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.

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.

Karen Culver is a Series 65-licensed financial advisor with Managed Asset Portfolios, LLC in Rochester, Michigan, where she has worked since 2015. She has 21 years of industry experience. Managed Asset Portfolios offers discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension plans, government plans, trusts, and registered and private investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and fixed-income research, utilizing tools like the Bloomberg MAC-3 risk model and employing derivatives and income-oriented allocations where appropriate.

Robert Kahn is a financial advisor at Stoney Creek Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been involved in the financial services industry since 1990, including roles at FSC Securities Corporation and his own firm, R. Kahn & Associates. In addition to his advisory work, he is a licensed accountant and occasionally offers accounting 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 employs a documented investment policy process, uses a variety of analytical methods, and offers services such as third-party money manager selection and retirement plan advisory, including held-away 401(k) account management.

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.

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.

Ethan Siekkinen is a CFP® and Series 65-licensed financial advisor at Plante Moran Financial Advisors with one year of industry experience. His background includes roles at J Wilson Wealth Management and multiple years working with Rizzo Lawn Care. He has also attended The Ohio State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, overseeing over $25 billion in assets.

Douglas Coursen is a financial advisor at Plante Moran Financial Advisors with 16 years of industry experience. He holds the CFP® designation and Series 65 license. He has been with Plante Moran Financial Advisors since 2009 and is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the Plante Moran enterprise that enable integrated financial services.

Juliane Lee is a CFP® and Series 63 credentialed financial advisor with 42 years of industry experience. She is affiliated with Capital Analysts and has worked at Lincoln Investment since 2010. Outside of her advisory role, she serves as treasurer for a condominium association and manages fixed investment activities through Michigan Benefit Financial. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, offering customized portfolios and access to third-party managers.

Travis Dombroski is a financial advisor affiliated with Plante Moran Financial Advisors in Auburn Hills, MI. He holds a Series 65 designation and has industry experience beginning in 2023, including roles at Herbert Financial Group and Dorian Ford. Prior to his financial advisory career, he was involved in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a variety of analytical approaches and manages a substantial mix of discretionary and non-discretionary assets, supported by affiliations within the Plante Moran enterprise that offer integrated financial services.

Anthony Picerni Jr. is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Group for 10 years before joining CX Institutional. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized strategy portfolios alongside more traditional investment options.

Henry Woloson is a financial advisor with Harbour Investments, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has operated Woloson Financial Management since 2013. Outside of advising, he is an attorney specializing in estate planning, preparing wills and trusts, and serves as a director of the David W. Elliott Memorial Foundation. He is also an author. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm combines fundamental and technical analysis to build customized portfolios and offers both discretionary and non-discretionary management, along with model-based solutions delivered through a subscription platform.

Suzana Bogoevska is a financial advisor with IHT Wealth Management LLC, holding CFP® and CFA® designations and bringing 16 years of industry experience. She worked previously at Portfolio Solutions, LLC before joining IHT Wealth Management in 2021. Outside of her advisory role, she is involved with Venice Wealth Partners LLC, which operates in advisory and insurance business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of fiduciary and consulting services through a network of over 150 advisors.

Mark Corombos is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has worked with Plante Moran Financial Advisors since 1998 and is also a partner at P&M Holding Group. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model, managing both discretionary and non-discretionary assets within the broader Plante Moran enterprise.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Elizabeth Larson is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Michigan Timber & Truss prior to her current roles. Larson serves as a mentor for other advisors and is a board member and secretary for Gigi's Playhouse, a nonprofit organization. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers various institutional and intermediary services.

Mark Eriksen is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks LLC, Summit Financial Group Inc., and LPL. Eriksen serves as a non-compensated board member of the Detroit Regional Chamber. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through around 207 advisors. The firm offers investment advisory and financial planning services across numerous platforms, employing a combination of firm models, third-party sub-advisers, and customizable allocations.

Thomas Williams is a CFP® and Series 65-registered financial advisor with six years of industry experience. He currently works at CX Institutional, LLC and previously held roles at Tfg Advisors, Jackson National Life Insurance, Michigan State University, and Farmington Public Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.