Michael Vissotski is a financial advisor at VIMA, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with VIMA since 2009. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios across various asset classes, including equities, fixed income, mutual funds, ETFs, and covered call option strategies.

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.

Michel Tenaglia is a CFP® professional with 20 years of industry experience, currently serving as an advisor at VIMA, LLC since 2011. He is a board member of the Italian American Chamber of Commerce of Michigan. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-level screening process and may include covered-call option writing and margin use where authorized.

Sadeer Jamil is a financial advisor at VIMA, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at VIMA since 2014, following roles at Raymond James & Associates, Charles Schwab, and Comerica Securities. Outside of his advisory work, Jamil is also active as a real estate agent with Sid Jamil Homes / House of May. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a sector-level screening process and uses strategies such as covered-call option writing and margin, typically exercising discretionary trading authority on client accounts.

Kevin Stempin is a financial advisor with UHY Wealth Management RIA LLC in Sterling Heights, MI. He holds the Series 66, Series 63, and Series 65 licenses and has 27 years of industry experience. Since 2008, he has been associated with John Hancock Distributors LLC and John Hancock. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios aligned with clients’ objectives and offers tailored investment policies, with a notable focus on pension consulting and plan sponsor services.

Andrew Charbonneau is a CFP® professional with 12 years of industry experience. He is currently with Defining Wealth Partners LLC and has previously worked at Securities America, Inc., and The O.N. Equity Sales Company, among others. Outside of his advisory role, he owns Redwood Wealth Management, Inc., a consulting business, and is also active 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 implementation.

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.

Brandon Ramirez is a financial advisor at Strategic Wealth Advisors Group, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is also licensed as an insurance agent, selling various insurance products. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, through financial planning, consulting, and discretionary investment management, often utilizing independent sub-advisors. The firm also provides ERISA plan services and conducts public educational seminars on investment topics.

Zachary Bachner is a Certified Financial Planner (CFP®) with seven years of experience, currently serving at Summit Financial Working with People You Trust in Sterling Heights, MI. His career includes roles at Summit Financial Consulting LLC, Gradient Securities, LLC, and Summit Insurance Services, LLC. He is also involved in health and property & casualty insurance sales and tax services as part of his professional activities. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm uses model portfolios built mainly from no-load mutual funds and ETFs, emphasizing principal preservation and tailoring strategies to client risk profiles through a structured, consultative approach.

Judy Goldis is a financial advisor at VIMA, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including AE Financial Services, Oliver Lagore Vanvalin Investment Group, SPC, and Sigma Financial Corporation. She also owns Goldis Financial Services, an insurance sales business. VIMA, LLC is a mid-sized advisory firm serving individual and high-net-worth clients with customized portfolio management, financial planning, and 401(k) consulting. The firm utilizes a top-down, sector-level screening process and offers discretionary trading authority, option strategies, and fixed-fee engagement options.

James Baldwin is a financial advisor at Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 65 and Series 63 credentials with five years of industry experience. His prior work includes positions at Gradient Securities, LLC and Fiat-Chrysler Automotive. Baldwin is also co-trustee of The Tammie Daniels Revocable Living Trust. Summit Financial provides advisory services to individuals, high-net-worth clients, trusts, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes model portfolios primarily comprised of no-load mutual funds and ETFs, applying various analytical methods and tailored strategies aligned with client risk profiles.

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.

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.

Joshua Vandergraaff is a financial advisor at UHY Wealth Management RIA LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Vertrix Wealth Management, Greystone Financial Group, and Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to manage portfolios tailored to clients’ investment objectives and oversees a significant mix of discretionary and non-discretionary assets.

Diane Young is a financial advisor at Arrowroot Family Office, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Financial Gravity Wealth, Inc., Athena Advisory Services Inc., and OSAIC. Young serves as a board member for the Girl Scouts of Southeast Michigan and is president of the Women’s Democratic Club of Greater Rochester. She is also the author of the book "Owning Your Financial Success" and engages in public speaking on the topic. Arrowroot Family Office provides wealth management and financial planning services to individuals, families, pension plans, trusts, and other entities. The firm focuses on asset allocation and uses quantitative analytics to build portfolios primarily consisting of ETFs and mutual funds, while also offering multi-family office services and managing private funds.

Harold Mohn Jr. is a Series 65-licensed advisor with nine years of industry experience, currently working at UHY Wealth Management RIA LLC since 2026. He has also worked with UHY Advisers Mid-Atlantic and Prosperity – An EisnerAmper Company. UHY Wealth Management RIA LLC serves individuals, employee benefit plans, trusts, estates, and institutional clients with both discretionary and non-discretionary portfolio management. The firm utilizes a combination of fundamental and technical analysis to tailor investment policies to client objectives and emphasizes pension consulting for plan sponsors.

Daniel Ladzinski is a CFP® practitioner with two years of industry experience, currently serving as an investment advisor representative at Summit Financial Consulting LLC. He has prior experience with Strategic Wealth Advisors Group and American Retirement Advisors, and operates a retail sales business through DAL Essentials LLC. In addition to his advisory role, he is also licensed as an insurance agent. Summit Financial serves individuals, high-net-worth clients, trusts, businesses, and qualified retirement plans, providing portfolio management, financial planning, ERISA plan advisory, and insurance products. The firm uses a range of investment strategies tailored to client risk profiles and offers educational seminars and detailed performance reporting.

Norbert Martz III is a financial advisor at UHY Wealth Management RIA LLC in Sterling Heights, MI, holding the ChFC® and Series 63 designations with 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, employee benefit plans, trusts, estates, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, developing individualized investment policies using fundamental and technical analysis tailored to client objectives.

Peter Mitroff is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stoney Creek Advisors since 2016 and was previously with Executive Wealth Management, LLC and Invest Financial Corporation from 2011 to 2016. He is also an owner and partner of a life and health insurance agency through Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities. The firm uses documented investment policy statements, model portfolios, and various analytical methods to manage accounts, and offers services including third-party money manager selection and retirement-plan advisory with held-away 401(k) account management.