Steven Pierce is the principal of Pierce Financial LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Pierce Financial since 2004 and also worked at Chisholm & Darden Investment Advisors for 10 years. He serves as a volunteer board member of the Ann Arbor Symphony Orchestra. Pierce Financial LLC provides investment advisory services to individuals, charitable organizations, and business entities, offering portfolio management and pension/401(k) consulting. The firm employs a blend of charting, cyclical, and fundamental analysis, utilizing both long- and short-term trading techniques, including options and margin.

Keith Southwick is a CFP® and ChFC® with 14 years of industry experience. He has been with Straitgate Financial L.L.C. since 2010, where he serves as the sole advisor. StraitGate Financial L.L.C. offers comprehensive financial and investment planning primarily for individuals and couples, as well as trusts, estates, charitable organizations, and corporations. The firm uses model portfolios and third-party money managers via the AssetMark platform, maintaining a primarily non-discretionary asset base while providing clients with regular reports and quarterly reviews.

Gregory Brown is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been the sole advisor at Pathway Financial Planning, LLC since 2011. Pathway Financial Planning is a fee-only, independent registered investment adviser serving individual clients, including high-net-worth households. The firm offers discretionary portfolio management and comprehensive wealth management services, emphasizing low-cost, tax-aware, evidence-based portfolio construction with a focus on strategic asset allocation across global asset classes.

Scott Chisholm is a financial advisor at C&D Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has been associated with Chisholm & Dames, Inc. since 1995. C&D Wealth Advisors, Inc. provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm employs a low-turnover, core equities investment approach supported by a proprietary economic model for tactical asset allocation and manages client assets on a discretionary basis.

Devin Bone is the principal and sole advisor at Forsythia Financial in Bloomfield Hills, MI, with three years of experience in financial advising and a Series 65 credential. He is also a partner and 20% owner of the business law firm Paesano Akkashian, PC, where he specializes in commercial litigation, mergers and acquisitions, and securities law matters. Forsythia Financial provides customized investment management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm employs a discretionary approach based on proprietary timing, research, and asset allocation methods, and offers a range of services including portfolio management, standalone planning, and educational workshops.

Brian Heal is the principal advisor at Heal Financial LLC in Novi, Michigan, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Sports & Entertainment Investment Advisors, The Heal Agency, NYLIFE Securities, PKS Financial Corp, Major League Financial Group, and Woodbury Financial Services. He is also an independent insurance agent. Heal Financial, LLC provides discretionary investment management and financial planning services to individuals, trusts, and pension and profit-sharing plans. The firm employs a model-based approach featuring diversified portfolios, including a specialized Sports & Entertainment model, and integrates both long- and short-term holdings with options strategies.

Howard Bayliss is a financial advisor at Core Financial Planning in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Core Financial Planning since 2008. Core Financial Planning is an independent, fee-only fiduciary firm serving individuals, families, trusts, and retirement plan participants through financial and tax planning. The firm emphasizes disciplined asset allocation with a focus on equities, global diversification, and high-quality fixed income, providing tailored investment advice without discretionary management or commission-based products.

David Palmer is a financial advisor with Wealth Management Partners of Michigan, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wealth Management Partners of MI since 2003. Palmer serves as corporate secretary for Palmer Productions Group Inc., a business owned by his wife, in name only to meet state corporate requirements. Wealth Management Partners of MI is a fee-only advisory firm serving individual retail investors and sponsors of smaller retirement plans. The firm employs a client-driven process to develop investment profiles and policy statements, favoring long-term, passive portfolios constructed from ETFs, institutional no-load mutual funds, and managed futures, typically providing non-discretionary advice coordinated with third-party portfolio managers.

Jesse Geary is the sole advisor at Geddi Capital LLC in Ann Arbor, MI, holding a Series 65 credential with five years of industry experience. Prior to founding Geddi Capital, he worked in nonprofit roles focusing on violence intervention and peacemaking. Since 2022, he has served as a grant writer for a domestic violence assistance nonprofit. Geddi Capital provides individualized investment management and retirement-focused financial planning for individual clients. The firm employs an actively tactical investment approach that integrates third-party predictive algorithms with quantitative and fundamental analysis to adjust portfolio allocations across multiple asset classes.

George Papadopoulos is the sole advisor at George Papadopoulos, CPA/PFS, CFP®, an independent firm based in Ann Arbor, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 15 years of industry experience. In addition to his advisory work, he contributes original content to financial industry publications and manages an online blog unrelated to finance. The firm provides ongoing wealth management and consultation services primarily to individual clients, including high-net-worth individuals, integrating annual federal and state tax return preparation into its services. The investment approach is based on Modern Portfolio Theory with a focus on strategic, long-term asset allocation using mutual funds and ETFs, and the firm manages accounts on a limited discretionary basis with regular client reviews.

