Michael Green is a financial advisor at ACE Management in East Lansing, MI, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining ACE Management in 2023, he worked at Blue Water Asset Management and was self-employed, with a long career at the Michigan Department of Corrections from 1999 to 2018. He is also licensed as an insurance agent, primarily providing referrals for property casualty, annuities, and life insurance. ACE Management serves individual clients, including high-net-worth households and small business owners, by providing ongoing investment advisory and portfolio management services with a predominantly non-discretionary approach. The firm emphasizes fundamental equity analysis, longer holding periods, and a focus on current income with secondary price appreciation.

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, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He is an attorney and owner of BlockFi Law, LLC, a law firm based in Michigan, and is also a part owner of Lloyd Capital, LLC, a consulting and marketing company. Blasen has worked at several firms including Cambridge Digital Asset Group, LLC and Finalis Securities LLC. Blasen Capital Markets Group, operating under Cambridge Digital Asset Group, LLC, provides portfolio management and pension consulting to pension and profit-sharing plans, high-net-worth individuals, and institutional clients. The firm uses a risk-based model portfolio approach combining fundamental, quantitative, technical, and modern portfolio theory analyses, with both discretionary and non-discretionary management services.

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.

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® with 17 years of industry experience. He currently works at ACE Management and has held prior roles at PNC Investments LLC, Equitable Advisors, and AXA Advisors, LLC. Clisch also owns and operates Clisch Financial Planning, LLC, where he provides fee-based financial planning and life insurance services. ACE Management serves individual clients, including high-net-worth households and small business owners, by offering ongoing investment advisory and portfolio management with a focus on fundamental analysis and long-term equity holdings. The firm operates primarily on a non-discretionary basis, requiring client approval for all trades, and manages portfolios that may include equities, fixed income, hybrids, and derivatives.

Ashley Loveall is a financial advisor with Ataraxis Advisors LLC in Lansing, MI, holding a Series 66 credential and 13 years of industry experience. Prior to joining Ataraxis Advisors, she worked at Managed Money Concepts and Securities America, Inc. She is also involved in insurance sales as an owner of an insurance business. Ataraxis Advisors LLC provides financial planning, consultations, seminars, and portfolio management to individuals, trusts, estates, pension plans, and corporations. The firm uses model allocation portfolios and third-party programs to manage most client assets on a discretionary basis, with operations closely integrated with a broker-dealer and multiple investment platforms.

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 designations and 18 years of industry experience. He has worked with Fairway Investment Group since 2017 and is also affiliated with Mea Financial Services and Paradigm Equities, Inc. Outside of financial advising, he is the owner of Keene Farms, LLC, involved in planting and harvesting crops, and serves as MEA-FSA Union President. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides portfolio management through LPL Financial-sponsored programs and emphasizes tailored advice using an investor profile, ongoing monitoring, and a combination of fundamental, technical, and cyclical analysis.

Cody Rogers is a Series 65-registered advisor with Rightoak Asset Management, LLC, based in Grand Ledge, MI. He has one year of experience at Rightoak and over a decade of prior experience at Auto-Owners Insurance. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers financial planning, retirement consulting, estate-planning assistance through an online platform, and educational seminars.

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 Medwise Marketing and The O.N. Equity Sales Company. Outside of advisory work, he is involved with Stafford Pathways, LLC, a consulting and business valuations firm that also operates a sports league. Cornerstone Wealth Partners is a team-based investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm applies an academic, evidence-based investment approach using globally diversified mutual fund and ETF models, and manages approximately $146 million for around 429 client households.

Brandon Weaver is a CFP® professional with two years of industry experience, currently serving at Washington Avenue Advisors since 2021. Prior to joining Washington Avenue Advisors, he worked at the Burgess Institute and held various roles in different sectors. Washington Avenue Advisors is an SEC-registered advisory firm based in Lansing, MI, managing approximately $336 million for a diverse client base that includes individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm employs a comprehensive investment approach combining behavioral, fundamental, and quantitative analysis, with financial planning as a core element tailored to clients’ objectives.

Mark Carter is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Financial Strategies Group, Inc., where he has worked since 2013 across various affiliated firms. Outside of his advisory work, he is involved with a real estate holdings company. Financial Strategies Group serves individuals, trusts, pension plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive and active investments with global diversification and emphasizes fiduciary duty, annual reviews, and client-specific plans.

Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. 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, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.

Lindsey Roehl is a financial advisor with 12 years of industry experience, currently affiliated with 724 Capital, LLC. She holds a Series 66 designation and has worked with multiple firms including Independent Financial Group and Investment Centers of America. Outside of her advisory role, she assists with bookkeeping for her husband’s trucking business. 724 Capital, LLC serves individual and high-net-worth clients as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations.