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.

Jason Mac Lean is a financial advisor at C2 Private Wealth in Novi, MI, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AssetMark Brokerage, AssetMark Financial, Global Financial Private Capital, and Flexible Plan Investments. Mac Lean also serves as an insurance agent with Senior Planning Advisors, dedicating approximately 40% of his time to that role. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm combines comprehensive financial planning with discretionary portfolio management, using risk- and scenario-based analysis to address retirement income objectives and integrates tax and estate coordination through affiliated firms and partnerships.

Luka Zachary is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Strickler Investment Services, he spent nine years in school and had a one-year period of unemployment. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach using equities, ETFs, and mutual funds, supported by third-party model managers and risk analysis tools to align portfolios with client objectives.

Christopher Frayne is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Sigma Investment Counselors since 2006. 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 employs a client-specific financial model and diversified portfolios that include ETFs, equities, and fixed-income holdings, utilizing both quantitative and qualitative research tools.

Michael Mullenax is a CFP® professional at Sigma Investment Counselors with two years of industry experience. He has been with Sigma since 2022 and previously worked at Michigan State University and Karl's Cabin. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial models and diversified portfolios, blending ETFs, individual equities, and fixed-income holdings, while employing both quantitative and qualitative research tools.

Linda Meadows is a financial advisor at Columbia Asset Management, L.L.C. in Ann Arbor, MI, holding a Series 65 designation with nine years of industry experience. She has been with Columbia Asset Management since 2005. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, employing fundamental analysis alongside Modern Portfolio Theory with a long-term orientation.

David Mcneely is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Darden Wealth Group in Ann Arbor, MI. His prior roles include positions at Bank of America, Merrill Lynch, and SunTrust Investment Services. Darden Wealth Group provides wealth management and financial planning services primarily to private individuals, university faculty, business owners, foundations, and not-for-profit organizations. The firm employs a fundamental, bottom-up investment approach combined with macroeconomic and technical analysis, managing portfolios through a mix of individual stocks, bonds, and ETFs.

Kirk Cassidy is a financial advisor at C2 Private Wealth with 16 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including Yaske & Associates, PLLC and Senior Planning Advisors, Inc. Outside of advising, he is an owner and insurance agent at Senior Planning Advisors and is involved with a CPA firm, Yaske & Associates, PLLC. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing risk and scenario analysis, integrated tax coordination through affiliated accounting, and retirement education as part of its approach.

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.

James Hayman is an advisor with Aptus Financial, LLC in Ann Arbor, MI, holding a Series 65 designation. He has been with Aptus Financial since 2025 and has 30 years of experience working at the University of Michigan. Aptus Financial provides comprehensive financial planning and advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm follows a passive, long-term asset allocation approach and serves clients who retain investment discretion, using fixed fees and subscription-based ongoing support instead of percentage-of-assets fees.

Robert Cesario is a Series 65-licensed financial advisor at Pearl Planning in Dexter, Michigan, with one year of industry experience. Prior to joining Pearl Planning, he was a full-time student for nine years. Pearl Planning serves individuals, including high-net-worth clients, qualified retirement plans, trusts, estates, and business owners. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and consulting, utilizing a range of strategies and third-party tools to customize client portfolios.

Yongyi Fan is a financial advisor with Sun Global LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Prior to joining Sun Global in 2026, Fan worked at The Leaders Group Inc for five years and had roles at several other firms including Transamerica Financial Advisors and Cambridge Investment Research Advisors. Fan is also involved in insurance product distribution through separate business activities. Sun Global LLC provides discretionary portfolio management primarily to high-net-worth individual clients, employing a combination of fundamental, technical, cyclical, and quantitative analysis. The firm uses Investment Policy Statements and risk questionnaires to guide its investment approach and offers both long-term and short-term strategies, including options trading.

Mark Minder is a financial advisor at Darden Wealth Group in Ann Arbor, MI, with 16 years of industry experience. He has held roles at Minder Planning Group, Chisholm & Darden Investment Advisors, and Darden Wealth Group since 2009. Minder serves as Treasurer on the Finance Committee for the Kiwanis Club of Flint Michigan, a nonprofit organization focused on supporting children and communities. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofits, providing wealth management, financial planning, retirement plan consulting, and educational seminars. The firm employs a fundamental, bottom-up investment approach combined with tactical allocations and hedging, managing portfolios primarily with stocks, bonds, and ETFs on a discretionary basis.

James Pollock is a CFA® charterholder with over 21 years of experience in financial advisory roles. He currently serves at Diversified, LLC, having previously worked at Pollock Investment Advisors, LLC, McDonald Partners LLC, and Comerica Securities. Diversified, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, corporations, employee benefit plans, trusts, charitable organizations, and pooled investment vehicles. The firm utilizes a two-phase planning process and employs a diversified, long-term asset allocation strategy that may include advanced trading instruments and AI-supported research.

Chavez Vincent is a financial advisor with FAI Advisors, Inc. based in Farmington Hills, MI. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services, all since 2015 or 2016. Vincent is also involved in non-registered insurance sales, focusing on life, disability, and fixed annuity products. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental and technical analysis and emphasizes long-term investment strategies, while also offering insurance-based investment programs and access to managed account solutions.

David Mercier is a financial advisor at Pathworks Financial, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms including Scott Smith Financial, Inc. and Sigma Financial Corporation. Outside of his advisory work, he serves as secretary and treasurer of a small private hunting club. Pathworks Financial, Inc. is an SEC-registered investment adviser serving individuals, pension plans, trusts, small businesses, and estates. The firm offers diversified asset management, financial planning, retirement consulting, and family office services, using academic investment models and including alternative investments such as private funds and digital assets.

Patrick Marody is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with ON Investment Management Co., THE O.N. Equity Sales Company, General American Life Insurance Company, and Mutual Benefit Life. Outside of his advisory role, he is involved in insurance sales and managing non-investment businesses including consulting/coaching through Empowering Futures, LLC and business succession planning with B Trace Partners/Q5. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF screening, and asset allocation strategies focused on long-term investment objectives, with additional offerings such as insurance-based investment programs and access to managed account solutions.

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.