Brett Long is a CFP® professional with 10 years of industry experience, currently with Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked at Taylor Capital LLC since 2022 and was previously with Plante Moran Financial Advisors from 2015 to 2022. Outside of his advisory role, he serves as a consultant for Taylor Capital, providing investment analysis and compliance oversight for a private real estate fund. TM Advisors offers discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a broad range of investment instruments and is affiliated with related private investment vehicles and an accounting practice.

Brendan Knight is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 credential with one year of industry experience. Prior to joining FSA Advisors, he worked at United Wholesale Mortgage and held roles outside the financial industry including at BJ's Wholesale Club and Dave's Pizza Buffet. 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 focus on long-term trading and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Sam Huszczo is a CFP® professional with 23 years of industry experience and has been with SGH Wealth Management since 2016. He holds a Series 66 license and operates as an independent life insurance agent, selling fixed annuities, life, and health insurance. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm manages discretionary portfolios using proprietary asset allocation strategies tailored to clients' risk tolerance and account types, employing a range of investment techniques and instruments.

Stefanie Porter is a CFP® professional with 21 years of industry experience, currently serving as an advisor at White Pine Investment Company since 2022. Her prior experience includes roles at Pacific Life Distributors, TIAA-CREF, and Wells Fargo Clearing. She is also the sole member of Five Needles Estate Planning Services, PLLC, which offers estate planning and document drafting services. White Pine Investment Company provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, cyclical, and charting analysis to implement tailored portfolios and emphasizes regular written client communications and estate-planning coordination.

Jacob Raska is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2016 to 2024. He is a Series 63 and Series 65 license holder. Outside of his advisory role, he is involved in alternative insurance arrangements for clients unable to receive Northwestern Mutual benefits. Carrera Capital Advisors serves individual clients, retirement plans, trusts, foundations, and institutional entities, offering discretionary portfolio management and financial planning. The firm uses a multifaceted investment process incorporating quantitative tools, fundamental analysis, technical patterns, and machine-learning techniques to build diversified, tax-aware portfolios.

Joel Northam Jr. is a Series 65 licensed advisor with two years of industry experience, currently with Golden Reserve Retirement, LLC in Troy, MI. His prior work includes roles at Polo Drive Wealth and JD Mellberg. Northam also holds a licensed insurance agent designation through an affiliate of Golden Reserve Retirement, offering insurance products and services. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading, diversification, and tailored financial plans. The firm integrates estate-planning and tax services within a negotiated fixed annual fee structure.

Seyedeh Hajimirza is a financial advisor at Verde Capital Management, Inc. with a Series 65 credential and one year of industry experience. Her prior work history includes roles at Deloitte and Whole Foods. Verde Capital Management serves individuals, trusts and estates, retirement plans, and businesses, offering investment management, fiduciary services, and financial planning. The firm combines fundamental and technical analysis, employs diversified fund menus and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars and financial coaching programs.

Matthew Trujillo is a CFP®-certified financial advisor and partner at Center for Financial Planning Inc with 16 years of industry experience. He has worked at Center for Financial Planning and Raymond James Financial Services since 2013, following earlier roles at ON Investment Management Co and Mass Mutual Investors Services. Outside of his advisory work, Trujillo teaches chess to middle school students and has authored a chess instruction book that he incorporates into his teaching. Center for Financial Planning serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering financial planning and investment management with a focus on strategic asset allocation and diversification across various asset classes. The firm manages approximately $1.97 billion in assets with a team of 17 advisors.

Charles Dettloff is a financial advisor at Liberty Capital Management Inc with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Liberty Capital Management since 2016. The firm serves individual and high-net-worth clients as well as institutional entities, providing discretionary and non-discretionary portfolio management along with financial planning services. Liberty Capital Management employs a globally diversified investment approach grounded in Modern Portfolio Theory, tailoring asset allocation to client risk tolerance and managing over $750 million in assets with a small advisory team.

Eric Pratt is a financial advisor at CIG Asset Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Morgan Stanley. Pratt has been with CIG Asset Management and its affiliated entities since 2019. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with both strategic and tactical models, integrating diversified exposures and risk management through model-driven rebalancing and committee oversight.

Matthew Latarewicz is a CFA charterholder with two years of industry experience. He currently serves as a financial advisor at Heron Bay Capital Management and previously worked at RMB Capital Management LLC and FactSet Research Systems Inc. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term oriented strategy using fundamental, technical, and cyclical analysis to create customized portfolios primarily composed of individual equities and low-cost ETFs.

Michael Bisaro is a financial advisor with StraightLine in Troy, MI, holding Series 63 and 65 licenses and 23 years of industry experience. He has been with StraightLine Group, LLC since 2004. Outside of his advisory role, he is involved with Questal, Inc., a financial wellness company that provides digital tools and personalized coaching, and he has a passive interest in Solar 26 LLC, an entity related to alternative energy asset holdings. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, and retirement education services. The firm uses institutional research and proprietary model portfolios to guide investment decisions, employing techniques such as modern portfolio theory and quantitative analysis.

Julia Maguran is a CFP® with five years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2024. Her prior experience includes roles at Plante Moran Financial Advisors and Merrill Lynch. ISTO Advisors, LLC works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and multigenerational coaching through their “Prosperity” program. The firm operates under a fiduciary standard and employs a broad range of investment options alongside third-party technology for estate and tax-aware planning.

Jack Skrzycki is a CFP® with five years of industry experience, currently serving at Spartan Wealth Management. His prior roles include positions at LPL Financial, Thurston Springer Financial, Wells Fargo Advisors, and Merrill Lynch. Outside of advisory work, he is associated with SKRITZ LLC, a business entity for tax and investment purposes. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a multi-advisor team approach that emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory.

Michael Mazzola is a financial advisor at VIMA, LLC in Troy, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIMA since 2009. VIMA serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Amos Sheena is a financial advisor at Q3 Asset Management Corporation with 17 years of industry experience. He has been with Q3 Asset Management since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an independently licensed insurance agent, dedicating up to 10% of his time to this activity. Q3 Asset Management provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing options, including subscription and performance-based fees.

William Ciske is a CFP® professional with one year of experience, currently serving at SGH Wealth Management. His prior work includes roles at Central Michigan University College of Business Administration, Lifeworks Advisors, and other varied positions. Outside of advising, he engages in freelance handyman work. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a range of investment techniques, including mutual funds, ETFs, individual equities and bonds, alternative investments, options writing, and short sales.

Mark Zywiol is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Stonebrook Private LLC, where he has worked since 2024. His prior roles include positions at Charles Schwab & Co., Fidelity Investments, Raymond James & Associates, and teaching at Walsh College of Accountancy and Business. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with portfolios including ETFs, individual equities, covered options, structured products, and alternative investments, implemented through discretionary management and oversight of independent managers.

Trevor Cope is a financial advisor at UHY Wealth Management RIA LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at LPL Enterprise and Pruco Securities, LLC, and he has been associated with Prudential Insurance Company of America since 2015. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm employs fundamental and technical analysis to develop personalized investment policies and offers both discretionary and non-discretionary portfolio management.

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.