Darryl Duerbusch is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2009. He also operates Global Financial Planning Group, LLC, where he provides comprehensive financial planning and serves as a fixed annuities and life insurance agent. Additionally, he is a commissioned Notary Public in Macomb County, Michigan. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment solutions, combining large-scale advisory operations with insurance and lending services.

Troy Williams is a CFA® charterholder with one year of experience at Miller Capital. Prior to joining Miller Capital, he held positions at Stout, General Motors, Azimuth Capital Management, Owens Corning, and Hantz Financial Services. His career also includes academic experience as a full-time student at Wayne State University and Grosse Pointe North. Miller Capital provides discretionary investment management, portfolio advice, and wealth management services to individuals, trusts, pension plans, corporations, and charitable entities. The firm emphasizes fundamental analysis, tax-aware portfolio customization, and fiduciary responsibility, managing a high level of assets with a focus on personalized investment strategies.

Daniel Zech is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with Stalt Financial, LLC, where he has worked since 2022, and previously held roles at MML Investors Services, LLC and FAI Advisors, Inc. Outside of his advisory work, Zech is a co-owner of Lone Light Spirits, LLC, a distillery company, though he is not actively involved in the business. Stalt Financial, LLC provides portfolio management and financial planning services to individuals, business owners, and entities, managing approximately $21.1 million in assets. The firm uses proprietary and third-party research, diversified ETFs, and licensed model portfolios, focusing on investment strategies that balance downside protection with growth potential, and also offers small business consulting and educational workshops.

Paul Dunbar is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at M1 Capital Management since 2011 and was also affiliated with Purshe Kaplan Sterling from 2011 to 2021. Outside of his advisory role, he is a licensed real estate agent representing buyers and sellers of Northern Michigan lakefront properties. M1 Capital Management provides discretionary portfolio management and financial and tax planning for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm employs a tactical asset-allocation approach primarily through diversified ETFs and fixed-income instruments, tailoring portfolios based on client risk and objectives.

Daniel Stavale is a financial advisor with Paragon Retirement Planning, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He is also the president of College Planning Solutions, LLC, which assists college-bound students in finding suitable colleges and securing scholarships. Additionally, Stavale works as an independent insurance agent offering various insurance products, including fixed index annuities. Paragon Retirement Planning serves individual and high-net-worth clients, providing comprehensive and single-issue financial planning and consulting with a typical account minimum of $100,000. The firm employs a model portfolio approach, allocating assets among third-party sub-advisors while maintaining client relationships and overseeing portfolio reviews.

Jared Kohlenberg is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Purshe Kaplan Sterling Investments. He also played football at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm offers tailored investment policies and a range of investment options, combining various analytical approaches and manager due diligence in its investment process.

Richard Aubuchon is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hantz Group and various non-financial firms such as Great Oaks Country Club and Top Golf. Outside of advisory work, he is involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and modern portfolio theory in its investment approach, offering discretionary management and tailored asset allocations across multiple asset classes.

Jack Yarosh is a financial advisor at Verde Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and various other organizations. Outside of advising, he is a minority owner of Millpond Bed and Breakfast LLC, a historic property with multiple Airbnb rental units in Clarkston, Michigan. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with investment management, fiduciary services, and financial planning. The firm’s investment process incorporates fundamental and technical analysis and utilizes diversified fund menus along with derivatives and synthetic strategies to manage portfolios.

Christopher Brittingham is a CFP® with three years of industry experience, currently serving as a financial advisor at Diversified Portfolios, Inc. He previously worked at Financial Engines Advisors, L.L.C. and has experience with the Fellowship Of Christian Athletes. Diversified Portfolios, Inc. provides discretionary investment management and financial planning to a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm emphasizes long-term asset allocation, broad diversification, and low-cost passive and enhanced index funds, incorporating alternative strategies such as collateralized loan obligations and reinsurance-linked securities.

