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.

Connor Hughes is a CFP® professional with four years of experience at Diversified Portfolios, Inc. Prior to his current role, he worked at Dentsu International and Yanfeng Automotive, and he has an academic background from Michigan State University. Diversified Portfolios, Inc. provides discretionary investment management and wealth-management services to individuals, qualified retirement plans, charitable organizations, corporations, and trusts. The firm manages approximately $1.66 billion for about 606 clients, emphasizing long-term asset allocation, broad diversification, and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income strategies.

Alexander Strek is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently serves at Modell Capital Management LLC and has previously worked at Morgan Stanley and Clarkston Capital Partners, where he was involved in business development, client relationship management, and financial analyses. Modell Capital Management LLC provides discretionary asset management to a diverse client base, including individuals, institutions, trusts, and insurance companies. The firm employs a quality- and valuation-driven investment approach with an emphasis on long-term compounding and capital preservation across equity and fixed income portfolios.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Alexander Wagner is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors. Spartan Wealth Management provides 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 through fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies across a variety of investment types.

Cynthia Szymanski is a CFP® with 16 years of experience at Bloom Advisors, where she has worked since 2002. She is based in Farmington Hills, MI, and is part of a nine-advisor team. Bloom Advisors serves individual and high-net-worth clients with discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.

David Roberts is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VIMA, LLC since 2020. His prior roles include positions at Financial Strategies Group, Inc. and Securian Financial Group. Outside of his advisory work, Roberts is involved with Zeiders Enterprises, providing personal financial education and counseling to active duty military personnel. VIMA, LLC is a mid-sized advisory firm that primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and 401(k) consulting. The firm customizes portfolios using a top-down, sector-level screening approach and typically manages accounts on a discretionary basis.

Melissa Scenga is a CFP® professional at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI, with 10 years of industry experience. She previously worked at Cambridge Connection, Inc. from 2009 to 2017 before joining her current firm in 2017. Lifecycle Financial Planners serves individuals, families, small businesses, trusts, estates, and charitable organizations with comprehensive financial life planning and investment advisory services on a fee-only retainer basis. The firm employs a holistic, client-centered process incorporating Functional Asset Allocation and modern portfolio theory, and offers tailored engagement structures including intergenerational and transition-focused retainers.

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.

Lydia Teeple is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at Osaic Wealth, LPL Enterprise, and Prudential Insurance Company of America. Outside of her advisory work, she engages in reselling clothing on Depop and occasionally works with food delivery through DoorDash. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm uses a combination of fundamental and technical analysis to construct portfolios tailored to client objectives and restrictions.

Robert Kahn is a financial advisor at Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. He previously worked at FSC Securities Corporation and has operated R. Kahn & Associates since 1990. In addition to his advisory role, Kahn is a practicing accountant who occasionally offers accounting advice or services to clients. Stoney Creek Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm utilizes model portfolios and a combination of analytical methods, documents client goals in an Investment Policy Statement, and offers services including retirement-plan advisory and third-party money manager selection.

Thomas Post is a CFP® with 16 years of experience and has been with Diversified Portfolios, Inc. since 2010. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a trustee for Christ Church Cranbrook in Bloomfield Hills, Michigan. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm focuses on long-term asset allocation using broadly diversified, low-cost passive and enhanced index funds, and incorporates alternative strategies such as collateralized loan obligations and reinsurance-linked securities in some client portfolios.

Corey Davis is a Series 65-licensed advisor with Golden Reserve Retirement, LLC in Troy, MI, bringing four years of industry experience. Prior to joining Golden Reserve, he worked at EHG Wealth Management LLC and Mattson Financial Services, LLC. Outside of financial advising, he owns Corey Davis Films, LLC, a wedding videography business. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using primarily passive, low-cost investments. The firm integrates estate-planning legal and tax services within its fee structure and emphasizes tailored client documentation and portfolio monitoring.

Kenneth Brandt is a financial advisor at Skyoak Wealth with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brandt, Kelly & Simmons Securities, LLC since 2002. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, financial planning, and family office services. The firm manages approximately $693 million in discretionary assets through a combination of proprietary portfolios and third-party sub-advised accounts, employing a discretionary and customized investment approach that integrates actively managed strategies with selectively used alternative and leverage-related options.

Thomas Delpup is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at Enlightened Finance LLC and Cssc Brokerage Services, Inc. alongside their affiliated advisory firms. In addition to his financial advisory work, Delpup owns and operates a law practice providing legal services to clients and manages Blackheath Capital Management. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a team of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active management across multiple portfolio programs tailored to client needs.

Bruce Palen is a financial advisor at Sovereign Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Great Lakes Wealth, LLC, and Ameriprise Financial Services, Inc. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, while incorporating tactical reallocations, independent managers, and alternative investments through its Align Alternative Access Fund.

Marguerite Tschirhart is a financial advisor at VIMA, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors. In addition to her advisory role, she is a sole-practitioner attorney and operates a health insurance business. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting, employing a top-down, sector-focused investment process that includes equities, fixed income, mutual funds, ETFs, and covered call option strategies.

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.