Craig Simmons is a financial advisor with Skyoak Wealth, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Brandt, Kelly & Simmons Securities, LLC since 2002 and has been with Skyoak Wealth since 2019. Skyoak Wealth is a team-based registered investment adviser that serves individuals, families, corporate retirement plans, and other institutions with wealth management, investment management, comprehensive financial planning, and family office services. The firm employs a discretionary and customized investment approach that integrates proprietary actively managed strategies with outside separately managed accounts, offering a broader mix of integrated services than many teams of similar size.

Daniel Sippell is a CFP® currently with SGH Wealth Management, where he has worked since 2023. He has prior experience at Grand Capital Advisors and Alpha Management Group, and spent several years in educational roles at the University of Michigan and local community schools. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a variety of investment techniques, including mutual funds, ETFs, equities, bonds, alternative investments, and options.

Albert Carlson is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at AE Financial Services, LLC, Independence Capital Company, and long-term involvement with Financial Services of America and Carlson Holdings. Outside of advisory services, he is involved in selling life, health insurance, and annuities. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses fundamental analysis and modern portfolio theory with a long-term focus and tailored asset allocations, offering discretionary portfolio management and financial planning on a fixed-fee or hourly basis.

Brett Long is a CFP® professional with 10 years of industry experience, currently with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked at Taylor Capital LLC since 2022 and was previously with Plante Moran Financial Advisors from 2015 to 2022. Outside of his advisory role, he serves as a consultant for Taylor Capital, providing investment analysis and compliance oversight for a private real estate fund. TM Advisors offers discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a broad range of investment instruments and is affiliated with related private investment vehicles and an accounting practice.

Daniel Laginess is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has previously worked at Corecap Advisors and CoreCap Investments for 12 years, and at Equitable Advisors for 6 years. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm manages both discretionary and non-discretionary portfolios using fundamental and technical analysis tailored to client objectives such as growth, income, or tax considerations.

Brendan Knight is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 credential with one year of industry experience. Prior to joining FSA Advisors, he worked at United Wholesale Mortgage and held roles outside the financial industry including at BJ's Wholesale Club and Dave's Pizza Buffet. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a focus on long-term trading and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Kenneth Wink is an investment advisor representative at Summit Financial Working with People You Trust with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in related businesses including tax services and health insurance. Outside of investment advising, he manages Kwink, Inc., a company established for tax purposes. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans with discretionary portfolio management, financial planning, ERISA plan advisory services, and insurance products. The firm employs a model portfolio approach using no-load mutual funds and ETFs, incorporates fundamental and technical analysis, and offers tailored services focused on principal preservation and a range of strategies calibrated to client risk profiles.

Sam Huszczo is a CFP® professional with 23 years of industry experience and has been with SGH Wealth Management since 2016. He holds a Series 66 license and operates as an independent life insurance agent, selling fixed annuities, life, and health insurance. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm manages discretionary portfolios using proprietary asset allocation strategies tailored to clients' risk tolerance and account types, employing a range of investment techniques and instruments.

Jacob Raska is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2016 to 2024. He is a Series 63 and Series 65 license holder. Outside of his advisory role, he is involved in alternative insurance arrangements for clients unable to receive Northwestern Mutual benefits. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities, offering discretionary portfolio management and financial planning. The firm uses a multifaceted investment process incorporating quantitative tools, fundamental analysis, technical patterns, and machine-learning techniques to build diversified, tax-aware portfolios.

Joel Northam Jr. is a Series 65 licensed advisor with two years of industry experience, currently with Golden Reserve Retirement, LLC in Troy, MI. His prior work includes roles at Polo Drive Wealth and JD Mellberg. Northam also holds a licensed insurance agent designation through an affiliate of Golden Reserve Retirement, offering insurance products and services. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading, diversification, and tailored financial plans. The firm integrates estate-planning and tax services within a negotiated fixed annual fee structure.

