Mark Zywiol is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Stonebrook Private LLC, where he has worked since 2024. His prior roles include positions at Charles Schwab & Co., Fidelity Investments, Raymond James & Associates, and teaching at Walsh College of Accountancy and Business. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with portfolios including ETFs, individual equities, covered options, structured products, and alternative investments, implemented through discretionary management and oversight of independent managers.

Jeffrey Braun is a financial advisor at Vantage Point Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for Progressive Insurance Company for seventeen years. Braun is also involved in insurance sales outside of his advisory role. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating alternative investments and integrated planning advice.

Kevin Decker is a CFP® with 10 years of industry experience, currently serving as an advisor at Retirement Income Solutions, Inc. in Ann Arbor, MI. Prior to joining Retirement Income Solutions in 2025, he worked for nine years at The Vanguard Group, Inc. Retirement Income Solutions is a fee-only advisory firm managing approximately $3.0 billion for over 1,200 clients through a 16-advisor team. The firm serves individuals, trusts, retirement plans, nonprofits, and other entities using an active management approach guided by a structured six-step process and employs a discretionary Seasonal Strategy for portfolio rebalancing.

James Russo is a financial advisor with Altrius Capital Management, Inc. in Novi, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Altrius since 2000. Altrius Capital Management serves individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies with discretionary investment management, financial planning, pension consulting, and advisory services. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach across multiple asset classes and acts as sub-adviser to the Altrius Global Dividend ETF.

Wenma Gorman is a CFP®, CFA®, and Series 66 credentialed advisor at Sigma Investment Counselors with 15 years of industry experience. She has been with Sigma since 2012. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension plans, and charitable entities. The firm’s investment process uses client-specific financial models and diversified portfolios incorporating ETFs, individual equities, and fixed income, supported by both quantitative tools and qualitative research.

Ryan Conner is a CFP® professional with four years of industry experience. He currently works at Diversified Portfolios, Inc. and previously held advisory roles at Plante Moran Financial Advisors and The Mather Group, LLC. Diversified Portfolios, Inc. provides discretionary investment management and financial planning services to individuals, institutions, and nonprofits. The firm emphasizes long-term asset allocation, diversification, and low-cost passive and enhanced index funds, incorporating alternative strategies and third-party analytics in its portfolio management.

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.

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.

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.

Andrea Darden is a financial advisor at Darden Wealth Group with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Darden Wealth Group since 2018, previously practicing at Chisholm & Darden from 2007 to 2018. Andrea serves on the board of the Michigan Research Institute, a nonprofit focused on developing technologies addressing national needs. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and other nonprofit organizations, primarily working with households that meet the firm’s investable-asset threshold. The firm employs a fundamental, bottom-up investment process combined with macroeconomic and technical analysis, offering discretionary portfolio management with a mix of individual securities, bonds, and ETFs.

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.

Steven Lewis is a Series 65-licensed advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He has been with the firm since 2015. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities, using a value-oriented, bottom-up fundamental investment approach across equities and fixed income. The firm manages focused equity portfolios and distinct strategies, serving mainly high-net-worth clients and participating in donor-advised fund programs.

Connor Hughes is a CFP® professional with four years of experience at Diversified Portfolios, Inc. Prior to his current role, he worked at Dentsu International and Yanfeng Automotive, and he has an academic background from Michigan State University. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion for about 606 clients, emphasizing long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Alexander Strek is a CFP® with 12 years of industry experience, currently serving at Modell Capital Management LLC since 2025. He also holds roles at Alps Distributors, Inc. and Clarkston Capital Partners, LLC, where he is involved in business development, client relationship management, and financial analyses. Modell Capital Management LLC provides discretionary asset management to a diverse client base including individuals, institutions, trusts, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation in fixed income, managing approximately $1.88 billion in assets with a small advisory team.

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.

Harrison Kephart is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with Retirement Income Solutions, Inc. since 2012. Outside of his advisory role, he is a partner with a 25% ownership stake in M4P Partners, LLC, a non-investment related real estate holdings company. Retirement Income Solutions, Inc. serves individuals, trusts, pension and profit-sharing plans, corporations, and not-for-profit entities with discretionary portfolio management, retirement and financial planning, and retirement plan consulting. The firm employs a committee-driven active management approach and manages multi-billion dollar assets with a relatively small team of 12 advisors.

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.

Melissa Scenga is a CFP® professional at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI, with 10 years of industry experience. She previously worked at Cambridge Connection, Inc. from 2009 to 2017 before joining her current firm in 2017. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm employs a holistic, client-centered process incorporating Functional Asset Allocation and modern portfolio theory, and offers tailored engagement structures including intergenerational and transition-focused retainers.

Kory Salagean is a financial advisor at Columbia Asset Management, L.L.C. with five years of industry experience and a Series 65 credential. His prior work includes four years at Annie's Childrencenter and ten years in education. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis and Modern Portfolio Theory with a long-term orientation.