Adam Legg is a CFP®, ChFC®, and holds a Series 63 license, with nine years of industry experience. He has worked at ISTO Advisors, LLC since 2022, following prior roles at Stonebridge Financial Partners, LLC, and Northwestern Mutual. Before his financial advisory career, he was employed at Boulder Pointe Golf Club for six years. ISTO Advisors serves individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, retirement plan consulting, and a multigenerational “Prosperity” program. The firm operates under a fiduciary standard, uses a range of investment vehicles, and offers additional services such as executive coaching and leadership training through an affiliated business.

Michael Rice is a financial advisor with StraightLine in Troy, MI, holding a Series 65 designation and 11 years of industry experience. He has been with StraightLine since 2013. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, cash management, and retirement plan education and communication services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and offers a structured participant education program.

Dennis Raffin is a financial advisor at StraightLine based in Troy, MI, holding a Series 65 credential with three years of industry experience. He has worked at StraightLine and its predecessor entities since 2008. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, discretionary cash management, and retirement plan education services. The firm employs institutional research and proprietary model portfolios to guide investment decisions and provides a structured participant education program through group meetings, one-on-one sessions, and webinars.

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.

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.

Michael Bisaro is a financial advisor with StraightLine in Troy, MI, holding Series 63 and 65 licenses and 23 years of industry experience. He has been with StraightLine Group, LLC since 2004. Outside of his advisory role, he is involved with Questal, Inc., a financial wellness company that provides digital tools and personalized coaching, and he has a passive interest in Solar 26 LLC, an entity related to alternative energy asset holdings. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, and retirement education services. The firm uses institutional research and proprietary model portfolios to guide investment decisions, employing techniques such as modern portfolio theory and quantitative analysis.

Julia Maguran is a CFP® with five years of industry experience, currently serving as an advisor at ISTO Advisors, LLC since 2024. Her prior experience includes roles at Plante Moran Financial Advisors and Merrill Lynch. ISTO Advisors, LLC works with individuals, families, trusts, estates, retirement plans, and corporate entities, offering comprehensive wealth management, financial planning, and multigenerational coaching through their “Prosperity” program. The firm operates under a fiduciary standard and employs a broad range of investment options alongside third-party technology for estate and tax-aware planning.

Amos Sheena is a financial advisor at Q3 Asset Management Corporation with 17 years of industry experience. He has been with Q3 Asset Management since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an independently licensed insurance agent, dedicating up to 10% of his time to this activity. Q3 Asset Management provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing options, including subscription and performance-based fees.

Kara Mitchell is a CFP® with 13 years of industry experience, currently serving at ISTO Advisors, LLC since 2016. She also has a longstanding role at Snook Housey Advisors, Inc. and is an adjunct college professor at Walsh College. At Walsh College, she teaches courses related to her field, spending approximately 5% of her professional time on this activity. ISTO Advisors, LLC serves individuals, families, trusts, estates, retirement plans, and corporate entities, providing comprehensive wealth management, financial planning, and a two-phase program combining financial planning with ongoing wealth management and multigenerational coaching. The firm operates under a fiduciary standard, tailoring portfolios to client objectives using a broad investable universe and third-party resources.

Daniel Hoban is a financial advisor with Spectrum Financial Resources in Troy, MI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has worked at United Planners' Financial Services since 2009 and has been involved with Spectrum Financial Resources since 2006. Outside of advisory work, Hoban is a tax preparer and a notary public. Spectrum Financial Resources provides financial planning, advisory consulting, and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to build portfolios, offering both discretionary and non-discretionary management with ongoing supervision and re-optimization.

Bradford Giaimo is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2005. He is also involved with Q Stick Trading, LLC, where he has worked since 2002. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that blends strategic allocation with tactical elements and offers various billing options, including performance-based fees.

Jill Wall is a CFA® charterholder and holds Series 63 and Series 65 licenses, with three years of industry experience. She has been with ISTO Advisors, LLC since 2016 and briefly worked at Peterson Wiand Boes and Company in 2016. Outside of her advisory role, she serves as Treasurer on the House Advisory Board for the Christ Child Society of Detroit. ISTO Advisors, LLC serves individuals and families, including high-net-worth clients, as well as trusts, estates, employer retirement plans, and corporate entities. The firm offers comprehensive wealth management, financial planning, retirement plan consulting, and a multigenerational “Prosperity” program, utilizing a broad range of investment options and third-party technology to tailor strategies to client objectives and risk tolerances.

Kathryn Gillman is a CFP® professional with 22 years of experience in the financial industry. She has worked at ISTO Advisors, LLC since 2016 and previously held roles at Regal Securities and Fisher Financial Partners. Outside of her advisory role, she serves as a troop co-leader for kindergarten scouts in Highland Park, Illinois. ISTO Advisors works with individuals, families, trusts, estates, employer retirement plans, and corporate entities, offering wealth management, financial planning, and a two-phase “Prosperity” program that incorporates multigenerational coaching. The firm operates under a fiduciary standard, tailoring strategies to client objectives using a broad range of investment options and may utilize third-party sub-advisers.

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and less than one year of industry experience. His prior work includes roles at TFG Advisors and various positions outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a range of analytical methods and manages a notable mix of discretionary and non-discretionary assets while offering integrated services supported by affiliated entities within the Plante Moran enterprise.

Jonathan Arntz is an associate advisor at SEIA with one year of industry experience. Prior to joining SEIA in 2024, he worked at Cedar Brook Group for four years and was self-employed in construction for nine years. Outside of his advisory role, he is involved in property management through a separate business. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments guided by an in-house Investment Solutions Group and an Investment Committee, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent nine years with Legend Equities Corp. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Shadi Maasri is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and six years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company, Fidelity Investments, and Merrill Lynch. Outside of advisory work, Maasri has experience in the restaurant industry with Elies Mediterranean Grill and Bar. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and focuses on individualized client investment policies without maintaining traditional corporate business relationships.