Christopher Mac Kenzie is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Integrated Investment Consultants, LLC and was previously with Gregory J. Schwartz & Co., Inc. and Telemus Capital, LLC. Integrated Investment Consultants, LLC provides investment management and wealth consulting services to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm employs a fundamental security analysis approach combined with Modern Portfolio Theory to tailor portfolios based on client risk tolerance, time horizons, and liquidity needs, and it offers specialized consulting services along with managing alternative pooled investment vehicles.

Robert Mulcahy is a financial advisor at Royal Oak Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Wfg Investments, Inc., and Liberty Tax. Mulcahy also has experience as an insurance agent. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and retirement plans, providing discretionary portfolio management and financial planning with an investment approach based on asset allocation and model portfolios tailored to client goals and risk tolerance.

Carl Szasz is a financial advisor with Verde Capital Management, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been with Verde Capital since 2008. Outside of advising, Mr. Szasz manages Millpond Bed and Breakfast, oversees a medical cost sharing program with Sedera Affiliate, is a partner in a lakefront horse farm called Narrin Farms, LLC, and serves as President of the Starbluff Homeowner's Association. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combination of fundamental and technical analysis with a diversified approach across asset classes, offering discretionary and non-discretionary management, 401(k) advisory services, and several specialized educational and coaching programs.

Angela Palacios is a CFP® with 22 years of industry experience currently with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services since 2008 and was with Center for Financial Planning from 2012 to 2019. She serves as a board member and secretary for the Ice House Skating Academy, a nonprofit organization. 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 across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Kipatrick Mrkva is a CFP® with 27 years of industry experience. He has worked at Gainplan LLC since 2020 and previously spent 16 years with LPL Financial, LLC. Mrkva has been involved in outside sales of non-variable insurance. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients using a factor-based, top-down investment approach that incorporates tactical and strategic asset allocation with various securities, including ETFs and derivatives. The firm also offers estate-planning and contract services through an affiliated legal practice and emphasizes transparency in its investment strategies and operational policies.

Michael Wallace is an investment adviser representative at FSA Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AE Financial Services, HUB International Midwest, and Independence Capital Company. Wallace is also president of Wallace Holdings, a pass-through S corporation. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth, and business clients. The firm uses a combination of fundamental analysis and modern portfolio theory to guide investment decisions and typically employs mutual funds, fixed income, ETFs, REITs, and annuities in client portfolios.

Sandra Adams is a CFP® with 23 years of experience in the financial services industry. She is affiliated with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 1996. Adams is also involved with the Society for Active Retirees. 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 employs a strategic asset allocation and diversification approach and manages approximately $1.97 billion in assets with a team of 17 advisors.

Ryan Paye is a financial advisor at FSA Advisors, Inc. in Troy, Michigan, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America and Bridgewise Financial Partners. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, utilizing fundamental analysis and modern portfolio theory with a long-term investment focus. The firm offers discretionary portfolio management, prepares Investment Policy Statements, and delivers financial plans on fixed-fee or hourly bases, often incorporating third-party managers and specific custodial arrangements.

Diane Young is a financial advisor at Arrowroot Family Office, LLC with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Financial Gravity Wealth, Inc. and Athena Advisory Services Inc. Young serves as a board member for the Girl Scouts of Southeast Michigan and is president of the Women's Democratic Club of Greater Rochester. She is also the author of a financial book titled "Owning Your Financial Success" and occasionally speaks publicly about it. Arrowroot Family Office provides investment advisory and multi-family office services to individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm offers customized asset allocation and portfolio management using tools such as efficient-frontier and Monte Carlo analysis, with a range of administrative and financial planning services.

Eric Tomaszewski is a Series 66-licensed financial advisor with 14 years of industry experience, currently serving at Verde Capital Management, Inc. since 2013. He contributes to the Index Cooperative, a decentralized community focused on developing and promoting crypto structured tokens, assisting their institutional business team and broader community. 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 employs a combination of fundamental and technical analysis with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Colleen Nemes is a financial advisor at The Nemes Rush Group, LLC with two years of industry experience. She holds a Series 65 designation and has worked at The Nemes Rush Group since 2022, with prior experience at The Auto Club Group and in educational roles at Auburn University and Schoolcraft Community College. The Nemes Rush Group, LLC serves individuals, corporations, charities, and pension and profit-sharing plans by providing portfolio management, written financial planning, retirement plan consulting, and business consulting services. The firm employs a combination of fundamental and technical analysis with both long-term and short-term investment strategies, and offers discretionary and non-discretionary management tailored to client goals.

David Lentz is a CFP® professional with 19 years of experience in financial advising. He has been with Northern Financial Advisors, Inc. since 2002. Northern Financial Advisors serves individual and high-net-worth clients through a combination of holistic financial planning and discretionary investment management. The firm’s Functional Asset Allocation™ framework tailors portfolios to clients’ life circumstances and tax considerations, and it offers flexible engagement models including comprehensive retainers and standalone asset management.

Norman Leon is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Greystone Financial Group, LLC and Retirement Funding Advisors Inc. before joining Vertrix in 2026. 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.

Adam Rivett is a financial advisor with Integrated Investment Consultants, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Resources Investment Advisors since 2019 and Gwfs Equities, Inc. since 2016. Outside of financial advising, he owns an Etsy business creating and selling woodworking projects such as tables, wall art, and shutters. Integrated Investment Consultants, LLC provides investment and wealth management consulting to individuals, retirement plan sponsors, and institutional clients. The firm uses a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios and offers specialized consulting and alternative investment options through affiliated pooled vehicles.

George Johnson III is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 66 and Series 65 licenses and has worked with firms including CPR Investments Inc, Willenbrecht Legal Services, LLC, and LPL Financial, LLC. Outside of his advisory role, he is involved in business consulting and estate planning services through several referral-based activities. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by providing investment advisory services with tailored portfolios based on client objectives and risk tolerances. The firm offers both discretionary and non-discretionary management, sub-advisory oversight, retirement plan consulting, and financial planning, utilizing a combination of in-house management and third-party managers across multiple offices.

Stacey Gomez is a financial advisor at Planning Alternatives Ltd with 16 years of industry experience. She holds her Series 63 and Series 65 designations and has been with Planning Alternatives Ltd since 2009. 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 globally diversified, risk-based investment approach grounded in Modern Portfolio Theory and offers Family Office services along with fiduciary and Section 3(38) investment management for qualified retirement plans.

Brian Weisberger is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients by providing 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.

Steven Shepich is a CFA® charterholder with 13 years of industry experience. He has been with Laffer Tengler Investments, Inc. since 2011. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage a range of investment strategies across multiple asset classes.

Peter Mitroff is a financial advisor at Stoney Creek Advisors LLC in Rochester Hills, MI, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stoney Creek Advisors since 2016. Outside of advising, he is the owner and partner of an affiliated life and health insurance agency, Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy, model portfolios, and various analytical methods to manage and review client accounts regularly, offering a broad range of investment options and retirement-plan advisory services.

Tannar Martines is a financial advisor at The Nemes Rush Group, LLC with a Series 65 designation and three years of industry experience. Prior to joining The Nemes Rush Group, Martines worked at Mass Mutual Great Lakes and Rothenberger Company, Inc. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension and profit-sharing plans. The firm utilizes a combination of fundamental and technical analysis with both long-term and short-term trading strategies, offering tailored written plans and regular portfolio reviews.