Michael Masserant is a CFP® and holds a Series 65 license with six years of industry experience. He is currently affiliated with C2 Private Wealth and has worked at Strategic Investment Advisors, Inc. and Senior Planning Advisors, Inc. since 2019, as well as Lumin Financial from 2016 to 2019. Outside of his advisory role, he is involved in insurance services and product sales as an agent for Senior Planning Advisors, Inc. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis, and integrates tax and insurance services through affiliated firms to support client objectives.

Gina Di Girolamo is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Blue Chip Partners, she worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension plans, managing approximately $1.88 billion across about 1,000 client relationships. The firm offers tailored asset-allocation models and integrates investment management with affiliated tax and estate-planning services through its related entities.

Dylan Stockwell is a financial advisor at Blue Chip Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Blue Chip Partners, he worked at Deloitte Services LP and several other firms. Outside of finance, he has experience in the brewing industry and fitness clubs. Blue Chip Partners provides fee-based investment management and financial planning services 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 utilizes a team approach with customizable asset-allocation models and affiliated tax and estate-planning services.

Matthew Lamarre is a financial advisor at SimplyRIA Advisor Network with 15 years of industry experience. He holds a Series 65 designation and has been involved with firms including Jackson Kennedy since 2013, Caitlin John, LLC since 2011, and M&L Retirement Solutions since 2009. Outside of advisory roles, he is a managing partner and owner involved in selling annuities, FIA, and life insurance products. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, consulting, and fiduciary support. The firm employs a combination of active and passive strategies, offering discretionary and non-discretionary management through a multi-office structure that supports multiple independent IAR practices.

Andrea Cloutier is a Series 65-registered advisor at Blue Chip Partners, LLC with two years of industry experience. She previously worked at Plante Moran for seven years before joining Blue Chip Partners. Blue Chip Partners provides fee-based investment management and financial planning services 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 both discretionary and non-discretionary portfolio management alongside comprehensive or limited financial planning.

Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at several firms including Jackson National Life and currently serves as Director of Business Development at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering investment management, financial planning, consulting, and fiduciary support. The firm combines strategic asset allocation with active and passive management through a corporate RIA structure that hosts multiple independent advisory practices.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Adam Bressler is a ChFC® credentialed advisor at Dahring | Cusmano and Associates with five years at the firm. His prior work experience includes roles at Door Dash and Target. 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 family offices, trusts, private foundations, and qualified retirement plans. The firm’s client-centered investment process focuses on understanding financial conditions, risk profiles, and goals to construct tailored portfolios emphasizing asset allocation and low-cost investments.

Jared Lee is a financial advisor at C2 Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at Ford Credit and Signature Associates, as well as three years at Strategic Investment Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients, primarily focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to manage income distribution and market exposure.

Christopher Bakken is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. His previous roles include positions at Mercer Advisors and CMT Digital. Strickler Investment Services offers discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm uses an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds, and provides services such as portfolio supervision, tax preparation through an affiliated entity, and advice on held-away accounts and insurance products.

Keenan Casey is a CFP® with nine years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Core Planning, LLC. He has worked at firms including Facet Wealth and USAA in various financial planning roles. Mr. Casey divides his time evenly between both firms. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement guidance and investment consultations. The firm employs Modern Portfolio Theory to build diversified portfolios using low-cost index funds and ETFs, operating as a fee-only adviser without discretionary authority over client accounts.

Theodore Lakkides is a CFP® with 44 years of experience in financial planning. He has been with Financial Freedom House since 1982, including its predecessor entities, and previously worked at Triad Advisors, Inc. He serves as president, board member, and instructor for the Cygnet Institute of Personal Financial Literacy, a nonprofit organization providing financial education workshops and seminars. Financial Freedom House offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm employs a fiduciary approach with strategic asset allocation based on Modern Portfolio Theory, using primarily ETFs and no-load index funds.

Benjamin Radley is a Series 65-licensed advisor with SimplyRIA Advisor Network in Brighton, MI. He has been with SimplyRIA and SimplyRIA Advisor Network since 2026 and has prior experience working in various roles over the past several years, including at Grand Valley State University and South Lyon Public Schools. He has also worked at multiple golf courses earlier in his career. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support through a team of 26 advisors. The firm combines strategic asset allocation with active and passive management and operates under a corporate RIA structure that supports multiple independent adviser practices.

Michael Brasza is a CFP® with 17 years of industry experience. He is currently with RetireMitten Financial LLC, where he has worked since 2022 following 14 years at Mainstay Capital Management. RetireMitten Financial LLC serves individuals, high-net-worth clients, trusts, corporations, and multi-generational families, offering discretionary investment management and written financial planning services. The firm’s investment approach emphasizes passive portfolio construction with stocks and ETFs, guided by client-specific Investment Policy Statements and periodic reviews.

Wendy Simmons is a financial advisor with Dahring | Cusmano and Associates, holding Series 63, 65, and 66 licenses and possessing 16 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, JP Morgan Chase Bank, and ELE Wealth Advisors. Wendy is also a licensed insurance agent, dedicating a minimal amount of time to this role. Dahring | Cusmano provides holistic financial planning and investment management services to individuals, including high-net-worth clients, as well as family offices, trusts, and qualified retirement plans. The firm emphasizes a client-centered investment process focused on asset allocation and low-cost investments, managing portfolios primarily for the long term while also offering institutional plan services and fiduciary roles.

L Atherton is a financial advisor at C2 Private Wealth with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2011 to 2021. In addition to his advisory role, Atherton is involved with Strategic Planning Advisors, Inc., where he spends approximately half of his time providing insurance sales and services. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes risk and scenario analysis and integrates affiliated accounting and insurance services within its retirement-focused approach.

David Foret is a CFP® and holds a Series 65 license 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 services 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 employs a team-based approach focused on developing tailored Investment Policy Statements and asset allocation models that are actively monitored and rebalanced.

Chase Poulson is a financial advisor at Kaydan Wealth Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Kaydan Wealth Management in 2024, he worked at Northwestern Mutual and has experience in education from Northwood University and Fenton High School. 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.

Adam Larkin is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at United Wholesale Mortgage. Outside of his advisory role, he serves as an assistant coach for the boys' varsity ice hockey team at Clarkston Community 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 offers customized asset-allocation models and integrates tax and estate planning services through affiliated providers.

Julia Shaw is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Plante Moran and Merrill Lynch. 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 client relationships and uses customized asset-allocation models supported by fundamental, technical, and cyclical analysis.