James Pilat is a financial advisor at Peak Wealth Management, LLC in Plymouth, MI, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Mutual Securities, Inc., Regulus Advisors, LPL Financial, and Axa Advisors. Pilat also engages in insurance sales as an independent agent. Peak Wealth Management primarily serves individual and high-net-worth clients, offering financial planning, a financial coaching program, and discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to create tailored model portfolios and manages approximately $446 million in discretionary assets across three advisors.

Preston Gee is a financial advisor at Peak Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Central Michigan University and in the retail and entertainment sectors. Outside of advising, he is involved in managing rental properties. Peak Wealth Management serves individual clients, including high-net-worth households, by offering financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis and utilizes institutional strategists through the Envestnet platform, managing portfolios primarily on a discretionary basis with quarterly reviews.

Matthew Kidd is a PFS™ credentialed financial advisor with three years of industry experience. He is principal of Kidd Financial Planning, LLC and also serves as president of Kidd Advisors, LLC, a CPA firm providing tax and accounting services. Kidd Financial Planning, LLC offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term, Modern Portfolio Theory–based approach with diversified, primarily passive asset-class exposure, frequently utilizing Dimensional Fund Advisors funds, and maintains an affiliation with an accounting practice for integrated financial and tax services.

Timothy Robertson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Cambridge Investment Research and The Financial Center, LLC since 2019 and 2020, respectively, and previously held a position at Quicken Loans. Robertson serves as a board member and volunteer for the Fairview Place Condo Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Kenneth Bernard is a CFA® charterholder with 16 years of industry experience. He is a principal at Bernard Wealth Management Corp., where he has worked since 2011, and previously was with GPM Growth Investors, Inc. He holds a life insurance license in Michigan and may recommend insurance products in addition to his advisory work. Bernard Wealth Management Corp. serves individuals, businesses, corporate retirement plans, and charitable organizations by providing discretionary portfolio management and fixed-fee or hourly financial planning. The firm manages approximately $314 million in assets across 327 relationships, employing model portfolios that combine mutual funds, ETFs, and selected individual stocks tailored to client goals and risk tolerances.

Jennifer Brown is a financial advisor at Key Concerns Inc with 14 years of industry experience. She holds a Series 65 designation and has worked at Belpointe Asset Management, LLC since 2016 and Key Concerns, Inc. since 2011, as well as a brief tenure at Tuttle Wealth Management. Outside of advisory services, she is involved in tax preparation through Liberty Tax. Key Concerns Inc. serves individual clients and small business retirement plans by selecting and monitoring third-party money managers and providing financial planning and consulting services. The firm focuses on aligning clients’ Personal Investment Policy Statements with appropriate unaffiliated advisers and maintains a formal solicitor role with multiple third-party advisory firms.

James Skubik is a CFA® charterholder with four years of industry experience. He has been with Provident Investment Management, Inc. since 2017 and previously worked at Long Lake Capital Management, LLC from 2015 to 2017. Provident Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach with distinct strategies for growth equities, dividend total return, and laddered fixed-income portfolios, managing approximately $1.23 billion for about 349 clients.

Hayden Kibbey is a financial advisor at Blue Chip Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Piper Sandler & Co. from 2022 to 2024. Prior to his professional career, he was a full-time student for nearly two decades. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm uses a tailored approach based on an in-depth discovery process and offers customized asset-allocation models alongside fundamental, technical, and cyclical analysis.

Nicholas Defenthaler is a CFP®-certified financial advisor with 13 years of industry experience. He is associated with Center for Financial Planning Inc and has worked at Raymond James Financial Services since 2014. His prior experience includes roles at CIG Asset Management and Mercer Global Advisors. Center for Financial Planning, Inc. serves individual clients, trusts, estates, and charitable organizations, managing approximately $1.97 billion in assets. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management with regular account reviews.

Cameron Beginin is a CFP® professional with three years of industry experience, currently serving as an advisor at SGH Wealth Management since 2021. Prior to joining SGH, he worked at the University of Michigan and De La Salle School System. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and account types, employing a variety of investment techniques and instruments while monitoring and rebalancing portfolios on an ongoing basis.

Bahiya Fawaz is a financial advisor at Mpm Wealth Advisors with 16 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Mpm Wealth Advisors since 2004 and operates a CPA firm, Alpha Tax Accounting and Tax Service, providing tax and advisory services. Mpm Wealth Advisors offers investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios constructed with low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

Christopher Nemes is a financial advisor at The Nemes Rush Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Deloitte Tax LLP. Nemes also serves as a guest lecturer at the University of Detroit Mercy and Detroit Central High School and is a board member of Legatus Ann Arbor. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies and offers discretionary and non-discretionary mandates.

Steven Bernier is a financial advisor with MPM Wealth Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments from 2020. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, offering investment advisory and financial planning services. The firm emphasizes diversified portfolios built mainly from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

Nickolas Roeder is a financial advisor at CIG Asset Management, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Scottrade before joining CIG Capital Advisors in 2024. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers SRI/ESG screened portfolios, managing accounts primarily on a discretionary basis.

Charles Nemes is a CFP® with 39 years of industry experience and is a principal at The Nemes Rush Group, LLC. He has worked at Raymond James & Associates and currently holds roles at Alden Investment Group and Silverwood Risk Management, LLC. Nemes also serves as Treasurer for a nonprofit association related to Lake Charlevoix. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm employs both fundamental and technical analysis with a range of trading strategies and offers tailored written financial plans along with fiduciary retirement plan support.

Daniel Dusina is a CFA® charterholder with 10 years of industry experience. He has worked at Blue Chip Partners, LLC since 2021 and was previously employed at BlackRock Investments LLC from 2015 to 2021. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored relationships and customized asset-allocation models, supported by a network of affiliated tax and estate planning service providers.

Phillip Afif is a financial advisor with Royal Oak Financial Advisors, LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Alpha Asset Advisors and has been with Royal Oak Financial Advisors since 2017. Outside of his advisory role, he is a limited partner in a real estate and construction company, SODECO Limited Partnership, though he is not actively engaged in its operations. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a model portfolio approach based on client risk tolerance and goals, managing accounts primarily on a discretionary basis.

Mallory Hunt is a financial advisor with Center for Financial Planning Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, J.P. Morgan Securities, and Chase Investment Services. Center for Financial Planning Inc. provides financial planning and investment management to individuals, high-net-worth households, trusts, estates, and charitable organizations, managing approximately $1.97 billion in assets. The firm emphasizes strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside access to Raymond James–administered programs.

Ellis Liddell is a financial advisor at ELE Advisory Services, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in multiple business ventures including coaching, motivational speaking, mortgage services, and charitable work through the ELE Cares Foundation. Liddell is also a board member of the Educators With Purpose foundation. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across a range of asset classes while typically maintaining non-discretionary client accounts.

Mary Sheahan is a financial advisor with Center for Financial Planning Inc. in Southfield, MI. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining her current firm, she worked at Raymond James Financial Services, The Fiduciary Alliance, and Ameriprise. Outside of advising, she has experience in educational and religious organizations. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, offering financial planning and investment management that emphasizes strategic asset allocation and diversification across multiple asset classes.