David Lindley is a CFP® with five years of industry experience, currently serving as a financial advisor at Oakwell Private Wealth Management. Prior to joining Oakwell, he worked at GEM Asset Management, LLC and Northern Trust Corporation. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and may allocate assets to third-party portfolio managers.

Andrea Darden is a financial advisor at Darden Wealth Group with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Darden Wealth Group since 2018, previously practicing at Chisholm & Darden from 2007 to 2018. Andrea serves on the board of the Michigan Research Institute, a nonprofit focused on developing technologies addressing national needs. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and other nonprofit organizations, primarily working with households that meet the firm’s investable-asset threshold. The firm employs a fundamental, bottom-up investment process combined with macroeconomic and technical analysis, offering discretionary portfolio management with a mix of individual securities, bonds, and ETFs.

Alexander Wagner is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a multi-advisor team approach, emphasizing long-term portfolio construction through fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies across a variety of investment types.

Harrison Kephart is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Retirement Income Solutions, Inc. since 2012. Outside of his advisory role, he is a partner with a 25% ownership stake in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven active management approach and manages multi-billion dollar assets with a relatively small team of 12 advisors.

Cynthia Szymanski is a CFP® with 16 years of experience at Bloom Advisors, where she has worked since 2002. She is based in Farmington Hills, MI, and is part of a nine-advisor team. Bloom Advisors serves individual and high-net-worth clients with discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.

Kory Salagean is a financial advisor at Columbia Asset Management, L.L.C. with five years of industry experience and a Series 65 credential. His prior work includes four years at Annie's Childrencenter and ten years in education. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis and Modern Portfolio Theory with a long-term orientation.

Kenneth Brandt is a financial advisor with SkyOak Wealth, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with SkyOak Wealth since 2019 and has a longstanding association with Brandt, Kelly & Simmons Securities, LLC dating back to 2002. SkyOak Wealth offers wealth management, investment management, and comprehensive financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment process that blends fundamental, trend, and technical analysis within a core–satellite approach, using discretionary portfolio management and a variety of investment vehicles.

Bruce Palen is a financial advisor at Sovereign Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Great Lakes Wealth, LLC, and Ameriprise Financial Services, Inc. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, while incorporating tactical reallocations, independent managers, and alternative investments through its Align Alternative Access Fund.

Benjamin Klamo is a CFA® charterholder with 16 years of industry experience. He has been with Gainplan LLC since 2015. Gainplan LLC is a team firm based in Bloomfield Hills, MI, consisting of eight advisors. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, offering asset management, retirement plan consulting, and business consulting. The firm uses a factor-based, top-down investment process that incorporates tactical and strategic asset allocations with various instruments including ETFs, mutual funds, individual securities, and derivatives.

Dillon Haviland is a CFP® with seven years of industry experience, currently serving at Bloom Advisors. His prior roles include positions at TBH Global Asset Management, Charles Schwab and Co., TD Ameritrade, JPMorgan Chase Bank, Morgan Stanley Private Bank, and Huntington National Bank. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, managing approximately $1.6 billion in assets. The firm employs a combination of factor investing, optimization, and technical analysis to create diversified, multi-asset portfolios that are actively managed and implemented mainly through institutional-share mutual funds and ETFs.

Logan Dimitrie is a CFP® with one year of industry experience, currently serving at Center for Financial Planning Inc. He has held roles at Raymond James Financial Services Advisors, Inc. and Raymond James and Associates, and previously worked at Walsh College and American House. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Clifford Robison is a CFP® with 28 years of industry experience, currently serving at FAI Advisors, Inc. since 2015. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Service Services. He is a board member of Big Rapids Land Development Corp. outside of his advisory work. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million across about 516 clients, employing fundamental and technical analysis, asset allocation, and long-term portfolio strategies, and uses sub-advisers including SEI Investments Management Corporation.

Logan Schmitt is a financial advisor with The Nemes Rush Group, LLC, holding a Series 65 credential. He has under one year of industry experience, having previously worked at Old National Bank and engaged in roles outside finance, including at Latitude 42 Brewing and Western Michigan University. The Nemes Rush Group serves individuals, corporations, charities, and retirement plans by providing portfolio management, financial planning, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, and offers fiduciary support for retirement plans.

Andrew O’Laughlin is a CFP® with 11 years of industry experience, currently serving with Center for Financial Planning, Inc. He has previously worked at Raymond James Financial Services, Inc., Financial Focus, and LPL Financial. At Center for Financial Planning, he holds the role of Director of Client Services. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across multiple asset classes and manages approximately $1.97 billion in assets through a team of 17 advisors.

Nicholas Kallabat is a financial advisor with Spartan Wealth Management and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Cadaret, Grant & Co., Inc., and Royal Alliance. Outside of his advisory work, he is a business owner of KA Enterprises of Michigan. Spartan Wealth Management is a multi-advisor firm providing discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, with personalized asset allocation and portfolio strategies.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Steven Gordon is a CFP® with the Series 63 designation affiliated with Fortis Capital Advisors, LLC. He has 17 years of experience with Capstone Concepts Inc. but no prior industry experience listed. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies including discretionary management, passive, active, tactical, and ESG-oriented options.

Nickolas Sanchez is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with O.N. Investment Management Company and its affiliated firms since 2011. Outside of his advisory role, he works as an independent agent in life insurance sales. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and both discretionary and non-discretionary account management.

Carly Purcell is a financial advisor at Advance Capital Management Inc with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024, previously working with Advance Capital Services since 2011. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and manages approximately $4.5 billion in assets across more than 6,800 clients.

David Rea is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Founders Financial Securities since 2009 and previously spent 37 years at REA & Shoemaker PC. Outside of advising, he serves as a tax return reviewer for GRAD & SHOEMAKER P.C. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of advisory programs that include model portfolios and third-party sub-advisory relationships.