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 at CPR Investments Inc. in Rochester, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Gurney Agency and CPR Financial Group since 2016. Outside of investment advising, he is active as a Medicare insurance agent through The Gurney Agency. CPR Investments Inc. primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach focused on tactical and absolute-return strategies to manage risk and provides both asset-based custody trading and transaction-fee brokerage options.

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 for 10 years and also leads FlipSide Consulting, LLC and Snook Housey Advisors. Housey founded the community and charitable organization Building Bridges. ISTO Advisors works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and a multigenerational coaching program. The firm tailors strategies to client goals and risk tolerances and employs a broad range of investment options, including third-party sub-advisers and technology solutions for estate and tax planning.

Adam Braatz is a financial advisor at Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Timpani Capital Management LLC. Integrated Investment Consultants serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory and offers both discretionary and non-discretionary management across a range of investment vehicles.

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 holding Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Bank of America, Merrill, Northern Trust, and several other financial firms. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering 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 construct long-term portfolios, while also utilizing options, hedging, derivatives, and third-party research as part of its investment strategies.

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 a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at AE Financial Services, Independence Capital Co, Usallianz Securities Inc., and Financial Services of America. He is also president of J.D. Medvedik & Associates, an advisory business pass-through entity. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, and annuities.

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.

Farah Kobeissi Nasser is a financial advisor with Spartan Wealth Management and holds a Series 65 designation. She has six years of industry experience, with prior roles at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. Outside of her advisory work, she is a 30% owner of Sapphire Accounting & Tax Solutions, which provides tax preparation, consulting, payroll, and bookkeeping services. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm uses a multi-advisor team approach with an investment process focused on long-term portfolio construction through fundamental analysis and Modern Portfolio Theory.

Christopher Forte is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Integrated Investment Consultants since 2015. Outside of his advisory role, he serves as a trustee for a family-related trust. Integrated Investment Consultants, LLC provides investment management and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm manages approximately $1.084 billion in regulatory assets and employs a fundamental security analysis approach combined with Modern Portfolio Theory, tailoring portfolios to client-specific risk tolerances and time horizons.

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.

Samuel Morley is an investment advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 65 and Series 63 credentials and having eight years of industry experience. He has worked at Managed Asset Portfolios since 2018 and Alt Fund Distributors LLC since 2019. Prior to his advisory roles, Morley held positions at the University of Michigan Hospital and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across various equity and fixed-income strategies, and serves as a sub-adviser to mutual funds while managing pooled and model portfolios.

David Tutak is a CFA® charterholder with Planning Alternatives Ltd in Birmingham, MI. He has worked in the financial services industry since 2016, including roles at Wells Fargo Advisors and Northwestern Mutual. Tutak has been with Planning Alternatives Ltd since 2019, contributing to the firm’s team of 10 advisors. Planning Alternatives Ltd provides wealth management, financial planning, and investment management services to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a Modern Portfolio Theory-based approach to build globally diversified, risk-based portfolios and offers specialized services such as ERISA fiduciary oversight, Section 3(38) investment management, and Family Office coordination.