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.

Daniel Ladzinski is a CFP® practitioner with two years of industry experience, currently serving as an investment advisor representative at Summit Financial Consulting LLC. He has prior experience with Strategic Wealth Advisors Group and American Retirement Advisors, and operates a retail sales business through DAL Essentials LLC. In addition to his advisory role, he is also licensed as an insurance agent. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans, providing portfolio management, financial planning, ERISA plan advisory, and insurance products. The firm uses a range of investment strategies tailored to client risk profiles and offers educational seminars and detailed performance reporting.

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.

Norbert Martz III is a financial advisor at UHY Wealth Management RIA LLC in Sterling Heights, MI, holding the ChFC® and Series 63 designations with 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, developing individualized investment policies using fundamental and technical analysis tailored to client objectives.

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.

Jeffrey Wardlow is a CFA® charterholder and financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 18 years of industry experience. He has been with DeRoy & Devereaux since 2004. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm employs a value-oriented, bottom-up fundamental investment approach across market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies on a discretionary basis.

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.

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.