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.

Michael Masserant is a CFP® and holds a Series 65 license with six years of industry experience. He is currently affiliated with C2 Private Wealth and has worked at Strategic Investment Advisors, Inc. and Senior Planning Advisors, Inc. since 2019, as well as Lumin Financial from 2016 to 2019. Outside of his advisory role, he is involved in insurance services and product sales as an agent for Senior Planning Advisors, Inc. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis, and integrates tax and insurance services through affiliated firms to support client objectives.

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.

Tina Troup is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research for 11 years. 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 models and offers integrated tax and estate planning services via affiliated entities.

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.

Anthony Mansoor is a financial advisor at Spartan Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, and other financial firms. Mansoor provides investment advisory services through Spartan Wealth Management, an independent registered investment advisor. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm uses fundamental analysis combined with Modern Portfolio Theory to build primarily long-term portfolios including individual stocks, ETFs, mutual funds, bonds, and alternative investments, and incorporates strategies such as options and hedging for risk management.

Bradley Sorenson is a financial advisor at Diversified Portfolios, Inc. in Bloomfield Hills, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Rochester Wealth Strategies, Jobin Financial, Inc., and Equitable Advisors, LLC. Diversified Portfolios, Inc. is a team of nine advisors managing approximately $1.66 billion for individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm focuses on long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supported by third-party technology including proprietary analytics from Dimensional Fund Advisors.

Adam Smith is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., and UBS Financial Services. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies within a multi-advisor team.

John Fawcett is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at CPR Financial Group and CPR Investments Inc since 2016 and at The Gurney Agency since 2019. Outside of investment advisory roles, he is also an insurance agent involved with Medicare-related activities. CPR Investments Inc provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue tactical and absolute-return strategies with a focus on defensive positioning and ongoing model management.

Gina Di Girolamo is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Blue Chip Partners, she worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Blue Chip Partners provides fee-based investment management and financial planning services 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 and offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored accounts.

Karl Knas is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with DeRoy & Devereaux since 2015. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach across equities and fixed income, managing concentrated and diversified portfolios with a long-term focus.