Fadi Issa is a financial advisor at Boardwalk Wealth Management in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Bank of America and Merrill Lynch, and he has experience managing a food service business. Outside of advisory services, Issa serves as CFO for Transmed Mobility, a non-medical emergency transportation provider for group homes. Boardwalk Wealth Management offers investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a passive investment approach using index funds and ETFs supplemented by various analytical methods and provides pension consulting and employee benefit plan services uncommon among firms of similar size.

Peter Savarino is the sole advisor at Creo Global Capital LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has led Creo Global Capital since 2013, providing investment management and advisory services. Creo Global Capital LLC serves primarily high-net-worth individuals, trusts, and other individual clients, offering tailored portfolio management and investment advice across equities, ETFs, mutual funds, and occasional private placements. The firm constructs diversified, tax-aware portfolios with a focus on both macroeconomic themes and individual security selection, operating a non-discretionary advisory model and sponsoring a simplified wrap fee program.

Robert Minasian is a financial advisor at Personal Wealth Management, LLC with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Prime Meridian Capital Management, LLC and Novus Investments LLC prior to his current role. Minasian is also involved in providing life insurance and fixed index annuity solutions through independent firms affiliated with his practice. Personal Wealth Management, LLC offers investment supervisory services and financial planning to individuals, business owners, and institutional clients. The firm manages customized portfolios using both fundamental and technical analysis, focusing on long-term holdings with tactical reallocations, and incorporates a range of investment vehicles including ETFs, mutual funds, and insurance products.

Anthony Desantis is the principal of Affluent Solutions, LLC in Beverly Hills, MI, with 25 years at the firm and 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Affluent Solutions serves individuals and high-net-worth clients by providing financial planning, investor coaching, and advisory referrals, utilizing a one-time Portfolio MRI analysis for new clients. The firm does not manage portfolios directly but refers investment management to an unaffiliated SEC-registered adviser while acting as a co-adviser and client liaison.

David Brock is the principal advisor at The Brock Group, LLC, an independent registered investment adviser based in Plymouth, Michigan. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. In addition to his work as a financial advisor since 2006, he has been an independent insurance agent selling fixed insurance and annuity products since 2003. The Brock Group serves individuals, trusts, estates, and business entities by providing portfolio management and investment consulting, emphasizing diversification and low-cost mutual funds and index strategies. The firm manages approximately $93.9 million for about 253 clients and combines ongoing management with project-based services.

Michael Demeyere is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Summit Wealth Strategies Group, LLC since 2009. Prior to founding the firm, he was associated with Cynosure Financial, Inc. for ten years. Summit Wealth Strategies Group is an independent, fee-only registered investment adviser providing investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also manages corporate and institutional retirement plans and offers non-investment business consulting, emphasizing long-term asset allocation and diversification through individualized portfolio management.

Kenneth Basel is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Stepping Stone Advisors, LLC since 2018. He previously worked at Charles Schwab & Co., Inc. and concurrently holds a position as a Personal Financial Counselor with the Department of Defense/Office of the Secretary of Defense. Stepping Stone Advisors is a single-advisor firm providing comprehensive financial planning and customized investment management to individuals, families, and high-net-worth clients. The firm emphasizes holistic planning and utilizes a blend of passive management and various analytical methods to guide investment decisions, delivering services through written plans and subscription-based engagements without accepting custody of client assets.

Thomas Hardy is a CFP® professional with 15 years of experience in financial advising. He has led Hardy Financial Planning since 2007 and has served as an Adjunct Professor of Finance at Cleary University since 2004, where he teaches courses in Finance, Investing, and Financial Planning. Hardy Financial Planning is an independent firm serving individuals, trusts, estates, and business entities with fee-only financial planning, investment advisory, and consulting services. The firm offers tailored portfolio management that incorporates both fundamental and technical analysis, including options strategies, and provides retirement-plan consulting for employers.

Dan Barish is the sole advisor at DIB Investment Management LLC in Farmington Hills, MI, holding Series 63 and Series 65 licenses with 35 years of industry experience. Since 2004, he has worked with Lasalle St. Securities. In addition to his advisory role, he has an interest in fixed insurance. DIB Investment Management LLC provides non-discretionary investment management to individuals, trusts, and investment companies using formula-driven model equity strategies focused on growth or value. The firm builds portfolios primarily from individual equities and offers ongoing client consultation while maintaining client control over trade execution.

Steven Brown is a financial advisor at Precision Vector Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Pinnacle Wealth Management, Inc. In addition to his advisory role, Brown is an air traffic controller with the Federal Aviation Administration and works as an independent insurance agent. Precision Vector Financial is a state-registered advisory firm providing retirement consulting, financial planning, investment management, and 401(k) plan administration. The firm utilizes a strategic asset allocation framework centered on index mutual funds and ETFs, with discretionary management guided by client-specific Investment Policy Statements.