Bradley Sorenson is a financial advisor at Diversified Portfolios, Inc. in Bloomfield Hills, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Rochester Wealth Strategies, Jobin Financial, Inc., and Equitable Advisors, LLC. Diversified Portfolios, Inc. is a team of nine advisors managing approximately $1.66 billion for individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm focuses on long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supported by third-party technology including proprietary analytics from Dimensional Fund Advisors.

Adam Smith is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., and UBS Financial Services. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies within a multi-advisor team.

John Fawcett is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at CPR Financial Group and CPR Investments Inc since 2016 and at The Gurney Agency since 2019. Outside of investment advisory roles, he is also an insurance agent involved with Medicare-related activities. CPR Investments Inc provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue tactical and absolute-return strategies with a focus on defensive positioning and ongoing model management.

Karl Knas is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with DeRoy & Devereaux since 2015. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach across equities and fixed income, managing concentrated and diversified portfolios with a long-term focus.

Paul Housey is a CFP® professional with 26 years of experience in the financial services industry. He has been with ISTO Advisors, LLC since 2016 and previously operated his own advisory and consulting businesses, including FlipSide Consulting and Snook Housey Advisors. Outside of his advisory work, he is the founder of Building Bridges, a community, civic, and charitable organization. ISTO Advisors works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering wealth management, financial planning, and multigenerational coaching. The firm operates under a fiduciary standard, employs a broad range of investment options, and integrates insurance products and executive coaching services.

Adam Braatz is a financial advisor at Integrated Investment Consultants, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Timpani Capital Management. Integrated Investment Consultants manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm utilizes a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, providing investment management, wealth management, and consulting services tailored to client-specific risk tolerance and goals.

Nathan Marshall is an advisor at Managed Asset Portfolios, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Topgolf and United Wholesale Mortgage. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across multiple strategies and serves as sub-adviser to affiliated mutual funds while managing pooled and model portfolios.

Ronald Yolles is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Portfolios, Inc. since 2010, working as part of a nine-advisor team based in Bloomfield Hills, MI. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion and emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Nicholas Shaheen is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with FSA Advisors, Inc. and has held roles at AE Financial Services, LLC, Fsa Health, Independence Capital Company, Woodward Insurance Group, and Financial Services of America. Outside of his advisory work, he is involved in insurance sales through several business activities, including ownership of his own insurance agency. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, and annuities.

Zakerie Thompson is a financial advisor with Spartan Wealth Management who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Bank of America, Merrill, Northern Trust, and other firms. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a multi-advisor team approach and combines fundamental analysis with Modern Portfolio Theory to build primarily long-term diversified portfolios while utilizing strategies such as options and hedging for risk management.

Elizabeth Foley is a CFP® professional with 37 years of industry experience. She has worked at Hilltop Wealth & Tax Solutions since 2018 and previously spent 29 years at Ameriprise Financial Services, Inc. She serves as President of the Board of Directors for Hilltop Kids, an organization that provides education, goods, and services to underprivileged children and families in the community. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities. The firm offers discretionary portfolio management, comprehensive financial and tax planning, and integrates tax and estate considerations into investment recommendations.

Jeffrey Medvedik is an investment advisor with FSA Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at AE Financial Services, Independence Capital Co, Usallianz Securities, and Financial Services of America. He is also president of J.D. Medvedik & Associates, an advisory business. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus and tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

John Reynolds is a financial advisor with FSA Advisors, Inc., holding Series 63 and 65 licenses and possessing 26 years of industry experience. His prior work includes long-term roles at Cssc Brokerage Services, Inc., Cssc Investment Advisory Services, Inc., and Consulting Services Support Corporation. Outside of advisory activities, he is an insurance agent selling life insurance and fixed and fixed/indexed annuities on a commission basis. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus, offering tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

Christopher Crawford is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Fidelity Personal and Workplace Advisors, and Prudential Financial Planning Services. He is also an insurance agent affiliated with CPR Financial Group LLC. CPR Investments Inc primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach that emphasizes tactical and absolute-return strategies to manage downside risk.

Don Gill III is a financial advisor with Skyoak Wealth in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Skyoak Wealth since 2019, following prior roles at BKS Advisors and Morgan Stanley. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and other institutions. The firm employs a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core–satellite framework, integrating proprietary active models with outside separately managed accounts and offering a mix of family office, private wealth management, and corporate retirement plan advisory services.

Farah Kobeissi Nasser is a financial advisor at Spartan Wealth Management with seven years of industry experience. She holds a Series 65 designation and has worked previously at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. In addition to her advisory role, she is a 30% owner of Sapphire Accounting & Tax Solutions, a tax preparation and consulting business. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a multi-advisor team approach, combining fundamental analysis with Modern Portfolio Theory to manage diversified portfolios and incorporates derivative instruments and third-party research in its investment strategies.

Christopher Forte is a financial advisor at Integrated Investment Consultants, LLC with 36 years of industry experience. He has held roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Integrated Investment Consultants in 2015. Outside of his advisory work, he serves as a trustee for a family trust. Integrated Investment Consultants manages over $1 billion for individual, high-net-worth, and institutional clients, providing discretionary and non-discretionary investment management and consulting services. The firm employs a fundamental analysis and asset-allocation approach tailored to clients’ risk tolerance and objectives.

Kathryn Jay is a financial advisor at Spartan Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a mix of fundamental analysis and Modern Portfolio Theory to manage long-term portfolios and incorporates strategies such as options and hedging to support risk management.

John Cole is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Independence Capital Co. and HUB Insurance Group. He is also involved in selling life insurance, fixed and indexed annuities, and health insurance through related business activities. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory to create long-term investment strategies, utilizing a range of products including mutual funds, ETFs, fixed income, REITs, and annuities.

Paul Dziepak is a financial advisor with Cirrus Capital LLC in Bloomfield Hills, MI, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Black Oak Capital, LLC and Hudson Insurance Group, where he also serves as an insurance agent and producer. Outside of his advisory work, he is involved as a marketing and event coordinator for Key of Hope, an organization based in Durban, South Africa, and is the owner of Kingdom Building Ventures, LLC. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitors and rebalances portfolios, and offers model portfolios with performance results available to clients.