James Howe is a CFP® with four years of industry experience, currently serving as an advisor at Liberty Capital Management Inc in Birmingham, MI. His prior experience includes roles at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and various financial services firms. Liberty Capital Management, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, high-net-worth households, and institutional clients. The firm employs globally diversified portfolios based on Modern Portfolio Theory, utilizing index funds, ETFs, and selected equities and bonds, with a focus on fundamental analysis and investment-grade fixed income.

Thomas Graney is a CFP® professional with 35 years of industry experience. He currently works at Planning Alternatives Ltd, where he has been since 2022, following over three decades at Fidelity, including roles with Fidelity Brokerage Services and Fidelity Personal and Workplace 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 investment approach with globally diversified portfolios and offers Family Office services and ongoing advisory oversight.

Gaurav Mehra is a Series 65-licensed financial advisor with 16 years of industry experience, currently serving at StraightLine since 2008. He is based in Troy, MI, and works within a team of ten advisors at the firm. StraightLine provides investment management, financial planning, and retirement plan education services to individual investors, including high-net-worth clients, as well as retirement-plan sponsors. The firm employs institutional research and proprietary model portfolios, using mutual funds, ETFs, stocks, and bonds, and offers a structured participant education program alongside discretionary and non-discretionary management options.

Mitchell Mowid is a CFP® professional with one year of industry experience, currently serving as an advisor at Cranbrook Wealth Management, LLC. His prior roles include positions at Vanguard and the Gillespie Group. Cranbrook Wealth Management serves individuals, including high-net-worth clients, and institutional fiduciary clients, managing approximately $906.8 million through a small advisory team. The firm offers discretionary investment management and integrated financial planning, employing tailored portfolios and tax-aware strategies via third-party subadvisors.

Robert Wink is a financial advisor at Summit Financial Working with People You Trust with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Summit Financial Consulting LLC, Gradient Securities LLC, and Summit Tax Services LLC in various capacities since 1988. Wink also provides tax planning, tax return preparation, and bookkeeping services through Summit Tax Services. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans with discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm uses model portfolios consisting largely of no-load mutual funds and ETFs, applying fundamental, technical, and cyclical analysis, and emphasizes principal preservation while employing a range of strategies tailored to client risk profiles.

David James is a financial advisor with FSA Advisors, Inc. He holds a Series 65 designation and has been in the financial services industry for several years, including roles at Hub International Midwest Inc and The Right Choice Insurance Agency Inc. He is also licensed as a life insurance agent with Financial Services of America. FSA Advisors, Inc. 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 typically uses mutual funds, fixed income, ETFs, and other products to implement client portfolios.

Anthony Mansoor is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 65 and Series 63 licenses and with nine years of industry experience. Prior to joining Spartan Wealth Management in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2015 to 2025. Mansoor provides investment advisory services through Spartan Wealth Management, an independent investment advisory firm. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $1.48 billion in discretionary assets and uses fundamental analysis combined with Modern Portfolio Theory to construct diversified long-term portfolios.

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.