Noel Villajuan is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversified Portfolios, Inc. He has previously worked at Ford Estates, Sequoia Financial Advisors, LLC, Sequoia Financial Group, LLC, Ljpr Financial Advisors, and Fidelity Brokerage Services LLC. 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 and emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds.

Christopher Mac Kenzie is a CFP® with 10 years of industry experience. He is currently with Integrated Investment Consultants, LLC and previously worked at Gregory J. Schwartz & Co., Inc. and Telemus Capital, LLC. Integrated Investment Consultants, LLC manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm offers discretionary and non-discretionary investment management, wealth management, and consulting services, employing a process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

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.

Angela Palacios is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience. She has worked at Raymond James Financial Services since 2008 and was with the Center for Financial Planning from 2012 to 2019. Palacios serves as a board member and secretary of the Ice House Skating Academy, a nonprofit organization. She is part of the Center for Financial Planning, Inc., an SEC-registered investment adviser that provides financial planning and investment management to individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets and emphasizes strategic asset allocation and diversification through a documented suitability process and regular portfolio reviews.

Kipatrick Mrkva is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Gainplan LLC since 2020 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he is involved in outside sales of non-variable insurance. Gainplan LLC is a team-based firm serving individuals, trusts, pension, and corporate clients with investment advisory and financial planning services. The firm uses a factor-based, top-down investment approach that incorporates tactical and strategic asset allocation and manages portfolios through ETFs, mutual funds, individual securities, and derivatives.

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® professional with 23 years of industry experience, currently with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services, Inc. since 1996 and has been involved with the Society for Active Retirees since 2017. Additionally, she served at Schoolcraft College from 2017 to 2021. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets and emphasizes strategic asset allocation and diversification with ongoing planning and tailored portfolio reviews.

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 credentials and has previously worked at Financial Gravity Wealth, Inc., Athena Advisory Services Inc., and OSAIC. 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 the book "Owning Your Financial Success" and engages in public speaking on the topic. Arrowroot Family Office provides wealth management and financial planning services to individuals, families, pension plans, trusts, and other entities. The firm focuses on asset allocation and uses quantitative analytics to build portfolios primarily consisting of ETFs and mutual funds, while also offering multi-family office services and managing private funds.

Colleen Nemes is a financial advisor at The Nemes Rush Group, LLC with a Series 65 credential and three years of industry experience. Her work history includes roles at The Nemes Rush Group since 2022 and prior experience with The Auto Club Group. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary management, and conducts regular portfolio reviews and client meetings.

Norman Leon is a financial advisor at Vertrix Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has previously worked at Greystone Financial Group, LLC and Retirement Funding Advisors Inc. Norman joined Vertrix Wealth Management in 2026 as part of a six-advisor team based in Troy, MI. Vertrix Wealth Management serves individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing comprehensive 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 adjustments.

Adam Rivett is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Resources Investment Advisors and Gwfs Equities, Inc. In addition to his advisory work, Rivett operates an Etsy business selling handcrafted woodworking projects such as tables and wall art. Integrated Investment Consultants manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm employs a fundamental analysis and asset-allocation approach guided by Modern Portfolio Theory, tailoring portfolios to client-specific risk, time horizon, and liquidity requirements.

George Johnson III is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including LPL Financial and CPR Investments Inc. Outside of advising, he is involved in business consulting through referral roles and provides assistance to clients on estate planning matters. Discipline Wealth Solutions serves individuals, high-net-worth clients, corporations, retirement plans, and other advisors, offering tailored investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm uses both in-house and third-party management strategies and provides participant education and plan support for retirement clients.

Robert Bolden Jr. is an advisor at CIG Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arnold & Mote Wealth Management and PFS Investments. He is also the sole owner and advisor at Bolden Wealth Management, a Registered Investment Advisor. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach with both strategic and tactical models, offering diversified exposure across multiple asset classes and managing approximately $192 million in assets under management.

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 with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stoney Creek Advisors since 2016 and was previously with Executive Wealth Management, LLC and Invest Financial Corporation from 2011 to 2016. He is also an owner and partner of a life and health insurance agency through Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. The firm uses documented investment policy statements, model portfolios, and various analytical methods to manage accounts, and offers services including third-party money manager selection and retirement-plan advisory with held-away 401(k) account management.

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.

Dominik Isham is a CFP® professional with nine years of experience at Northern Financial Advisors, Inc. He has been with the firm since 2017 and previously spent five years at Michigan State University. Northern Financial Advisors serves individual and high-net-worth clients through holistic financial planning and discretionary investment management. The firm uses a Functional Asset Allocation™ framework that considers clients’ life circumstances and tax profiles to tailor portfolio strategies, often managing accounts on a discretionary basis and incorporating third-party sub-advisors when appropriate.