Farah Kobeissi Nasser is a financial advisor with Spartan Wealth Management and holds a Series 65 designation. She has six years of industry experience, with prior roles at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. Outside of her advisory work, she is a 30% owner of Sapphire Accounting & Tax Solutions, which provides tax preparation, consulting, payroll, and bookkeeping services. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm uses a multi-advisor team approach with an investment process focused on long-term portfolio construction through fundamental analysis and Modern Portfolio Theory.

Jared Lee is a financial advisor at C2 Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at Ford Credit and Signature Associates, as well as three years at Strategic Investment Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients, primarily focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to manage income distribution and market exposure.

Christopher Forte is a financial advisor with Integrated Investment Consultants, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Integrated Investment Consultants since 2015. Outside of his advisory role, he serves as a trustee for a family-related trust. Integrated Investment Consultants, LLC provides investment management and wealth management consulting to individuals, retirement plan sponsors, foundations, trusts, estates, and family offices. The firm manages approximately $1.084 billion in regulatory assets and employs a fundamental security analysis approach combined with Modern Portfolio Theory, tailoring portfolios to client-specific risk tolerances and time horizons.

Kathryn Jay is a financial advisor at Spartan Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a mix of fundamental analysis and Modern Portfolio Theory to manage long-term portfolios and incorporates strategies such as options and hedging to support risk management.

John Cole is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Independence Capital Co. and HUB Insurance Group. He is also involved in selling life insurance, fixed and indexed annuities, and health insurance through related business activities. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory to create long-term investment strategies, utilizing a range of products including mutual funds, ETFs, fixed income, REITs, and annuities.

Paul Dziepak is a financial advisor with Cirrus Capital LLC in Bloomfield Hills, MI, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Black Oak Capital, LLC and Hudson Insurance Group, where he also serves as an insurance agent and producer. Outside of his advisory work, he is involved as a marketing and event coordinator for Key of Hope, an organization based in Durban, South Africa, and is the owner of Kingdom Building Ventures, LLC. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitors and rebalances portfolios, and offers model portfolios with performance results available to clients.

David Tutak is a CFA® charterholder with Planning Alternatives Ltd in Birmingham, MI. He has worked in the financial services industry since 2016, including roles at Wells Fargo Advisors and Northwestern Mutual. Tutak has been with Planning Alternatives Ltd since 2019, contributing to the firm’s team of 10 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 approach to build globally diversified, risk-based portfolios and offers specialized services such as ERISA fiduciary oversight, Section 3(38) investment management, and Family Office coordination.

James Wink is a financial advisor with Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Gradient Securities, LLC and various Summit-affiliated entities, with involvement in tax services, insurance sales, and investment advisory. Outside of his advisory work, he serves as president of the Anchor Bay Community Foundation’s Kaarto Christian School Fund Scholarships, where he processes and evaluates scholarship applications. Summit Financial serves individual clients, trusts, business entities, and retirement plans, offering discretionary asset management, financial planning, ERISA plan services, and insurance products. The firm employs model portfolios primarily using no-load mutual funds and ETFs, with strategies ranging from conservative to aggressive, and emphasizes principal preservation for retirees.

David Hardin II is a financial advisor at City Center Advisors, LLC in Troy, MI, holding a Series 65 designation with nine years of industry experience. He previously worked at CoreCap Advisors, Inc. and is a member of Einsteinian AI LLC, a non-investment-related business. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed account solutions, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and actively uses derivatives and option strategies in client accounts.

Nathan Mersereau is a CFP® and holds a Series 63 license with 19 years of industry experience. He has worked at Planning Alternatives Ltd. for multiple years since 2009, with an interlude at Wealthcare Advisors, LLC from 2011 to 2018. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management services to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and businesses. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for retirement plans.

Theodore Lakkides is a CFP® with 44 years of experience in financial planning. He has been with Financial Freedom House since 1982, including its predecessor entities, and previously worked at Triad Advisors, Inc. He serves as president, board member, and instructor for the Cygnet Institute of Personal Financial Literacy, a nonprofit organization providing financial education workshops and seminars. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm employs a fiduciary approach with strategic asset allocation based on Modern Portfolio Theory, using primarily ETFs and no-load index funds.

Robert Quayle is a financial advisor with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L, holding a Series 63 designation and 43 years of industry experience. He has worked at Taylor & Morgan since 2016 and previously at Quayle Financial Group and Quayle & Co. Securities. Taylor & Morgan Asset Management provides investment supervisory services and financial planning primarily to individual clients and pension/profit-sharing plans. The firm manages approximately $327 million across about 418 client accounts with a team of seven advisors and also offers mergers & acquisitions advisory services for business owners and corporate clients.

Adam Grubius is a financial advisor at FSA Advisors, Inc. in Troy, Michigan, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Independence Capital Company Inc and AE Financial Services, LLC. In addition to his advisory role, he sells life insurance, fixed/indexed annuities, and health insurance through affiliated insurance agencies. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory with a long-term investment horizon, often using mutual funds, fixed income, ETFs, REITs, annuities, and third-party managers in client portfolios.

Patrick Nalepa is a CFP® professional at Gainplan LLC with three years of industry experience. He has worked at Gainplan since 2016, including his current role at Gainplan LLC since 2022, and previously spent three years at Hillsdale College. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, and corporate clients, employing a factor-based, top-down investment approach that incorporates tactical and strategic asset allocation across various securities and derivatives. The firm also offers discretionary portfolio management and engages third-party sub-advisers for certain accounts.

Matthew Mc Ewen is a financial advisor at Arrowroot Family Office, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at ADP from 2005 to 2017. Arrowroot Family Office provides wealth-management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset-allocation strategies using analytical tools and offers discretionary portfolio management, financial planning, tax and administrative support, ERISA retirement-plan advisory, and family-office services.

Mark Fitzgerald is a financial advisor at Cranbrook Wealth Management, LLC with 16 years of industry experience. He has held Series 63 and Series 65 designations and has been with Cranbrook Wealth Management since 2006. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis for approximately 242 clients. The firm combines investment management with financial planning and uses model allocations tailored by a Risk Tolerance Assessment, implementing portfolios primarily with mutual funds and ETFs.

Eric Babcock is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Greystone Financial Group, LLC and Polaris Greystone Financial Group, LLC. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis and offers specialized retirement plan fiduciary services including 3(38) investment management and investment policy development.

Gregory Oray is a financial advisor at Cirrus Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, Retirewise Wealth Management, and his own firms, Oray King Wealth Advisors and Oray Financial. Outside of his advisory role, he is an independent licensed insurance agent specializing in life insurance, fixed annuities, and health insurance. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, retirement plan consulting, and access to estate-planning tools. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitoring and rebalancing portfolios while offering fee-based research and model portfolio construction.

Colin Connery is a Series 65-registered advisor at Heron Bay Capital Management with two years of industry experience. He previously worked at Wilson Partners for eight years and Asset Health for five years. 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 offers discretionary investment management with a long-term strategy that incorporates fundamental, technical, and cyclical analysis to build customized portfolios primarily composed of individual equities and low-cost ETFs.

Paul Delmotte is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in digital and beverage industries. Outside of advisory work, he owns and operates Modern Eagle Golf, a members-only private golf simulator club. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm emphasizes a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating alternative investments and integrated planning advice.