Nicholas Defenthaler is a financial advisor at Center for Financial Planning Inc with 13 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. He has worked at Raymond James Financial Services, Inc. since 2014. 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 across various investment vehicles and manages approximately $1.97 billion in assets through a team of 17 advisors.

Cameron Beginin is a CFP® professional with three years of industry experience, currently serving as an advisor at SGH Wealth Management since 2021. Prior to joining SGH, he worked at the University of Michigan and De La Salle School System. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and account types, employing a variety of investment techniques and instruments while monitoring and rebalancing portfolios on an ongoing basis.

Robert Bilkie Jr. is a CFA® charterholder with 16 years of industry experience. He is with Sigma Investment Counselors, a firm where he has worked since 1987. Bilkie serves as Chairman of the Board for Eagle Capital Growth Fund. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities, employing a client-specific financial model and diversified portfolios that blend ETFs, equities, and fixed-income holdings.

Bahiya Fawaz is a financial advisor at Mpm Wealth Advisors with 16 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Mpm Wealth Advisors since 2004 and operates a CPA firm, Alpha Tax Accounting and Tax Service, providing tax and advisory services. Mpm Wealth Advisors offers investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios constructed with low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

Christopher Nemes is a financial advisor at The Nemes Rush Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial and Deloitte Tax LLP. Nemes also serves as a guest lecturer at the University of Detroit Mercy and Detroit Central High School and is a board member of Legatus Ann Arbor. 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 combination of fundamental and technical analysis with both long- and short-term strategies and offers discretionary and non-discretionary mandates.

Robert Schmansky is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Pathworks Financial, Inc., where he has worked for two years, and has been associated with Clear Financial Advisors, LLC since 2011. Outside of his advisory roles, he is involved in tax preparation services through Royal Oak Tax Preparation Services, LLC. Pathworks Financial, Inc. is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, small businesses, and estates. The firm employs academic investment frameworks to build diversified asset-allocation models and offers services including asset management, financial planning, retirement consulting, estate planning support, and family office services.

Steven Bernier is a financial advisor with MPM Wealth Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at MPM Wealth Advisors since 2006 and was previously with Purshe Kaplan Sterling Investments from 2020. Bernier is also a licensed independent insurance agent. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, offering investment advisory and financial planning services. The firm emphasizes diversified portfolios built mainly from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

Charles Nemes is a CFP® with 39 years of industry experience and is a principal at The Nemes Rush Group, LLC. He has worked at Raymond James & Associates and currently holds roles at Alden Investment Group and Silverwood Risk Management, LLC. Nemes also serves as Treasurer for a nonprofit association related to Lake Charlevoix. The Nemes Rush Group, LLC provides portfolio management, financial planning, retirement plan consulting, and business consulting services to individuals, corporations, charities, and pension plans. The firm employs both fundamental and technical analysis with a range of trading strategies and offers tailored written financial plans along with fiduciary retirement plan support.

Daniel Dusina is a CFA® charterholder with 10 years of industry experience. He has worked at Blue Chip Partners, LLC since 2021 and was previously employed at BlackRock Investments LLC from 2015 to 2021. 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 relationships and customized asset-allocation models, supported by a network of affiliated tax and estate planning service providers.

Amanda Lehnert is a CFP® and Series 65 credentialed advisor with seven years of industry experience. She has been with Sigma Investment Counselors since 2015, working within a team of 11 advisors based in Northville, MI. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm uses a client-specific financial model and investment policy statement to implement diversified portfolios combining ETFs, individual equities, and fixed-income holdings, relying on both quantitative tools and qualitative research.

Steve Alexandrowski is a CFP® professional with 15 years of industry experience, currently serving at GEM Asset Management, LLC since 2001. He is based in Plymouth, MI, and is part of a four-advisor team. GEM Asset Management serves individual and high-net-worth clients, qualified retirement plans, charitable institutions, and foundations by providing discretionary investment management and standalone financial planning. The firm employs globally diversified, factor-driven portfolios emphasizing low-cost passive funds and selectively uses active managers, integrating proprietary models and derivative strategies for complex positions and tax-sensitive transitions.

Phillip Afif is a financial advisor at Royal Oak Financial Advisors, LLC, holding a Series 65 designation with six years of industry experience. He previously worked at Alpha Asset Advisors for one year before joining Royal Oak Financial Advisors, where he has been employed since 2017. Afif is a limited partner in a real estate and construction company, SODECO Limited Partnership, though he is not actively engaged in the partnership. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm bases investment decisions on asset allocation and model portfolios tailored to client goals and risk tolerance, typically managing accounts on a discretionary basis.

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor at Sigma Investment Counselors with 15 years of industry experience. He has been with the firm since 2006. Sigma Investment Counselors, founded in 1973 and fully employee-owned, provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm employs a client-specific financial model and diverse portfolios, combining ETFs, individual equities, and fixed-income holdings, with a focus on conservative risk assessments and thorough research using both quantitative and qualitative tools.

Mallory Hunt is a financial advisor at Center for Financial Planning Inc with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and J.P. Morgan Securities. 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.

Michael Mullenax is a CFP® professional with four years of experience at Sigma Investment Counselors. Prior to joining Sigma in 2022, he worked at Michigan State University and Karl's Cabin. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management services to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm’s investment approach combines client-specific financial models and diversified portfolios with both quantitative and qualitative research, emphasizing conservative risk assessments.

Ellis Liddell is a financial advisor at ELE Advisory Services, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in multiple business ventures including coaching, motivational speaking, mortgage services, and charitable work through the ELE Cares Foundation. Liddell is also a board member of the Educators With Purpose foundation. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across a range of asset classes while typically maintaining non-discretionary client accounts.

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.