Daniel Goldberg is a CFA® charterholder with 15 years of experience in the financial industry. He has worked at Diversified Portfolios, Inc. since 2021 and previously spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. He holds a Series 63 license and is based in Bloomfield Hills, MI. 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, using a long-term asset allocation strategy focused on broad diversification and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Benjamin Klamo is a CFA® charterholder with 16 years of industry experience. He has been with Gainplan LLC since 2015. Gainplan LLC is a team firm based in Bloomfield Hills, MI, consisting of eight advisors. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, offering asset management, retirement plan consulting, and business consulting. The firm uses a factor-based, top-down investment process that incorporates tactical and strategic asset allocations with various instruments including ETFs, mutual funds, individual securities, and derivatives.

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.

Daniel Patterson is a financial advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Managed Asset Portfolios since 2001, serving as a client relations manager and a 5% owner. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, offering separately managed accounts, sub-advisory services, and retirement plan consulting.

Brian Newcombe is a financial advisor with Managed Asset Portfolios, LLC in Rochester, Michigan, holding Series 63 and Series 65 credentials and having six years of industry experience. He has been with Managed Asset Portfolios since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm employs a bottom-up, fundamental value research approach and manages pooled investment vehicles as well as separately managed accounts across multiple asset classes.

Matthew Doering is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thurston Springer and Edward Jones. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call strategies.

Derek Podolak is a financial advisor with Solyco Wealth LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Gladstone Wealth Partners, Affinity Wealth Management Group, LPL Financial, and CITIZENS Bank. In addition to his advisory role, he operates as an independent insurance agent. Solyco Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and offers tax preparation and accounting services through an affiliated entity.

Joseph Griffin is a financial advisor at GPM Growth Investors, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Malbork Capital Management LLC and as a self-employed investment research analyst. GPM Growth Investors is an employee-owned investment adviser that offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies selected through a disciplined valuation process, managing concentrated stock portfolios, balanced portfolios, and actively managed ETF-based accounts.

Avery Ragatzki is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation and five years of industry experience. Prior to joining Baron Wealth Management in 2023, Avery worked at Plante Moran Financial Advisors for multiple periods between 2018 and 2022. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on individualized, ongoing advice and strategic diversified asset allocation, combining internally researched securities with mutual funds, ETFs, and separately managed programs.

Kathryn Gillman is a CFP® certificant with 22 years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2016. She holds a Series 63 license and is based in Troy, Michigan. Outside of her financial advisory role, she is involved as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, providing comprehensive wealth management, financial planning, and multigenerational coaching through its two-phase “Prosperity” program. The firm employs a broad range of investment options and operates under a fiduciary standard, tailoring strategies to client objectives and risk tolerances.

Dena Soule is a financial advisor at Integrated Investment Consultants, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Integrated Investment Consultants since 2015. The firm serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, wealth management, and retirement plan consulting. Integrated combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and employs a variety of investment vehicles tailored to client risk tolerances and circumstances.

Nicholas Kallabat is a financial advisor with Spartan Wealth Management and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Cadaret, Grant & Co., Inc., and Royal Alliance. Outside of his advisory work, he is a business owner of KA Enterprises of Michigan. Spartan Wealth Management is a multi-advisor firm providing discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, with personalized asset allocation and portfolio strategies.

Jason Recchia is a financial advisor at Strategic Wealth Advisors Group, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Strategic Wealth Advisors Group, he worked at Ameriprise and has diverse experience including roles outside the financial sector. He is also affiliated with University of Detroit Jesuit High School and Academy. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm emphasizes the use of independent sub-advisors for portfolio management and offers ERISA plan services and public educational seminars.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stacy Calder is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Blackridge since 2017. Prior to that, she was with Next Financial Group Inc and Capital Financial Services, Inc. Outside of her advisory role, Calder teaches line dancing and coaches weight loss through Optavia Healthy Living. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management, access to model portfolios and third-party managers, as well as estate-planning referrals.

Brian Mackey is a CFA® charterholder with three years of industry experience. He is currently with Arax Advisory Partners and has prior experience at Schechter Investment Advisors, Hutchinson & Walter, Harbus Capital, and Adviser Investments. Outside of advisory roles, he serves as Chief Operating Officer at Robert Schechter & Associates, managing accounting and marketing functions. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and is noted for its use of performance-based fee arrangements and its broader institutional footprint.

Steven Grogan is a CFP® with 16 years of experience in the financial services industry. He currently works at Savvy and has held prior roles at Commonwealth Financial Network and Sii. Grogan is also the owner of Datum Point Tools, Inc., an industrial tool distribution business, and serves as a director of Connect Macomb, a local non-profit Chamber of Commerce organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Shadi Maasri is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and six years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company, Fidelity Investments, and Merrill Lynch. Outside of advisory work, Maasri has experience in the restaurant industry with Elies Mediterranean Grill and Bar. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on individualized client investment policies without maintaining traditional corporate business relationships.

Thomas Meissner is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He has previously worked at Vanderbilt Advisory Services, Vanderbilt Securities, and NEXT Financial Group. In addition to his advisory role, he serves as a referee and is involved in investment promotion activities with LVZ Advisors. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management and access to various investment platforms and strategies.

Douglas Coursen is a CFP® with 16 years of experience and is affiliated with Plante Moran Financial Advisors, LLC, where he has worked since 2009. He is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.