Kara Mitchell is a CFP® professional with 14 years of industry experience and has been with ISTO Advisors, LLC since 2016. Prior to that, she worked at Snook Housey Advisors, Inc. from 2013 to 2017. She also serves as an adjunct college professor at Walsh College. ISTO Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, and corporate clients, employing a fiduciary standard and a broad range of investment options tailored to client objectives.

Joseph Mackey is a financial advisor at MKD Wealth with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MKD Wealth Coaches, LLC and its predecessor firm since 2006. Mackey is also an independent insurance agent licensed to sell life, disability, and long-term care insurance, as well as annuities. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and constructs diversified model portfolios across a range of risk levels using mutual funds, ETFs, individual securities, independent managers, alternative investments, and digital assets.

Julia Wachler is a financial advisor at Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation with three years of industry experience. She previously worked at Bedrock from 2016 to 2021 before joining Baron Wealth Management in 2021. Baron Wealth Management provides wealth management, portfolio management, and consultation services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a customized, strategic asset-allocation framework grounded in modern portfolio theory and emphasizes data-driven client relationships with regular portfolio monitoring.

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.

Ryan Conner is a CFP® professional with four years of industry experience. He currently works at Diversified Portfolios, Inc. and previously held advisory roles at Plante Moran Financial Advisors and The Mather Group, LLC. Diversified Portfolios, Inc. provides discretionary investment management and financial planning services to individuals, institutions, and nonprofits. The firm emphasizes long-term asset allocation, diversification, and low-cost passive and enhanced index funds, incorporating alternative strategies and third-party analytics in its portfolio management.

Katherine Osentoski is a CFP® professional with two years of industry experience, currently advising at MKD Wealth in Troy, MI. She has been involved with MKD Wealth Coaches, LLC since 2016. Osentoski is also a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth is a team-based firm managing approximately $505 million in assets, providing investment management, financial planning, and family office services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels and incorporates alternative investments and digital assets within its investment approach.

Joseph Klimowicz is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Financial Services of America and 1st State Bank. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term trading horizon, typically using mutual funds, fixed income, ETFs, REITs, and annuities to implement client portfolios.

John Atkinson is a CFP® professional with one year of industry experience, currently serving as an advisor at SGH Wealth Management. His prior work includes positions at Faurecia, Meritor, and Oakland University. SGH Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and employs a variety of investment techniques and instruments, monitoring and rebalancing accounts on an ongoing basis.

Daniel Hoban is a financial advisor with Spectrum Financial Resources in Troy, MI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has worked at United Planners' Financial Services since 2009 and has been involved with Spectrum Financial Resources since 2006. Outside of advisory work, Hoban is a tax preparer and a notary public. Spectrum Financial Resources provides financial planning, advisory consulting, and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to build portfolios, offering both discretionary and non-discretionary management with ongoing supervision and re-optimization.

Riley Manwaring is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 65 credential with one year of industry experience. Prior to joining Verde Capital Management, Riley worked at Rocket Companies, Uber, Grubhub, DoorDash, and held various roles during his time as a student. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses with investment management and fiduciary services. The firm combines fundamental and technical analysis with diversified fund menus and employs derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Logan Ross is a CFP® with 12 years of industry experience, currently serving as an advisor at Cranbrook Wealth Management, LLC since 2015. Prior to joining Cranbrook Wealth Management, he worked at CIG Asset Management, Inc. and American Portfolios Advisors, Inc. Logan holds a Series 66 designation. Cranbrook Wealth Management serves individuals, including high-net-worth clients, as well as institutional and fiduciary clients, managing approximately $906.8 million across about 250 clients. The firm offers discretionary investment management and integrated financial planning, utilizing tailored portfolios based on risk assessments and Investment Policy Statements, with a focus on tax-aware strategies and access to alternative investments through third-party subadvisors.

E. Brian Mosallam is a financial advisor with Spartan Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Axa Advisors, LLC. Outside of advisory services, he is also involved as an agent in a non-variable insurance agency affiliated with Spartan Wealth Management. 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, emphasizing long-term portfolio construction using fundamental analysis and Modern Portfolio Theory across a range of investment vehicles.

Bradford Giaimo is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2005. He is also involved with Q Stick Trading, LLC, where he has worked since 2002. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that blends strategic allocation with tactical elements and offers various billing options, including performance-based fees.

Bryan Long is a CFP® with nine years of industry experience, currently serving at Taylor & Morgan Asset Management, LLC d/b/a TM Advisors. He has worked with Taylor & Morgan since 2017 and also holds a consulting role with Taylor Capital LLC, a private real estate investment fund. Prior to this, he was associated with Regulus Advisors, LLC and Saginaw Valley State University. Taylor & Morgan Asset Management provides discretionary portfolio management and financial planning services to individuals and pension and profit-sharing plans. The firm employs fundamental and cyclical analysis across a variety of instruments and is notable for its affiliated professional activities, including legal, accounting, and private real estate investment services.

Jill Wall is a CFA® charterholder affiliated with ISTO Advisors, LLC, where she has worked since 2016. She holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of her advisory role, Wall serves as Treasurer on the House Advisory Board for the Christ Child Society of Detroit, where she prepares financial reports and oversees budgeting. ISTO Advisors serves individuals and families, including high-net-worth clients, as well as trusts, estates, retirement plans, and corporate entities. The firm offers comprehensive wealth management, financial planning, and a multigenerational “Prosperity” program, tailoring strategies to client objectives while operating under a fiduciary standard.

Jordan Neumann is a financial advisor at Vertrix Wealth Management, LLC in Troy, MI, holding a Series 65 designation with five years of industry experience. Prior to joining Vertrix Wealth Management in 2026, he worked at Greystone Financial Group, LLC for eight years and had shorter tenures at Financial Focus, LPL, Kroger, and Quicken Loans. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, offering portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that combines fundamental and technical analysis with dynamic asset allocation.

Kristie Guadiano is a financial advisor at Vertrix Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Greystone Financial Group and Polaris Greystone Financial Group. Kristie serves as a board member of the Sentinel Group advisory partner board. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.

Kenneth Carbaugh is a financial advisor at Liberty Capital Management Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Liberty Capital Management since 2014. Liberty Capital Management serves individual and high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and municipalities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice, employing globally diversified portfolios based on Modern Portfolio Theory and tailored to clients’ risk tolerance.

Rachel Young is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. She holds a Series 65 designation and has worked in roles including political campaign support and tax preparation prior to joining Arrowroot. Arrowroot Family Office provides advisory services to individuals, families, pension plans, trusts, and other entities. The firm emphasizes asset allocation and uses analytical tools to construct portfolios mainly composed of ETFs and mutual funds, along with selective use of individual securities and fixed income, while also offering multi-family office services and managing private funds.

Steven Lewis is a Series 65-licensed advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He has been with the firm since 2015. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities, using a value-oriented, bottom-up fundamental investment approach across equities and fixed income. The firm manages focused equity portfolios and distinct strategies, serving mainly high-net-worth clients and participating in donor-advised fund programs.