David Zoellner Sr. is a financial advisor at Z Advisory Innovations with 35 years of industry experience. He previously worked at Newbridge Securities Corp. for nine years before joining his current firm. He holds Series 63 and Series 65 licenses. Z Advisory Innovations provides portfolio management and tailored investment services to individuals, high-net-worth clients, and business entities. The firm employs a primarily non-discretionary management approach, using tactical asset allocation and fundamental analysis across a diverse range of investment products, including mutual funds, ETFs, and alternative investments.

Michael Reed is a financial advisor at Nardis Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments, Personal Capital Advisors, and Mainstay Capital Management. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm customizes portfolios across multiple asset classes, offers socially responsible investment options, and maintains a cross-border operating posture with offices in multiple locations and a notable client base outside the United States.

Nicholas Bour is a financial advisor at Inspire Wealth Advisory LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brookwood Investment Group and Redwood Private Wealth LLC. In addition to his advisory role, he is active as a licensed insurance producer through Executive Financial Group. Inspire Wealth Advisory LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) services for individuals, trusts, business owners, and retirement plans. The firm utilizes the UX Wealth platform and third-party managers to implement customized investment strategies.

Brett Kidd is a financial advisor at Kidd Financial Planning, LLC with the PFS™ designation and one year of experience in financial planning. He has also worked at Norton & Kidd CPAs for ten years. Kidd Financial Planning, LLC provides investment management, financial planning, and retirement-plan advisory services to individual investors, trusts, charitable organizations, small businesses, and participant-directed retirement plans. The firm emphasizes passive, diversified, long-term investment strategies using mutual funds and ETFs and employs quantitative tools and third-party managers to manage client portfolios.

Kevin Adams is the sole advisor at the Law Office of Kevin Adams, PLLC in Livonia, MI. He holds a Series 65 designation and has 11 years of experience in the financial industry. He has practiced as an estate and tax attorney at his law office since 2000. The firm provides legal and tax services focused on estate planning, probate, trusts, and tax planning, and refers clients to third-party financial advisors rather than offering direct investment management. It emphasizes matching clients with suitable advisors through documented referral agreements and client disclosures.

Eric Little is a Series 65 licensed advisor with eight years of industry experience. He has worked at Estate Performance Advisors L.L.C. since 2019 and previously spent two years at Questar Asset Management, Inc. In addition to his advisory role, he operates an affiliated insurance agency, Estate Preservation Agency Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm also offers financial planning and consulting services and collaborates with other advisers via SEI’s platform.

Arthur Cole is a financial advisor with CND Financial in Livonia, MI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 15 years of industry experience and is also president and CPA of Cole, Newton & Duran, a certified public accounting firm. In addition to his advisory role, he serves as CFO of MI Pharm, a long-term care pharmacy, and owns several non-investment related businesses. CND Financial is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored portfolio management and financial planning services, employing a range of model strategies primarily using no-load mutual funds and ETFs, with quarterly portfolio reviews and limited-discretionary management.

Theodore Bugenski is a CFP® with 20 years of industry experience, currently serving as the sole advisor at CND Financial. He has been with Executive Financial Securities, Inc. dba CND Financial since 2008 and has worked at William Mack & Associates, Inc. since 1992. CND Financial provides discretionary investment management and hourly financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $199 million in assets for about 189 clients, employing diversified allocations to no-load mutual funds and ETFs across tailored model strategies based on each client’s risk profile and time horizon.

Jon Rothenberg is a financial advisor at Greenway Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Silberberg & Rothenberg Plc. Outside of his advisory role, he is the managing member of JD Rothenberg & Associates, a CPA tax preparation, accounting, and business consulting firm, and is CEO and majority owner of a film production company, Say There There Productions, LLC. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio, and offers both discretionary and non-discretionary management.

Mark Young is a financial advisor with Forever Young Integrated Wealth, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pinnacle Wealth Management, PURSHE KAPLAN STERLING INVESTMENTS, and Questar Asset Management. Outside of advisory work, he operates a cryptocurrency mining business and provides technology support through an affiliated tax advisory firm. Forever Young Integrated Wealth offers discretionary asset management and account services using model portfolios and managed-account platforms. The firm serves individuals, high-net-worth investors, and business entities, employing portfolio construction methods such as modern portfolio theory and quantitative analysis while utilizing third-party sub-advisors and institutional SEI model programs.

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.

Jatia Huey is a financial advisor at Dahring | Cusmano and Associates with one year of industry experience. She holds a Series 65 designation and previously worked at Five Brothers Asset Management and Mortgage Contracting Services. Dahring | Cusmano provides holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment process focuses on client-specific financial conditions and goals, using diversified asset allocation and low-cost investments, and offers comprehensive retirement-plan services including fiduciary roles and plan operations support.

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.

Jared Kohlenberg is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Purshe Kaplan Sterling Investments. He also played football at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm offers tailored investment policies and a range of investment options, combining various analytical approaches and manager due diligence in its investment process.

Alec Copeland is a financial advisor at Strickler Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase and Xanterra Travel Collection. Outside of financial advising, he is involved in landscaping and cleaning services through Flaunt Salon. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach using diversified holdings and third-party model managers, and offers additional services including financial planning, estate planning coordination, and tax preparation through affiliated entities.

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.

Jacob Kasperski is a financial advisor at A Smarter Way to Invest with three years of industry experience. He holds a Series 65 designation and also serves as Portfolio Manager at Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. His prior experience includes roles in education and small business ownership. A Smarter Way to Invest provides third-party investment advisory services to registered investment adviser firms, offering systematically managed strategies that combine fundamental and technical analysis. The firm focuses on institutional and RIA clients, delivering proprietary models and customized solutions rather than serving individual retail investors.

Robert Bilkie Jr. is a CFA® charterholder with 16 years of industry experience. He is with Sigma Investment Counselors, a firm where he has worked since 1987. Bilkie serves as Chairman of the Board for Eagle Capital Growth Fund. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities, employing a client-specific financial model and diversified portfolios that blend ETFs, equities, and fixed-income holdings.

Richard Bloom is a Series 65-licensed advisor with Bloom Advisors in Farmington Hills, MI, bringing 15 years of industry experience. He has been with Bloom Advisors since 1996. Outside of his advisory role, he owns and operates Bloom, Bloom & Associates, P.C., a law firm specializing in estate, tax, and small-business matters. Bloom Advisors serves individual and high-net-worth clients with discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.