Jeffrey Huebner is a CFA® charterholder with 18 years of industry experience. He has been with Pointe Capital Management LLC since 2011, 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 based on fundamental analysis combined with technical and cyclical inputs, managing diversified portfolios that include stocks, ETFs, MLPs, and fixed income.

Jeremy Brandt is a financial advisor with Skyoak Wealth, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Skyoak Wealth since 2019 and is also affiliated with Brandt, Kelly & Simmons Securities, LLC, where he has been involved since 2006. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, financial planning, family office, and personal wealth management services. The firm employs a discretionary, customized investment approach integrating proprietary active strategies with outside managed accounts, including alternative and leverage-related strategies, and offers a mix of family office and retirement plan advisory services.

Craig Simmons is a financial advisor with Skyoak Wealth, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Brandt, Kelly & Simmons Securities, LLC since 2002 and has been with Skyoak Wealth since 2019. Skyoak Wealth is a team-based registered investment adviser that serves individuals, families, corporate retirement plans, and other institutions with wealth management, investment management, comprehensive financial planning, and family office services. The firm employs a discretionary and customized investment approach that integrates proprietary actively managed strategies with outside separately managed accounts, offering a broader mix of integrated services than many teams of similar size.

Daniel Sippell is a CFP® currently with SGH Wealth Management, where he has worked since 2023. He has prior experience at Grand Capital Advisors and Alpha Management Group, and spent several years in educational roles at the University of Michigan and local community schools. SGH Wealth Management serves 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 client risk tolerance and employs a variety of investment techniques, including mutual funds, ETFs, equities, bonds, alternative investments, and options.

Elizabeth Ottaway is a financial advisor with Pointe Capital Management LLC, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Pointe Capital Management since 2015. Ottaway serves on the corporate committee at the St. Vincent and Sarah Fisher Center and chairs the investment committees for both the Young Women’s Home Association and the Tau Beta Association. 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 employs a long-term, low-turnover investment approach centered on a proprietary five-step, sector-specific valuation process for its Large Cap Value strategy.

Sam Huszczo is a CFP® professional with 23 years of industry experience and has been with SGH Wealth Management since 2016. He holds a Series 66 license and operates as an independent life insurance agent, selling fixed annuities, life, and health insurance. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm manages discretionary portfolios using proprietary asset allocation strategies tailored to clients' risk tolerance and account types, employing a range of investment techniques and instruments.

Eric Pratt is a financial advisor with CIG Asset Management, Inc. in Southfield, MI, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Morgan Stanley. Pratt has been with CIG Asset Management and its affiliated entities since 2019. CIG Asset Management, Inc. provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic asset allocation process that incorporates both strategic and tactical models, including SRI/ESG-screened options, with diversified exposures across multiple asset classes and manages private pooled investment vehicles alongside sub-advisory and bespoke planning services.

William Ciske is a CFP® professional with one year of experience, currently serving at SGH Wealth Management. His prior work includes roles at Central Michigan University College of Business Administration, Lifeworks Advisors, and other varied positions. Outside of advising, he engages in freelance handyman work. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a range of investment techniques, including mutual funds, ETFs, individual equities and bonds, alternative investments, options writing, and short sales.

William Jones Jr. is a ChFC® credentialed advisor with 28 years of industry experience, currently serving at ELE Advisory Services, Inc. He has held positions at several firms, including Sigma Planning Corporation and Founders Financial Securities LLC. Outside of financial advising, he owns and operates Tiger Jones Outdoors LLC, a farming business, and St Helen Cabin Masters LLC, which provides lawn and landscaping services. ELE Advisory Services, Inc. offers portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized investment policy statements to guide client portfolios, primarily maintaining non-discretionary management or directed third-party arrangements.

John Atkinson is a CFP® professional with one year of industry experience, currently serving as an advisor at SGH Wealth Management. His prior work includes positions at Faurecia, Meritor, and Oakland University. SGH Wealth Management provides discretionary investment management and financial planning services 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 employs a variety of investment techniques and instruments, monitoring and rebalancing accounts on an ongoing basis.

Kenneth Brandt is a financial advisor at Skyoak Wealth with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brandt, Kelly & Simmons Securities, LLC since 2002. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, financial planning, and family office services. The firm manages approximately $693 million in discretionary assets through a combination of proprietary portfolios and third-party sub-advised accounts, employing a discretionary and customized investment approach that integrates actively managed strategies with selectively used alternative and leverage-related options.

Logan Dimitrie is a CFP® and Series 63-licensed financial advisor with Center for Financial Planning Inc. He has five years of industry experience, including roles at Raymond James Financial Services and Raymond James and Associates. His background also includes teaching at Walsh College and work at American House. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages approximately $1.97 billion in assets, focusing on strategic asset allocation and diversification through documented suitability processes and periodic account reviews.

Andrew O’Laughlin is a CFP® with 11 years of industry experience, currently serving at Center for Financial Planning Inc in Southfield, MI. His prior experience includes roles at Raymond James Financial Services, Financial Focus, and LPL Financial. At Center for Financial Planning, he holds the position of Director of Client Services. Center for Financial Planning Inc is an SEC-registered investment adviser managing approximately $1.97 billion in assets. The firm provides financial planning and investment management to individuals, trusts, estates, and charitable organizations, emphasizing strategic asset allocation, diversification, and regular portfolio reviews.

Lisa Stella is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Center for Financial Planning Inc and has prior experience at Raymond James and Merrill. Center for Financial Planning, Inc. is an SEC-registered investment adviser serving individual clients, trusts, estates, and charitable organizations. The firm manages nearly $2 billion in assets and focuses on strategic asset allocation and diversification through a documented suitability process and regular portfolio reviews.

Hannah Huehn is a CERTIFIED FINANCIAL PLANNER™ practitioner with five years of industry experience. She has been with Plante Moran Financial Advisors since 2018, with previous roles including work at Michigan State University and Adient. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and commonly utilizes third-party managers and alternative investments.

Kirk Dedenbach is a financial advisor with Plante Moran Financial Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Comerica Securities, and Comerica Bank. He is also associated with Plante Moran’s real estate and insurance advisory arms. Plante Moran Financial Advisors serves a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Erin Wozniak is a financial advisor at Merit Financial Advisors with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Advantage Investment Management, LPL Financial, and TL Financial Group. Merit Financial Group is a multi-team registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally overseen model portfolios and offers a range of account options and services including financial planning and retirement plan consulting.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market valuation models and frequently employs third-party managers and alternative investments.

Carly Purcell is a financial advisor at Advance Capital Management Inc with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024, previously working with Advance Capital Services since 2011. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and manages approximately $4.5 billion in assets across more than 6,800 clients.

Sonya Palumbo is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. In addition to her advisory role, she is a registered sales assistant at Taylor & Associates LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.