Peter Mitroff is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stoney Creek Advisors since 2016 and was previously with Executive Wealth Management, LLC and Invest Financial Corporation from 2011 to 2016. He is also an owner and partner of a life and health insurance agency through Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. The firm uses documented investment policy statements, model portfolios, and various analytical methods to manage accounts, and offers services including third-party money manager selection and retirement-plan advisory with held-away 401(k) account management.

Kendra Simon is a financial advisor at CPR Investments Inc with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including HBW Securities LLC and Ausdal Financial Partners, Inc. In addition to advisory work, she prepares taxes for clients. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with an emphasis on tactical and absolute-return strategies designed to reduce downside risk.

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.

John Fawcett is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at CPR Financial Group and CPR Investments Inc since 2016 and at The Gurney Agency since 2019. Outside of investment advisory roles, he is also an insurance agent involved with Medicare-related activities. CPR Investments Inc provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue tactical and absolute-return strategies with a focus on defensive positioning and ongoing model management.

Nathan Marshall is an advisor at Managed Asset Portfolios, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Topgolf and United Wholesale Mortgage. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across multiple strategies and serves as sub-adviser to affiliated mutual funds while managing pooled and model portfolios.

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.

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.

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.

John Perko is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including HBW Insurance and Financial Services, HBW Securities, and Ausdal Financial Partners. Perko is also an independent insurance agent involved in life and fixed annuity sales through CPR Financial Group LLC. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing portfolio monitoring.

Charles Reinhold is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with CPR Investments Inc and CPR Financial Group LLC since 2006 and has worked with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he serves as a township trustee in Washington Township, MI. CPR Investments provides discretionary portfolio management and financial planning for individuals, businesses, charitable organizations, and qualified retirement plans. The firm constructs multi-manager portfolios utilizing third-party advisors and in-house tactical strategies, emphasizing downside risk management and regular portfolio monitoring.

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.

Joseph Larocca IV is a financial advisor with CPR Investments Inc. in Rochester, Michigan, holding a Series 65 designation and possessing 14 years of industry experience. He has been with CPR Financial Group LLC and CPR Investments Inc. since 2015. In addition to his advisory role, Larocca is also an insurance agent. CPR Investments Inc. primarily serves individual investors, along with businesses and qualified retirement plans, providing 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 designed to reduce downside risk.

Lance Whitney is a financial advisor at CPR Investments Inc with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in educational roles at Algonac Public Schools since 2022, as well as previously at South Lake Public Schools and Center Line Public Schools. In addition to his advisory work, Whitney has been involved in coaching since 2011 and officiating since 2004. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager investment approach focused on tactical and absolute-return strategies designed to reduce downside risk, offering discretionary portfolio management and comprehensive financial planning services.

Karen Culver is a financial advisor at Managed Asset Portfolios, LLC with 22 years of industry experience. She holds the Series 65 designation and has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and manages separately managed accounts, mutual fund sub-advisory roles, and model portfolios across multiple strategies.

Robert Kahn is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Stoney Creek Advisors since 2017 and previously worked at FSC Securities Corporation for seven years. In addition to his advisory role, Kahn is an accountant and occasionally offers related services to clients. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy process, employs multiple analytical methods, and offers services such as third-party money manager selection and retirement-plan advisory, including management of held-away 401(k) accounts.

Michael Rodzik is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Managed Asset Portfolios since 2011 and Alt Fund Distributors LLC since 2014. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, offers separately managed accounts, sub-advisory roles, and retirement plan consulting, and utilizes tools such as the Bloomberg MAC-3 risk model to inform portfolio construction.

Daniel Patterson is a financial advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Managed Asset Portfolios since 2001, serving as a client relations manager and a 5% owner. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, offering separately managed accounts, sub-advisory services, and retirement plan consulting.

Brian Newcombe is a financial advisor with Managed Asset Portfolios, LLC in Rochester, Michigan, holding Series 63 and Series 65 credentials and having six years of industry experience. He has been with Managed Asset Portfolios since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm employs a bottom-up, fundamental value research approach and manages pooled investment vehicles as well as separately managed accounts across multiple asset classes.

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.

Christopher Schwarzkoff is an advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Financial Securities since 2021, following a prior role at GWFS Equities, Inc. from 2016 to 2020. Schwarzkoff is also involved with Diversified Retirement Services, engaged in the solicitation and placement of fixed insurance products. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of 118 investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and services, allowing IARs to tailor investment strategies and provide fiduciary plan management while supporting niche offerings such as 1031 exchange consulting and co-advised private wealth portfolios.