Nathan Bohannon is a financial advisor at MKD Wealth with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at MKD Wealth Coaches, LLC and its predecessor firm from 2009 to the present. Outside of advising, he is a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a range of portfolio models across risk profiles using mutual funds, ETFs, individual securities, and alternative investments.

David Martin is a financial advisor at Gainplan LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Gainplan since 2015. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, and corporate clients. The firm employs a factor-based, top-down investment process combining tactical and strategic asset allocation, utilizing ETFs, mutual funds, individual securities, and derivatives, and offers discretionary portfolio management with periodic reviews.

William Hubbard is a financial advisor at Cirrus Capital LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Cirrus Capital since 2017. Prior to that, he was employed at Flexible Plan Investments and Fundbase. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans, offering discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, routinely monitoring and rebalancing portfolios while incorporating alternative investments and short selling when appropriate.

Jake Powers is a CFA® charterholder with two years of industry experience. He is currently with Modell Capital Management LLC and has previously worked at Clarkston Capital Partners, LLC. Modell Capital Management LLC provides discretionary asset management to a diverse range of individual and institutional clients, including trusts, retirement plans, foundations, and insurance companies. The firm employs a quality- and valuation-driven equity process focused on long-term compounding and emphasizes capital preservation and income in its fixed-income strategies.

Michael Vendittelli is a CFP® professional with 13 years of industry experience, currently serving at ISTO Advisors, LLC since 2020. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2020. Outside of his financial advisory work, he is a musician and general partner in Greenstreet Band LLC, a classic rock and blues band. ISTO Advisors, LLC serves individuals, families, trusts, estates, retirement plans, and corporate entities with comprehensive wealth management, financial planning, and multigenerational coaching programs. The firm operates under a fiduciary standard and uses a broad range of investment options, incorporating third-party sub-advisers and technology to tailor strategies to client objectives and risk tolerances.

Michael Dzialo is a financial advisor at Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Managed Asset Portfolios since 2000. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, pension and government plans, trusts, and investment companies. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, utilizing tools such as the Bloomberg MAC-3 risk model and employing strategies across multi-cap and global portfolios.

Jeffrey Ivory is a CFP® professional with 17 years of experience in the financial industry. He has been with Gainplan LLC since 2015. In addition to his advisory role, he teaches financial classes to individuals transitioning from their current employers and holds a non-variable insurance licensing background. Gainplan LLC provides investment advisory and financial planning services to individuals, trusts, pension, and corporate clients. The firm employs a factor-based, top-down investment approach using tactical and strategic asset allocation models, incorporating ETFs, mutual funds, individual securities, and derivatives.

Cassandra Beardslee is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with MKD Wealth since 2016, currently working as part of a six-advisor team. She is also licensed as an independent insurance agent, authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels, incorporating mutual funds, ETFs, individual securities, independent managers, and alternative investments.

David Laidlaw is a financial advisor at Spectrum Financial Resources in Troy, MI, with 24 years of industry experience. He holds a Series 66 designation and has been associated with Spectrum Financial since 2014. In addition to his financial advisory role, he operates a law office providing legal and tax preparation services and acts as a notary public. Spectrum Financial Resources offers financial planning, advisory consulting, and portfolio management to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a mixed investment approach combining fundamental, technical, and cyclical analysis with both long-term holdings and short-term trading strategies.

Beth Zilka is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Baron Wealth Management since 2010. In addition to her advisory role, she is an independently licensed insurance agent. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment professionals. The firm emphasizes individualized, ongoing advice and strategic diversified asset allocation based on Modern Portfolio Theory, combining internally researched securities with mutual funds and ETFs, and regularly reviews and monitors client portfolios.

Tyler Decoster is a CFP® with eight years of experience in wealth planning, currently serving as Director of Wealth Planning at ISTO Advisors, LLC. He previously worked at PwC for two years. ISTO Advisors is a team of 11 professionals serving individuals, families, trusts, estates, retirement plans, and corporate entities. The firm provides comprehensive wealth management and financial planning, combining multigenerational coaching with tailored investment strategies across a broad range of assets.