Matthew Trujillo is a CFP®-certified financial advisor and partner at Center for Financial Planning Inc with 16 years of industry experience. He has worked at Center for Financial Planning since 2013 and has prior experience with Raymond James Financial Services, ON Investment Management Co, and Mass Mutual Investors Services. Outside of finance, he teaches chess to middle school students and has authored a chess instruction book used in his classes. Center for Financial Planning, Inc. is an SEC-registered adviser serving individual clients, high-net-worth households, trusts, estates, and charitable organizations. The firm offers financial planning and investment management, emphasizing strategic asset allocation and diversification, with both discretionary and non-discretionary portfolio management.

Charles Dettloff is a financial advisor at Liberty Capital Management Inc with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. The firm serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary portfolio management along with financial planning services. Liberty Capital Management employs a globally diversified investment approach grounded in Modern Portfolio Theory, tailoring asset allocation to client risk tolerance and managing over $750 million in assets with a small advisory team.

Eric Pratt is a financial advisor with CIG Asset Management, Inc. in Southfield, MI, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Morgan Stanley. Pratt has been with CIG Asset Management and its affiliated entities since 2019. CIG Asset Management, Inc. 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 asset allocation process that incorporates both strategic and tactical models, including SRI/ESG-screened options, with diversified exposures across multiple asset classes and manages private pooled investment vehicles alongside sub-advisory and bespoke planning services.

Matthew Latarewicz is a CFA charterholder with two years of industry experience. He currently serves as a financial advisor at Heron Bay Capital Management and previously worked at RMB Capital Management LLC and FactSet Research Systems Inc. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term oriented strategy using fundamental, technical, and cyclical analysis to create customized portfolios primarily composed of individual equities and low-cost ETFs.

Michael Bisaro is a financial advisor with StraightLine in Troy, MI, holding Series 63 and 65 licenses and 23 years of industry experience. He has been with StraightLine Group, LLC since 2004. Outside of his advisory role, he is involved with Questal, Inc., a financial wellness company that provides digital tools and personalized coaching, and he has a passive interest in Solar 26 LLC, an entity related to alternative energy asset holdings. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, and retirement education services. The firm uses institutional research and proprietary model portfolios to guide investment decisions, employing techniques such as modern portfolio theory and quantitative analysis.

Julia Maguran is a CFP® with five years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2024. Her prior experience includes roles at Plante Moran Financial Advisors and Merrill Lynch. ISTO Advisors, LLC works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and multigenerational coaching through their “Prosperity” program. The firm operates under a fiduciary standard and employs a broad range of investment options alongside third-party technology for estate and tax-aware planning.

Jack Skrzycki is a CFP® with five years of industry experience, currently serving at Spartan Wealth Management. His prior roles include positions at LPL Financial, Thurston Springer Financial, Wells Fargo Advisors, and Merrill Lynch. Outside of advisory work, he is associated with SKRITZ LLC, a business entity for tax and investment purposes. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a multi-advisor team approach that emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory.

Michael Mazzola is a financial advisor at VIMA, LLC in Troy, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIMA since 2009. VIMA serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Amos Sheena is a financial advisor at Q3 Asset Management Corporation with 18 years of industry experience. He has been with Q3 Asset Management since 2011 and previously worked at Trustee Empowerment & Protection, Inc. He is also an independently licensed insurance agent, dedicating up to 10% of his time to this activity. Q3 Asset Management provides fee-based investment management, financial planning, and consultation services to individuals, retirement plans, trusts, charitable organizations, and other financial professionals. The firm employs a quantitative, statistics-driven approach with actively managed strategies and serves as adviser and manager to multiple affiliated registered funds and ETFs.

William Ciske is a CFP® professional with one year of experience, currently serving at SGH Wealth Management. His prior work includes roles at Central Michigan University College of Business Administration, Lifeworks Advisors, and other varied positions. Outside of advising, he engages in freelance handyman work. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a range of investment techniques, including mutual funds, ETFs, individual equities and bonds, alternative investments, options writing, and short sales.