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.

Stephanie Rose is a financial advisor at Arrow Financial Group with a Series 66 designation and one year of industry experience. Prior to joining Arrow Financial Group, she worked at Northwestern Mutual and OSAIC Wealth, Inc. Outside of finance, she operates a pharmaceutical courier delivery service as a secondary source of income. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses personalized, risk-adjusted asset allocation models across more than 15 asset classes and offers various portfolio management solutions through multiple delivery platforms.

Kimberly Accurso is a financial advisor with Verde Capital Management, Inc. in Clarkston, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. She worked at Wells Fargo for eight years before joining Verde Capital Management in 2024. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach combines fundamental and technical analysis, employs diversified funds and synthetic strategies, and provides both discretionary and non-discretionary management alongside specialized services such as public educational seminars and multi-tiered financial coaching.

Emily Chludzinski is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Baron Wealth Management since 2022 and previously spent seven years at Plante Moran Financial Advisors. Baron Wealth Management provides fiduciary wealth management and consultation services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on individualized advice, strategic diversified asset allocation, and regularly reviews portfolios using a combination of internally researched securities, mutual funds, ETFs, and separately managed programs.

Jeff Osaer is a financial advisor at Spartan Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab and Cadaret Grant & Co., Inc. since 2016. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, managing a multi-advisor team with a diverse range of investment strategies.

Albert Carlson is a financial advisor at FSA Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including AE Financial Services, LLC and Independence Capital Company. Outside of advisory roles, he owns Carlson Holdings, a rental property business. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, utilizing mutual funds, fixed income, ETFs, REITs, annuities, and third-party managers.

Brett Long is a CFP® with nine years of industry experience, currently serving as an advisor at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked at Plante Moran Financial Advisors since 2015 and has been with Taylor Capital LLC and Taylor & Morgan Asset Management since 2022. Outside of his advisory role, he serves as a consultant for Taylor Capital, LLC, focusing on investment analysis and compliance oversight for a private real estate fund. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension or profit-sharing plans. The firm manages approximately $327 million across about 418 client accounts with a team of seven advisors and offers a mergers and acquisitions advisory practice alongside portfolio management.

Brendan Knight is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 credential with one year of industry experience. Prior to joining FSA Advisors, he worked at United Wholesale Mortgage and held roles outside the financial industry including at BJ's Wholesale Club and Dave's Pizza Buffet. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a focus on long-term trading and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Kenneth Wink is an advisor at Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 65 designations with 23 years of industry experience. His career includes roles at Summit Tax Services LLC, Gradient Securities LLC, and several entities he manages, such as Kwink, Inc. and Summit Financial Consulting LLC. Outside of his advisory work, he is involved in tax planning, tax return preparation, and health insurance sales through affiliated businesses. Summit Financial serves a diverse client base including retirees, pre-retirees, trusts, business entities, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan services, and insurance products, using model portfolios primarily composed of no-load mutual funds and ETFs with a focus on principal preservation for retirees.

Jacob Raska is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and related entities from 2016 to 2024. Outside of his advisory role, he has ownership interests in two LLCs, including one established to support his Northwestern Mutual practice operations and another for business purposes, as well as involvement in alternative insurance arrangements for clients unable to receive Northwestern Mutual benefits. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions, offering financial planning, portfolio management, and consulting. The firm employs a blend of macroeconomic, fundamental, and behavioral analysis supported by proprietary quantitative tools and AI techniques to build diversified, tax-aware portfolios tailored to client objectives.

Seyedeh Hajimirza is a financial advisor at Verde Capital Management, Inc. with a Series 65 credential and one year of industry experience. Her prior work history includes roles at Deloitte and Whole Foods. Verde Capital Management serves individuals, trusts and estates, retirement plans, and businesses, offering investment management, fiduciary services, and financial planning. The firm combines fundamental and technical analysis, employs diversified fund menus and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars and financial coaching programs.

Charles Dettloff is a financial advisor at Liberty Capital Management Inc with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. The firm serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary portfolio management along with financial planning services. Liberty Capital Management employs a globally diversified investment approach grounded in Modern Portfolio Theory, tailoring asset allocation to client risk tolerance and managing over $750 million in assets with a small advisory team.

Richard Davis is a financial advisor with Transcend Capital Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Inc. and Arax Advisory Partners. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm employs a long-term, diversified investment approach across various asset classes and offers services including financial planning, portfolio management, retirement-plan advisory, and a sponsored wrap-fee program.

Matthew Latarewicz is a CFA charterholder with two years of industry experience. He currently serves as a financial advisor at Heron Bay Capital Management and previously worked at RMB Capital Management LLC and FactSet Research Systems Inc. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term oriented strategy using fundamental, technical, and cyclical analysis to create customized portfolios primarily composed of individual equities and low-cost ETFs.

Michael Bisaro is a financial advisor with StraightLine in Troy, MI, holding Series 63 and 65 licenses and 23 years of industry experience. He has been with StraightLine Group, LLC since 2004. Outside of his advisory role, he is involved with Questal, Inc., a financial wellness company that provides digital tools and personalized coaching, and he has a passive interest in Solar 26 LLC, an entity related to alternative energy asset holdings. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, and retirement education services. The firm uses institutional research and proprietary model portfolios to guide investment decisions, employing techniques such as modern portfolio theory and quantitative analysis.

Julia Maguran is a CFP® with five years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2024. Her prior experience includes roles at Plante Moran Financial Advisors and Merrill Lynch. ISTO Advisors, LLC works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and multigenerational coaching through their “Prosperity” program. The firm operates under a fiduciary standard and employs a broad range of investment options alongside third-party technology for estate and tax-aware planning.

Jack Skrzycki is a CFP® with five years of industry experience, currently serving at Spartan Wealth Management. His prior roles include positions at LPL Financial, Thurston Springer Financial, Wells Fargo Advisors, and Merrill Lynch. Outside of advisory work, he is associated with SKRITZ LLC, a business entity for tax and investment purposes. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a multi-advisor team approach that emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory.

Michael Mazzola is a financial advisor at VIMA, LLC in Troy, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIMA since 2009. VIMA serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Amos Sheena is a financial advisor at Q3 Asset Management Corporation with 17 years of industry experience. He has been with Q3 Asset Management since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an independently licensed insurance agent, dedicating up to 10% of his time to this activity. Q3 Asset Management provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing options, including subscription and performance-based fees.

Joseph Larocca IV is a financial advisor with CPR Investments Inc. in Rochester, Michigan, holding a Series 65 designation and possessing 14 years of industry experience. He has been with CPR Financial Group LLC and CPR Investments Inc. since 2015. In addition to his advisory role, Larocca is also an insurance agent. CPR Investments Inc. primarily serves individual investors, along with businesses and qualified retirement plans, providing discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach that emphasizes tactical and absolute-return strategies designed to reduce downside risk.