Mary Sheahan is a financial advisor with Center for Financial Planning Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at Raymond James Financial Services, The Fiduciary Alliance, and Ameriprise. Sheahan has also been involved in educational and community roles, including work with Lindamood-Bell Learning Processes and various Catholic organizations. 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 and manages approximately $1.97 billion in assets with a team of 17 advisors.

Scott Angebrandt is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He also works as a teacher at Kent ISD and provides homebound instruction, serving the educational community alongside his advisory role. Scott is affiliated with MEA Financial Services and Paradigm Equities, Inc. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing mainly on non-discretionary management with tailored recommendations based on client objectives.

Eric Wathen is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Provident Investment Management, Inc., where he has worked since 2023. Prior to that, he was with ESW Management Services, LLC from 2018 to 2023 and Ameriprise Financial Services, Inc. from 2015 to 2018. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a fundamental, bottom-up investment process focused on individual securities and manages approximately $1.23 billion for about 349 clients.

Bardette Hicks is a financial advisor with ELE Advisory Services, Inc. based in Southfield, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining ELE Advisory Services in 2021, Hicks worked at Pruco Securities, LLC and has a long tenure at Comerica Bank from 1977 to 2016. Outside of advisory work, Hicks is also a licensed real estate agent with Virtual Real Estate Services, LLC. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm provides portfolio management, financial planning, and monthly retirement seminars, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and regular reviews.

Jeanette Lopiccolo is a CFP® certificant and Series 66 license holder with 18 years of experience in financial advising. She has been with Center for Financial Planning Inc. and Raymond James Financial Services since 2016. 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 with a team of 17 advisors.

Ronald Braun is a CFP® professional with 40 years of industry experience, currently serving at Vantage Point Financial, LLC since 2022. He previously worked at Spc and Sigma Financial Corporation from 2011 to 2022. Braun is a board member of the Greater Northville UM Alumni Club in a volunteer capacity. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm follows a fiduciary, customized approach with a focus on long-term portfolio construction utilizing low-cost mutual funds and ETFs, while incorporating flexibility for alternative investments and coordinated planning services.

Chavez Vincent is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at O.N. Investment Management Company since 2016 and has been associated with The O.N. Equity Sales Company and Ohio National Financial Services since 2015. In addition to his advisory role, he is involved in non-registered insurance sales focused on life, disability, and fixed annuities. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, along with asset allocation strategies emphasizing long-term investments, and offers clients access to specialized insurance-based investment programs and sub-advisory solutions.

Patrick Marody is a financial advisor with FAI Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at On Investment Management Co and The O.N. Equity Sales Company since 2004, as well as longstanding positions with General American Life Insurance Company and Mutual Benefit Life. Outside of his advisory work, he is involved in consulting and coaching through Empowering Futures, LLC and manages business succession activities with B Trace Partners/Q5. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension plans, trusts, estates, and business entities. The firm manages approximately $301 million for around 516 clients through a team of five advisors, employing fundamental and technical analysis alongside tailored portfolio management and consulting on retirement and estate planning.

Michael Nemes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with The Nemes Rush Group, LLC, and has prior experience at Topel Forman, LLC. Nemes serves as a board member for the Risk Management Association East Michigan Chapter. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combined fundamental and technical investment approach, offering both discretionary and non-discretionary mandates, and manages over $1.35 billion in discretionary assets.

Miles Putnam is a CFA® charterholder with 15 years of industry experience, currently serving at Provident Investment Management, Inc. since 2010. He holds the Series 65 designation and works out of Novi, MI as part of a six-advisor team. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on individual securities, managing approximately $1.23 billion for about 349 clients.

Hans Gappy is a financial advisor at Royal Oak Financial Advisors, LLC in Royal Oak, MI, with six years of industry experience. He holds the Series 66 designation and has previously worked at Westminster Financial Securities, Inc., Stifel Independent Advisors, LLC, and Dumbstruck Inc. Outside of his advisory role, Hans serves as the head varsity boys basketball coach at Auburn Hills Oakland Christian School. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach emphasizes asset allocation and model portfolios tailored to clients’ risk tolerance and goals, with regular monitoring and rebalancing.

Carter Sales is an advisor at Pointe Capital Management LLC with a Series 65 credential and recent industry experience beginning in 2024. Prior to joining Pointe Capital Management, he held positions at Comerica Bank and Seneca Partners. Carter attended Michigan State University from 2020 to 2024. Pointe Capital Management serves individuals, retirement plans, trusts, and select institutional accounts with discretionary and non-discretionary investment management and ERISA fiduciary retirement-plan advising. The firm emphasizes a long-term, fundamentally driven equity selection strategy focused on Large Cap Value, utilizing a proprietary valuation model and a team-based research process combined with diversified asset allocation.

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.

Brendan Best is a financial advisor at Richard W. Paul & Associates, LLC with three years of industry experience and holds a Series 65 designation. Before joining Richard W. Paul & Associates, he worked at BorgWarner from 2020 to 2023. In addition to his advisory role, he assists clients with insurance policies, including annuities and life insurance, as a licensed insurance agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm uses a combination of actively and passively managed strategies with a focus on value, safety, quality, and risk control.

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.

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.

Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.

Jacob Gingell is a financial advisor at Royal Oak Financial Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Wealth Strategies Financial Group. In addition to his advisory role, he is also an insurance agent involved in the sales of fixed insurance products. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach is based on asset allocation and client risk profiles, utilizing model portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.

Brian Nemes is a CFP® with 16 years of industry experience, currently a principal at The Nemes Rush Group, LLC. His prior experience includes 12 years at Raymond James & Associates Inc. Outside of advisory work, he serves as treasurer for the Ridgelands Condominium Association. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and conducts regular account reviews.