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.

Daniel Boyle is a CFA® charterholder with 16 years of industry experience. He has been with Provident Investment Management, Inc. since 2004. Provident Investment Management serves individual and institutional clients, including high net worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on active portfolio construction and offers a range of strategies alongside management of held-away accounts through the Pontera platform.

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.

Kirk Dahring is a financial advisor at Dahring | Cusmano and Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including NEXT Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as President of The Tawny K. Dahring Foundation, a nonprofit focused on medical research and comfort care. Dahring | Cusmano and Associates provides holistic financial planning, investment management, and consulting services to individuals, family offices, trusts, private foundations, and retirement plans. The firm’s client-centered approach emphasizes risk profiling, asset allocation, and long-term portfolio management, and it offers institutional plan services including fiduciary management and plan education.

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 at Integrated Investment Consultants, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Integrated Investment Consultants since 2015, previously spending nine years at Wells Fargo Clearing. Croissant serves as a trustee for a family trust. Integrated Investment Consultants manages over $1 billion for a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, offering tailored investment management and retirement plan consulting services.

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.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

James Howe is a CFP® with four years of industry experience, currently serving as an advisor at Liberty Capital Management Inc in Birmingham, MI. His prior experience includes roles at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and various financial services firms. Liberty Capital Management, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, high-net-worth households, and institutional clients. The firm employs globally diversified portfolios based on Modern Portfolio Theory, utilizing index funds, ETFs, and selected equities and bonds, with a focus on fundamental analysis and investment-grade fixed income.

Bepin Serraj is a Series 65 licensed financial advisor at Richard W. Paul & Associates, LLC with eight years of industry experience. He has been with the firm since 2017 and previously worked at Albion College from 2014 to 2018. In addition to his advisory role, Serraj assists in servicing annuity client accounts as a Client Service Specialist and Insurance Agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm offers discretionary portfolio management and custom retirement income projections, blending actively and passively managed strategies with an emphasis on value, safety, quality, and risk control.

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.

Andrew Nemes is a financial advisor with The Nemes Rush Group, LLC in Novi, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Silverwood Risk Management, LLC, J Alden Associates, Inc., UHY Advisors, and Deloitte Tax LLP. Nemes is also a registered representative for J Alden Associates and works as an insurance agent with Silverwood Risk Management. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term strategies, offering discretionary and non-discretionary mandates along with regular account reviews and written financial plans.

Gaurav Mehra is a Series 65-licensed financial advisor with 16 years of industry experience, currently serving at StraightLine since 2008. He is based in Troy, MI, and works within a team of ten advisors at the firm. StraightLine provides investment management, financial planning, and retirement plan education services to individual investors, including high-net-worth clients, as well as retirement-plan sponsors. The firm employs institutional research and proprietary model portfolios, using mutual funds, ETFs, stocks, and bonds, and offers a structured participant education program alongside discretionary and non-discretionary management options.

Jessica Smith is a financial advisor with ELE Advisory Services, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., First Advisors National, and Inlight Wealth. Outside of advising, she is involved with JLS Vision Services. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements to guide asset allocation and portfolio management, primarily operating with non-discretionary client accounts.

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 with Center for Financial Planning Inc in Southfield, MI. He holds the CFP® designation and has seven years of industry experience. His career includes roles at Raymond James Financial Services Inc and CIG Capital Advisors. He also serves as an agent for Metropolitan Tower Life Insurance, assisting with a disability policy transition. Center for Financial Planning Inc is an SEC-registered adviser managing approximately $1.97 billion in assets, serving individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification through documented suitability processes and periodic reviews.

Tina Troup is a financial advisor at Blue Chip Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research for 11 years before joining Blue Chip Partners in 2025. 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, managing approximately $1.88 billion across about 1,000 client relationships. The firm emphasizes customized asset-allocation models and offers affiliated tax and estate-planning services through related entities.

Mitchell Mowid is a CFP® professional with one year of industry experience, currently serving as an advisor at Cranbrook Wealth Management, LLC. His prior roles include positions at Vanguard and the Gillespie Group. Cranbrook Wealth Management serves individuals, including high-net-worth clients, and institutional fiduciary clients, managing approximately $906.8 million through a small advisory team. The firm offers discretionary investment management and integrated financial planning, employing tailored portfolios and tax-aware strategies via third-party subadvisors.

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 with Spartan Wealth Management in Bingham Farms, MI, holding Series 65 and Series 63 licenses and with nine years of industry experience. Prior to joining Spartan Wealth Management in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2015 to 2025. Mansoor provides investment advisory services through Spartan Wealth Management, an independent investment advisory firm. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $1.48 billion in discretionary assets and uses fundamental analysis combined with Modern Portfolio Theory to construct diversified long-term portfolios.