Erin Goss is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC. She joined Blue Chip Partners in 2021 after 16 years at Plante Moran Financial Advisors, LLC. 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 through customized asset allocation and utilizes fundamental, technical, and cyclical analysis in portfolio management.

Michel Tenaglia is a CFP® professional with 20 years of industry experience, currently serving as an advisor at VIMA, LLC since 2011. He is a board member of the Italian American Chamber of Commerce of Michigan. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process and may include covered-call option writing and margin use where authorized.

Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.

Doris Karras is a financial advisor at StraightLine with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with StraightLine and its predecessor, Straightline Group LLC, since 2005. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, discretionary cash management, and retirement plan education. The firm uses institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program alongside managing employer-sponsored and personal accounts.

Dace Dekruif is a CFP® professional with 22 years of experience in financial planning and wealth management. He is the sole advisor at Silver Strand Financial Planning and also works as a financial planner with Blend Financial, Inc. dba Origin Financial. His prior roles include positions at PNC Investments and TCF National Bank. Silver Strand Financial Planning provides wealth management, investment management, and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, offers discretionary and non-discretionary account management, and includes insurance consulting services without accepting commissions on those products.

Samuel Fleischer is a financial advisor at Dahring | Cusmano and Associates in Novi, MI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stellantis and Carl's Golfland. Dahring | Cusmano provides 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’s client-centered investment approach focuses on comprehensive financial assessments and long-term portfolio management with a range of investment vehicles.

Sadeer Jamil is a financial advisor at VIMA, LLC with 24 years of industry experience and holds a Series 66 designation. He has been with VIMA since 2014. Outside of his advisory role, he is also a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC serves individual and high-net-worth clients offering portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment process and manages discretionary and non-discretionary accounts with a range of investment strategies including equities, fixed income, mutual funds, ETFs, and covered call options.

Stephanie Lucker is a CFP®-certified financial advisor at Bloom Advisors with seven years of industry experience. She previously worked at Boston Consulting Group for three years before joining Bloom Advisors in 2019. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, managing approximately $1.6 billion in assets. The firm’s investment approach uses factor investing, optimization, and technical analysis to build diversified, multi-asset portfolios mainly through institutional-share mutual funds and ETFs, maintaining active management with systematic rebalancing.

Jacob Gingell is a financial advisor at Royal Oak Financial Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Wealth Strategies Financial Group. In addition to his advisory role, he is also an insurance agent involved in the sales of fixed insurance products. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach is based on asset allocation and client risk profiles, utilizing model portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.

Douglas Smith is a CFP® professional with 15 years of industry experience, currently serving at Pathworks Financial, Inc. He has held roles at Pathworks Financial, LLC and Center Street Holdings, LLC, and is also a licensed real estate broker with Center Street Realty, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs academic investment frameworks to build diversified asset-allocation models and offers services including asset management, financial planning, retirement consulting, and family office support.

Gregory Haeger III is a financial advisor at C2 Private Wealth with one year of industry experience. He holds a Series 65 designation and has been involved with C2 Private Wealth in various capacities since 2021. Outside of advising, he operates a part-time youth baseball training business called High Performance Training. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning, discretionary portfolio management, and integrates tax and estate services through affiliated partners.

Heather Trbovich is a Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial industry since 2012, focusing on investment management and tax-advantaged strategies. Heather works with individuals, business professionals, and real estate investors to develop strategies that grow and protect wealth over time, emphasizing clear communication, thoughtful planning, and long-term relationships. Heather has expertise in areas including college education planning, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. She has particular experience with 1031 exchanges and helps clients create tailored financial plans that are structured yet flexible to suit their unique circumstances. Heather holds an Associate's Degree from Baker College and is a Personal Investment Advisor (PIA). Outside of work, she enjoys boating, reading, traveling, and watching movies.

Brian Nemes is a CFP® with 16 years of industry experience, currently a principal at The Nemes Rush Group, LLC. His prior experience includes 12 years at Raymond James & Associates Inc. Outside of advisory work, he serves as treasurer for the Ridgelands Condominium Association. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and conducts regular account reviews.

Jonathan Goldberg is a Series 65-registered financial advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1995. Outside of his advisory role, he is also an attorney at Bloom, Bloom & Associates, P.C., a legal firm specializing in estate, tax, and small-business matters. Bloom Advisors serves individual and high-net-worth clients, providing discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset portfolios, and employs factor investing, optimization, and technical analysis in its investment process.

Timothy Mack is a Series 65-registered advisor with William Mack & Associates Inc in Troy, MI. He has been with the firm since 2014 and has no prior industry experience outside this role. 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 about 957 clients through a team of ten advisers, focusing on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs across six model portfolios with a long-term orientation.

Brian Branch is a financial advisor at Royal Oak Financial Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Royal Oak Financial Advisors since 2018. Prior to that, he was with WFG Investments, Inc. and Capital Asset Advisory Services, LLC. Branch is also an independent insurance agent involved in investment-related insurance sales. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm uses asset allocation strategies based on client questionnaires, risk tolerance, and goals, managing portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.

Lauren Adams is a CFP® with eight years of industry experience, currently serving as a financial advisor at Center for Financial Planning, Inc. She has worked with Raymond James Financial Services, Inc. since 2016. Outside of her advisory role, Adams is an officer and treasurer on the board of Kirk in the Hills Preschool, where she oversees budgeting and financial reporting. 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 emphasizes strategic asset allocation and diversification, utilizing a range of investment vehicles including stocks, bonds, mutual funds, ETFs, and managed accounts.

Timothy Griffin is a financial advisor at GPM Growth Investors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Griffin Portfolio Management Corp. since 1993. GPM Growth Investors is an employee-owned investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process, offering stock-focused, balanced, and actively managed ETF-based portfolios.

Kent Golightly is a CFP® professional with seven years of industry experience, currently serving as an advisor at Planning Alternatives Ltd in Birmingham, MI. Before joining Planning Alternatives Ltd, he worked at BDO USA, LLP for four years. Planning Alternatives Ltd offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, and business entities. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

Todd Ifkovits is a CFA® charterholder with 14 years of industry experience. He has been with Jay A. Fishman, Ltd. since 1997. Jay A. Fishman, Ltd. provides fee-based, discretionary portfolio management and investment counseling to high-net-worth individuals, families, corporations, charitable institutions, and select institutional clients. The firm emphasizes independent fundamental research and a long-term, conservative investment approach, focusing on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income in concentrated, low-turnover portfolios.