Daniel Ladzinski is a financial advisor with Summit Financial Working with People You Trust, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Strategic Wealth Advisors Group and American Retirement Advisors, and operates as a sole proprietor. Outside of advisory services, he owns a retail sales business, DAL Essentials LLC, and is licensed to sell insurance products. Summit Financial serves a diverse client base including retirees, trusts, business entities, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan services, and insurance products, utilizing model portfolios with no-load mutual funds and ETFs that range from conservative to aggressive allocations.

Peter Mitroff is a financial advisor at Stoney Creek Advisors LLC in Rochester Hills, MI, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stoney Creek Advisors since 2016. Outside of advising, he is the owner and partner of an affiliated life and health insurance agency, Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy, model portfolios, and various analytical methods to manage and review client accounts regularly, offering a broad range of investment options and retirement-plan advisory services.

Richard Keil is a financial advisor at William Mack & Associates Inc with eight years of industry experience. He holds the PFS™ designation and has worked at William Mack & Associates since 2019. Keil has prior experience at a mutual fund management company and has been involved with Keil & Associates, P.C. since 1988. He is also president of Payroll Express, Inc., a payroll service firm. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients. The firm serves individuals, trusts, retirement plans, and other entities through a team of ten advisors, emphasizing diversified, tax-efficient, low-cost investment strategies using mutual funds and ETFs.

John Devine is a CFP® professional with three years of industry experience, currently with MKD Wealth in Troy, MI. His prior roles include positions at Integrated Capital Management, JP Morgan Securities LLC, and Northwestern Mutual. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and offers model portfolios across a range of risk levels, incorporating mutual funds, ETFs, individual securities, alternative investments, and digital assets.

Kendra Simon is a financial advisor at CPR Investments Inc with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including HBW Securities LLC and Ausdal Financial Partners, Inc. In addition to advisory work, she prepares taxes for clients. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with an emphasis on tactical and absolute-return strategies designed to reduce downside risk.

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with seven years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of advisory roles, he is involved with Energetic LLC. Ironwood Financial provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a distinctive approach incorporating derivatives and options-writing strategies within separately managed accounts.

Robert Wink is a financial advisor with Summit Financial Working with People You Trust, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been involved with multiple related firms, including Summit Financial Consulting LLC and Gradient Securities, LLC, and also provides tax planning and preparation services through Summit Tax Services LLC. Summit Financial serves a diverse client base that includes retirees, trusts, businesses, and retirement plans, offering discretionary asset management, written financial planning, ERISA plan services, and insurance-based products. The firm employs model portfolios with a range of allocation strategies and utilizes fundamental, technical, and cyclical analysis along with third-party research and sub-advisors to support its investment approach.

John Fawcett is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at CPR Financial Group and CPR Investments Inc since 2016 and at The Gurney Agency since 2019. Outside of investment advisory roles, he is also an insurance agent involved with Medicare-related activities. CPR Investments Inc provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models and third-party sub-advisors to pursue tactical and absolute-return strategies with a focus on defensive positioning and ongoing model management.

Nathan Marshall is an advisor at Managed Asset Portfolios, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles including positions at Topgolf and United Wholesale Mortgage. Managed Asset Portfolios, LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across multiple strategies and serves as sub-adviser to affiliated mutual funds while managing pooled and model portfolios.

Christopher Crawford is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Fidelity Personal and Workplace Advisors, and Prudential Financial Planning Services. He is also an insurance agent affiliated with CPR Financial Group LLC. CPR Investments Inc primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach that emphasizes tactical and absolute-return strategies to manage downside risk.

Samuel Morley is an investment advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 65 and Series 63 credentials and having eight years of industry experience. He has worked at Managed Asset Portfolios since 2018 and Alt Fund Distributors LLC since 2019. Prior to his advisory roles, Morley held positions at the University of Michigan Hospital and the University of Michigan. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients. The firm employs a bottom-up, fundamental value research approach across various equity and fixed-income strategies, and serves as a sub-adviser to mutual funds while managing pooled and model portfolios.

James Wink is a financial advisor with Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Gradient Securities, LLC and various Summit-affiliated entities, with involvement in tax services, insurance sales, and investment advisory. Outside of his advisory work, he serves as president of the Anchor Bay Community Foundation’s Kaarto Christian School Fund Scholarships, where he processes and evaluates scholarship applications. Summit Financial serves individual clients, trusts, business entities, and retirement plans, offering discretionary asset management, financial planning, ERISA plan services, and insurance products. The firm employs model portfolios primarily using no-load mutual funds and ETFs, with strategies ranging from conservative to aggressive, and emphasizes principal preservation for retirees.

Geoffrey Clark is a financial advisor at Fairway Investment Group, LLC with Series 66 credentials and one year of industry experience. He has concurrent roles at Paradigm Equities, Inc. and MEA Financial Services, and has been involved in an entrepreneurial venture called Cruises by Geoff & Nicole since 2024. Clark also has a long-standing background in education, having worked at Utica Community Schools since 2002 and Eastern Michigan University since 2023. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored investment recommendations.

Matthew Mc Ewen is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Edward Jones and Arrowroot Family Office, LLC in Rochester Hills, MI. Prior to his financial advisory career, he worked at ADP for twelve years. Arrowroot Family Office provides multi-family office and investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm offers customized asset allocation using advanced analytics and manages both discretionary and non-discretionary portfolios, often utilizing ETFs, mutual funds, and individual securities as directed by clients.

John Perko is a financial advisor with CPR Investments Inc and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at firms including CPR Financial Group LLC and Ausdal Financial Partners, Inc. Outside of advisory roles, he is an independent agent involved in the sale of life insurance and fixed annuities. CPR Investments Inc primarily serves individual investors, along with businesses and qualified retirement plans. The firm uses a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on reducing downside risk.

Charles Reinhold is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with CPR Investments Inc and CPR Financial Group LLC since 2006 and has worked with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory work, he serves as a township trustee in Washington Township, MI. CPR Investments provides discretionary portfolio management and financial planning for individuals, businesses, charitable organizations, and qualified retirement plans. The firm constructs multi-manager portfolios utilizing third-party advisors and in-house tactical strategies, emphasizing downside risk management and regular portfolio monitoring.

James Waugh is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VIMA since 2018, following two years at Citizens Securities, Inc. VIMA, LLC is a mid-sized advisory firm serving mainly individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-level screening process and may implement options strategies and margin trading with client authorization.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.

Emily Chludzinski is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Baron Wealth Management since 2022 and previously spent seven years at Plante Moran Financial Advisors. Baron Wealth Management provides fiduciary wealth management and consultation services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on individualized advice, strategic diversified asset allocation, and regularly reviews portfolios using a combination of internally researched securities, mutual funds, ETFs, and separately managed programs.

Kenneth Wink is an advisor at Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 65 designations with 23 years of industry experience. His career includes roles at Summit Tax Services LLC, Gradient Securities LLC, and several entities he manages, such as Kwink, Inc. and Summit Financial Consulting LLC. Outside of his advisory work, he is involved in tax planning, tax return preparation, and health insurance sales through affiliated businesses. Summit Financial serves a diverse client base including retirees, pre-retirees, trusts, business entities, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan services, and insurance products, using model portfolios primarily composed of no-load mutual funds and ETFs with a focus on principal preservation for retirees.