Daniel Ladzinski is a financial advisor with Summit Financial Working with People You Trust, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Strategic Wealth Advisors Group and American Retirement Advisors, and operates as a sole proprietor. Outside of advisory services, he owns a retail sales business, DAL Essentials LLC, and is licensed to sell insurance products. Summit Financial serves a diverse client base including retirees, trusts, business entities, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan services, and insurance products, utilizing model portfolios with no-load mutual funds and ETFs that range from conservative to aggressive allocations.

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 at Stoney Creek Advisors LLC in Rochester Hills, MI, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stoney Creek Advisors since 2016. Outside of advising, he is the owner and partner of an affiliated life and health insurance agency, Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy, model portfolios, and various analytical methods to manage and review client accounts regularly, offering a broad range of investment options and retirement-plan advisory services.

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 with Integrated Investment Consultants, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Integrated since 2015. Croissant serves as a trustee for a parents trust. Integrated Investment Consultants serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach, offering tailored portfolios and specialized consulting for family offices, nonprofit endowments, and plan sponsors.

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.

James Howe is a CFP® professional at Liberty Capital Management Inc. in Birmingham, MI, with four years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. Liberty Capital Management, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth households, and various institutional clients including corporate pension plans and charitable institutions. The firm employs a globally diversified investment approach guided by Modern Portfolio Theory, combining broad index funds, ETFs, and selected individual securities tailored to each client’s risk tolerance.

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 advisor with StraightLine in Troy, MI, where he has worked since 2008. He has 15 years of industry experience. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, and retirement plan education services. The firm uses institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program.

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 at Center for Financial Planning Inc in Southfield, MI, with seven years of industry experience. He holds the CFP® and Series 63 designations. His career includes roles at Center for Financial Planning, Inc., Raymond James Financial Services Inc., and CIG Capital Advisors. He also serves as an agent handling a disability insurance policy on behalf of a retiring colleague. 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, managing approximately $1.97 billion in assets through a team of 17 advisors.

Mitchell Mowid is a CFP® professional at Cranbrook Wealth Management, LLC with experience at Vanguard and the Gillespie Group. He has been with Cranbrook Wealth Management since 2023. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm combines investment management with financial planning and offers services such as model portfolio allocations, separately managed accounts, and formal ERISA/rollover guidance.

Robert Wink is a financial advisor with Summit Financial Working with People You Trust, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been involved with multiple related firms, including Summit Financial Consulting LLC and Gradient Securities, LLC, and also provides tax planning and preparation services through Summit Tax Services LLC. Summit Financial serves a diverse client base that includes retirees, trusts, businesses, and retirement plans, offering discretionary asset management, written financial planning, ERISA plan services, and insurance-based products. The firm employs model portfolios with a range of allocation strategies and utilizes fundamental, technical, and cyclical analysis along with third-party research and sub-advisors to support its investment approach.

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.