Madison Clement is a financial advisor at Carrera Capital Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and PNC. Madison also holds a real estate license that is currently on hold and not active for transactions. Carrera Capital Advisors serves individuals, retirement plans, foundations, and institutions, offering financial planning, portfolio management, and consulting. The firm uses a combination of macroeconomic, fundamental, and behavioral analysis with proprietary quantitative and machine-learning tools to build diversified, tax-aware portfolios tailored to client objectives.

Kara Mitchell is a CFP® with 13 years of industry experience, currently serving at ISTO Advisors, LLC since 2016. She also has a longstanding role at Snook Housey Advisors, Inc. and is an adjunct college professor at Walsh College. At Walsh College, she teaches courses related to her field, spending approximately 5% of her professional time on this activity. ISTO Advisors, LLC serves individuals, families, trusts, estates, retirement plans, and corporate entities, providing comprehensive wealth management, financial planning, and a two-phase program combining financial planning with ongoing wealth management and multigenerational coaching. The firm operates under a fiduciary standard, tailoring portfolios to client objectives using a broad investable universe and third-party resources.

Joseph Klimowicz is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Financial Services of America and 1st State Bank. FSA Advisors 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 a long-term trading horizon, typically using mutual funds, fixed income, ETFs, REITs, and annuities to implement client portfolios.

John Atkinson is a CFP® professional with one year of industry experience, currently serving as an advisor at SGH Wealth Management. His prior work includes positions at Faurecia, Meritor, and Oakland University. SGH Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and employs a variety of investment techniques and instruments, monitoring and rebalancing accounts on an ongoing basis.

Daniel Hoban is a financial advisor with Spectrum Financial Resources in Troy, MI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has worked at United Planners' Financial Services since 2009 and has been involved with Spectrum Financial Resources since 2006. Outside of advisory work, Hoban is a tax preparer and a notary public. Spectrum Financial Resources provides financial planning, advisory consulting, and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to build portfolios, offering both discretionary and non-discretionary management with ongoing supervision and re-optimization.

Logan Ross is a CFP® and holds a Series 66 license with 11 years of experience in financial advising. He has been with Cranbrook Wealth Management, LLC since 2015. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities by managing portfolios on a discretionary basis. The firm integrates investment management with financial planning, using model allocations based on risk assessments and offers services including tax-loss harvesting and private equity access through independent managers.

E. Brian Mosallam is a financial advisor with Spartan Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Axa Advisors, LLC. Outside of advisory services, he is also involved as an agent in a non-variable insurance agency affiliated with Spartan Wealth Management. 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, emphasizing long-term portfolio construction using fundamental analysis and Modern Portfolio Theory across a range of investment vehicles.

Bradford Giaimo is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2005. He is also involved with Q Stick Trading, LLC, where he has worked since 2002. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that blends strategic allocation with tactical elements and offers various billing options, including performance-based fees.

David Lindley is a CFP® with five years of industry experience, currently serving as a financial advisor at Oakwell Private Wealth Management. Prior to joining Oakwell, he worked at GEM Asset Management, LLC and Northern Trust Corporation. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and may allocate assets to third-party portfolio managers.

Bryan Long is a CFP® with nine years of industry experience, currently serving at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked with Taylor & Morgan since 2017 and also holds a consulting role with Taylor Capital LLC, a private real estate investment fund. Prior to this, he was associated with Regulus Advisors, LLC and Saginaw Valley State University. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a variety of instruments and is notable for its affiliated professional activities, including legal, accounting, and private real estate investment services.

Jill Wall is a CFA® charterholder and holds Series 63 and Series 65 licenses, with three years of industry experience. She has been with ISTO Advisors, LLC since 2016 and briefly worked at Peterson Wiand Boes and Company in 2016. Outside of her advisory role, she serves as Treasurer on the House Advisory Board for the Christ Child Society of Detroit. ISTO Advisors, LLC serves individuals and families, including high-net-worth clients, as well as trusts, estates, employer retirement plans, and corporate entities. The firm offers comprehensive wealth management, financial planning, retirement plan consulting, and a multigenerational “Prosperity” program, utilizing a broad range of investment options and third-party technology to tailor strategies to client objectives and risk tolerances.

Jordan Neumann is a financial advisor at Vertrix Wealth Management, LLC in Troy, MI, holding a Series 65 designation with five years of industry experience. Prior to joining Vertrix Wealth Management in 2026, he worked at Greystone Financial Group, LLC for eight years and had shorter tenures at Financial Focus, LPL, Kroger, and Quicken Loans. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, offering portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that combines fundamental and technical analysis with dynamic asset allocation.

Kristie Guadiano is a financial advisor at Vertrix Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Greystone Financial Group and Polaris Greystone Financial Group. Kristie serves as a board member of the Sentinel Group advisory partner board. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Kenneth Carbaugh is a financial advisor at Liberty Capital Management Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Liberty Capital Management since 2014. Liberty Capital Management serves individual and high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and municipalities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice, employing globally diversified portfolios based on Modern Portfolio Theory and tailored to clients’ risk tolerance.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Alexander Wagner is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a multi-advisor team approach, emphasizing long-term portfolio construction through fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies across a variety of investment types.

Cynthia Szymanski is a CFP® with 16 years of experience at Bloom Advisors, where she has worked since 2002. She is based in Farmington Hills, MI, and is part of a nine-advisor team. Bloom Advisors serves individual and high-net-worth clients with 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.

Kenneth Brandt is a financial advisor with SkyOak Wealth, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with SkyOak Wealth since 2019 and has a longstanding association with Brandt, Kelly & Simmons Securities, LLC dating back to 2002. SkyOak Wealth offers wealth management, investment management, and comprehensive financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment process that blends fundamental, trend, and technical analysis within a core–satellite approach, using discretionary portfolio management and a variety of investment vehicles.

Bruce Palen is a financial advisor at Sovereign Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Great Lakes Wealth, LLC, and Ameriprise Financial Services, Inc. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, while incorporating tactical reallocations, independent managers, and alternative investments through its Align Alternative Access Fund.

Dillon Haviland is a CFP® with seven years of industry experience, currently serving at Bloom Advisors. His prior roles include positions at TBH Global Asset Management, Charles Schwab and Co., TD Ameritrade, JPMorgan Chase Bank, Morgan Stanley Private Bank, and Huntington National Bank. 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 employs a combination of factor investing, optimization, and technical analysis to create diversified, multi-asset portfolios that are actively managed and implemented mainly through institutional-share mutual funds and ETFs.