Stacey Gomez is a financial advisor at Planning Alternatives Ltd with 16 years of industry experience. She holds her Series 63 and Series 65 designations and has been with Planning Alternatives Ltd since 2009. 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 globally diversified, risk-based investment approach grounded in Modern Portfolio Theory and offers Family Office services along with fiduciary and Section 3(38) investment management for qualified retirement plans.

Brian Weisberger is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients by providing 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.

Steven Shepich is a CFA® charterholder with 13 years of industry experience. He has been with Laffer Tengler Investments, Inc. since 2011. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage a range of investment strategies across multiple asset classes.

Peter Mitroff is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stoney Creek Advisors since 2016 and was previously with Executive Wealth Management, LLC and Invest Financial Corporation from 2011 to 2016. He is also an owner and partner of a life and health insurance agency through Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. The firm uses documented investment policy statements, model portfolios, and various analytical methods to manage accounts, and offers services including third-party money manager selection and retirement-plan advisory with held-away 401(k) account management.

Dominik Isham is a CFP® professional with nine years of experience at Northern Financial Advisors, Inc. He has been with the firm since 2017 and previously spent five years at Michigan State University. Northern Financial Advisors serves individual and high-net-worth clients through holistic financial planning and discretionary investment management. The firm uses a Functional Asset Allocation™ framework that considers clients’ life circumstances and tax profiles to tailor portfolio strategies, often managing accounts on a discretionary basis and incorporating third-party sub-advisors when appropriate.

Jeffrey Wardlow is a CFA® charterholder and financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 18 years of industry experience. He has been with DeRoy & Devereaux since 2004. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm employs a value-oriented, bottom-up fundamental investment approach across market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies on a discretionary basis.

Richard Keil is a financial advisor at William Mack & Associates Inc with eight years of industry experience. He holds the PFS™ designation and has worked at William Mack & Associates since 2019. Keil has prior experience at a mutual fund management company and has been involved with Keil & Associates, P.C. since 1988. He is also president of Payroll Express, Inc., a payroll service firm. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients. The firm serves individuals, trusts, retirement plans, and other entities through a team of ten advisors, emphasizing diversified, tax-efficient, low-cost investment strategies using mutual funds and ETFs.

Jennifer Kravis is a CFP® professional with Bloom Advisors, where she has worked since 2019. She previously spent nine years with Bloom Strategic Consulting. Jennifer is based in Farmington Hills, MI, and is part of a nine-advisor team. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm manages over $1.4 billion in discretionary assets and emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing using institutional-share mutual funds and ETFs.

John Devine is a CFP® professional with three years of industry experience, currently with MKD Wealth in Troy, MI. His prior roles include positions at Integrated Capital Management, JP Morgan Securities LLC, and Northwestern Mutual. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and offers model portfolios across a range of risk levels, incorporating mutual funds, ETFs, individual securities, alternative investments, and digital assets.

Matthew Croissant is a financial advisor at Integrated Investment Consultants, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Integrated Investment Consultants since 2015, previously spending nine years at Wells Fargo Clearing. Croissant serves as a trustee for a family trust. Integrated Investment Consultants manages over $1 billion for a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, offering tailored investment management and retirement plan consulting services.

Kendra Simon is a financial advisor at CPR Investments Inc with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including HBW Securities LLC and Ausdal Financial Partners, Inc. In addition to advisory work, she prepares taxes for clients. 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 with an emphasis on tactical and absolute-return strategies designed to reduce downside risk.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

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.

Jessica Smith is a financial advisor with ELE Advisory Services, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., First Advisors National, and Inlight Wealth. Outside of advising, she is involved with JLS Vision Services. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements to guide asset allocation and portfolio management, primarily operating with non-discretionary client accounts.

Joshua Bitel is a financial advisor with Center for Financial Planning Inc in Southfield, MI. He holds the CFP® designation and has seven years of industry experience. His career includes roles at Raymond James Financial Services Inc and CIG Capital Advisors. He also serves as an agent for Metropolitan Tower Life Insurance, assisting with a disability policy transition. Center for Financial Planning Inc is an SEC-registered adviser managing approximately $1.97 billion in assets, serving individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification through documented suitability processes and periodic reviews.

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.