Joshua Bitel is a financial advisor at Center for Financial Planning Inc in Southfield, MI, with seven years of industry experience. He holds the CFP® and Series 63 designations. His career includes roles at Center for Financial Planning, Inc., Raymond James Financial Services Inc., and CIG Capital Advisors. He also serves as an agent handling a disability insurance policy on behalf of a retiring colleague. 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 through a team of 17 advisors.

Elizabeth Foley is a CFP® professional with 37 years of industry experience. She has worked at Hilltop Wealth & Tax Solutions since 2018 and previously spent 29 years at Ameriprise Financial Services, Inc. She serves as President of the Board of Directors for Hilltop Kids, an organization that provides education, goods, and services to underprivileged children and families in the community. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities. The firm offers discretionary portfolio management, comprehensive financial and tax planning, and integrates tax and estate considerations into investment recommendations.

Don Gill III is a financial advisor at SkyOak Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and BKS Advisors. SkyOak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, and financial planning services. The firm combines proprietary actively managed strategies with outside separately managed accounts, employing a customized discretionary approach that integrates fundamental, technical, and trend analysis.

Tareq Jallaf is a financial advisor at Hilltop Wealth & Tax Solutions with Series 65 credentials and two years of industry experience. His prior roles include positions at Unique Wealth Strategies and experience in academic settings at Northern Illinois University and the University of Vermont. Hilltop Wealth & Tax Solutions serves a diverse client base, including high-net-worth individuals, trusts, corporations, and tax-exempt entities, offering discretionary portfolio management, financial planning, and integrated tax and estate planning. The firm customizes investment decisions based on client objectives and risk tolerance, combining advisory services with in-house tax and bookkeeping capabilities.

David Mc Cormack is a financial advisor at Pointe Capital Management LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, Goldman Sachs, Jefferies LLC, and FBR Capital Markets & Co. Pointe Capital Management provides investment management and ERISA fiduciary retirement-plan advising to individuals, trusts, retirement plans, and select institutional clients. The firm focuses on a long-term, fundamentally driven Large Cap Value equity strategy supported by diversified asset allocation, and it employs leverage and derivatives in separately managed accounts while foregoing traditional financial planning services.

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 at SkyOak Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brandt, Kelly & Simmons Securities, LLC and Bks Advisors, LLC since 2006. SkyOak Wealth provides wealth management, investment management, comprehensive financial planning, retirement plan advisory, and family office services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm uses a discretionary, customized investment approach that blends fundamental, trend, and technical analysis across various asset classes.

Craig Simmons is a financial advisor at SkyOak Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brandt, Kelly & Simmons Securities, LLC since 2002. Simmons has been with SkyOak Wealth since 2019. SkyOak Wealth provides wealth management, investment management, comprehensive financial planning, and family office services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment process often using a core–satellite approach with active management across a range of asset classes and strategies.

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.

Matthew Trujillo is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 16 years of industry experience. He is a lead financial planner and partner at Center for Financial Planning Inc, where he worked from 2013 to 2021, and has also been affiliated with Raymond James Financial Services since 2013. Outside of his advisory role, he teaches chess to middle school students and has authored a chess instruction book used in his classes. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing comprehensive financial planning and investment management. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets through a team of 17 advisors.

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.

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 with SkyOak Wealth, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with SkyOak Wealth since 2019 and has a longstanding association with Brandt, Kelly & Simmons Securities, LLC dating back to 2002. SkyOak Wealth offers wealth management, investment management, and comprehensive financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment process that blends fundamental, trend, and technical analysis within a core–satellite approach, using discretionary portfolio management and a variety of investment vehicles.

Logan Dimitrie is a CFP® with one year of industry experience, currently serving at Center for Financial Planning Inc. He has held roles at Raymond James Financial Services Advisors, Inc. and Raymond James and Associates, and previously worked at Walsh College and American House. 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 focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Andrew O’Laughlin is a CFP® with 11 years of industry experience, currently serving with Center for Financial Planning, Inc. He has previously worked at Raymond James Financial Services, Inc., Financial Focus, and LPL Financial. At Center for Financial Planning, he holds the role of Director of Client Services. 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 multiple asset classes and manages approximately $1.97 billion in assets through a team of 17 advisors.

Hannah Huehn is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors in Southfield, MI. She has seven years of experience with the firm and a total of five years in the industry. Her prior experience includes multiple roles at Michigan State University and a position at Adient. Plante Moran Financial Advisors serves a diverse client base that includes individuals, institutions, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and estate-planning services using a range of analytical approaches and manages both discretionary and non-discretionary assets.

Kirk Dedenbach is a financial advisor at Plante Moran Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Comerica Securities, Comerica Bank, and Ameriprise Financial Services. He is also affiliated with Plante Moran’s real estate investment and insurance agencies. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, and business entities. The firm employs a combination of fundamental, technical, and proprietary equity valuation analyses to manage both discretionary and non-discretionary portfolios.

Erin Wozniak is a financial advisor at Merit Financial Advisors with 14 years of industry experience. She holds Series 66 and Series 65 credentials and has previously worked at Commonwealth Financial Network, Advantage Investment Management, LPL Financial, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach centered on centrally managed portfolios overseen by an internal Investment Management team and committee.