Dylan Stockwell is a financial advisor at Blue Chip Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Blue Chip Partners, he worked at Deloitte Services LP and several other firms. Outside of finance, he has experience in the brewing industry and fitness clubs. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships and utilizes a team approach with customizable asset-allocation models and affiliated tax and estate-planning services.

Ronald Yolles is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Portfolios, Inc. since 2010, working as part of a nine-advisor team 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 and emphasizes long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Andrea Cloutier is a Series 65-registered advisor at Blue Chip Partners, LLC with two years of industry experience. She previously worked at Plante Moran for seven years before joining Blue Chip Partners. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers both discretionary and non-discretionary portfolio management alongside comprehensive or limited financial planning.

Nicholas Shaheen is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with FSA Advisors, Inc. and has held roles at AE Financial Services, LLC, Fsa Health, Independence Capital Company, Woodward Insurance Group, and Financial Services of America. Outside of his advisory work, he is involved in insurance sales through several business activities, including ownership of his own insurance agency. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, and annuities.

Zakerie Thompson is a financial advisor with Spartan Wealth Management who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., Bank of America, Merrill, Northern Trust, and other firms. 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 multi-advisor team approach and combines fundamental analysis with Modern Portfolio Theory to build primarily long-term diversified portfolios while utilizing strategies such as options and hedging for risk management.

Elizabeth Foley is a CFP® professional with 37 years of industry experience. She has worked at Hilltop Wealth & Tax Solutions since 2018 and previously spent 29 years at Ameriprise Financial Services, Inc. She serves as President of the Board of Directors for Hilltop Kids, an organization that provides education, goods, and services to underprivileged children and families in the community. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities. The firm offers discretionary portfolio management, comprehensive financial and tax planning, and integrates tax and estate considerations into investment recommendations.

Jeffrey Medvedik is an investment advisor with FSA Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at AE Financial Services, Independence Capital Co, Usallianz Securities, and Financial Services of America. He is also president of J.D. Medvedik & Associates, an advisory business. 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 long-term trading focus and tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

John Reynolds is a financial advisor with FSA Advisors, Inc., holding Series 63 and 65 licenses and possessing 26 years of industry experience. His prior work includes long-term roles at Cssc Brokerage Services, Inc., Cssc Investment Advisory Services, Inc., and Consulting Services Support Corporation. Outside of advisory activities, he is an insurance agent selling life insurance and fixed and fixed/indexed annuities on a commission basis. 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 long-term trading focus, offering tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

Christopher Crawford is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Fidelity Personal and Workplace Advisors, and Prudential Financial Planning Services. He is also an insurance agent affiliated with CPR Financial Group LLC. CPR Investments Inc primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach that emphasizes tactical and absolute-return strategies to manage downside risk.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Don Gill III is a financial advisor with Skyoak Wealth in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Skyoak Wealth since 2019, following prior roles at BKS Advisors and Morgan Stanley. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and other institutions. The firm employs a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core–satellite framework, integrating proprietary active models with outside separately managed accounts and offering a mix of family office, private wealth management, and corporate retirement plan advisory services.

Colin Fraser is a CFP® with 10 years of industry experience, currently serving at Bloom Advisors since 2023. He previously worked at Northern Financial Advisors, Inc. for 12 years. Outside of his advisory role, he is an owner of Taxcraft LLC, a tax preparation business. Bloom Advisors is a fee-only firm managing approximately $1.6 billion in assets, primarily serving individual and high-net-worth clients. The firm employs a disciplined investment approach using factor investing, optimization, and technical analysis to build diversified, multi-asset portfolios mainly through institutional-share mutual funds and ETFs.

Farah Kobeissi Nasser is a financial advisor at Spartan Wealth Management with seven years of industry experience. She holds a Series 65 designation and has worked previously at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. In addition to her advisory role, she is a 30% owner of Sapphire Accounting & Tax Solutions, a tax preparation and consulting business. 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 multi-advisor team approach, combining fundamental analysis with Modern Portfolio Theory to manage diversified portfolios and incorporates derivative instruments and third-party research in its investment strategies.

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 at Integrated Investment Consultants, LLC with 36 years of industry experience. He has held roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Integrated Investment Consultants in 2015. Outside of his advisory work, he serves as a trustee for a family trust. Integrated Investment Consultants manages over $1 billion for individual, high-net-worth, and institutional clients, providing discretionary and non-discretionary investment management and consulting services. The firm employs a fundamental analysis and asset-allocation approach tailored to clients’ risk tolerance and objectives.

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.

Osman Minkara is a managing principal and investment advisor representative at CIG Asset Management, Inc. with 32 years of industry experience. He is also the managing principal of CIG Capital Advisors and the managing member and majority owner of CIG Venture Management, LLC, which manages various special purpose vehicles and a private equity fund. 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 an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers socially responsible investment options.

Samuel Morley is a financial advisor with Managed Asset Portfolios, LLC, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior work includes roles at Alt Fund Distributors LLC and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and manages various pooled and model investment vehicles, serving also as a sub-adviser to mutual funds.