business consulting, emphasizing long-term asset allocation and diversification through individualized portfolio management.

Dan Barish is a financial advisor at DIB Investment Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lasalle St. Securities since 2004. In addition to his advisory role, he maintains an unrelated business interest outside of investment management. DIB Investment Management LLC provides non-discretionary investment management to individuals, trusts, and investment companies through formula-driven model equity strategies focused on growth or value. The firm builds portfolios primarily from individual equities and offers ongoing consultation services while clients retain control over trade execution.

Steven Brown is a financial advisor at Precision Vector Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Pinnacle Wealth Management, Inc. In addition to his advisory role, Brown is an air traffic controller with the Federal Aviation Administration and works as an independent insurance agent. Precision Vector Financial is a state-registered advisory firm providing retirement consulting, financial planning, investment management, and 401(k) plan administration. The firm utilizes a strategic asset allocation framework centered on index mutual funds and ETFs, with discretionary management guided by client-specific Investment Policy Statements.

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.

David Peters is the principal of Alliance Advisors Wealth Management LLC in Novi, MI, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Regal Investment Advisors, Royal Alliance, Concorde Investment Services, and Capital Asset Advisory Services. In addition to his advisory role, he is the owner and a licensed insurance agent for Alliance Advisors Financial Services LLC, dedicating time to insurance products. Alliance Advisors Wealth Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with long- and short-term strategies, integrating risk management through diversified allocations and regular account reviews.

Michael Prus is the president and founder of Scale Investment Group, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to founding Scale Investment Group in 2010, he worked at Freedom One Financial Group and Investment Counsel Inc. Scale Investment Group provides investment advisory and consulting services to individual and institutional clients, including ERISA-qualified retirement plans and other advisers. The firm focuses on low-cost, diversified portfolios using a combination of quantitative and qualitative fund selection, offering both discretionary and non-discretionary management along with pension consulting and sub-advisory services.

Jeffrey Guy is a CFP® with 23 years of experience in financial advising. He is the principal of Verdura Wealth Management, LLC, an independent firm he founded in 2023, and has held roles at Veritas Capital Advisors and Kovack Advisors. He also maintains an insurance practice focused on fixed insurance sales. Verdura Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with discretionary asset management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and employs multiple analysis techniques, offering specialized ERISA plan services as a limited-scope 3(21) fiduciary.

Lance Turner is a financial advisor at Anomaly Advisors with 10 years of industry experience. He holds a Series 66 designation and has operated his own financial services firm since 2015. In addition to his advisory work, he maintains active insurance and real estate licenses used solely for educational and advisory purposes. Anomaly Advisors provides financial planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and small businesses, emphasizing a Modern Portfolio Theory-based approach with diversified, tax-efficient, low-cost investments and periodic rebalancing. The firm also offers educational workshops and facilitates implementation through recommended custodians and sub-advisors.

James Fydroski is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Haas Financial Services Inc since 2010. He holds Series 63 and Series 65 licenses and has been treasurer for the Rotary Club of Milford, MI since 1999. Additionally, he has edited the Michigan Nut Growers Newsletter since 1991. Haas Financial Services Inc provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a proprietary money management program focused on active, trend- and momentum-based strategies with risk controls, and serves clients through both fee-based and commissionable insurance products.

Derek Elleman is a financial advisor at Ridge Investment Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Redhawk Wealth Advisors, Bondurant Investment Management, and KW Andersen Investment Group. He is also the managing member of Elleman Investment Management, LLC. Ridge Investment Advisors manages discretionary, actively managed equity and fixed-income portfolios for individuals, trusts, and corporations. The firm uses a fundamentally driven, bottom-up investment approach, focusing on U.S. large-cap equities and investment-grade fixed income, and serves both individual and institutional clients.

Brenda Oldham is a financial advisor at RAM Legacy Wealth Management with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including IAMS Wealth Management, Calton & Associates, and RAM Insurance & Financial Services. Brenda serves as CEO of RAM Insurance & Financial Services and is president of Michigan Women in Insurance and Financial Services. She is also an author of a financial literacy novel and conducts educational seminars on financial topics. RAM Legacy Wealth Management is a state-registered investment adviser serving individuals, trusts, estates, high-net-worth clients, and retirement plans. The firm offers asset management, ERISA plan consulting, and financial planning, using a combination of fundamental and technical analysis and providing both discretionary portfolio management and tailored consulting services.

Christopher Berry is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Castle Wealth Group Investments LLC, an independent firm based in Brighton, MI. Berry also practices law through an affiliated legal firm, Castle Wealth Group Legal, which he has operated since 2005. Castle Wealth Group Investments LLC manages approximately $62.1 million for around 96 individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm uses a variety of analytical methods to construct and monitor portfolios and operates with a single advisory professional across six offices.