Katherine Johnstone is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at RichMark Wealth Management and Haller Financial Group. Outside of finance, she is the owner of Wild Ideas Garden Design, a garden design business she has operated since 1999. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, with tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Paul Seizert is a financial advisor at Heron Bay Capital Management with 12 years of industry experience. He has been with Heron Bay since 2019 and previously worked five years at Seizert Capital Partners. He holds a Series 65 credential. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis to create customized portfolios primarily of individual equities and low-cost ETFs, with selective use of bonds, options, and closed-end funds.

Reyn Eichenlaub is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Weber Inc and Michigan Bucks. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services, using quantitative tools and a range of investment vehicles to construct individualized portfolios.

Robert Lasovage is a CFA® charterholder with 16 years of industry experience, currently affiliated with RDA Financial Network in Birmingham, MI. He previously worked at United Planners Financial Services and Interactive Financial Services. In addition to his advisory role, he assists with individual and estate tax return preparation. RDA Financial Network serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies under oversight from a Wealth Management Committee.

Todd Wagenberg is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Integrated Investment Consultants since 2015. Integrated Investment Consultants provides investment management and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices, managing approximately $1.084 billion in regulatory assets. The firm combines fundamental security analysis with Modern Portfolio Theory in portfolio construction, offers both discretionary and non-discretionary management, and sponsors alternative pooled investment vehicles for accredited investors.

Aaron Andreas is a financial advisor at Arbor Wealth Advisors LLC in Troy, MI, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Arbor Wealth Advisors since 2013. Arbor Wealth Advisors serves individual and high-net-worth clients by providing discretionary investment management along with project-based financial planning and consulting. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified, low-cost passive funds and Monte Carlo analysis to guide planning and asset allocation.

Sarah Schattner is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. She has been with DeRoy & Devereaux since 2012. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on fundamentally analyzed, concentrated equity portfolios and diversified bond strategies managed with a long-term perspective.

Bethany Mosshart is a financial advisor at StraightLine in Troy, MI, holding a Series 65 designation with 15 years of industry experience. She has been with StraightLine since 2003. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement education services. The firm uses institutional research and proprietary models to guide investment decisions across mutual funds, ETFs, stocks, and bonds, while offering a structured participant education program and access to sub-advisers for certain clients.

Adam Legg is a CFP®, ChFC®, and holds a Series 63 license, with nine years of industry experience. He has worked at ISTO Advisors, LLC since 2022, following prior roles at Stonebridge Financial Partners, LLC, and Northwestern Mutual. Before his financial advisory career, he was employed at Boulder Pointe Golf Club for six years. ISTO Advisors serves individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, retirement plan consulting, and a multigenerational “Prosperity” program. The firm operates under a fiduciary standard, uses a range of investment vehicles, and offers additional services such as executive coaching and leadership training through an affiliated business.

Timothy Hanna is a CFA® charterholder with one year of experience in the financial industry. He currently serves as an advisor at Planning Alternatives Ltd and previously worked at Flexible Plan Investments for 11 years. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management to a diverse client base, including high-net-worth individuals, qualified retirement plans, trusts, and charitable institutions. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.

Michael Rice is a financial advisor with StraightLine in Troy, MI, holding a Series 65 designation and 11 years of industry experience. He has been with StraightLine since 2013. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement plan education and communication services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program.

Dennis Raffin is a financial advisor at StraightLine based in Troy, MI, holding a Series 65 credential with three years of industry experience. He has worked at StraightLine and its predecessor entities since 2008. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, discretionary cash management, and retirement plan education services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and provides a structured participant education program through group meetings, one-on-one sessions, and webinars.

Tareq Jallaf is a financial advisor at Hilltop Wealth & Tax Solutions with Series 65 credentials and two years of industry experience. His prior roles include positions at Unique Wealth Strategies and experience in academic settings at Northern Illinois University and the University of Vermont. Hilltop Wealth & Tax Solutions serves a diverse client base, including high-net-worth individuals, trusts, corporations, and tax-exempt entities, offering discretionary portfolio management, financial planning, and integrated tax and estate planning. The firm customizes investment decisions based on client objectives and risk tolerance, combining advisory services with in-house tax and bookkeeping capabilities.

Bradford Vannelli is a Series 66-licensed advisor with 26 years of industry experience. He currently works at Transcend Capital Advisors, LLC and is also dually registered with Purshe Kaplan Sterling Investments, Inc. Prior to these roles, he spent nine years at UBS Financial Services. In addition to his advisory duties, Mr. Vannelli engages in insurance sales, dedicating a small portion of his time to this activity. Transcend Capital Advisors, LLC manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers comprehensive financial planning and portfolio management with a focus on long-term, diversified asset allocation across a broad range of investment types, including privately offered pooled investment vehicles.

David Mc Cormack is a financial advisor at Pointe Capital Management LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, Goldman Sachs, Jefferies LLC, and FBR Capital Markets & Co. Pointe Capital Management provides investment management and ERISA fiduciary retirement-plan advising to individuals, trusts, retirement plans, and select institutional clients. The firm focuses on a long-term, fundamentally driven Large Cap Value equity strategy supported by diversified asset allocation, and it employs leverage and derivatives in separately managed accounts while foregoing traditional financial planning services.

Brandon Taylor is a financial advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 65 designation. He has prior experience at PricewaterhouseCoopers and currently works as a consultant at Taylor Capital, LLC. Brandon is based in Charlotte, NC and has been in the industry since 2025. 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 client accounts and offers a mergers and acquisitions advisory practice alongside portfolio management.

Christine Isham is a CFP® professional with 19 years of experience in financial advising. She has been with Northern Financial Advisors, Inc. in Bloomfield Hills, MI since 2002. 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, offering tailored strategies and a mix of retainer-based engagement models.

Jeffrey Huebner is a CFA® charterholder with 18 years of industry experience. He has been with Pointe Capital Management LLC since 2011, where he is part of a five-advisor team. Pointe Capital Management provides discretionary and non-discretionary investment management and retirement plan advisory services to individuals, high-net-worth clients, institutions, trusts, and 401(k) plan sponsors. The firm uses a long-term, low-turnover investment approach based on fundamental analysis combined with technical and cyclical inputs, managing diversified portfolios that include stocks, ETFs, MLPs, and fixed income.

Sean Wright is a CFA® charterholder currently with DeRoy & Devereaux Private Investment Counsel, Inc., where he has worked since 2026. He has over a decade of industry experience, including 15 years at Munder Capital Management. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients, employing a value-oriented, bottom-up fundamental investment approach across equity and fixed income portfolios.