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.

Kenneth Bernard is a CFA® charterholder with 16 years of industry experience. He has been with Bernard Wealth Management Corp. for 15 years. In addition to his advisory role, he is licensed to recommend life insurance products in Michigan and is appointed with Jackson National Life and Brighthouse Financial. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations by providing discretionary portfolio management and financial planning services. The firm manages approximately $314 million in client assets using model portfolios that combine mutual funds, ETFs, and selected individual stocks based on quantitative and fundamental analysis.

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 financial advisor at Center for Financial Planning Inc with 13 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. He has worked at Raymond James Financial Services, Inc. since 2014. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets through a team of 17 advisors.

Bryce Gray is a financial advisor with Generational Wealth Advisors, holding a Series 65 credential and seven years of industry experience. He has worked with Talis Advisory Services and Generational Equity and maintains several business interests including a single-member law firm and an accounting firm that provides investment advisory services to businesses. Generational Wealth Advisors offers discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and an investment approach based on Modern Portfolio Theory, utilizing institutional-share mutual funds, ETFs, and separately managed accounts with long-term portfolio management and periodic rebalancing.

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. She holds Series 63 and Series 65 licenses and has operated her own CPA firm, Alpha Tax Accounting and Tax Service, providing tax and advisory services. Fawaz has been with MPM Wealth Advisors since 2004. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing approximately $1.04 billion in assets. The firm emphasizes diversified portfolios primarily constructed with low-expense mutual funds and ETFs, tailoring portfolios based on 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 36 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, offering both discretionary and non-discretionary management, model portfolios, and a range of financial planning and consulting services.

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.

James Carroll is a CFA® charterholder with 15 years of industry experience. He has been with Pointe Capital Management LLC since 2014, where he is part of a five-advisor team. Pointe Capital Management provides discretionary and non-discretionary investment management and retirement plan advisory services to individuals, high-net-worth clients, institutions, trusts, and 401(k) plan sponsors. The firm uses a long-term, low-turnover investment approach centered on fundamental analysis and a proprietary valuation process, and it employs derivatives and margin in separately managed accounts, which is uncommon among similar advisers.

Phillip Afif is a financial advisor at Royal Oak Financial Advisors, LLC, holding a Series 65 designation with six years of industry experience. He previously worked at Alpha Asset Advisors for one year before joining Royal Oak Financial Advisors, where he has been employed since 2017. Afif is a limited partner in a real estate and construction company, SODECO Limited Partnership, though he is not actively engaged in the partnership. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm bases investment decisions on asset allocation and model portfolios tailored to client goals and risk tolerance, typically managing accounts on a discretionary basis.

Mallory Hunt is a financial advisor at Center for Financial Planning Inc with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and J.P. Morgan Securities. Center for Financial Planning Inc provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Kevin McMillan is a financial advisor with Spectrum Financial Resources and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including eight years at J.P. Morgan Securities prior to joining Spectrum Financial Resources in 2020. Spectrum Financial Resources provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed income securities.

Ellis Liddell is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is involved in multiple business ventures including coaching organizations, mortgage services, and charitable activities such as the ELE Cares Foundation, where he serves as director. Liddell is also a motivational speaker and hosts a program called The Wealth Whisperer. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm provides ongoing portfolio management, financial planning, and retirement seminars, emphasizing fundamental analysis and client-specific Investment Policy Statements, with most assets managed on a non-discretionary basis.