Lindsey Johns is a CFP® professional with six years of experience at Zuckerman Investment Group. Before joining the firm, she spent four years at the University of Michigan. Lindsey is based in Birmingham, MI. Zuckerman Investment Group offers family wealth management services to high-net-worth clients, including customized investment portfolios and financial planning. The firm employs a value-oriented, long-term investment strategy supported by in-house research and manages both discretionary and non-discretionary accounts.

Daniel Goldberg is a CFA® charterholder with 15 years of experience in the financial industry. He has worked at Diversified Portfolios, Inc. since 2021 and previously spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. He holds a Series 63 license and is based in Bloomfield Hills, MI. 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, using a long-term asset allocation strategy focused on broad diversification and cost-conscious use of low-cost passive and enhanced index funds, supplemented by selective active fixed-income investments.

Benjamin Klamo is a CFA® charterholder with 16 years of industry experience. He has been with Gainplan LLC since 2015. Gainplan LLC is a team firm based in Bloomfield Hills, MI, consisting of eight advisors. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients, offering asset management, retirement plan consulting, and business consulting. The firm uses a factor-based, top-down investment process that incorporates tactical and strategic asset allocations with various instruments including ETFs, mutual funds, individual securities, and derivatives.

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® and Series 63-licensed financial advisor with Center for Financial Planning Inc. He has five years of industry experience, including roles at Raymond James Financial Services and Raymond James and Associates. His background also includes teaching at Walsh College and work at American House. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, focusing on strategic asset allocation and diversification through documented suitability processes and periodic account reviews.

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.

Logan Schmitt is a financial advisor with The Nemes Rush Group, LLC, holding a Series 65 credential. He has under one year of industry experience, having previously worked at Old National Bank and engaged in roles outside finance, including at Latitude 42 Brewing and Western Michigan University. The Nemes Rush Group serves individuals, corporations, charities, and retirement plans by providing portfolio management, financial planning, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, and offers fiduciary support for retirement plans.

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 at Center for Financial Planning Inc in Southfield, MI. His prior experience includes roles at Raymond James Financial Services, Financial Focus, and LPL Financial. At Center for Financial Planning, he holds the position of Director of Client Services. Center for Financial Planning Inc is an SEC-registered investment adviser managing approximately $1.97 billion in assets. The firm provides financial planning and investment management to individuals, trusts, estates, and charitable organizations, emphasizing strategic asset allocation, diversification, and regular portfolio reviews.

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. in Bloomfield Hills, MI, holding a Series 65 designation and bringing 13 years of industry experience. His career includes multiple tenures at GPM Growth Investors, Inc. as well as six years at Malbork Capital Management LLC. GPM Growth Investors serves individual and high-net-worth clients, trusts, estates, and small businesses with discretionary portfolio management and comprehensive wealth planning. The firm focuses on long-term ownership of competitively advantaged U.S. companies through concentrated portfolios and actively managed ETF strategies, employing research-driven investment practices.

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®-certified financial advisor with 39 years of industry experience. She is currently with Center for Financial Planning Inc and has prior experience at Raymond James and Merrill. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages nearly $2 billion in assets and focuses on strategic asset allocation and diversification through a documented suitability process and regular portfolio reviews.

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 worked previously at Wells Fargo Clearing and Comerica Securities. Soule has been with Integrated Investment Consultants since 2015. Integrated Investment Consultants manages approximately $1.08 billion for individual, high-net-worth, and institutional clients. The firm offers discretionary and non-discretionary investment management, wealth management, and consulting, using a process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

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.