Michael Rodzik is a financial advisor with Managed Asset Portfolios, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Managed Asset Portfolios since 2011 and Alt Fund Distributors LLC since 2014. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity and fixed-income research approach, offers separately managed accounts, sub-advisory roles, and retirement plan consulting, and utilizes tools such as the Bloomberg MAC-3 risk model to inform portfolio construction.

Daniel Patterson is a financial advisor with Managed Asset Portfolios, LLC in Rochester, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Managed Asset Portfolios since 2001, serving as a client relations manager and a 5% owner. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, offering separately managed accounts, sub-advisory services, and retirement plan consulting.

Brian Newcombe is a financial advisor with Managed Asset Portfolios, LLC in Rochester, Michigan, holding Series 63 and Series 65 credentials and having six years of industry experience. He has been with Managed Asset Portfolios since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to a range of individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm employs a bottom-up, fundamental value research approach and manages pooled investment vehicles as well as separately managed accounts across multiple asset classes.

Matthew Doering is a financial advisor at VIMA, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thurston Springer and Edward Jones. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm employs a top-down, sector-focused investment approach and customizes portfolios using equities, fixed income, mutual funds, ETFs, and covered call strategies.

Avery Ragatzki is a financial advisor with Baron Wealth Management, LLC in Troy, MI, holding a Series 65 designation and five years of industry experience. Prior to joining Baron Wealth Management in 2023, Avery worked at Plante Moran Financial Advisors for multiple periods between 2018 and 2022. Baron Wealth Management provides fiduciary wealth management and consultation services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on individualized, ongoing advice and strategic diversified asset allocation, combining internally researched securities with mutual funds, ETFs, and separately managed programs.

Jason Recchia is a financial advisor at Strategic Wealth Advisors Group, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Strategic Wealth Advisors Group, he worked at Ameriprise and has diverse experience including roles outside the financial sector. He is also affiliated with University of Detroit Jesuit High School and Academy. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm emphasizes the use of independent sub-advisors for portfolio management and offers ERISA plan services and public educational seminars.

Stacy Calder is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Blackridge since 2017. Prior to that, she was with Next Financial Group Inc and Capital Financial Services, Inc. Outside of her advisory role, Calder teaches line dancing and coaches weight loss through Optavia Healthy Living. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, offering tailored portfolio management, access to model portfolios and third-party managers, as well as estate-planning referrals.

Steven Grogan is a CFP®-credentialed financial advisor at Savvy with 16 years of industry experience. He has worked previously at Commonwealth Financial Network and Sii, and he is also the owner of Datum Point Tools, Inc., an industrial tool distribution business. Grogan serves as a director of Connect Macomb, a local non-profit Chamber of Commerce organization. Savvy Advisors provides comprehensive financial planning and investment management services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm emphasizes diversified, index-based portfolios supported by quantitative models and integrates advanced technology, including artificial intelligence tools, to enhance client service and communications.

Thomas Meissner is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Vanderbilt Advisory Services, Vanderbilt Securities, and NEXT Financial Group. Outside of advising, he serves as a referee and holds a promotional role with LVZ Advisors. Blackridge Asset Management offers financial planning, investment management, and consulting services through a network of advisers. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, utilizing a range of portfolio management strategies and affiliated platforms.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC in Sterling Heights, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Gibbs, Hayes worked at MipPro Wealth Management Inc and has a background that includes roles at Orfin & Associates and non-financial positions at Culvers and Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients through an advisor-directed Model Management program using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Christopher Schwarzkoff is an advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Financial Securities since 2021, following a prior role at GWFS Equities, Inc. from 2016 to 2020. Schwarzkoff is also involved with Diversified Retirement Services, engaged in the solicitation and placement of fixed insurance products. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of 118 investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and services, allowing IARs to tailor investment strategies and provide fiduciary plan management while supporting niche offerings such as 1031 exchange consulting and co-advised private wealth portfolios.

Kalomira Zangoulos is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at SagePoint Financial for eight years before joining her current firm. Outside of her advisory role, she is a sales associate at Brookstone Realty. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

Suzana Bogoevska is a financial advisor with IHT Wealth Management LLC, holding CFP® and CFA® designations and bringing 16 years of industry experience. She worked previously at Portfolio Solutions, LLC before joining IHT Wealth Management in 2021. Outside of her advisory role, she is involved with Venice Wealth Partners LLC, which operates in advisory and insurance business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of fiduciary and consulting services through a network of over 150 advisors.

Elizabeth Larson is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Michigan Timber & Truss prior to her current roles. Larson serves as a mentor for other advisors and is a board member and secretary for Gigi's Playhouse, a nonprofit organization. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers various institutional and intermediary services.

Michael Mann is a CFP® professional with 14 years of industry experience, currently serving at Ausdal Financial Partners, Inc. He has worked at firms including Miami Life, Inc., Emerson Equity LLC, and Axiom Capital Management, Inc. In addition to his advisory role, Mann owns a financial planning business and engages in activities such as insurance sales and client referrals for tax planning and charitable strategies. Ausdal Financial Partners, Inc. serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of investment advisory and financial planning services, integrating third-party managers and model portfolios tailored to client objectives and risk tolerances.

Ruhin Shah is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and less than one year of industry experience. His work history includes roles at Plante Moran, Ally Financial, and Toyoda Gosei, as well as experience in educational settings such as Michigan State University and Dakota High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment process integrates fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and frequently employs third-party managers and alternative investments.

James Kraatz is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Blackridge since 2017 and previously held positions at Next Financial Group, Inc., Capital Financial Services, Inc., and JESUP & LAMONT Advisors. Outside of his advisory role, Kraatz owns a fixed insurance business focused on fixed annuities, life, health, disability, and long-term care insurance. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing financial planning, investment management, and consulting services. The firm’s investment approach includes tailored portfolio management with discretionary and non-discretionary options, utilizing affiliated platforms and third-party managers to offer diversified strategies and estate-planning referrals.

Patrick Brown is a financial advisor with Lifemark Securities Corp. in Livonia, MI, holding Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at Lifemark since 2018 and Foresters Equity Services from 2015 to 2018. In addition to advising clients, he operates as an independent insurance agent. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering customized programs such as Unified Managed Accounts and Separately Managed Accounts with both discretionary and non-discretionary management options.

Cameron Roehl is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors since 2013. He has 12 years of industry experience. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Robert Samrah is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Arax Advisory Partners, where he has worked since 2026. His previous roles include positions at Gries Financial LLC, Rehmann Capital Advisory Group, and his own firm, Samrah Advisory Services. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers wealth management and advisory services with a focus on discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.