Zachary Bachner is a Certified Financial Planner (CFP®) with seven years of experience, currently serving at Summit Financial Working with People You Trust in Sterling Heights, MI. His career includes roles at Summit Financial Consulting LLC, Gradient Securities, LLC, and Summit Insurance Services, LLC. He is also involved in health and property & casualty insurance sales and tax services as part of his professional activities. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm uses model portfolios built mainly from no-load mutual funds and ETFs, emphasizing principal preservation and tailoring strategies to client risk profiles through a structured, consultative approach.

James Baldwin is a financial advisor at Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 65 and Series 63 credentials with five years of industry experience. His prior work includes positions at Gradient Securities, LLC and Fiat-Chrysler Automotive. Baldwin is also co-trustee of The Tammie Daniels Revocable Living Trust. Summit Financial provides advisory services to individuals, high-net-worth clients, trusts, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes model portfolios primarily comprised of no-load mutual funds and ETFs, applying various analytical methods and tailored strategies aligned with client risk profiles.

Joshua Vandergraaff is a financial advisor at UHY Wealth Management RIA LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Vertrix Wealth Management, Greystone Financial Group, and Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios tailored to clients’ investment objectives and oversees a significant mix of discretionary and non-discretionary assets.

Harold Mohn Jr. is a Series 65-licensed advisor with nine years of industry experience, currently working at UHY Wealth Management RIA LLC since 2026. He has also worked with UHY Advisers Mid-Atlantic and Prosperity – An EisnerAmper Company. UHY Wealth Management RIA LLC serves individuals, employee benefit plans, trusts, estates, and institutional clients with both discretionary and non-discretionary portfolio management. The firm utilizes a combination of fundamental and technical analysis to tailor investment policies to client objectives and emphasizes pension consulting for plan sponsors.

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.

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.

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Watch Advisors and ON Investment Management CO. Outside of advising, he is involved with Energetic Brands LLC and Energetic LLC, businesses he has been associated with since 2015. Ironwood Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm uses distinctive options-writing strategies within separately managed accounts and tailors portfolios based on clients’ risk profiles and time horizons.

Robert Wink is a financial advisor at Summit Financial Working with People You Trust with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Summit Financial Consulting LLC, Gradient Securities LLC, and Summit Tax Services LLC in various capacities since 1988. Wink also provides tax planning, tax return preparation, and bookkeeping services through Summit Tax Services. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans with discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm uses model portfolios consisting largely of no-load mutual funds and ETFs, applying fundamental, technical, and cyclical analysis, and emphasizes principal preservation while employing a range of strategies tailored to client risk profiles.

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.

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 having 20 years of industry experience. His career includes roles at Summit Tax Services LLC, Summit Insurance Services, LLC, Gradient Securities, LLC, and leadership of his own entities, James D. Wink, Inc. and James Wink, Sole Proprietor. Outside of advising, he serves as president of the Anchor Bay Community Foundation Kaarto Christian School Fund, overseeing scholarship application processes. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, ERISA advisory services, and insurance products. The firm uses model portfolios primarily composed of no-load mutual funds and ETFs, applying fundamental, technical, and cyclical analysis tailored to client risk profiles, with an emphasis on principal preservation and a range of strategies from conservative to aggressive equity allocations.

Geoffrey Clark is a financial advisor at Fairway Investment Group, LLC with a Series 66 designation and one year of industry experience. He is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory roles, Clark is involved with Cruises by Geoff & Nicole and has teaching experience at Eastern Michigan University and Utica Community Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based portfolio management using programs sponsored by LPL Financial and emphasizes tailored advice through investor profiling and a combination of fundamental, technical, and cyclical analysis.

Michael Sherman is a financial advisor at UHY Wealth Management RIA LLC, holding a Series 65 credential. He has two years of industry experience, including prior roles at Seraph, Driveline, and College Hunks. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs individualized investment policies supported by both fundamental and technical analysis, managing portfolios with objectives such as growth, income, or tax considerations.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.

Scott Barnhart is a CFP®, ChFC®, and Series 66-licensed advisor with nine years of industry experience. He is currently affiliated with Fairway Investment Group, LLC and has worked with Paradigm Equities, Inc. and MEA Financial Services since 2017. Prior to his financial services career, he was employed by Algonac Schools for five years. Fairway Investment Group serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides portfolio management through LPL Financial-sponsored programs and employs a tailored investment approach based on investor profiles and ongoing analysis, operating on a non-discretionary basis.

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.

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.

Kyle Tessmar is a financial advisor at MDRN Capital with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, United Wholesale Mortgage, and Mortgage Pros. Outside of advisory services, he is also an insurance agent with MDRN Insurance, LLC. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, employing both fundamental and technical analysis with a primarily long-term investment focus.

Jason Recchia is a financial advisor at Strategic Wealth Advisors Group, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Strategic Wealth Advisors Group, he worked at Ameriprise and has diverse experience including roles outside the financial sector. He is also affiliated with University of Detroit Jesuit High School and Academy. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm emphasizes the use of independent sub-advisors for portfolio management and offers ERISA plan services and public educational seminars.

Stacy Calder is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Blackridge since 2017. Prior to that, she was with Next Financial Group Inc and Capital Financial Services, Inc. Outside of her advisory role, Calder teaches line dancing and coaches weight loss through Optavia Healthy Living. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management, access to model portfolios and third-party managers, as well as estate-planning referrals.

Steven Grogan is a CFP® with 16 years of experience in the financial services industry. He currently works at Savvy and has held prior roles at Commonwealth Financial Network and Sii. Grogan is also the owner of Datum Point Tools, Inc., an industrial tool distribution business, and serves as a director of Connect Macomb, a local non-profit Chamber of Commerce organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.