Ann Shadle is a CFP® professional with 24 years of industry experience, currently serving at Dahring | Cusmano and Associates since 2016. She previously worked at Next Financial Group, Inc. for nine years. In addition to her advisory role, she operates an independent insurance agency affiliated with Dahring | Cusmano. Dahring | Cusmano and Associates provides holistic financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, including high-net-worth clients, as well as various entities such as family offices and qualified retirement plans. The firm focuses on client-centered investment processes with an emphasis on asset allocation and long-term portfolio management.

Nathan Meyer is a CFP® with six years of industry experience, currently affiliated with Caitlin John, LLC. He has worked at several firms including Guardian Pointe Private Wealth Management and A Smarter Way To Invest, Inc. Meyer is also the Director of Compliance and Operations at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm delivers personalized investment programs through a team of registered investment adviser representatives, utilizing a mix of active and passive management, third-party portfolio managers, and a broad range of financial instruments.

Brian Mcisaac is a financial advisor with Financial Freedom House in Waterford, MI, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked for Munder Capital Management | Victory Capital for 20 years before joining Financial Freedom House, where he has been since 2020. Financial Freedom House serves individuals, high-net-worth clients, and qualified retirement plan sponsors with investment advisory, portfolio management, and financial planning services. The firm employs a fiduciary-based approach focused on Modern Portfolio Theory and strategic asset allocation using primarily ETFs, no-load index funds, and passively managed institutional funds.

Matthew Mondoux is a CFP® and CFA® with nine years of industry experience. He has been with Blue Chip Partners, LLC since 2016. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored and other accounts.

Naoko Mckelvey is a Certified Financial Planner™ (CFP®) affiliated with Blue Chip Partners, LLC, where she has worked since 2019. She has 16 years of experience in the financial industry, including eight years at Lumin Financial, LLC. She is also a licensed non-variable insurance agent. Blue Chip Partners provides fee-based investment management and financial planning primarily to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships, offering services that include discretionary and non-discretionary portfolio management and tailored financial planning.

Mitchell Kahl is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Waldron Private Wealth and in various roles related to athletics and education at the University of Michigan and local schools. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships, customized asset-allocation models, and integrates tax and estate planning services through affiliated providers.

Tyler Curley is a financial advisor with Dahring | Cusmano and Associates and holds a Series 65 designation. He has seven years of industry experience, including prior roles at AE Wealth Management, Brokers International Financial Services, and TriFound. Outside of his advisory work, he is also involved in fixed insurance sales. Dahring | Cusmano and Associates provides comprehensive financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment approach emphasizes asset allocation and cost efficiency, managing portfolios primarily for the long term while offering extensive fiduciary and operational services for institutional retirement plans.

Joshua Jackson is a financial advisor with C2 Private Wealth in Novi, MI, holding a Series 65 credential and nine years of industry experience. He has worked at Senior Planning Advisors, Inc. and Strategic Investment Advisors, Inc. since 2017 and was previously with Advisors Excel from 2011 to 2017. Jackson is also involved in insurance services as an insurance agent at Senior Planning Advisors, Inc. C2 Private Wealth primarily serves individual and high-net-worth clients focusing on retirement planning for near and current retirees. The firm combines comprehensive financial planning with discretionary portfolio management, using risk and scenario analysis to guide income distributions while maintaining market exposure. Its integrated approach includes affiliated tax and insurance services and emphasizes client education through a required retirement course.

Erin Goss is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC. She joined Blue Chip Partners in 2021 after 16 years at Plante Moran Financial Advisors, LLC. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships through customized asset allocation and utilizes fundamental, technical, and cyclical analysis in portfolio management.

Samuel Fleischer is a financial advisor at Dahring | Cusmano and Associates in Novi, MI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Stellantis and Carl's Golfland. 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 client-centered investment approach focuses on comprehensive financial assessments and long-term portfolio management with a range of investment vehicles.

Mathew Britt is a financial advisor at Kaydan Wealth Management, Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and Asset & Risk Management. From 2017 to 2019, he was involved with Hikestyle LLC. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Douglas Smith is a CFP® professional with 15 years of industry experience, currently serving at Pathworks Financial, Inc. He has held roles at Pathworks Financial, LLC and Center Street Holdings, LLC, and is also a licensed real estate broker with Center Street Realty, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs academic investment frameworks to build diversified asset-allocation models and offers services including asset management, financial planning, retirement consulting, and family office support.

Gregory Haeger III is a financial advisor at C2 Private Wealth with one year of industry experience. He holds a Series 65 designation and has been involved with C2 Private Wealth in various capacities since 2021. Outside of advising, he operates a part-time youth baseball training business called High Performance Training. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning, discretionary portfolio management, and integrates tax and estate services through affiliated partners.

John Lambert is a financial advisor with SimplyRIA Advisor Network in Brighton, MI, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 32 years of industry experience, including roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been involved in ski coaching and instruction for over four decades, working with junior alpine athletes and various ski teams. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through a team of 24 advisors. The firm operates as an RIA-aggregator, supporting independent advisors who tailor portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Angela Cusmano is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior firms include Next Financial Group Inc and Purshe Kaplan Sterling Investments. She is also an owner involved in providing fixed annuity insurance to clients. Dahring | Cusmano and Associates offers 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 emphasizes client-centered portfolio management with a focus on asset allocation and low-cost investments, and it provides institutional plan services including fiduciary roles and operational support.

Logan Doty is a financial advisor at Strickler Investment Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Strickler Investment Services, he has held positions at Powerhouse Gym, Clemson University, BASF Corporation, and in education at South Lyon High School and Centennial Middle School. Outside of advising, he works as a life and health insurance agent with various carriers. 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 investment approach with diversified holdings and uses third-party model managers and platform services to implement client portfolios.

Hannah Bennett is a financial advisor with Verde Capital Management, Inc. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses. The firm combines fundamental and technical analysis in its investment process and offers a range of services including discretionary and non-discretionary management, 401(k) advisory, tax preparation, and financial coaching programs.

Alexander Walther is a financial advisor with Strickler Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, and he is also involved in insurance sales through Strickler Financial Group. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses an active, asset-allocation-focused approach with diversified holdings and offers integrated services including estate planning and tax preparation through affiliated entities.

Cody Vanderhagen is a financial advisor with Blue Chip Partners, LLC in Farmington Hills, MI, holding a Series 65 credential and five years of industry experience. Prior to joining Blue Chip Partners in 2020, he worked at CBRE and was a graduate student at the University of Michigan. Blue Chip Partners provides fee-based investment management and financial planning to a diverse client base including individuals, high net worth clients, trusts, estates, and small businesses. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services ranging from discretionary portfolio management to comprehensive financial planning, supported by an affiliated service network offering tax and estate-planning resources.

Bryan Azzo is a financial advisor at FAI Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with FinancePros, LLC and FinancePros Lending, LLC, where he oversees mortgage financial services operations. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients, offering tailored portfolio management and focused consulting on retirement and estate planning using fundamental and technical analysis, asset allocation, and a long-term investment approach.