Dillon Haviland is a CFP® with seven years of industry experience, currently serving at Bloom Advisors. His prior roles include positions at TBH Global Asset Management, Charles Schwab and Co., TD Ameritrade, JPMorgan Chase Bank, Morgan Stanley Private Bank, and Huntington National Bank. Bloom Advisors provides discretionary, fee-only money management primarily for individual and high-net-worth clients, managing approximately $1.6 billion in assets. The firm employs a combination of factor investing, optimization, and technical analysis to create diversified, multi-asset portfolios that are actively managed and implemented mainly through institutional-share mutual funds and ETFs.

Logan Dimitrie is a CFP® with one year of industry experience, currently serving at Center for Financial Planning Inc. He has held roles at Raymond James Financial Services Advisors, Inc. and Raymond James and Associates, and previously worked at Walsh College and American House. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Clifford Robison is a CFP® with 28 years of industry experience, currently serving at FAI Advisors, Inc. since 2015. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Service Services. He is a board member of Big Rapids Land Development Corp. outside of his advisory work. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million across about 516 clients, employing fundamental and technical analysis, asset allocation, and long-term portfolio strategies, and uses sub-advisers including SEI Investments Management Corporation.

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.

Matthew Doering is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thurston Springer and Edward Jones. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call strategies.

Andrew O’Laughlin is a CFP® with 11 years of industry experience, currently serving with Center for Financial Planning, Inc. He has previously worked at Raymond James Financial Services, Inc., Financial Focus, and LPL Financial. At Center for Financial Planning, he holds the role of Director of Client Services. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across multiple asset classes and manages approximately $1.97 billion in assets through a team of 17 advisors.

Derek Podolak is a financial advisor with Solyco Wealth LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Gladstone Wealth Partners, Affinity Wealth Management Group, LPL Financial, and CITIZENS Bank. In addition to his advisory role, he operates as an independent insurance agent. Solyco Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and offers tax preparation and accounting services through an affiliated entity.

Joseph Griffin is a financial advisor at GPM Growth Investors, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Malbork Capital Management LLC and as a self-employed investment research analyst. GPM Growth Investors is an employee-owned investment adviser that offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies selected through a disciplined valuation process, managing concentrated stock portfolios, balanced portfolios, and actively managed ETF-based accounts.

Avery Ragatzki is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation and five years of industry experience. Prior to joining Baron Wealth Management in 2023, Avery worked at Plante Moran Financial Advisors for multiple periods between 2018 and 2022. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on individualized, ongoing advice and strategic diversified asset allocation, combining internally researched securities with mutual funds, ETFs, and separately managed programs.

Kathryn Gillman is a CFP® certificant with 22 years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2016. She holds a Series 63 license and is based in Troy, Michigan. Outside of her financial advisory role, she is involved as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, providing comprehensive wealth management, financial planning, and multigenerational coaching through its two-phase “Prosperity” program. The firm employs a broad range of investment options and operates under a fiduciary standard, tailoring strategies to client objectives and risk tolerances.

Lisa Stella is a CFP® professional with 39 years of experience in the financial services industry. She is currently with Center for Financial Planning Inc and has previously worked at Merrill and Raymond James in various capacities. Center for Financial Planning, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment strategy focuses on strategic asset allocation and diversification across multiple asset classes and employs both discretionary and non-discretionary account management.

Dena Soule is a financial advisor at Integrated Investment Consultants, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Integrated Investment Consultants since 2015. The firm serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, wealth management, and retirement plan consulting. Integrated combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and employs a variety of investment vehicles tailored to client risk tolerances and circumstances.

Nicholas Kallabat is a financial advisor with Spartan Wealth Management and holds a Series 66 designation. He has four years of industry experience, with prior roles at LPL Financial, Cadaret, Grant & Co., Inc., and Royal Alliance. Outside of his advisory work, he is a business owner of KA Enterprises of Michigan. Spartan Wealth Management is a multi-advisor firm providing discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, with personalized asset allocation and portfolio strategies.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Hannah Huehn is a CERTIFIED FINANCIAL PLANNER™ practitioner with five years of industry experience. She has been with Plante Moran Financial Advisors since 2018, with previous roles including work at Michigan State University and Adient. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and commonly utilizes third-party managers and alternative investments.

Kirk Dedenbach is a financial advisor with Plante Moran Financial Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Comerica Securities, and Comerica Bank. He is also associated with Plante Moran’s real estate and insurance advisory arms. Plante Moran Financial Advisors serves a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Carly Purcell is a financial advisor at Advance Capital Management Inc with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024, previously working with Advance Capital Services since 2011. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and manages approximately $4.5 billion in assets across more than 6,800 clients.

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.