Anthony Sellors is a financial advisor at Carrera Capital Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Humana. Carrera Capital Advisors provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and other institutions. The firm uses a blend of macroeconomic, fundamental, and behavioral analysis combined with proprietary quantitative tools and machine-learning techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Andrew Charbonneau is a CFP® professional with 12 years of experience in the financial services industry. He is currently part of the team at Defining Wealth Partners, where he has worked since 2024. His prior experience includes roles at Securities America, The O.N. Equity Sales Company, and Chase Investment Services. Outside of his advisory work, he owns Redwood Wealth Management, Inc., a consulting business, and also works as an insurance agent. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach focused on low-cost, tax-aware strategies.

Kelly Fetterman is an advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation and bringing 12 years of industry experience. He previously worked at Yousif Capital Management, LLC and World Asset Management, Inc. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm follows a value-oriented, bottom-up fundamental investment approach and maintains distinct strategies across equities and fixed income.

Michael Brocavich is a CFP® with 19 years of industry experience, currently serving as Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc. He has worked at Raymond James Financial Services and Edward Jones, among other firms. Brocavich is also a partner in Center for Financial Planning II, LLC. Center for Financial Planning, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation and diversification across various asset classes, with adviser-managed accounts maintained through Raymond James & Associates.

Keely Mc Leod is an advisor at Blue Chip Partners, LLC with Series 65 credentials and one year of industry experience. Before joining Blue Chip Partners, she held roles at the University of Michigan, Miss Kim Korean Restaurant, Oakhurst Country Club, Auburn Hills Chamber of Commerce, and Notre Dame Prep. 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, offering services that include discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and employer-sponsored account management.

Stephen Dzialo is a Series 65 credentialed advisor at Managed Asset Portfolios, LLC with three years of industry experience. He has been with the firm since 2022. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and is notable for its role as a sub-adviser to affiliated mutual funds and its use of varied fee arrangements.

Christopher Fisher is a CFA® charterholder with 32 years of industry experience. He is affiliated with ISTO Advisors, LLC as well as Fisher Financial Partners, where he has served since 2004. Fisher serves on the board of trustees for Allendale Association, a school and home for troubled youth. ISTO Advisors works with individuals, families— including high-net-worth clients—trusts, estates, retirement plans, and corporate entities. The firm offers comprehensive wealth management and financial planning services, using a broad range of investment options and third-party technology, and also provides multigenerational coaching through its “Prosperity” program.

Amanda Toia is a financial advisor with Center for Financial Planning, Inc. and Raymond James Financial Services, holding Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Center for Financial Planning since 2010. 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 various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Anthony Digiovanni is a CFA® charterholder with 11 years of industry experience. He has been with White Pine Investment Co since 2012. White Pine Investment Company provides fee-only investment management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and provides regular written updates and estate-planning coordination.

Steven Nofar is a financial advisor with Spartan Wealth Management who holds a Series 65 license and has 10 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Cambridge Investment Research Advisors, and LPL. Outside of financial advising, he is the owner and president of a law firm and serves as Vice Chairman of a medical care nonprofit for underserved communities. Spartan Wealth Management is a multi-advisor team serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and advisory services, utilizing fundamental analysis combined with Modern Portfolio Theory to construct long-term, diversified portfolios.

Angela Cusmano is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior firms include Next Financial Group Inc and Purshe Kaplan Sterling Investments. She is also an owner involved in providing fixed annuity insurance to clients. Dahring | Cusmano and Associates offers holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes client-centered portfolio management with a focus on asset allocation and low-cost investments, and it provides institutional plan services including fiduciary roles and operational support.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial 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’s investment approach emphasizes strategic asset allocation and diversification, with approximately $1.97 billion in assets under management and a team of 17 advisors.

Chetan Rastogi is a financial advisor at Heron Bay Capital Management with five years of industry experience. He holds the Series 65 designation and has worked previously at Seizert Capital Partners and Empowerment International, Inc. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term strategy using fundamental, technical, and cyclical analysis to construct customized portfolios primarily composed of individual equities and low-cost ETFs.

Judy Goldis is a financial advisor at VIMA, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including AE Financial Services, Oliver Lagore Vanvalin Investment Group, SPC, and Sigma Financial Corporation. She also owns Goldis Financial Services, an insurance sales business. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with customized portfolio management, financial planning, and 401(k) consulting. The firm utilizes a top-down, sector-level screening process and offers discretionary trading authority, option strategies, and fixed-fee engagement options.

Hannah Bennett is a financial advisor with Verde Capital Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Verde Capital Management, she has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach blends fundamental and technical analysis with diversified fund menus, and it employs derivatives and synthetic strategies to manage exposure and portfolio efficiency.

Anthony Mona is a financial advisor with Spartan Wealth Management, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 15 years and has also been affiliated with Cadaret Grant & Co., Inc. and LPL Financial LLC. Mona serves on the boards of several nonprofit organizations, including the Chaldean American Chamber of Commerce, the Chaldean Community Foundation, and the Chaldean Diocese of Saint Thomas Apostle USA. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.

Kent Bowman is a CFP® professional with 42 years of experience in the financial services industry. He has been with Arrow Financial Group since 2001 and is a principal at several affiliated firms, including Arrow Investment Management, LLC. Outside of his advisory work, he serves on the boards of two nonprofit organizations focused on environmental conservation and the arts. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses risk-adjusted, multi-asset allocation models and offers a variety of portfolio management platforms while maintaining a small advisory team and client base.

John Sauger is an investment advisor representative with FSA Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His career includes roles at AE Financial Services, HUB International Midwest, and Independence Capital Co. He also serves as president and secretary of Sauger Holdings, an sCorp managing financial business income for tax purposes. FSA Advisors, part of Financial Services of America Advisors, provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term investment horizon, typically implementing allocations through mutual funds, fixed income, ETFs, REITs, and annuities.

Connor Holton is a financial advisor with Spartan Wealth Management, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at LPL Financial, Cadaret, Grant & Co., and Cambridge Investment Research. Holton is engaged as a financial advisor at Spartan Wealth Management, where he provides investment advisory services. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm applies fundamental analysis combined with Modern Portfolio Theory to create primarily long-term portfolios and incorporates derivatives, hedging, and third-party research in its investment strategies.

Kourtnee Jury is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with one year of industry experience. Prior to joining FSA Advisors and Financial Services of America in 2025, she worked at Financial Plus Credit Union for seven years and has experience in the hospitality industry. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses, employing an investment approach that combines fundamental analysis with modern portfolio theory and a long-term trading horizon. The firm manages approximately $395 million in assets and uses a variety of investment products while documenting client-specific investment policies and risk tolerances.