Brian Lakkides is a financial advisor at Financial Freedom House with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cygnet Financial Planning, Inc. (dba Financial Freedom House) since 2010 and at Triad Advisors, Inc. from 2005 to 2016. He serves as president of Fiduciary Firewall Consulting, Inc., providing ERISA compliance and consulting services, and is a board member and instructor at the Cygnet Institute of Personal Financial Literacy, a nonprofit organization offering financial education. Additionally, he officiates USSF sanctioned youth and adult soccer matches as a Grade 7 referee. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses a fiduciary approach with strategic asset allocation primarily through ETFs and passively managed funds, employing tools like Monte Carlo simulation and ongoing financial plan modeling to assess goal probabilities.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

Angelo D'orazio is a financial advisor at Stoney Creek Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Ameriprise and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as treasurer on the board of the Italian American Club of Livonia Charitable Foundation, which supports Italian culture and scholarships. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, model portfolios, and a mix of analytical methods to manage investments, with at least quarterly account reviews and rebalancing.

Adam Smart is a Series 65-licensed advisor at Verde Capital Management, Inc. in Clarkston, MI, with six years at the firm and a total of three years of industry experience. Prior to joining Verde, he worked at Ralco Industries for six years. Outside of his advisory role, he serves as secretary of the Pontiac Community Foundation, chairs the development committee at Central Detroit Christian, and is a leadership team member at the Church of The Holy Redeemer. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis investment approach with diversified fund menus and may use derivatives and synthetic strategies to manage exposure or enhance portfolio efficiency.

Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill. Outside of advisory work, he is a partner in Team Renegade, LLC, a technology business. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1 billion in assets for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary portfolio management and financial planning, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

Adam Simon is a financial advisor at CPR Investments Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple firms, including CPR Financial Group LLC and Ausdal Financial Partners, since 2017. Outside of his financial advisory roles, Simon serves as a firefighter and paramedic for the Clinton Township Fire Department and occasionally preaches at Woodside Bible Church. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing portfolio monitoring.

Steven Husovsky is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding a Series 65 designation with 10 years of industry experience. He has been with Managed Asset Portfolios since 2015. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, government plans, trusts, estates, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, incorporating tools such as the Bloomberg MAC-3 risk model and using derivatives and income-oriented allocations where appropriate.

Nicolas Vilotti is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Verde Capital Management and Oakland University. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, pension and government plans, trusts, and investment companies. The firm employs a fundamental, value-oriented equity analysis combined with detailed fixed-income research and manages separately managed accounts, mutual fund sub-advisory services, and retirement plan consulting.

Gregory Neino is a CFP® professional with 19 years of industry experience, currently serving at RetireMitten Financial LLC. Prior to joining RetireMitten in 2024, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 16 years. RetireMitten Financial LLC serves individual and high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and financial planning services. The firm emphasizes passive portfolio construction using stocks and ETFs, guided by client-specific investment policies and periodic reviews, and is noted for its planning related to Canadian-U.S. cross-border financial considerations.

Brian Mcisaac is a financial advisor with Financial Freedom House in Waterford, MI, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked for Munder Capital Management | Victory Capital for 20 years before joining Financial Freedom House, where he has been since 2020. Financial Freedom House serves individuals, high-net-worth clients, and qualified retirement plan sponsors with investment advisory, portfolio management, and financial planning services. The firm employs a fiduciary-based approach focused on Modern Portfolio Theory and strategic asset allocation using primarily ETFs, no-load index funds, and passively managed institutional funds.

Julie Fici is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Managed Asset Portfolios since 2017. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, manages mutual funds through a joint venture, and offers sub-advisory, wrap program, and retirement plan consulting services.

Andrew Charbonneau is a CFP® professional with 12 years of experience in the financial services industry. He is currently part of the team at Defining Wealth Partners, where he has worked since 2024. His prior experience includes roles at Securities America, The O.N. Equity Sales Company, and Chase Investment Services. Outside of his advisory work, he owns Redwood Wealth Management, Inc., a consulting business, and also works as an insurance agent. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach focused on low-cost, tax-aware strategies.

Stephen Dzialo is a Series 65 credentialed advisor at Managed Asset Portfolios, LLC with three years of industry experience. He has been with the firm since 2022. 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 is notable for its role as a sub-adviser to affiliated mutual funds and its use of varied fee arrangements.

Hannah Bennett is a financial advisor with Verde Capital Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Verde Capital Management, she has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach blends fundamental and technical analysis with diversified fund menus, and it employs derivatives and synthetic strategies to manage exposure and portfolio efficiency.

Justin Reinhold is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with CPR Financial Group LLC, CPR Investments Inc., and Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he owns Reinhold Custom Homes, LLC, where he designs and builds a residential home annually. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing portfolio monitoring.

Aaron Cary is a financial advisor with Financial Freedom House in Waterford, Michigan, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2012. In addition to his advisory role, Cary is also licensed as an insurance agent, soliciting life, disability, and fixed annuity products. Financial Freedom House provides discretionary portfolio management, financial planning, and fiduciary investment services to individuals, businesses, and qualified retirement plans. The firm uses a consultative, cash-flow based planning process and emphasizes strategic asset allocation implemented primarily with ETFs and passively managed funds.

Mark Tabock is a financial advisor at Stoney Creek Advisors LLC with 12 years of industry experience and holds the PFS™ designation. He has been associated with Tabock Business TR TBT Corp Mgmt Assoc Co since 1988, where he serves as an account executive and accounting manager, including providing tax services and business-related advice as a certified public accountant. He is a shareholder in Tabock Company, a Michigan for-profit corporation. Stoney Creek Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, a variety of analytical methods, and quarterly reviews to manage client accounts, and offers a broad investment menu alongside retirement-plan advisory services and client education initiatives.

Gary Lloyd is a financial advisor with CPR Investments Inc. in Rochester, MI, holding a Series 65 credential and 15 years of industry experience. He has worked with CPR Investments since 2016 and has prior experience at Quantum Capital Group LLC and Adaptive Equities. Outside of advisory work, he operates Gary Lloyd II, LLC, a real estate investment education company, and is involved in real estate purchase and resale through multiple business entities. CPR Investments Inc. primarily serves individual investors, businesses, and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-manager approach focusing on tactical and absolute-return strategies to manage downside risk.

Morgan Cinader is a financial advisor with Verde Capital Management, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining Verde Capital Management, Morgan worked at Michigan State University College of Human Medicine and Hope College. Outside of finance, Morgan teaches barre fitness classes at Pure Barre Clarkston. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach integrates fundamental and technical analysis with diversified asset allocation and uses both discretionary and non-discretionary management strategies.

Carl Szasz is a financial advisor at Verde Capital Management, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Verde Capital Management since 2008. Outside of his advisory role, Mr. Szasz owns and manages Verde Real Estate and is a partner in Narrin Farms, LLC, a lakefront horse farm. He also serves as President of the Starbluff Homeowner's Association and manages Millpond Bed and Breakfast, an Airbnb rental property. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services, and financial planning. The firm employs a blend of fundamental and technical analysis, offers diversified fund menus, and uses synthetic instruments as part of its investment approach.