Corey Weintraub is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients, focusing on 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.

Sabrina Isham is a CFP® professional with one year of industry experience, currently serving with Northern Financial Advisors, Inc. Her prior work includes roles at UCLA and Chipotle. Northern Financial Advisors, Inc. is a fee-only registered investment adviser that serves individuals and high-net-worth clients, offering holistic financial planning and discretionary portfolio management. The firm uses its Functional Asset Allocation™ framework to tailor portfolios based on clients’ personal circumstances and includes tax preparation services within its retainer engagements.

Brian Mcisaac is a financial advisor with Financial Freedom House in Waterford, MI, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked for Munder Capital Management | Victory Capital for 20 years before joining Financial Freedom House, where he has been since 2020. Financial Freedom House serves individuals, high-net-worth clients, and qualified retirement plan sponsors with investment advisory, portfolio management, and financial planning services. The firm employs a fiduciary-based approach focused on Modern Portfolio Theory and strategic asset allocation using primarily ETFs, no-load index funds, and passively managed institutional funds.

Michael Vissotski is a financial advisor at VIMA, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with VIMA since 2009. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios across various asset classes, including equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Daniel Kostaroff is a CFP® and CFA® with 15 years of industry experience. He has been with LS Investment Advisors, LLC since 2008. Outside of his advisory role, he volunteers teaching financial literacy at Woodside Bible Church and Dream Centers of Michigan. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, employing a fundamental analysis approach focused on large-cap U.S. equities and fixed income. The firm manages approximately $916 million in discretionary assets and serves a diverse client base that includes charitable organizations and insurance companies.

Matthew Mondoux is a CFP® and CFA® with nine years of industry experience. He has been with Blue Chip Partners, LLC since 2016. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored and other accounts.

Julie Fici is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Managed Asset Portfolios since 2017. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, manages mutual funds through a joint venture, and offers sub-advisory, wrap program, and retirement plan consulting services.

Brendan Best is a financial advisor at Richard W. Paul & Associates, LLC with three years of industry experience and holds a Series 65 designation. Before joining Richard W. Paul & Associates, he worked at BorgWarner from 2020 to 2023. In addition to his advisory role, he assists clients with insurance policies, including annuities and life insurance, as a licensed insurance agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm uses a combination of actively and passively managed strategies with a focus on value, safety, quality, and risk control.

Gil Feldman is a financial advisor with The Enterprise Investment Company, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Enterprise Securities Company since 2005. Feldman serves as a board member of the Jewish Federation of Metropolitan Detroit’s Israel & Overseas Committee and is president of the board of directors for Farber Hebrew Day School Yeshivat Akiva. The Enterprise Investment Company serves high-net-worth individuals, trusts, estates, corporations, and employee benefit and pension plans, offering portfolio management, financial planning, and pension consulting. The firm primarily recommends unaffiliated sub-advisers and employs tailored, dynamic portfolio strategies based on fundamental security analysis and client-specific factors.

Steven Story is a Series 65 licensed advisor with eight years of industry experience, currently serving at GEM Asset Management, LLC. He has been with GEM since 2003. GEM Asset Management provides discretionary investment management and financial planning to individuals, qualified retirement plans, and charitable organizations. The firm employs globally diversified portfolios emphasizing factor exposures and generally favors low-cost passive funds while incorporating active management in certain sectors.

Naoko Mckelvey is a Certified Financial Planner™ (CFP®) affiliated with Blue Chip Partners, LLC, where she has worked since 2019. She has 16 years of experience in the financial industry, including eight years at Lumin Financial, LLC. She is also a licensed non-variable insurance agent. Blue Chip Partners provides fee-based investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships, offering services that include discretionary and non-discretionary portfolio management and tailored financial planning.

Patrick Cunningham is a CFP® professional with 15 years of experience in financial advisory services. He is currently with William Mack & Associates Inc and has operated Cunningham & Associates Advisory Services, PLLC, and Cunningham & Associates, LLC since 2011 and 2003, respectively. Outside of his advisory roles, he is involved in tax planning, preparation, and business consulting through Cunningham & Associates Advisory Services. William Mack & Associates is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement plans, and other entities. The firm manages approximately $820 million for nearly 1,000 clients through a team of ten advisers, offering discretionary retainer investment management and financial planning with an emphasis on diversification, tax efficiency, and low-cost implementation.

Mitchell Kahl is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Waldron Private Wealth and in various roles related to athletics and education at the University of Michigan and local schools. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships, customized asset-allocation models, and integrates tax and estate planning services through affiliated providers.

Sean Beckerman is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Woodward Insurance Agency and Financial Service of America, where he also sells life insurance and annuities through multiple insurance marketing organizations. Beckerman is active in insurance sales, including Medicare-related products and life insurance, through FSA Health Insurance Agency. 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 focus, offering tailored asset allocations and discretionary management that often includes third-party platforms.

Jack Riashi is a CFP® with 15 years of industry experience and has been with Bloom Advisors since 2002. He holds a Series 63 license and is based in Farmington Hills, MI. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm employs a strategic asset allocation approach with diversified multi-asset class portfolios, using institutional-share mutual funds and ETFs, and incorporates factor investing, optimization, and technical analysis in its research.

Maximilian Baker is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI. He holds a Series 65 designation and has experience working with Q3 since 2024, as well as prior roles at Kestra Investment Services and The Baker Group Financial Services. He also spent six years at Michigan State University and has been involved with the Bayview Yacht Club. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary approach combining strategic allocation with tactical elements and offers various billing arrangements, including subscription and performance-based fees.

Susan Hodess is a CFP® with 42 years of experience in financial services. She has been affiliated with Arrow Financial Group and Arrow Investment Management since 2009, and she has operated her own sole proprietorship, Capital Consulting Group, since 1985. Hodess is a licensed insurance agent and is also a board member of the non-profit Hebrew Free Loan. Arrow Investment Management provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm serves a select client base using personalized, risk-adjusted asset allocation models across multiple asset classes and combines fundamental and technical analysis in portfolio construction.

Tyler Curley is a financial advisor with Dahring | Cusmano and Associates and holds a Series 65 designation. He has seven years of industry experience, including prior roles at AE Wealth Management, Brokers International Financial Services, and TriFound. Outside of his advisory work, he is also involved in fixed insurance sales. Dahring | Cusmano and Associates provides comprehensive financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and cost efficiency, managing portfolios primarily for the long term while offering extensive fiduciary and operational services for institutional retirement plans.

Robert Taylor is a financial advisor at Taylor & Morgan Asset Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Taylor & Morgan Asset Management since 2011 and Taylor Capital, LLC since 2019, where he serves as CEO overseeing a private real estate investment fund. In addition to his advisory roles, Taylor owns a law firm that collects referral fees and is a member of a municipal financial advisory specializing in bond issues. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 accounts, employing a range of strategies including discretionary portfolio management, options, and third-party managers, complemented by a mergers & acquisitions advisory practice.

Joshua Jackson is a financial advisor with C2 Private Wealth in Novi, MI, holding a Series 65 credential and nine years of industry experience. He has worked at Senior Planning Advisors, Inc. and Strategic Investment Advisors, Inc. since 2017 and was previously with Advisors Excel from 2011 to 2017. Jackson is also involved in insurance services as an insurance agent at Senior Planning Advisors, Inc. C2 Private Wealth primarily serves individual and high-net-worth clients focusing on retirement planning for near and current retirees. The firm combines comprehensive financial planning with discretionary portfolio management, using risk and scenario analysis to guide income distributions while maintaining market exposure. Its integrated approach includes affiliated tax and insurance services and emphasizes client education through a required retirement course.