Brian Branch is a financial advisor at Royal Oak Financial Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Royal Oak Financial Advisors since 2018. Prior to that, he was with WFG Investments, Inc. and Capital Asset Advisory Services, LLC. Branch is also an independent insurance agent involved in investment-related insurance sales. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan services. The firm uses asset allocation strategies based on client questionnaires, risk tolerance, and goals, managing portfolios that include mutual funds, ETFs, stocks, bonds, and option strategies.

Lauren Adams is a CFP® with eight years of industry experience, currently serving as a financial advisor at Center for Financial Planning, Inc. She has worked with Raymond James Financial Services, Inc. since 2016. Outside of her advisory role, Adams is an officer and treasurer on the board of Kirk in the Hills Preschool, where she oversees budgeting and financial reporting. Center for Financial Planning, Inc. offers 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, utilizing a range of investment vehicles including stocks, bonds, mutual funds, ETFs, and managed accounts.

William Johnson is a CFP® with 20 years of industry experience. He has been with White Pine Investment Co since 2018 and previously worked at Charles Schwab and Charles Schwab & Co., Inc. from 2014 to 2018. White Pine Investment Company is a fee-only registered investment adviser serving primarily individual clients, including high-net-worth households, with discretionary investment management and integrated financial planning. The firm combines fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client goals and provides ongoing portfolio oversight and written plan reviews.

Michael Brocavich is a CFP® professional with 19 years of industry experience. He currently serves as a Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc, where he has worked since 2021. His prior experience includes roles at McClaren Investment Partners LLC and Edward Jones. He is also a partner at Center for Financial Planning II, LLC. 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 employs a strategic asset allocation approach across a diversified mix of investments and manages adviser accounts through Raymond James & Associates, offering both discretionary and non-discretionary services.

Amanda Toia is a financial advisor with Center for Financial Planning, Inc. and Raymond James Financial Services, holding Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Center for Financial Planning since 2010. 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 with a team of 17 advisors.

Anthony Digiovanni is a CFA® charterholder with 10 years of experience in the financial industry. He has been with White Pine Investment Co in Livonia, MI since 2012. White Pine Investment Company provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client goals and offers ongoing portfolio oversight and regular financial plan reviews.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. 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’s investment approach emphasizes strategic asset allocation and diversification, with approximately $1.97 billion in assets under management and a team of 17 advisors.

Cody Vanderhagen is a financial advisor with Blue Chip Partners, LLC in Farmington Hills, MI, holding a Series 65 credential and five years of industry experience. Prior to joining Blue Chip Partners in 2020, he worked at CBRE and was a graduate student at the University of Michigan. Blue Chip Partners provides fee-based investment management and financial planning to a diverse client base including individuals, high net worth clients, trusts, estates, and small businesses. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services ranging from discretionary portfolio management to comprehensive financial planning, supported by an affiliated service network offering tax and estate-planning resources.

Bryan Azzo is a financial advisor at FAI Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with FinancePros, LLC and FinancePros Lending, LLC, where he oversees mortgage financial services operations. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients, offering tailored portfolio management and focused consulting on retirement and estate planning using fundamental and technical analysis, asset allocation, and a long-term investment approach.

Kali Hassinger is a CFP® professional with 12 years of industry experience, currently affiliated with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services, Inc. since 2013. Hassinger also serves as an insurance agent at Lloyd's/International Specialty Insurance. Center for Financial Planning, Inc. provides comprehensive 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 through a team of 17 advisors.

Stephanie Morawski is a financial advisor with Expressive Wealth LLC in Grosse Pointe, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Expressive Wealth in 2024, she worked at Equitable Advisors and Blue Cross Blue Shield of Michigan. She is also the owner of MID Concierge, LLC, a business providing coaching and consulting services to divorce-related professionals. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm uses a variety of investment strategies tailored to client goals and risk tolerances and is known for its multi-office presence and oversight of managed accounts and sub-advisors.

Matthew Dombrowski is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently an Investment Adviser Representative with Richard W. Paul & Associates, LLC and has prior experience at GF Investment Services, LLC, J.W. Cole Financial, Inc., Midwest Financial Consultants, Inc., and Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also involved with Midwest Financial Consultants, Inc., where he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance products. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a customized approach that includes retirement income projections, risk assessments, and a mix of active and passive investment strategies focused on value, safety, and loss avoidance.

Daniel Seder is a CFP® and CFA® with 24 years of industry experience. He has been with Blue Chip Partners, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. He is also a partner in a non-variable insurance business. 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 and implements customized asset allocation models using fundamental, technical, and cyclical analysis.

Nicholas Boguth is a CFP®, CFA®, and holds a Series 63 license with 10 years of experience in the financial industry. He has been associated with Raymond James Financial Services, Inc. since 2015. Boguth serves as a Portfolio Manager at Center for Financial Planning Inc., where he contributes over 80 hours monthly. Center for Financial Planning, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Denise Grace is a financial advisor with AAN Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at AlphaStar Capital Management, LLC, Virtue Capital Management, LLC, and has been the owner and insurance agent at Grace Financial Group, LLC since 2008, where she spends a significant portion of her time offering insurance products. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, project consulting, and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide portfolio recommendations and oversees an external subadvisor to manage and rebalance client portfolios.

Deborah Van Dam is a CFP® with two years of experience, currently serving as a financial advisor at Blue Chip Partners, LLC. Her prior work includes roles in hospitality and education, including positions at Cantoro Trattoria, LLC and University of Michigan-Dearborn. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored relationships through in-depth discovery and customized asset allocation, offering services supported by affiliated tax and estate planning providers.

Timothy Wyman is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding the CFP® designation and Series 63 license with 34 years of industry experience. He has been associated with Raymond James Financial Services since 1999. Wyman serves on the Board of Trustees at Albion College, where he chairs the Investment Committee and Endowment Investment Committee. He is also a licensed attorney in Michigan. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning and investment management services. The firm employs a strategic asset allocation approach, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, and managed accounts.

Heather Williams is a CFA® charterholder with 10 years of industry experience, currently serving at Pointe Capital Management LLC since 2016. She holds Series 63 and Series 65 licenses and is based in Grosse Pointe Farms, MI. Outside of her advisory role, she serves as a trustee for the Burroughs Memorial Trust, which supports various community and charitable organizations. Pointe Capital Management serves individuals, retirement plans, trusts, and select institutional accounts with a focus on discretionary and non-discretionary investment management and ERISA fiduciary retirement-plan advising. The firm emphasizes a long-term, fundamentally driven Large Cap Value equity strategy combined with diversified asset allocation and uses leverage and derivatives in separately managed accounts.

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. 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 offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.

Robert Mulcahy is a financial advisor at Royal Oak Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Regulus Advisors, Wfg Investments, Inc., and Liberty Tax. Mulcahy also has experience as an insurance agent. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and retirement plans, providing discretionary portfolio management and financial planning with an investment approach based on asset allocation and model portfolios tailored to client goals and risk tolerance.